Purpose-built for heat pump installation businesses
What CRM do heat pump installers use?
MCS compliance without the complexity
Payaca understands heat pump installations. From heat loss calculations to MCS documentation, grant tracking to service plans - everything you need to run and scale an MCS-certified heat pump business.
Sound familiar?
MCS audit anxiety - scrambling for paperwork before inspections
Manual heat loss calculation data entry into quotes
Tracking BUS vouchers and grant applications
No system for managing warranty and service visits
Compliance documentation scattered across folders and emails
Customers constantly calling for project status updates
Built for heat pump installers
Purpose-built features that understand your business
Heatpunk Integration
Heat loss calculations from Heatpunk flow directly into your quotes. System sizing and equipment specs without re-typing.
Grant & Funding Tracking
Track BUS vouchers, ECO funding, and grant applications per project. Know exactly where each application stands.
Service Plan Management
Sell annual service plans at point of sale. Auto-schedule visits, send reminders, and manage recurring revenue.
Multi-Tech Proposals
Quote heat pump + solar + hot water on a single proposal. Customers configure their package and accept digitally.
Compliance built in
Tools that understand UK regulations and certification requirements
MCS Documentation
Configure MCS-compliant documentation using custom fields and HTML templates. Customer declarations, commissioning certificates, and handover packs - all linked to the project.
Digital Forms
Commissioning checklists, F-Gas logs, and handover forms completed on mobile. Everything stored against the job.
Audit Trail
Complete history of every document, change, and communication. Pass MCS audits with confidence.
“We passed our MCS audit with zero issues. All the documentation was perfectly organised and auto-generated by Payaca.”
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, surveyors, installers, and service engineers. 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.
Connects with your tools
Integrations built for heat pump installers
Frequently asked questions
- Does Payaca integrate with Heatpunk?
- Yes, Payaca integrates with Heatpunk so heat loss calculations flow directly into your quotes. System sizing and equipment specifications import automatically without re-typing.
- How does Payaca help with MCS compliance?
- Payaca can be configured to generate MCS-compliant documentation using custom fields and HTML templates. Customer declarations, commissioning certificates, and handover packs are all linked to each project, keeping you audit-ready.
- Can I track BUS vouchers and grants in Payaca?
- Yes, Payaca tracks BUS vouchers, ECO funding, and grant applications per project. You can see exactly where each application stands and manage the complete grant process.
- 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.
- How is Payaca different from generic CRMs?
- Generic CRMs require extensive customization for heat pump workflows. Payaca is purpose-built with Heatpunk integration, MCS documentation, grant tracking, and service plan management out of the box.
- How long does implementation take?
- Most heat pump installers are fully operational on Payaca within 2-4 weeks. This includes workflow mapping, data migration, team training, and go-live support.
Ready to scale your heat pump business?
See how Payaca can help you grow without the operational chaos.