Field service software built for clean energy installers
Quote from designs, schedule install crews, capture commissioning data on mobile, and generate and sign job documents on site before the crew leaves - even with no signal. Built for solar, heat pump, battery, and EV charger contractors who outgrew generic field service tools.
No credit card needed. ISO 27001 certified.
Why clean energy installers outgrow generic field service software
If any of these sound familiar, you are running install ops on a tool that was never built for it.
Generic field service software treats every install the same
ServiceTitan and Jobber were designed for plumbing and HVAC service calls. Solar, heat pump, and battery installs are multi-day, multi-stage projects with permits, inspections, and design tools that those platforms never accounted for.
Office and field run on different sources of truth
Designers work in OpenSolar or a load-calc tool. Sales quotes from a CRM. Project managers track jobs in spreadsheets. Field crews show up with a printout. Every handoff loses information, and customers feel it.
Service revenue gets left on the table
Annual service plans, monitoring contracts, and warranty visits are recurring revenue most installers underexploit. Generic field service tools treat these as one-off jobs to schedule, not as a programme to grow.
You're paying for tools you barely use
ServiceTitan starts around $1,500+ per month before add-ons. Salesforce needs a consultant to wire in your workflow. Most clean energy installers run on a fraction of those features and pay full price for the rest.
What makes Payaca different
The clean energy install workflow shipped on day one, not built by a consultant.
Multi-stage project pipelines
Sales, design, permitting, install, inspection, PTO, service. Build the workflow your team actually runs and move projects through it without leaving the platform.
Learn more →Map-based crew scheduling
Drag jobs onto the map. See where your crews are, batch nearby installs, and avoid the route inefficiency that eats your margin on multi-job days.
Learn more →Design tool integration
Pull system designs and load calculations directly into proposals. Equipment, pricing, and savings flow through automatically. No re-keying when designs change.
Learn more →Mobile field app, offline-capable
Install crews see the latest design, customer details, and job notes on iOS and Android. Capture commissioning data, photos, and signatures with no signal needed.
Learn more →Generate and sign documents on site
Field crews create a job document - commissioning certificate, inspection report, handover pack - from the job they are on, then capture the customer's signature on the spot. No back-office step first, and it works fully offline.
Learn more →Ready-made document blueprints
Add the forms your crews fill in again and again - commissioning sheets, inspection reports, handover docs - from a library in one click. Each blueprint arrives wired to the fields that fill it in, so there is no setup before you use it.
Learn more →Service plans that grow recurring revenue
Sell annual maintenance plans at point of sale. Auto-schedule visits, send reminders, and track renewals. Build a recurring revenue line alongside install revenue.
Learn more →AI agent Dave, no SQL required
Ask Dave for the status of a project, this week's pipeline, or to draft a customer update. Natural language queries against your real data.
Learn more →Built for every clean energy install
One platform, four installer types, the same workflow underneath.
Solar installers
Quote from OpenSolar designs, track permits and PTO, run install crews from one platform.
See the page →Heat pump installers
Quote from load calcs, run service plans as recurring revenue, capture refrigerant and commissioning data on mobile.
See the page →Battery storage installers
Multi-option proposals for solar plus storage, project tracking through inspection, and customer portal for service requests.
See the page →EV charger installers
Survey to install workflow, multi-site project management, and customer portal for ongoing service.
See the page →How Payaca compares
Quick takes on the platforms US clean energy installers consider, with deeper comparisons if you want them.
Enterprise platform priced for 100+ tech operations
General home services, no clean tech workflow
Powerful but needs consultants to wire in install ops
Sales CRM, not built for field operations
Roofing CRM with solar and HVAC bolted on
Pipedrive, Monday, and other tools repurposed for ops
Field service software FAQ
What is field service software for clean energy installers?
Field service software for clean energy is a platform that handles the sales, design, install, and service workflow for solar, heat pump, battery, and EV charger contractors. Beyond standard CRM and scheduling, it integrates with design tools (OpenSolar, load calculators), supports multi-stage install projects with permitting and inspection stages, captures commissioning data on mobile, and manages annual service plans as recurring revenue. Generic field service tools were built for plumbing and HVAC service calls; clean energy field service software ships with the install workflow built in.
How is Payaca different from ServiceTitan and Jobber?
ServiceTitan is enterprise-priced (typically $1,500+ per month) and scoped for large HVAC and plumbing operations. Jobber is general home services software, strong for one-visit jobs but light on multi-stage install workflow and design tool integration. Payaca is built specifically for clean energy installers (10 to 50+ employees) who need the install workflow without enterprise pricing. Most Payaca customers are live within 1 to 4 weeks rather than months.
Does Payaca integrate with OpenSolar and load calculation tools?
Yes. Payaca has a native integration with OpenSolar (push designs into proposals) and supports load calculation imports for heat pump installers. Equipment, pricing, and savings flow through automatically, so your team is not re-keying numbers when designs change.
How does Payaca handle US permits and inspections?
Permits and inspections are pipeline stages in Payaca. You can build a workflow that mirrors your local AHJ process: plan submission, plan check, building permit issued, electrical inspection, final inspection, PTO. Custom fields capture permit numbers and AHJ contacts. Automated reminders flag stages sitting too long. Documents stay attached to the project so the install crew and back office work from the same source of truth.
Does Payaca have a mobile app for field crews?
Yes. The Payaca mobile app works on iOS and Android with offline mode for rooftop and remote sites. Crews see the latest design, customer details, and job notes, and can capture photos, signatures, refrigerant amounts, and commissioning data right in the app. Everything syncs back to the project when signal is available.
Can field crews generate and sign documents on site?
Yes. A field crew can create a document from any of your account's templates against the job they are on - a commissioning certificate, inspection report, or handover pack - and Payaca fills it in from the project's data. If the template captures a signature, the person on site can sign it there and then on the crew's device, whether that is the homeowner, the site contact, or a tenant's representative rather than only the account holder. Generating the document, filling it in, and capturing the signature all work completely offline and sync back to the project when signal returns. Previously a back-office user had to create the document first; now the crew can close the paperwork before they leave site.
What are document blueprints?
Document blueprints are ready-made forms you can add to your account in one click - commissioning sheets, inspection reports, handover documents, and other paperwork installers produce on every job. Each blueprint comes complete with the document template that produces the finished file and the custom fields that capture the data it needs, already wired together, so there is no setup before you use it. Browse the library, preview the document a blueprint produces, add it, and it is ready to use on any project straight away.
What does Payaca cost compared to ServiceTitan, Salesforce, or Jobber?
Payaca pricing is transparent and tiered. Core covers small teams (around 5 to 15 users); Growth covers scaling installers (15 to 50 users); Scale is for franchise and enterprise. ServiceTitan typically lands around $1,500+ per month. Salesforce starts cheaper but adds up quickly with custom objects, integration fees, and consultant time. Jobber is the cheapest entry point but lacks clean energy workflow. Most installers find Payaca lower total cost of ownership because the install workflow is built in.
How long does it take to switch field service software?
Most Core customers are live within 1 to 2 weeks. Growth customers take 2 to 4 weeks for full data migration, workflow setup, and team training. Onboarding is hands-on: we map your sales-to-install process, import your existing customer and project data, and train your team on web and mobile.
See Payaca built for your install workflow
30-minute demo. We will tailor it to your install volume, design tools, and field ops stack. No generic walkthrough.