Payaca updates
Payaca updates
www.payaca.com

Add access details to your addresses 🏠

 

New

  

Share your site addresses with details of tenants so your field agents have all the information they need to access sites! image.png

Categorise your materials 🔠

 

Improvement

  

Very soon we'll be adding live data direct from suppliers, to help keep it all organised we've created categories. If you add your own materials you can choose the right category.

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Forms are now mobile native 📱

 

New

  

Instead of being directed to a web browser, you can now complete all of your favourite forms in the mobile app. It's now faster and simpler to record information on the go. Great for your team in the field! 🚚

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Over 4k new appliances added

 

Improvement

  

We've added over 4,000 appliances to the database so you can quickly find the appliance you need when creating a form. Still missing something? Let us know 🤙

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Revolutionising the way you price your items 🤩

 

New

  

If you ever find yourself having to update your item sale prices as your material costs fluctuate, you'll be pleased to hear about our latest release.

In Payaca, you can now price your items by defining a markup percentage on material costs.

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You can set this up whenever you are creating or editing an item. As long as the 'Auto update' box is checked, the sale price of your item will increase or decrease as your material costs do 🥳.

Deal site addresses on calendar events 🏕

 

New

  

Site addresses can now be seen on your deals calendar events. This can be seen by all user roles 🥖

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⭐️ Set your preferred supplier ⭐️

 

Improvement

  

If you have a material which you are able to get from multiple suppliers, you are now able to set which supplier you prefer!

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The cost of that material from your preferred supplier will be used for any cost calculations involving that material.

(If no preferred supplier is set, we will default to using the cheapest available supplier)

Upload images against your materials!

 

Improvement

  

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Automations update 🤖

 

New

  

The dates and times that can be inserted into the automated email/sms are now in a more readable format:

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You can now trigger automations when a deal is tagged 🏷

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Don't miss out on repeat work! 🔁💰

 

New

  

Repeat work from existing customers is super important, we've made it easy for repeat work to appear in your customer journey pipeline at exactly the right time.

When completing a form, if you set the Next Inspection Due Date and tick the box, a new deal will get created automatically and will become visible in the pipeline 30 days before the next inspection date.

The new deal will have:

  • A placeholder booking
  • A link to the previous deal
  • A tag to let you know it's a repeat customer

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