Payaca

#changelog Add custom colours to your Pipeline Stages. Alongside the default Pipeline Stage colours, you can now choose any custom colour. 👉 updates.payaca.com/add-custom-col…

#changelog Responsive forms: Letting field agents work more flexibly. 👉 updates.payaca.com/responsive-for…

#changelog Responsive forms: Display Select fields as vertical buttons. You can now display Select custom field types as vertical buttons instead of a traditional dropdown. 👉 updates.payaca.com/responsive-for…

#changelog A big upgrade to Pipelines. We're rolling out a big upgrade to Pipelines that brings more visibility, more control, and a much slicker experience for managing your projects. . 👉 updates.payaca.com/a-big-upgrade-…

#changelog Smarter Invoice Scanning. Payaca lets you quickly record purchased materials on a project by scanning an invoice or receipt from a photo, screenshot or PDF. 👉 updates.payaca.com/smarter-invoic…

#changelog Agent Dave updates! We've made significant improvements to Dave, your AI assistant in Payaca. 👉 updates.payaca.com/agent-dave-upd…

#changelog Introducing Agent Dave. Dave is your AI assistant inside Payaca. Ask him anything, get him to do things for you. .videoContHeight-62_5 { padding-top: 62. 👉 updates.payaca.com/introducing-ag…

#changelog A brand new business dashboard. We've rebuilt the dashboard from the ground up to give you a clear, real-time picture of how your business is performing. 👉 updates.payaca.com/a-brand-new-bu…

#changelog API: Upload Files to a Project. Payaca API users can now upload images, videos, and documents to Projects via the Payaca API. For more details see the Project Files API docs. 👉 updates.payaca.com/api-upload-fil…

#changelog Remove Energy Performance Certificates Did your customer get a new EPC and you need to replace it on a project? Now you can remove it and add the new one. 👉 updates.payaca.com/remove-energy-…

#changelog Tagging Field Agents in Event Notes. 👉 updates.payaca.com/tagging-field-…

#changelog New Automation Condition for Deposit Invoices. Automations which are triggered by invoice events can now filter to only deposit invoices with the new "Is deposit invoice" condition. 👉 updates.payaca.com/new-automation…

#changelog Convert HTML files into PDFs for 3rd party sharing. 👉 updates.payaca.com/convert-html-f…

#changelog Reorder your custom fieldsets 🔢 Want to change the order of your custom fieldsets so your most important fieldsets appear at the top? Now you can! 👉 updates.payaca.com/reorder-your-c…

#changelog New Automation Triggers: "Invoice Voided" and "Proposal Acceptance Removed" You can now run automation actions when you void an Invoice or remove the customer's acceptance from a Proposal. 👉 updates.payaca.com/new-automation…

#changelog New Automation Trigger: "On Change Proposal Accepted" You can now run Automation Actions whenever a Change Proposal is accepted. 👉 updates.payaca.com/new-automation…

#changelog Client portal UI update. We have updated the client portal with the new design. Notably: Actions banners - now appear automatically based on actions required by the customer. 👉 updates.payaca.com/client-portal-…

#changelog Share generated documents with field users. You can now share generated documents with your field users through the Field Service App. .videoContHeight-62_5 { padding-top: 62.5% } 👉 updates.payaca.com/share-generate…

#changelog Contacts dashboard in analytics. We've added a new dashboard to help you organise and search through all your contacts in one place. 👉 updates.payaca.com/contacts-dashb…

#changelog Clear Custom Field Values Instantly. You can now reset any custom field with a single tap. Every custom field now has a "Clear" button that instantly resets it to empty. 👉 updates.payaca.com/clear-custom-f…