What's new in Payaca
Recently shipped by the team — quoting, design, install, and service tools for clean tech installers.
Ask 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.
Martha Hearn
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.
Dave TimmsAgent Dave gets better at editing document templates
You describe it, Agent Dave makes it
Martha HearnTwo new Custom Field types: date and multi-select
Custom Fields now include a date type and a multi-select type.
Matt FranklinSee only the Custom Fields that matter on a Project
Projects lead with the Fieldsets you have filled in, keeping the view clean, with everything else one click away in a searchable group.
Owen EvansCompany Settings now easier to find and update
Settings are organized in a searchable left sidebar instead of 13 tabs, so you can locate any configuration in one place.
Martha HearnNew Webhook events: Change Proposal sent and accepted
Subscribe to the new changeProposal.sent and changeProposal.accepted Webhook events to keep your integrations in step with mid-project changes.
Matt BesseyQueue messages and stop Agent Dave mid-reply
Send your next message while Dave is still replying and it goes automatically when the current answer finishes. Stop a reply with Esc, or stop and send now.
Martha HearnFind emails by anyone on them in your Inbox
Inbox search now matches the recipient, anyone CC'd, and the original sender of a forwarded email, not just the sender.
Dave TimmsSee what Agent Dave is doing as it works
Agent Dave now shows plain-English progress labels during longer tasks, and badges for the records it has in context, so you always know what it's working on.
Martha HearnAdd a Statement of Account to your Projects
Document templates can now show a Project's totals: invoiced, paid and outstanding. Add the ready-made Statement of Account and share proof of payment in a few clicks.
Matt FranklinSee total time per person on the Timelogs page
Total each person’s time and cost for any period, group and filter Timelogs by user or team, and edit or delete an entry without leaving the page.
Owen EvansTry the new Proposal builder
A rebuilt Proposal builder you can switch on today, with live preview, inline editing, saved groups and payment schedules in one place. Switch back any time.
Dave TimmsTailor Agent Dave to your business
Super Admins can now give Agent Dave standing instructions in Company Settings, so it answers your whole team in your terms, in every conversation.
Martha HearnSet a default assignee and due date on your Task templates
Task templates can now set a default assignee (a user, the Project owner, or a user custom field) and a due date, so Tasks arrive ready to action.
Matt BesseyAttach documents and videos to your Custom Fields
Upload Custom Fields can hold documents and videos alongside images, and your field team can capture them on site from the Field Service app.
Martha HearnGroup and filter your schedule by team
Organise the scheduling board by team with collapsible headers, and scope the board to one or more teams in a click.