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Payaca

Solar & heat pump CRM for UK installers.

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Payaca is a CRM, job management and field service system for UK solar, heat pump, battery and EV charger installers. It keeps enquiries, designs, proposals, scheduling, compliance paperwork, costs, invoicing and payments on a single project record, so data does not need to be re-entered as work moves from the office to the field.

Core modules include pipeline and CRM, multi-option proposals with e-signatures, map-based scheduling, an offline-first mobile app, MCS compliance documentation, DNO applications via ENA Connect, stock and purchase orders, invoicing with Xero and QuickBooks sync, and a branded customer portal. Design tools include Glow for solar and Flow for heat pump estimates, with integrations for EasyPV, Heatpunk, OpenSolar and Spruce. Agent Dave, the built-in AI assistant, answers questions from account data, builds automations for review before activation, and drafts documents and emails; an MCP server exposes data to external AI tools within permissions. Zapier and a REST API support further connections.

Payaca is aimed at growing UK clean tech installation businesses. Onboarding with workflow mapping and data migration is offered. The pages describe demos and dedicated onboarding but do not state pricing, plans or trial terms.

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