Payaca

CRM for service businesses: - Convert more business. 💰 - Automate your workflow. ⚙️ - Grow like a Pro. 📈

[Payaca @payaca_app]

#changelog Add custom colours to your Pipeline Stages.

Alongside the default Pipeline Stage colours, you can now choose any custom colour.
👉 https://t.co/WICYeVukMO

[Payaca @payaca_app]

#changelog Responsive forms: Letting field agents work more flexibly.
👉 https://t.co/RakXJvFVWU

[Payaca @payaca_app]

#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.
👉 https://t.co/JuMXnaR2Z5

[Payaca @payaca_app]

#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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👉 https://t.co/olhK1FR7IR

[Payaca @payaca_app]

#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.
👉 https://t.co/Rt5ralsJzK

[Payaca @payaca_app]

#changelog Agent Dave updates!

We've made significant improvements to Dave, your AI assistant in Payaca.
👉 https://t.co/Uu0ha4WtOM

[Payaca @payaca_app]

#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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👉 https://t.co/8d6WJ9KQd8

[Payaca @payaca_app]

#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.
👉 https://t.co/pIvZOMouum

[Payaca @payaca_app]

#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.
👉 https://t.co/FVWdHLGrqu

[Payaca @payaca_app]

#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.
👉 https://t.co/8HpGYqgqiG

[Payaca @payaca_app]

#changelog Tagging Field Agents in Event Notes.
👉 https://t.co/EemwuezokC

[Payaca @payaca_app]

#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.
👉 https://t.co/RQ7NaEZSIs

[Payaca @payaca_app]

#changelog Convert HTML files into PDFs for 3rd party sharing.
👉 https://t.co/rOTaXzipw9

[Payaca @payaca_app]

#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!
👉 https://t.co/Swh8FSMX7b

[Payaca @payaca_app]

#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.
👉 https://t.co/64ynNGCjC1

[Payaca @payaca_app]

#changelog New Automation Trigger: "On Change Proposal Accepted"

You can now run Automation Actions whenever a Change Proposal is accepted.
👉 https://t.co/FGcJyeyANO

[Payaca @payaca_app]

#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.
👉 https://t.co/b8IM4NHe8a

[Payaca @payaca_app]

#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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👉 https://t.co/wc44Ekf8Dm

[Payaca @payaca_app]

#changelog Contacts dashboard in analytics.

We've added a new dashboard to help you organise and search through all your contacts in one place.
👉 https://t.co/7EVMXY3wKz

[Payaca @payaca_app]

#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.
👉 https://t.co/ZkBk7N8D96