19 articles tagged with Operations
What ServiceTitan's API gives you, how each record maps onto Payaca, and what we learned running a full ServiceTitan migration for a US electrical and solar contractor.
Jamie Duncan
October 31, 2026
What a SolarNexus export really contains, how its jobs, participants, milestones and attributes map onto Payaca, and how we sequenced a live migration so crews kept working and no homeowner got a stray email.
Jamie Duncan
October 29, 2026
What came across, and what we rebuilt, when a US solar and electrical contractor moved its solar business off Scoop, with Zoho on the sales side, and onto Payaca. Written from the migration we ran.
Jamie Duncan
October 28, 2026
Selling batteries to your own solar customers is the cheapest revenue you can book. How to segment, schedule for route density, and fix the paperwork.
Matt Franklin
October 23, 2026
Your first ops hire shouldn't inherit permitting from an inbox and four spreadsheets. What to set up before day one, from job records to permit status.
Matt Franklin
October 19, 2026
Expanding into a second state means new licensing, AHJs and utility queues. How to run both territories in one workflow instead of two parallel processes.
Matt Franklin
October 14, 2026
Most install businesses cost jobs from the quote, not from what was spent. Where the gap opens up, and what accurate job costing needs in practice.
Alex Simon
August 25, 2026
Payaca document templates are now built by conversation - describe the handover certificate or commissioning form you need and Agent Dave writes the layout for you, live, no HTML required.
Jamie Duncan
August 14, 2026
Company Settings has been rebuilt: a searchable left-hand nav replaces the old 13-tab wall, so you can jump straight to any setting by name, or by what it does.
Jamie Duncan
August 4, 2026
Agent Dave now takes standing instructions - tell Payaca's AI assistant how your business works once and it applies that context to every conversation. A setup guide with example instruction sets for heat pump, solar and service-plan installers.
Jamie Duncan
July 27, 2026
Payaca's enquiry forms are now live on every account. A lead lands as a ready-made project - no re-keying, and UK heat pump enquiries arrive with EPC data attached.
Ben Clarke
July 16, 2026
Bulk-bought stock used to land its whole cost on one unlucky project. Payaca's Stock Locations, now live on every account, hold it at real weighted average cost until a job actually uses it.
Matt Franklin
July 13, 2026
US solar installers don't have one national permitting clock - they have as many as they have AHJs. Here's what that variance actually costs a growing install business, backed by NREL data.
Matt Franklin
July 10, 2026
Connect your AI assistant straight to your Payaca account and ask it to do real work: pull stuck jobs, bulk-update projects, draft follow-ups, build reports. Here's why we built it and the practical things install teams can do with it.
Matt Franklin
June 4, 2026
Mid-sized US solar and clean-energy installers spend two engineers a year keeping a bespoke CRM alive that handles maybe 60% of the workflow. Permits, AHJ inspections, NEM interconnection and incentives end up on spreadsheets. The real cost of the build, and what the off-ramp usually looks like.
Matt Franklin
May 27, 2026
Decision-stage migration guide for US clean-energy installers leaving HubSpot. What imports cleanly, what doesn't, what HubSpot stays good at, and how to sequence a 4-week cutover without losing project history or AHJ permit state.
Matt Franklin
May 25, 2026
Pipedrive is the SMB sales pipeline that lots of US solar and battery installers reach for first. It does the sales side well and stops at deal-closed. A side-by-side workflow walkthrough through permitting, interconnection, incentive documentation, install and PTO.
Jamie Duncan
May 22, 2026
EV charger install businesses live or die on throughput. A practical operational playbook for teams running 40+ installs a month - scheduling density, quote speed, mobile field completion, and keeping margin tight as volume grows.
Jamie Duncan
April 28, 2026
The solar companies that thrive in 2026 won't just install panels. Here's how leading installers are diversifying into home energy companies with recurring revenue, adjacent services, and new business models.
Ben Clarke
February 27, 2026