Purpose-built for heat pump installation businesses
Manage projects from estimate to service
Payaca understands heat pump installations. From load calculations to service plans, incentive tracking to customer management - everything you need to run and scale your heat pump business.
Sound familiar?
Manual data entry from load calculations into quotes
Tracking federal and state incentives across different programs
No system for managing warranty and service visits
Documentation scattered across folders and emails
Customers asking for status updates constantly
Built for heat pump installers
Purpose-built features that understand your business
Load Calculation Integration
Import load calculations from design tools. System sizing and equipment specs flow directly into your quotes.
Incentive Tracking
Track federal tax credits, state rebates, and utility incentives per project. Show customers their total savings.
Service Plan Management
Sell annual service plans at point of sale. Auto-schedule visits, send reminders, and manage recurring revenue.
Multi-Tech Proposals
Quote heat pump + ductwork + thermostat on a single proposal. Customers configure their package and accept digitally.
Documentation made easy
Tools that handle permits, inspections, and documentation automatically
Project Tracking
Use custom fields and pipeline stages to track project progress. Link documents and set task reminders for key milestones.
Digital Forms
Commissioning checklists, refrigerant logs, and handover forms completed on mobile. Everything stored against the job.
Documentation
Complete history of every document, change, and communication. Professional records for every installation.
Connects with your tools
Integrations built for heat pump installers
Frequently asked questions
- Does Payaca integrate with load calculation tools?
- Yes, Payaca can import load calculations from design tools. System sizing and equipment specifications flow directly into your quotes without re-typing.
- Can Payaca track federal and state incentives?
- Yes, Payaca tracks federal tax credits, state rebates, and utility incentives per project. You can show customers their total savings on proposals.
- Does Payaca support service plan management?
- Yes, you can sell annual service plans at point of sale, auto-schedule service visits, send reminders, and manage recurring revenue - all within Payaca.
- Can I create multi-technology proposals?
- Yes, you can quote heat pump + ductwork + thermostat on a single proposal. Customers configure their package and accept digitally with e-signatures.
Ready to scale your heat pump business?
See how Payaca can help you grow without the operational chaos.