Job management software your team and customers will love

The CRM for business leaders that want to work smart, win more jobs and get paid fast

Build interactive quotes with multiple choice and optional items

Powerful proposals that offer more than the minimum

Give your customers the option to add more to their quotes and increase your revenue by up to 35%. With Payaca’s digital proposals, not only do you give your customer more - which translates into increased earnings, but you will also deliver your quotes and invoices in record time and to the highest standards.

  • Additional options for customers
  • Multiple choice on quote items
  • Digital proposals one click away
  • Customised branding to fit your style
  • Up to 30% increase in quote conversion
sales and customer journey pipeline

Payaca’s pipeline makes managing your work easy

Track any project through its whole life cycle with our custom pipelines, designed to make managing your work easy. Our management software makes every stage of a project clear and easy to track as it progresses through the pipeline; from a customer’s first contact through to completion.

  • Organic lead generation
  • Clear and easy-to-use interface
  • Add and remove custom stages
  • Automate workflow to progress through the pipeline
  • Accessible across your team
Custom automation builder for tradespeople

Automated reminders mean you’ll never miss a job

Automated reminders ensure your calendar is always up to date. Take the hassle out of job management and ensure you always follow up on appointments and receive your payments. Whether it’s a repeat project or you’re chasing a payment, reminders will ensure you never miss a thing.

  • Automatic repeat project reminders
  • Keep your customers with repeat projects
  • Customer payment reminders
  • Keep your team informed and up to date
  • Never miss a job

Deliver proposals and receive payments in record time

Streamline your processes and turbocharge your delivery with digital quotes and invoices. By saving time and looking slick, you will convert up to 30% more quotes and raise your revenue. Don’t keep your customers waiting, the Payaca way is fast and efficient and you will reap the rewards.

  • Instant online payments
  • Ready to go email templates
  • Professional look that impresses customers
  • One-click quote conversion
  • Market-leading quoting software

How we help you

Interactive quotes

Simple to use and quick to create, make sending proposals easy for you and your customers

Calendar and scheduling

Keep on top of your calendar and never miss an event with a clear, organised digital calendar

Automate customer communication

Save time and perfect your communication with automated responses

Embedded forms for your website

Personalised forms, branded to your website, ready to go and simple to use

Job forms and certificates

Gas certificates and official documents, available at the click of a button

Mobile app for field services

Remove your limitations with the mobile app, taking the office into the field

Accounting integrations

Finance and accounting are fully integrated with our CRM. Compatible with Xero, Quickbooks, Zapier and more

Manage suppliers and materials

Save your favourite supplier and materials so you can come back to them anytime

Create sales pipelines

Track your sales and progress your workflow with our easy-to-use, step-by-step pipeline

Business analytics

Manage your data and pick out significant trends with our business analytics feature

User permissions

Create tailored profiles and unique limitations to keep your team focused on the job at hand

Multiple payment options

Pay instantly and pick your payment option with Stripe, BACS or traditional payment methods

Integrate with thousands of useful apps in minutes, including…

Download the app and try our award winning software

  • Track your quotes, invoice payments and business performance on the move.
  • Connect your whole team with our mobile app and manage user schedules from anywhere.
  • Save hours of admin by uploading job receipt pics on the go.
Google Play Store 4.7 star Rating
4.8 star iOS store rating
A mobile app for field-based teams
Capterra logo4.8 stars

See why service businesses use Payaca. Whether you're a growing team or just getting started, our software wins you more business and saves you time.

Try for free
“My overall experience with Payaca has been fantastic. I'm getting on really well with the product and looking forward to using it for many more years and excited to see the additional features they add. It's really helped increase my sales, my quote conversion rate has increased massively and that is probably down the professional look it provides. The customer service is brilliant also. Any questions you may have, their team are always there to answer or solve any issues. Excellent all round package with Payaca!“
Chris R.
We’ve had feedback that the customer experience with received quotes has been a deal breaker for them, winning us the business over competitors. What else can we say..
Mark E.
Very good. Tech have helped me a few times with some minor issues and seem to be happy to take onboard advice on how to better the app.
Andrew M.

Here’s why thousands of businesses use Payaca

Speech marks
The simplicity of the quoting process and then invoicing has massively reduced the time needed allowing us to concentrate on business development. That paired with the customer experience means that this tool is now one of the most critical in our business
Mark E.
Owner of Box Clad Ltd
Mark Etherington
Speech marks
This company is amazing. Every time I have needed help, night or day they are there to support. The software is unbelievably easy to use. I love the fact that my customers can e-sign the quotes. The invoicing is so easy to use. resend. reminders automatically sent. customers saved... etc Fantastic
Lee Farmery
Farmery Security Services
Lee Farmery
Speech marks
Our Company use Payaca for all our CRM needs. The team are always very helpful. I have had to contact them at random hours when I need help or a question and they will always reply regardless of the time which is a huge thing for me. I honestly can't fault them.
Charlene Abbott
Scottish Garden Rooms
Charlene Abbott
Speech marks
My overall experience with Payaca has been fantastic. It's really helped increase my sales, my quote conversion rate has increased and this is probably down to the professional look it provides. The customer service is brilliant also.
Chris R.
General Manager at Plumbing Hot
Chris Richards
Speech marks
It's an incredibly useful tool, it's helped me minimise the time spent in the office. It's super easy to use and helps me keep track of all of our quotes, invoices and payments.
Sean Doyle
South London Carpentry
Sean Doyle
Speech marks
Payaca has improved the efficiency of our business by allowing us to monitor how successful we are at converting quotes. It's also really handy to be able to add choice and optional items to a quote to gain an uplift in sales as well as not having to create multiple versions of the same quote.
Dan .T
General Manager at PDT Glazing Group
Paul Tripp
Speech marks
The simplicity of the quoting process and then invoicing has massively reduced the time needed allowing us to concentrate on business development. That paired with the customer experience means that this tool is now one of the most critical in our business
Mark E.
Owner of Box Clad Ltd
Mark Etherington
Speech marks
This company is amazing. Every time I have needed help, night or day they are there to support. The software is unbelievably easy to use. I love the fact that my customers can e-sign the quotes. The invoicing is so easy to use. resend. reminders automatically sent. customers saved... etc Fantastic
Lee Farmery
Farmery Security Services
Lee Farmery
Speech marks
Our Company use Payaca for all our CRM needs. The team are always very helpful. I have had to contact them at random hours when I need help or a question and they will always reply regardless of the time which is a huge thing for me. I honestly can't fault them.
Charlene Abbott
Scottish Garden Rooms
Charlene Abbot
Speech marks
My overall experience with Payaca has been fantastic. It's really helped increase my sales, my quote conversion rate has increased and this is probably down to the professional look it provides. The customer service is brilliant also.
Chris R.
General Manager at Plumbing Hot
Chris Richards with hands on head
Speech marks
It's an incredibly useful tool, it's helped me minimise the time spent in the office. It's super easy to use and helps me keep track of all of our quotes, invoices and payments.
Sean Doyle
South London Carpentry
Sean Doyle
Speech marks
Payaca has improved the efficiency of our business by allowing us to monitor how successful we are at converting quotes. It's also really handy to be able to add choice and optional items to a quote to gain an uplift in sales as well as not having to create multiple versions of the same quote.
Dan T.
General Manager at PDT Glazing Group
Dan Tripp