CRM for service businesses: - Convert more business. 💰 - Automate your workflow. ⚙️ - Grow like a Pro. 📈
Bristol, England
Joined January 2018
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#changelog Add custom colours to your Pipeline Stages.
Alongside the default Pipeline Stage colours, you can now choose any custom colour.
👉 updates.payaca.com/add-custo…
#changelog Responsive forms: Letting field agents work more flexibly.
👉 updates.payaca.com/responsiv…
#changelog Responsive forms: Display Select fields as vertical buttons.
You can now display Select custom field types as vertical buttons instead of a traditional dropdown.
👉 updates.payaca.com/responsiv…
#changelog A big upgrade to Pipelines.
We're rolling out a big upgrade to Pipelines that brings more visibility, more control, and a much slicker experience for managing your projects.
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👉 updates.payaca.com/a-big-upg…
#changelog Smarter Invoice Scanning.
Payaca lets you quickly record purchased materials on a project by scanning an invoice or receipt from a photo, screenshot or PDF.
👉 updates.payaca.com/smarter-i…
#changelog Agent Dave updates!
We've made significant improvements to Dave, your AI assistant in Payaca.
👉 updates.payaca.com/agent-dav…
#changelog Introducing Agent Dave.
Dave is your AI assistant inside Payaca. Ask him anything, get him to do things for you.
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👉 updates.payaca.com/introduci…
#changelog A brand new business dashboard.
We've rebuilt the dashboard from the ground up to give you a clear, real-time picture of how your business is performing.
👉 updates.payaca.com/a-brand-n…
#changelog API: Upload Files to a Project.
Payaca API users can now upload images, videos, and documents to Projects via the Payaca API.
For more details see the Project Files API docs.
👉 updates.payaca.com/api-uploa…
#changelog Remove Energy Performance Certificates
Did your customer get a new EPC and you need to replace it on a project? Now you can remove it and add the new one.
👉 updates.payaca.com/remove-en…
#changelog New Automation Condition for Deposit Invoices.
Automations which are triggered by invoice events can now filter to only deposit invoices with the new "Is deposit invoice" condition.
👉 updates.payaca.com/new-autom…
#changelog Convert HTML files into PDFs for 3rd party sharing.
👉 updates.payaca.com/convert-h…
#changelog Reorder your custom fieldsets 🔢
Want to change the order of your custom fieldsets so your most important fieldsets appear at the top?
Now you can!
👉 updates.payaca.com/reorder-y…
#changelog New Automation Triggers: "Invoice Voided" and "Proposal Acceptance Removed"
You can now run automation actions when you void an Invoice or remove the customer's acceptance from a Proposal.
👉 updates.payaca.com/new-autom…
#changelog New Automation Trigger: "On Change Proposal Accepted"
You can now run Automation Actions whenever a Change Proposal is accepted.
👉 updates.payaca.com/new-autom…
#changelog Client portal UI update.
We have updated the client portal with the new design. Notably:
Actions banners - now appear automatically based on actions required by the customer.
👉 updates.payaca.com/client-po…
#changelog Share generated documents with field users.
You can now share generated documents with your field users through the Field Service App.
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👉 updates.payaca.com/share-gen…
#changelog Contacts dashboard in analytics.
We've added a new dashboard to help you organise and search through all your contacts in one place.
👉 updates.payaca.com/contacts-…
#changelog Clear Custom Field Values Instantly.
You can now reset any custom field with a single tap.
Every custom field now has a "Clear" button that instantly resets it to empty.
👉 updates.payaca.com/clear-cus…
