Run C&I solar projects from proposal to interconnection

Also in Payaca

Every project's stage and schedule

See projects move from lead to PTO, the crews' week on the schedule and the jobs still to book.

The completion report, made from the job

Payaca makes the install completion report from the install record, with the photos, serials and test readings.

Change proposals

When the scope changes, a change proposal records the new costs and margin.

Frequently asked questions

Can Payaca handle the long sales cycles of commercial solar?

Yes. Configurable pipelines let you build stages for the full C&I lifecycle, from initial qualification and proposal through contract negotiation, permitting, installation, and interconnection. Multiple contacts per customer let you manage all stakeholders.

How does milestone billing work?

You set up payment schedules tied to project milestones. For example, 10% at notice to proceed, 30% at permit approval, 40% at mechanical completion and 20% at permission to operate. Invoices can be triggered as milestones complete.

How does Payaca handle change proposals?

When scope changes mid-project, you create a change proposal that captures revised costs, updated margins, and timeline impact. Your team and the client both have a clear record of what changed and the financial implications.

Can I present multiple system configurations to a client?

Yes. Multi-option proposals with grouped line items let you present different configurations (a 100kW rooftop vs a 250kW carport with battery storage) on a single proposal. Clients compare options and accept digitally.

Does Payaca handle both commercial and residential solar?

Yes. You can configure separate pipelines for resi and C&I projects, each with their own stages, required fields, and document templates. Many installers use Payaca for both.

How does Payaca help with AHJ permit tracking?

Custom fields and pipeline stages let you track permits through each jurisdiction's specific requirements. You can link documents, set task reminders, and manage the full permit lifecycle within the project.

How long does implementation take for a commercial solar business?

Onboarding is guided and includes data migration. We map your specific project lifecycle, configure pipeline stages, set up payment schedules and train your team.