Run more installs without losing control

Frequently asked questions

What can I automate in Payaca?

You can automate quote follow-ups, appointment reminders, job scheduling, invoice generation, payment reminders, status notifications, email sequences, and custom workflows. Triggers cover projects, proposals, invoices, events and documents, including the moment a customer signs, so confirmations go out and the job moves to the next stage without anyone chasing.

Can automations create tasks with the right assignee and deadline?

Yes. Task templates carry a default assignee (a named user, or dynamically whoever owns the project) and a deadline offset, so every task an automation creates arrives assigned by default with a real due date. Those are the two fields someone typed on every job, and the ones most often skipped.

How do workflow automations work?

Use Payaca's visual workflow builder to create automations. Set a trigger (e.g., quote accepted), define actions (e.g., schedule install, send confirmation email, create invoice), and the system runs them automatically.

Can Payaca send automated follow-up emails?

Yes. Set timed automations to chase overdue quotes, send appointment reminders, request reviews after completion, and follow up on lapsed customers. All communications are personalised with project data.

Do I need technical skills to set up automations?

No. The visual workflow builder is designed for non-technical users. Select triggers, choose actions, and set conditions. Or describe it to Agent Dave, the AI built into Payaca. He proposes the trigger, conditions and actions, creates the automation switched off for you to review, and you switch it on.