Compliance & Documentation

Stay compliant, stay profitable

Digital forms, project tracking, and documentation management. Keep every installation documented and audit-ready.

app.payaca.com

MCS Documentation

3/5 Complete
Heat loss calculationAuto-generated
MIS 3005 compliance check
Customer declaration
Installation certificate
DNO notification
Audit-ready documentation

US clean tech installers face a patchwork of permit requirements across different Authorities Having Jurisdiction. Payaca gives you flexible tools to manage this complexity: custom fields for tracking permit status, digital forms for capturing inspection results, and centralised document storage that keeps everything linked to the right project.

Your team always knows what's been submitted, what's pending, and what needs attention.

What's included

Everything you need to stay compliant, stay profitable.

Project & Permit Tracking

Use custom fields and pipeline stages to track permits through your workflow. Link documents, set task reminders, and keep everything organized by project.

Digital Forms

Custom forms for site surveys, commissioning, and sign-offs. Capture photos, signatures, and data in the field.

Task & Inspection Scheduling

Schedule inspection tasks with automatic reminders. Track results and manage follow-ups through your project workflow.

Document Management

Store and access permits, warranties, manuals, and compliance docs. Everything linked to the right job.

There was nobody we could see in the market that offered a tenth of what Payaca did.
AS
Andy Sellick
CTO, OVO Solar & Heating

Frequently asked questions

How does Payaca help with permit tracking?
Use custom fields and pipeline stages to track permits through your workflow. Link documents to projects, set task reminders for submissions and inspections, and keep everything organised by job.
Can Payaca manage inspection scheduling?
Yes. Schedule inspection tasks with automatic reminders for your team. Track results within the project workflow and manage any follow-up actions required before final sign-off.
Does Payaca handle AHJ requirements?
Payaca's flexible custom fields and digital forms let you capture whatever documentation each Authority Having Jurisdiction requires. Store permits, inspection results, and compliance documents against each project.
How does document management work for US installers?
All permits, warranties, manuals, and compliance documents are stored against the relevant project. Your team can access them from any device — in the office or on site.
Dedicated onboarding available

Ready to streamline your clean tech operations?

Join 500+ installers who've transformed their business with Payaca. We'll handle your workflow mapping, process optimisation, and data migration.

Dedicated onboarding
Data migration support
AI + human support