How to get started with Payaca
By Matt and 3 others4 authors62 articles
Payaca week 1 key information
New User Onboarding information
What is a Project?
What are pipelines?
What are automations?
What are tags?
What are items you sell?
What are materials and what are they for?
What are suppliers in Payaca?
What are events in Payaca?
What are tasks?
What are industry forms in Payaca?
What does Payaca's software do?
What are user roles and how do I use them?
Introducing pipelines & automations
What are timelogs?
What is dispatch in Payaca?
What are Purchase Orders?
How do I create a Project?
How do I delete/archive a project?
How do I create a custom pipeline?
How do I delete a pipeline?
How do I add a company logo to my account?
How do I add my terms of business?
How do I set up my payment information?
How do I edit my default working hours?
How do I customise outgoing emails to customers?
How do I create a new item to sell?
How do I create forms and certificates?
How can I create and use tasks?
How do I upload and attach documents in Payaca?
How do I add new users to my account?
How do I reassign or delete users?
How do I create and use event templates?
How do I restore deleted projects
How to create and send a proposal, quote or estimate
How do I link events to projects?
How do I set my company address?
How do I add my gas safe or NICEIC Reg number?
How do I set a default valid for date on proposals and invoices?
How do I create materials?
How do I colour-code events?
How do I progress a proposal through my pipeline without sending it to the customer?
How do I void an invoice?
How to apply discounts
How do I set hourly rates for my field agents?
How do I create different timelog types?
How do I log my time against an event?
How do I create custom automations?
How do I manage my tax rates?
How do I create and manage my events?
How do I create item groups?
How do I create multiple-choice and optional extras in proposals?
How do I create a purchase order?
How do I create new Suppliers?
How do I create custom reminders for my service plans?