Switching to Mucka
Off Payaca, with the quotes and the plans
Anything you can get out of Payaca, I can put in here. Your customers and the properties they own, every proposal you sent and what was signed off it, the jobs behind them with the notes, photos and forms, your invoice history, and the service plans people are already paying for.
No card needed. Unlimited for 14 days. Cancel any time.
Proposals as you sent them
What you offered, what the customer picked and the day they signed it, sat on the customer it belongs to.
The service plans keep running
Who is on which plan, what it covers and when their next visit falls due, so nobody’s cover lapses in the month you move.
The work behind them
Years of jobs with the engineer’s notes, the photos and the forms and certificates filled in on site.
The proposal was the sale, so it comes with you
Payaca is built around the quote you send, which makes that the thing worth keeping. Every proposal lands here with the options you offered, the figure the customer accepted and the date they signed, filed against the customer rather than in a folder somewhere. When somebody rings in November about the bathroom you priced in March, the answer is on the screen instead of in an account you stopped paying for.
- Quotes and proposals with what was offered and what was accepted
- Filed against the customer and the property they belong to
- Searchable by the customer or by what the work was
A plan is a promise with a payment attached
Service plans are the awkward part of any move. Somebody is paying you every month for a visit they have not had yet, and that arrangement has to survive the switch. Yours comes across with who is on which plan, what the plan covers and when their next visit is due, so the month you move is not the month a customer finds out their cover has lapsed.
- Who is on which plan, and what that plan covers
- The visits they have already paid for, with their due dates
- Renewals and reminders carry on from your cutoff date
Connected in a couple of minutes
- 1 Tell me you are on Payaca and we will pick a date to move you
- 2 You ask Payaca for your data. It is yours and they hand it over
- 3 We run it through: customers, properties, proposals, jobs, forms, invoices and plans
- 4 You check it over, pick your cutoff date and switch
Works alongside
Talk to me about moving off Payaca
The migration is free and we do it for you. Try everything free for 14 days while your data comes across, no card needed, cancel any time.
£29/month for a solo owner, £39 per user per month for teams of 2 or more. Subbies are free. Cancel any time.
Talk to Mucka