Business intelligence for clean tech installation companies

Profit margin intelligence

Identify profit opportunities and protect margins: Understand which project types, customer segments, and team members drive profitability—and where you're leaving money on the table. Payaca's purchase order integration provides real-time margin visibility across every installation.

• Job profitability tracking: See actual margins on completed projects with cost vs revenue analysis
• Customer profitability analysis: Identify your most profitable customer segments and project types
• Purchase order margin visibility: Track material costs against project value in real-time
• Team performance insights: Compare profitability across teams, installers, and project managers
• Retroactive cost analysis: Upload historical purchase orders to understand past project margins

All-in-one business intelligence platform

Stop juggling multiple systems: Consolidate reporting from disconnected tools into one unified platform. Payaca brings together project management, scheduling, purchase orders, and profitability analytics—giving you complete operational visibility without spreadsheet exports or manual data reconciliation.

• Unified reporting platform: Project analytics, financial data, and operational metrics in one place
• Multi-team visibility: Performance insights across locations, teams, and technology types
• Custom field filtering: Track the specific metrics that matter most to your business model
• Real-time data synchronisation: Field updates flow automatically into reporting dashboards
• Continuous improvement: Platform evolves based on customer feedback with regular feature enhancements

Data-driven strategic decisions

Make confident business decisions: Move beyond gut instinct with real performance data that reveals operational inefficiencies, pricing opportunities, and growth patterns. Built for clean tech business owners and CFOs who need strategic intelligence, not just spreadsheets.

• Pricing optimisation insights: Use historical project data to optimise quotes and protect margins
• Operational efficiency analysis: Identify bottlenecks, timelog patterns, and resource allocation opportunities
• Customer lifetime value: Track repeat business, referral sources, and high-value customer segments
• Technology profitability comparison: Compare margins across solar, heat pump, battery, and EV charger projects
• Growth planning intelligence: Revenue trends, capacity utilisation, and scaling readiness metrics

Built for growing clean tech companies

Customer feedback drives continuous improvement: Payaca's reporting platform evolves based on real-world needs from clean tech businesses scaling globally.

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"Payaca came out the box with a really strong base level package. Big CRM tools out there don't improve your operational efficiency anywhere near as much as Payaca does."

— Andy Sellick, CTO, OVO Solar and Heating

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"We've always needed different sources for different reporting. We came to Payaca because we really want everything in one place: reporting, scheduling, purchase order management, and profit margin visibility."

— Harland, Owner, Guscott Heating Services

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See your business profitability in real-time. Book a demo to explore how Payaca's business intelligence platform helps growing clean tech companies make data-driven decisions that protect margins and accelerate growth.