One system to run your entire heat pump operation
Payaca understands heat pump installations. From load calculations to service plans, and from project tracking to customer management, it covers everything you need to run and scale your heat pump business.
Revenue overview
Q4 summarySound familiar?
These are the problems we hear from heat pump installers every week. If you're nodding along, you're not alone.
Manual data entry from load calculations into quotes
Tracking federal and state incentives across different programs
No system for managing warranty and service visits
Documentation scattered across folders and emails
Customers asking for status updates constantly
Field teams without access to job details on site
Built for heat pump installers
Purpose-built features that understand your business
Incentive tracking
Track federal tax credits, state rebates, and utility incentives per project. Show customers their total savings.
Documentation made easy
Tools to track permits, inspections and documentation for every job
We help you build the process, not just sell you software
Most software vendors hand you a login and wish you luck. We work alongside you to build operational systems that actually work for your team.
Workflow mapping
We document your sales, installation, and service processes, then configure Payaca to match how your team works.
Data migration
We migrate your customers, projects, and service records from existing systems.
Team training
Role-based training for sales, technicians, and service teams. Everyone learns workflows relevant to their role.
Go-live support
We're alongside you during the first weeks of live operation, refining processes and answering questions.
Design in Payaca, connect the rest
Solar design happens in Payaca with Glow, in limited release. These integrations cover the rest for heat pump installers.
Frequently asked questions
- Does Payaca integrate with load calculation tools?
- Yes, Payaca can import load calculations from design tools. System sizing and equipment specifications flow directly into your quotes without re-typing.
- Can Payaca track federal and state incentives?
- Yes, Payaca tracks federal tax credits, state rebates, and utility incentives per project. You can show customers their total savings on proposals.
- Does Payaca support service plan management?
- Yes, you can sell annual service plans at point of sale, auto-schedule service visits, send reminders, and manage recurring revenue, all within Payaca.
- Can I create multi-technology proposals?
- Yes, you can quote heat pump + ductwork + thermostat on a single proposal. Customers configure their package and accept digitally with e-signatures.
- How is Payaca different from generic CRMs like Salesforce or HubSpot?
- Generic CRMs require extensive customization for heat pump workflows. Payaca is purpose-built with load calculation integration, incentive tracking, service plan management, and field service capabilities out of the box.
- How long does implementation take?
- Growth, Scale and Enterprise include guided onboarding with data migration. We map your workflow, migrate your customers and projects, train the team by role and stay alongside you through go-live. Accelerator includes two funded setup sessions.
Ready to run your whole install business in one system?
Growing installers run their whole job on Payaca, from quote to final payment. We'll handle your workflow mapping and data migration.