Payaca Discount - Up to 40% off

User-friendly CRM for ambitious field service businesses. Streamline operations, enhance customer relationships, drive growth.

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What is Payaca?


Payaca is a comprehensive CRM and job management software tailored for clean tech installers, including solar, heat pump, battery storage, and EV charger businesses. It streamlines operations from lead capture to final payment, offering features like interactive proposals with e-signatures, map-based scheduling, a mobile app for field teams, real-time project tracking, and a customer portal for 24/7 access. Payaca integrates with tools like OpenSolar, QuickBooks, and Xero, ensuring seamless workflows. Its offline-capable mobile app provides field teams with schedules, project specs, and checklists, enhancing efficiency and reducing administrative tasks.

  1. Interactive, option-based quoting and proposals
  2. Integrated invoicing with Xero and Stripe
  3. Automated customer communication via text, email
  4. CRM pipeline from enquiry to billing
  5. Built-in 0% customer finance options
  6. Responsive, consultative onboarding and customer support

Eligibility


Number of Seats/Users: Payaca offers discounts based on the number of users or seats. A higher volume typically leads to a better discount structure, especially for enterprise-level usage.

Commitment to a Long-Term Contract: Discounts are often provided to companies that commit to using the service for a longer period (e.g., 1-year or 3-year contracts). A longer commitment shows Payaca that the company is serious and willing to invest in the platform long-term.

No Active Discounts: Companies that are not already receiving other active discounts may have a better chance of qualifying for additional discounts from Payaca. Payaca reserves discounts for new customers or those not currently under promotional pricing.

Volume or Usage Commitment: Payaca offers discounts if you agree to a minimum amount of usage or transaction volume. This could be based on data storage, transactions, or other metrics tied to how much you will use the platform.

Enterprise-Level Negotiation: Companies that qualify as “enterprise” due to their size or complexity (e.g., having large teams, multiple departments, or geographical presence) may be eligible for additional discounts from Payaca. Such companies are often in a position to negotiate for better pricing.

Early Renewal or Prepayment: Payaca often offers discounts if you renew early or prepay for the entire contract period. This is a common approach to securing a lower price.

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Payaca - Up to 40% off

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Reviews


Here at Spendbase our internal data shows that Payaca performs very strongly for growing field service teams, especially around quoting, invoicing, and customer experience.

From what Spendbase clients share with us, the main strengths are:

  • Time & admin savings
  • Many teams cut admin by 50–60% once fully implemented.
  • Quoting and invoicing are described as “seamless” and “massively quicker”.
  • Automations (emails, SMS) reduce manual follow‑ups and internal chasing.

  • Revenue & win‑rate impact

  • Several clients report higher quote conversion thanks to:
    • Professional, interactive quote layouts
    • Ability to add options/upsells directly in the quote
    • Integrated 0% finance offers
  • One client tracked roughly a 15% profit increase within a month of full rollout.

  • Customer experience

  • Clients highlight:
    • Clean, easy‑to-read quotes
    • SMS updates
    • Easy online approvals and deposits
  • This is often cited as a “deal breaker” versus competitors.

  • Support & product velocity

  • Support is consistently described as fast, personal and proactive.
  • The product is updated very frequently, with user feedback shaping the roadmap.
  • This does mean layouts and flows change, which a few teams find mildly disruptive at first.

Our internal data also surfaces some friction points:

  • Email and contact structure
  • Single-email-per-project model is limiting for:
    • Multiple stakeholders (e.g., client + main contractor)
    • Elderly or offline customers
  • Lack of general customer notes (outside specific jobs) is missed by some teams.

  • Integrations & features

  • Strong points: Stripe and Xero integrations work well once stable.
  • Gaps mentioned:

    • More payment options (e.g., GoCardless, recurring)
    • Deeper analytics and forms library
    • Occasional data mapping issues with accounting tools causing finance rework.
  • Branding & finance

  • 0% finance is a big commercial plus, but some want less Payaca branding to keep a more “in‑house” feel.

From a Spendbase discount perspective, our guidance to clients is:

  • Pay extra attention to:
  • Implementation and training (it clearly pays back fast).
  • Choosing the right tier to unlock support and automations.
  • If cost looks higher than legacy tools, it’s usually offset quickly by:
  • Admin reduction
  • Higher quote acceptance
  • Faster cash collection

Overall, our data shows Payaca is a strong fit for ambitious trade and field service businesses that value speed, professionalism, and hands‑on vendor support.

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Beyond discounts, you may qualify for up to $100K in AWS credits.

FAQ


1. How can I apply a discount to my proposal in Payaca?

Use the 'Set discount' button to apply a percentage discount to all line items in your proposal.

2. Can I offer optional extras in my proposals?

Yes, assign items as 'Optional extra' within item groups to let customers select additional services or products.

3. Does Payaca integrate with City Plumbing for discounts?

Yes, connect your City Plumbing account to Payaca to access live pricing and your specific discounts.

4. What payment methods can I offer to customers through Payaca?

Offer card payments, digital wallets, direct debits, and more by integrating with Stripe.

5. Is there a free trial available for Payaca?

Yes, Payaca offers a 7-day free trial to explore its field service management capabilities.

6. Are there discounts for annual subscriptions?

Yes, subscribing annually provides two months free compared to monthly billing.

7. Can I create service plans with discounts in Payaca?

Yes, set up service plans with recurring payments and offer discount codes for specific durations.

8. How do I ensure my City Plumbing discounts appear in Payaca?

Verify your account number matches and that discounts are active on the City Plumbing website.

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