A tour of Heyllave
Find dashboards, work orders, the catalog and your team.
HEYLLAVE DOCS
Everything your team needs
for a clearer working day.
Find practical steps, useful walkthroughs and answers when something gets in the way.
START WITH YOUR TASK
What do you need to do?
Tutorials
Learn the most common tasks step by step.
01Heyllave tutorialsFind practical guides by task: inventory, work orders, documents, bookings and workflows.02QuickstartSet up your workspace and complete the first steps for serving customers and organizing work.03Heyllave core conceptsUnderstand the workspaces, modules, roles, records and workflows that organize Heyllave.04Plans, usage and billingTell your workspace plan apart from customer invoices and learn where to review each one.
Use cases
Configure Heyllave around the way your business works.
01Choose a workflow for your business02Repair shops and workshopsConnect customers, vehicles or equipment, appointments, work orders, parts, deliveries and invoicing.03Dental practicesOrganize appointments, professionals, resources, communication and administrative work for a dental practice.04RestaurantsOrganize table or space reservations and, separately, list products and take orders through the public site.
Getting started
Prepare your account and workspace.
01What is Heyllave?What Heyllave solves, the kind of business it is built for, and how the product is organized inside.02Your first sign-inHow to accept an invitation, create your account, enter your workspace and find your way around the screen.03Set up your workspaceYour workspace's name, logo, language, time zone, brand, navigation and custom labels.04Invite your teamHow to add members, choose their role, grant temporary access and manage pending invitations.05Getting started checklistPrepare your workspace, team and first operational task.06Move your operation to HeyllaveWhat order to build the workspace in, which decisions lock permanently, and how to bring your data across without doing the work twice.
Daily work
Coordinate bookings, work orders, documents and notifications.
01Bookings and availabilityConfigure services, resources and policies, then create appointments and manage their lifecycle.02Calendars and eventsCreate calendars and events and understand external calendar connections.03Work ordersCreate work, follow its status and coordinate the details needed to complete it.04Deliveries, returns and replacementsWhich operation fits each after-sale case, what document it produces, what happens to inventory, and what to do about a partial return.05Receive supplier deliveriesRecord received quantities, inventory location and differences against a purchase request.06Recurring workSave a repeating job as a template and review the orders created from it.07Generate and share documentsPrepare document types, generate documents for your operation and follow their status from Heyllave.08Notifications and rulesDecide which change triggers a notice, which channel sends it and who should receive it.
Customers and records
Organize customer information and follow-up.
01Entities and recordsHow to define your business's data types — customers, vehicles, equipment — with their fields, relationships, identifiers and rules.02Storefront and public websiteSet up your business's public presence, its catalog and the forms available to visitors.03Customer portalHelp customers see their own service information and manage available actions.04Manage your bookings as a customerReview a booking, choose another slot, cancel or update reminders when the business allows it.05Share a documentCreate a document link, check it and revoke access when it is no longer needed.06Conversations and WhatsAppRead your customers' messages, reply from Heyllave and review what you need in order to connect WhatsApp.
Catalog and money
Manage products, payments and business reporting.
01Manage your catalogCreate reusable products and services and keep stock information consistent.02Invoices and paymentsCreate an invoice, record received payments and review the remaining balance.03Fiscal identity and numberingReview the workspace taxpayer identity and its document-number authorizations.04Receivables and payablesReview customer balances and the supplier amounts your business needs to pay.05General ledger and trial balanceUnderstand where accounting movements are recorded and how to review debits, credits and accounts in Heyllave.06Dashboards and reportsReview indicators, run available reports and compare recorded readings.07Available metricsSee which indicators modules publish and what to check when a dashboard or report has no data.
Workspace and access
Configure your team, identity and available tools.
01Your workspaceWhat a workspace is in Heyllave, how it is isolated from others, how to belong to several, and what the subdomain means.02ModulesWhat modules are, which are always active, which are enabled per workspace, how they are configured and what instances are.03How modules work togetherFollow data and actions as work moves from the catalog to a work order, document or invoice.04Roles and permissionsHow roles work, what a scope is, how to build custom roles and what to do when something does not appear.05Diagnose a problemHow to work out why something is missing, will not save or never arrived, and what evidence to gather before asking for help.06Appearance and preferencesAdjust workspace branding and your own account preferences.07Manage AI agentsConfigure identity, model, tools and channels, then review the draft before publishing.08Protect your accountReview sign-in methods and close sessions you no longer recognize.
Automation and integrations
Connect tools and understand what happened.
01Connect another toolConfigure an event destination and check delivery with the receiving system.02Review and run a workflow proposalEdit an agent proposal and keep review, publication and execution as separate decisions.03Connect your calendarAuthorize an external calendar and recover a connection that needs attention.04Activity and audit historyFind who changed a record and review events or failed deliveries.05Events and module connectionsLearn what happens when a module emits an event, how to use it in an integration and where to check delivery.
Walkthroughs
See the product in action.
Product recording in Spanish
Create a work order
Follow the work-order list and creation form.
Team members and roles
Review members, roles and invitations.
Need a hand?
Let’s find the next step.
Troubleshoot a problem or prepare a message for the team.