Battery storage installers
Quote battery options and track permits by jurisdiction
Give the homeowner a choice of battery, get it signed on their phone and track the permit on the project.
- ISO 27001 certified
- Full REST API
Signed on the homeowner's phone
The homeowner reads the proposal on their phone, signs it and sees the deposit that's due.
Install day on the crew's phone
Crews record serials and photos against the project on the field app, even with no signal.
The completion report, made from the job
Payaca makes the install completion report from the install record, with the battery serial, photos and test readings.
Also in Payaca
- Incentives on the proposal
- Show a state battery incentive as its own deduction, so the homeowner sees what they pay.
- Permits by jurisdiction
- Track each permit through your own stages, with the permit number and inspection dates on the job.
- Margin on every job
- Costs and margin show from the day you quote, so you know whether a battery job made money.
Frequently asked questions
- Can Payaca handle multi-option battery quotes?
- Yes, Payaca lets you quote different battery sizes and configurations on a single proposal. Customers can compare options side-by-side and choose what fits their budget and needs.
- How does Payaca handle permits for battery installations?
- Use custom fields and pipeline stages to track permit state by jurisdiction: application, inspection and approval, with permit numbers captured on the job. Requirements differ by jurisdiction, so the workflow is configurable rather than fixed to one authority's process.
- Does Payaca track interconnection when storage is added to solar?
- Where the battery pairs with solar, interconnection with the utility runs as its own project fieldset, separate from the AHJ permit: application, witness test, Permission to Operate, so commissioning doesn't get ahead of utility sign-off. Whether a standalone battery needs a utility application depends on your utility; capture whatever it asks for as project data on the job.
- Can I track project profitability?
- Yes. Each job shows its costs and margin from the day it's quoted, and updates as materials, purchase orders and labour are added.
- Does Payaca integrate with design tools for battery systems?
- Yes, and you can design in Payaca too. Glow (limited release) covers solar and storage design inside Payaca, and OpenSolar designs import with battery specifications and system capacity flowing into the quote.
- How is Payaca different from generic CRMs like Salesforce or HubSpot?
- Generic CRMs require extensive customization for battery storage workflows. Payaca is purpose-built with design tool integrations, multi-option quoting, and project tracking capabilities out of the box.
- How long does implementation take?
- Growth, Scale and Enterprise include guided onboarding with data migration. We map your workflow, migrate your customers and projects, train the team by role and stay alongside you through go-live. Accelerator includes two funded setup sessions.
Dedicated onboarding available
Ready to run your whole install business in one system?
Growing installers run their whole job on Payaca, from quote to final payment. We'll handle your workflow mapping and data migration.
- Dedicated onboarding
- Data migration support
- AI + human support