Payaca updates
Payaca updates

Manage your suppliers with Payaca!




Some of you might have noticed that we've built a new section for you in the web app - the Suppliers page! You can find this page under Items in the left hand navigation bar.

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On the Suppliers page you can:

  • search and view suppliers πŸ”Ž
  • create, edit and tag suppliers 🏷
  • delete suppliers ❌

We have big plans for Suppliers and how they will eventually feed into the creation of purchase orders, but it's pretty simple for now. Look out for updates πŸ‘ as we add more related behaviour!

Automation templates




We've set up a few automation templates so you can quickly set up automating your quote expiry and scheduled event reminders ⏱

Our Automations feature is still in Beta, so if you want early access drop us a message on Intercom


Automation email attachments πŸ“Ž




You can now add an attachment to any emails which are sent out via Payaca Automations πŸ¦„

ℹ️ Our Automations feature is still in beta testing and isn't available to all users. If you'd like to get involved in giving us feedback and shaping Automations for the future, get in touch!

Single page Gas Safety Records 😻




Payaca users: πŸ’¬ Hey Payaca! Your gas safety form is great, but the generated PDF is too long.

Us: πŸ’¬ Say no more…

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Gas safety records are now super condensed for easy printing, and can be customised to your brand colour.

Thanks to anyone who's given us feedback on this. We always have an ear out trying to make Payaca better, and your opinions are important!

Customer -> Website -> Payaca! πŸ‘Œ




Let your customers enter their details directly into your new lead capture form - then see new deals appear in Payaca automatically.

To get started, just click on your company name in the top right of our web app and choose "My Pages":

  • Customise your design πŸ‘©β€πŸŽ¨
  • Choose an optional tag to apply to all new submissions 🏷
  • Copy the URL/code snippet to use on social media or directly in your website! πŸ§‘β€πŸ’»

We see so much potential in this feature - We'll soon be connecting these new pages with our Automation tools, allowing you to trigger automated processes every time a customer reaches out to your business.

Watch this space!

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Include customer details in job bookings




When you assign an event (or job booking) to one of your team they may need to access customer details so they can quickly get directions or contact the customer πŸ“πŸ“ž.

Our newest update puts this ability in your hands πŸ™ŒπŸΏ.

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When creating an event linked to a deal, make sure the 'Include customer information' checkbox is selected βœ…, and customer information will be surfaced to all users assigned to that event - whether they're viewing that event on web πŸ‘©πŸ½β€πŸ’» or on mobile πŸ“²!

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Manage all your tasks on mobile β˜‘οΈ




We've given you control of all your tasks on mobile, so now you can create, edit and complete tasks on the go 🐝


Goodbye unwanted Deals! πŸ‘‹ πŸ—‘




As your business grows with Payaca, you'll be creating more and more deals to capture all the new leads you'll be planning to work with.

Perhaps amongst your current deals…

  • You've created a few to test out some new functionality? πŸ‘¨β€πŸ’»
  • Your team have added the same information twice by mistake? 😱

How can you make sure your dashboard, metrics and reporting doesn't become cluttered with information you don't need!?

Just click the dots at the top of the Deal page to "Delete" any unwanted deals!

We know this feature will be even more useful as we release our first set of lead capture tools in the coming weeks.

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πŸ‘―β€β™€οΈ Calendar page redesign πŸ‘―β€β™€οΈ




We're always looking to spice up existing areas of our app - this week we've given the Calendar page a new look! 🌢

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Automations are here! πŸ€– βš™οΈπŸ‘¨β€πŸ”¬








Automations are a new suite of tools designed to help you tailor the way Payaca works to your business - empowering you to decide what should happen in your customer journey and when.

You can use Automations to:

  • Move your deals through your customisable pipelines - when quotes are accepted/bookings are made/invoices are paid etc.
  • Take control of your customer communications - Send automated follow ups and reminders to keep your team and customers engaged and ensure everything keeps on moving forwards
  • Handle integrations with Xero & Quickbooks - The new "Automation Log" captures all activity so you can review everything that has happened

As these tools are brand new, we're working with a select group of customers to ensure everything works exactly as it needs to.

Interested in taking part? We can add you to our BETA programme, giving you access to the latest Payaca features as soon as they're available to try out. Just drop us a message!