Compare Payaca Plans
Find the right plan for your team. See every feature included at each tier level.
Back to pricing| Feature | 12-month discount, by application Accelerator See if you qualify | Most Popular Growth Book a demo | Scale Contact sales |
|---|---|---|---|
| AI | |||
Agent Dave (AI assistant) AI assistant for quotes, emails, and admin tasks | Included usage | Included usage | Included usage |
MCP server AI assistant integration for Claude, Cursor, etc. | |||
| Sales & Quoting | |||
Interactive proposals with e-signatures | |||
Quote line item management | |||
Customer acceptance tracking | |||
| File Management | |||
Project file storage Organize files into folders with templated structures added to projects | Unlimited | Unlimited | Unlimited |
| Templating | |||
Templates Proposal, scheduling, task, and project templates | |||
Custom document templates Fully branded HTML templates for certificates, reports & more | |||
Custom email templates HTML emails matching your brand | |||
| Operations | |||
Job management & scheduling | |||
Team calendar | |||
Timesheets & time tracking | |||
Basic task management | |||
Job forms & surveys Custom checklists, surveys with image capture, and AI-powered data extraction | |||
Map-based scheduling Visual dispatch and route planning | |||
Franchisee/multi-location management | |||
| CRM & Customer Management | |||
Contact & company records | |||
Project pipeline tracking | |||
Pipeline guards Ensure data and forms are completed before moving to next stage | |||
Activity history | |||
Notes & attachments | |||
Custom fields Capture exactly the data your business needs | |||
Custom fieldsets Group fields into reusable templates for different job types | |||
| Customer Portal | |||
Branded customer portal Projects, proposals, invoices, payments, bookings, shared files and document signing in one place | |||
Custom domain yourcompany.payaca.site for customer portal | |||
Virtual surveys Coming soon | Coming soon | Coming soon | Coming soon |
| Finance | |||
Invoicing & payment collection | |||
Online payments via Stripe Card and Pay by Bank. Transaction fees charged by Stripe | |||
Payment reminders | |||
SMS notifications Usage-based pricing | |||
QuickBooks integration | |||
Xero integration | |||
| Workflow Automation | |||
Templated automations Pre-built automation templates | |||
Custom automations Build your own workflows with triggers and actions | |||
Multi-step sequences Automate complex processes across your business | |||
Conditional logic Different paths based on job type, value, customer, etc. | |||
| Integrations | |||
Gmail integration | |||
OpenSolar integration | |||
Zapier Connect to 2,000+ apps | |||
OpenAPI access Build your own integrations | |||
Custom integrations built to spec | |||
Data warehouse sync Snowflake, BigQuery | |||
ERP connections | |||
| Compliance | |||
Custom fields for compliance tracking Track permits, inspections, and AHJ requirements with custom fields | |||
| Reporting & Analytics | |||
Standard reports | |||
Advanced reporting | |||
Custom analytics dashboards | |||
| Support | |||
Knowledge base access | |||
Ticket-based support | |||
Priority support | |||
Dedicated onboarding | |||
Support SLAs | |||
Dedicated account manager | |||
Dedicated industry-expert team | |||
Onsite consulting | |||
Priority feature development | |||
Quick Summary
Accelerator
Growth's full feature set at a discounted rate for 12 months, for newly founded install businesses.
Growth
The standard plan: AI, custom automations, customer portal, design tool integrations, and paid onboarding.
Scale
Everything in Growth plus enterprise integrations, SLAs, and dedicated support team. For teams of 50+ users.
Payaca is constantly evolving to meet customer needs. Features and availability are subject to change.
Not sure which plan?
Book a demo and we'll recommend the right plan based on your team size and requirements.
Book a demoNeed enterprise features?
Custom integrations, SLAs, data warehouse sync, and dedicated support for large teams.
Contact sales