Battery storage installers

Quote battery options and track the margin on every job

Give the customer a choice of battery, get it signed on their phone and order the kit from the quote.

A battery quote as the customer sees it in the Payaca customer portal, offering a choice of a GivEnergy 9.5 kWh battery at £3,950 or a GivEnergy All in One 13.5 kWh at £6,900, with the first selected, on a demo account
  • ISO 27001 certified
  • Trusted by OVO Solar & Heating
  • Full REST API

Signed on the customer's phone

Your customer reads the quote on their phone, signs it and sees the deposit that's due.

DNO applications from the project

Submit the G98 or G99 application through ENA Connect and see when it's approved, on the project.

The project in Payaca with its DNO application marked approved, on a demo account

The handover pack, made from the job

Payaca makes the handover report from the install record, with the battery serial, photos and test readings.

The installation and handover report Payaca made from the install record, with the engineer's photo of the array beside the serials and test readings, on a demo account

Also in Payaca

Order the kit from the quote
The quote's items become a purchase order to your supplier, with the delivery address set.
Margin on every job
Costs and margin show from the day you quote, so you know whether a battery job made money.
Design solar and storage
Glow (limited release) adds the batteries the customer needs to the design and the estimate.
“The whole team's enjoying using the system.”
Jack Larsson, Director, Better Planet · 72 live automations
Read the story

Frequently asked questions

Can Payaca handle multi-option battery quotes?
Yes, Payaca lets you quote different battery sizes and configurations on a single proposal. Customers can compare options side-by-side and choose what fits their budget and needs.
Does Payaca handle DNO applications for battery installations?
Yes, you can submit G98/G99 applications for battery installations and track approval status. The system handles different commissioning requirements for various installation types.
Can I track project profitability?
Yes. Each job shows its costs and margin from the day it's quoted, and updates as materials, purchase orders and labour are added.
Does Payaca integrate with design tools for battery systems?
Yes, and you can design in Payaca too. Glow (limited release) covers solar and storage design inside Payaca, and designs from EasyPV and OpenSolar import with battery specifications and system capacity flowing into the quote.
How is Payaca different from generic CRMs?
Generic CRMs require extensive customization for battery storage workflows. Payaca is purpose-built with design tool integrations, DNO application management, and multi-option quoting out of the box.
How long does implementation take?
It depends on how much you're bringing across. Better Planet moved its sales and field work off Pipedrive and Commusoft in 6 weeks. A Scottish install business with 80 to 100 people went from signed to live in 5 weeks. Our onboarding team maps your workflow, moves your data across and trains the team. The pricing page shows what each plan includes.

Dedicated onboarding available

Ready to run more installs without losing control?

Growing installers run their whole job on Payaca, from design or enquiry to payment. We'll handle your workflow mapping and data migration.

Better Planet moved off Pipedrive and Commusoft in 6 weeks