Heyllave combines customer records, catalog, bookings, work orders, documents, invoicing and communication. The right workflow depends on how your team receives work and which modules and permissions are active.
Choose a starting point
| If your business… | Start with | Workflow to organize |
|---|---|---|
| Receives equipment or vehicles for diagnosis and repair | Repair shops and workshops → | Customer and asset → appointment or intake → work order → parts and labor → invoice and follow-up |
| Delivers items to customers and handles follow-up requests | Deliveries, returns and replacements → | Partial delivery → outstanding balance → return, refund or replacement |
| Serves people by appointment | Dental practices → | Customer → service and professional → booking → operational follow-up → document or invoice |
| Takes reservations for tables, spaces or groups | Restaurants → | Booking service → resource and time → reservation → changes and communication |
These examples combine existing capabilities. They do not enable modules or change your workspace configuration automatically.
Before you configure
- Decide what information your team needs to keep and who may see it.
- Enable only the modules involved in the chosen workflow.
- Configure entities, services, resources and roles before inviting the whole team.
- Test the complete flow with test data and verify access, statuses, inventory and invoicing.
- Make clear which action confirms a booking, delivery, work order or payment.
Permissions and configuration toggles are separate controls: enabling a feature does not grant a person access. Review roles and permissions, modules and how modules work together.
If something doesn’t work
If a flow on this page mentions a screen you do not have, there are two possible causes and they are worth telling apart: the module is off, or your role does not include that permission. Enabling a module grants no permissions, and widening a role enables no modules. Check modules and roles and permissions, in that order.