Solar installers

Design, quote and track permits for every solar job

From the first lead to PTO, the job stays on one project, so nobody types it in twice.

A solar design in Glow on a demo account: panels laid out on a roof in Connecticut, with the arrays labeled
  • ISO 27001 certified
  • Full REST API

Leads land in the right pipeline

Your website form creates the project with an owner and tags, so every rep has their own link.

Payaca pipeline board with a new solar and battery lead in New lead, on a demo account

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 photos, serials and test readings.

The install completion report Payaca made from the install record, with the crew's photo of the array beside the serials and test readings, on a demo account

Each stage paid

Invoices follow the payment schedule, so you can see what's paid and what's due.

The project's invoices in Payaca, each stage of the payment schedule paid, on a demo account

Also in Payaca

Permits and inspections
Keep the AHJ permit number, inspection dates and the utility interconnection on the project.
Bring designs in
OpenSolar designs import with the panel count and equipment, so nothing is re-typed.

Frequently asked questions

What size solar company is Payaca built for?
Payaca works for solar installers from around 10 employees up to 150+. Our sweet spot is companies doing 20-100+ installations per month who need to systematize their operations to keep scaling.
How is Payaca different from generic CRMs like Salesforce or HubSpot?
Generic CRMs require extensive customization to handle solar workflows. Payaca is purpose-built with solar design tool integrations, project stage tracking, permit management fields, and field service capabilities out of the box.
Can I design solar in Payaca?
Yes. Glow, in limited release, designs the roof inside Payaca and the design becomes the priced proposal. If you already design in OpenSolar, designs import with panel counts, inverter specifications and production estimates, no manual re-entry. An Aurora integration is coming soon.
Can Payaca estimate production and net-metering savings?
Yes, in Glow. It runs PVWatts on the design to estimate annual production from the site's weather data. You can then compare a flat export payment with a monthly kWh credit bank over the next 12 months, with the assumptions set from the customer's utility tariff, and see how unused credits carry into later months.
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.
Can Payaca handle both residential and commercial solar projects?
Yes. You can configure different pipelines and workflows for residential vs commercial projects, each with their own stages, required fields, and document templates.
Does the mobile app work offline?
Yes, the field service app works offline. That's essential for technicians on roofs with poor signal. Data syncs automatically when connectivity returns.

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