What's new in Payaca
Recently shipped by the team, quoting, design, install, and service tools for clean tech installers.
Plan a large team without losing your place on the schedule
The schedule's date controls stay on screen as you scroll, and the team groups you collapse stay collapsed.
Owen Evans
Dave TimmsAdd owners, tags and notes to enquiry forms
Enquiry forms can now assign each new lead to a team member, add tags, and let the customer leave a note.
Matt BesseyDesign and quote solar in one place with Glow
Lay out the roof, estimate production with PVWatts and show the customer their monthly net-metering savings, all inside the project you are quoting.
Martha HearnYour templated automations are now fully configurable
Template automations now sit in the Automations list alongside the ones you have built, and you can edit every part of them.
Martha HearnFilter the schedule by pipeline
Filter events in the 'schedule' view by a particular pipeline
Dave TimmsShow grants on estimates and proposals
Show customers how grants will affect the amount they have to pay
Matt BesseyService plan sign-ups now capture the service address
Customers who subscribe through your service plan's public link now give the address where the service takes place.
Matt BesseyTrack the whole working day in the Field App
Choose which timelog types your team can use outside of an event, and the Field App asks what comes next whenever an event ends.
Matt FranklinBuild Proposals with everything in view
See the Customer preview as you work, with flexible Item choices, Agent Dave, payment schedules and attachments in one place.
Matt BesseySee and correct a Project's exact site location
Correct a Project's map pin so field teams and design software use the right property location.
Matt FranklinUse more than one email domain
Add approved sending addresses from several email domains to the same Payaca Account.
Dave TimmsSend your team a link to a project
Automation emails and texts can now contain a link to the project for your team.
Martha HearnBuild a Proposal with Agent Dave
Describe the job and Agent Dave writes the Proposal up, prices it, and builds the optional extras and either/or choices you ask for.
Martha HearnPayaca API: set a Project's origination date
Set an originatedAt when you create a Project through the Payaca API, so imported Projects keep the date they began.
Martha HearnPayaca API: read a Project's files
List every file held against a Project through the Payaca API, wherever it was attached.
Martha HearnAsk Agent Dave to adjust stock at a Stock Location
Tell Dave what you counted, found or wrote off at a Stock Location and it corrects the quantities held there for you.
Matt BesseyChoose who your email is sent as
Pick the address a Proposal, Estimate, Invoice, Change Proposal, appointment confirmation or file share goes out from. Payaca remembers your choice.
Martha HearnPayaca API: Read Scheduled Events
Fetch a single Event by ID, or get a filtered page of the Events on your account.
Martha HearnPreview the Client Portal as your Customer
Open the Client Portal exactly as your Customer sees it, from any sent Proposal, Invoice or Change Proposal.
Matt BesseyInvoice scanning is faster, and gets your prices right
Upload a supplier invoice on a Project and the line items come back in about three seconds instead of thirty, with the prices read correctly.
Martha HearnAssign a Task to a whole Team
Assign a Task to a Team instead of one person, so everyone on it can see the work and any of them can pick it up. Task lists show and filter by Team, and Task templates can default to one.