Every job and every engineer in one view
The installs pipeline, then the engineers' week, a survey with its address and checklist, the map of this week's visits and the won jobs still waiting for an install date.
Scheduling and operationsShort clips of the real app doing an install team's everyday work, from the first survey to a signed quote. Further down are longer conversations with customers and the Payaca team.
Recorded in Payaca on a demo account. The business, customers and addresses are made up, and the screens are the ones your team would use.
The installs pipeline, then the engineers' week, a survey with its address and checklist, the map of this week's visits and the won jobs still waiting for an install date.
Scheduling and operationsThe survey is already on the job. The office builds the quote from its price list, the 拢7,500 BUS grant comes off the price, and the quote goes out by email.
Read the grants updateDescribe a heat pump job and Dave prices it from your own catalogue. He asks before he builds anything, and the draft opens with an optional annual service and a choice of two units.
Read the Agent Dave updateBack at the office, search the job's files for "consumer unit" or "radiator" and the right photos come up, even though they still have the phone's file names.
Read the AI search updateOn site, the engineer adds photos of the boiler, flue, consumer unit and radiators, a walkaround video and a note, then saves it all to the job.
The field appThe homeowner opens a branded solar and battery quote on their phone, adds the optional EV charger, watches the total change and signs. The deposit invoice is ready straight after.
The customer portalMore on the Payaca YouTube channel.
Walkthroughs that went out with a product update, newest first.
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