What's new in Payaca
Recently shipped by the team — quoting, design, install, and service tools for clean tech installers.
See 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.
Matt Franklin
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.
Matt BesseySee your Payaca schedule in your own calendar
Subscribe to a private feed of the Scheduled Events assigned to you in Google Calendar, Apple Calendar or Outlook.
Matt BesseyGroup your people into Teams
Create named Teams on your Users page, add members, and put staff in more than one - the foundation for scheduling and assigning work by team.
Martha HearnMore automation triggers: Change Proposals and signed Documents
Run automations at more points in a Change Proposal's life, and the moment a Customer signs a Document.
Martha HearnSee why a stage change is blocked, from the Project page
When you change a Project's stage from the Project page, blocked stages now explain which conditions still need to be met — the same guidance you get on the pipeline board.
Martha HearnHold and track bulk-bought stock with Stock Locations
Buy materials in bulk into named Stock Locations, see what's on hand and its real value, and move stock onto Projects at weighted average cost.
Matt BesseyTrack travel and admin time that is not tied to an Event
Field Agents can now track time that isn't linked to an Event - like travel between jobs - straight from the Field Service app.
Martha HearnMake signatures optional when accepting Proposals
A new Project setting lets Customers accept Proposals without providing a signature.
Martha HearnFilter and sort the Invoices list by how overdue they are
The Invoices list now has a Due filter with overdue ageing buckets, sortable Total, Due and Created columns, and a clearer view of invoices on archived Projects.