Customer Experience

Delight customers at every touchpoint

Give customers 24/7 access to their portal. Track progress, view documents, book appointments, and pay online.

Welcome back
Sarah Johnson
Installation StatusIn Progress
65% complete
Next Appointment
Wed, 24 Jan - 09:00
System commissioning
Outstanding
2,350

Your customers expect transparency throughout their installation journey. Payaca's customer portal gives homeowners a single place to track progress, view documents, and make payments without calling your office.

Automated communications keep them informed at every stage, from appointment confirmations to completion notifications. The result is fewer support calls, faster payments, and the kind of experience that drives referrals.

What's included

Everything you need to delight customers at every touchpoint.

Customer Portal

Customers view documents, track project progress, and pay invoices 24/7. Reduces calls and builds trust.

Automated Communications

Appointment reminders, quote follow-ups, and status updates. Keep customers informed without manual work.

Service Plans

Manage recurring maintenance agreements and annual services. Auto-renewal reminders and scheduling.

Online Payments

Customers pay via card or bank transfer through their portal. Instant confirmation and receipt generation.

β€œYou and your team have been just a joy to work with.”
AS
Andy Sellick
CTO, OVO Solar & Heating

Frequently asked questions

What is a customer portal for installers?
A customer portal gives homeowners 24/7 access to their project information β€” documents, progress updates, invoices, and payment options. Payaca's portal reduces inbound calls and builds trust throughout the installation process.
Can Payaca send automated appointment reminders?
Yes. Payaca sends automated email and SMS reminders for appointments, quote follow-ups, and status updates. You configure the triggers once and communications run automatically.
How do online payments work with Payaca?
Customers pay via card or bank transfer through their portal or directly from a payment link. Payments reconcile automatically against invoices with instant confirmation and receipt generation.
What are service plans in Payaca?
Service plans let you sell recurring maintenance agreements β€” annual heat pump servicing, solar panel cleaning, battery health checks. Payaca handles auto-scheduling, recurring billing, and renewal reminders.
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