Home & Heyva AI
Your Home dashboard
See what needs you today, then act on it.
The problemYou start the day opening five screens to learn what is booked, late or unpaid.
The resultOne Home screen shows today's work, late invoices and the next step, shaped to your type of business.
What you can do
- Ask Heyva a question or start a draft from the bar at the top
- Spot late invoices and unfinished setup the moment you sign in
- See today's bookings, money and new requests in widgets that fit your business type
- Drag, add and remove widgets to build your own layout
- Let an owner or admin set the default layout for the whole business
- Jump straight to common tasks with quick actions
Who can use it
Everyone with a login sees Home. The widgets and actions depend on your role and on what is switched on for your business. Field-only staff see a pointer to the Heyva Team app instead of the widgets.
Ask Heyva AI
Give me today's briefing
Who owes me money right now?
Show my dashboard layout
Questions
Why can't I see a widget my colleague has?
Widgets follow your role and your business's features. A widget that shows invoices or accounting is hidden if your role has no access to them. Layouts can also be personal.
How do I change the layout?
Tap Customize above the widgets. Drag tiles to reorder them, remove tiles or add from the list, then save. Owners and admins choose whether the layout is for everyone in the business or just for themselves.
What does Reset do?
It returns the layout to the recommended one for your business type.
Can add-ons add widgets?
Yes. An installed add-on can offer its own widgets, which then appear in the Add widget list.
Do my staff use Home?
Staff who only work in the field use the Heyva Team app. If they sign in to the website, they see a note that points them to the app.
Why does Home say my invoices are blocked?
A business you created yourself cannot issue invoices until the legal name, business ID and bank account are complete. Open the button on the notice, fill them in under Settings, and the notice goes away. Drafts are never blocked. The Finish setting up card below it lists what else is left, such as your logo or your team. Put an item off with Not now.
For AI agents
Heyva AI and connected assistants can do this with these tools:
heyva_get_dashboard_layoutheyva_set_dashboard_layoutheyva_clear_dashboard_layoutheyva_daily_briefing