Job management software your team and customers will love

Sales CRM meets job management software. Payaca will make you a hero.

Explainer video with play button
Build interactive quotes with multiple choice and optional items

Sell more, faster with interactive proposals

Give your customers the option to add more to their quotes and increase your revenue. 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.

  • Product images impress customers
  • Optional items generate more revenue
  • E-signatures secure work quickly
  • Customised branding to fit your style
  • Increase quote conversion by over 30%
A screenshot of our pipeline feature that allows you to track a job as it passes though the various stages of progress

Customer journey pipelines make your business simple

Want the best of sales pipelines and CRM software? Meet customer journey pipelines. Every stage of a project is clear and easy to track as it progresses through the pipeline; from a customer’s first contact through to completion and repeat business.

  • Capture leads with web forms
  • Customise each stage to match your process
  • Create multiple pipelines
  • Automate communications based on stage
  • Automatically update as jobs are booked
A screenshot of our automations feature

Automate communications so you never miss an opportunity

Take the hassle out of manually writing all your communications. 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.

  • Booking confirmation
  • Quote follow ups
  • Payment reminders
  • Engineer on the way
  • Send via email or SMS
Team management

Smart job management for your field based team

Managing your field services team is easy. Calendar and scheduling features allows you to organise your team. Create tasks and checklists so your team is clear what needs to be done.

  • Notify your team when a job is assigned
  • Control user permissions
  • Job reports with image uploads
  • Assign industry forms for completion
  • Mobile app for field services teams

Everything you need, all in one place

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

Industry specific certificates official documents and job reports, available at the click of a button.

Mobile app for field services

Job management for field service teams is easy with our iOS and Android apps. Schedule work and manage tasks.

Accounting integrations

Keep your accountant happy with our seamless integrations. Send data to Xero, QuickBooks, Zapier and more

Manage suppliers and materials

Import materials from your favourite suppliers and link them to items on your quote to make pricing easy.

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

Control which team members have access to sensitive data and keep them focussed.

Multiple payment options

Receive payment instantly with card, bank transfer, Apple Pay, Google Pay and more

Automatically send data where it's needed with our simple integrations

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.

Customers trust us to offer the best service

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 need help, night or day they are there to support me. The software is unbelievable and super easy to use. I love the fact that my customers can e-sign the quotes. The invoicing is so easy to use. Reminders are sent automatically and all my customer contacts are saved. Fantastic.
Lee Farmery
Farmery Security Services
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
Speech marks
Incredible game changing software for us. From the glossy quotes, to the sign and pay feature, to the automations, it’s raised the bar for us in so many ways. Highly recommend.
Michael Paini
Option Energy Solutions
Speech marks
Gotta say I’m loving the software and how responsive the Payaca team are. If this had been available 2 years ago I’d be 3 years in front now.
Neil Borwick
Nottingham Boiler Solutions Ltd
Speech marks
I work with a lot of businesses and I always send them to payaca. After the 20-minute demo, they are always blown away. Definitely worth 20 minutes of your time.
Kevin Gallagher
John Gallagher and Son Landscapes
Speech marks
Since working with Payaca, my life has become 10 times easier. I save hours of time, maybe as many as eight hours a week, which is about a day's work. My conversion rate has also gone up by nearly 20% and people are really impressed by the standard of the quotes and how much information is in them. I suggest anyone thinking of using Payaca, to go and watch a few of their videos. Using Payaca is a no-brainer.
Tim Line
1st Aid 4 Fencing
Speech marks
Awesome app. Streamlines everything I do. The support is second to none. I would recommend it to anyone in the trade for sure. I like how you can integrate QuickBooks too!
Matt Sharp
SAS Installations
Speech marks
This invoicing system is ace. As a growing invoicing company they are smart and easy to use and the software links easily with QuickBooks.  I will keep using this friendly bunch as my business grows.
Daniel Davison
The Kitchen Hub Company