Operations
Let Heyva run the routine
Routine jobs close themselves, drafts wait for you.
The problemSomeone has to mark every job started, finished and invoiced, and it is forgotten when the day is busy.
The resultSwitch on what you trust: jobs start and complete on time and invoice drafts appear for you to check.
What you can do
- Complete confirmed or in-progress jobs automatically one hour after their scheduled end
- Start confirmed jobs with an assigned worker at their booked time
- Prepare invoice drafts for completed jobs, to review before anything is sent: one per visit for customers billed per visit, one per month for customers billed monthly
- Show or hide the choice of professional on your online booking page
- Switch each setting on or off at any time, business by business
Who can use it
Owners and Admins can use this.
Seeing the switches needs permission to view business settings. Changing them needs permission to manage business settings.
Ask Heyva AI
Are my automatic job settings on?
Turn on automatic invoice drafts
Questions
Will switching it on complete my old jobs?
No. Only jobs that ended in the last 3 days are picked up, and invoice drafting never goes back before the moment you switched it on.
Does Heyva send the invoice by itself?
No. It prepares a draft for you to review and nothing is sent to the customer. The draft appears after a short cooling-off, so late corrections land first.
Which jobs get a draft?
Completed jobs with a price, for customers billed per visit or monthly. Customers set to manual billing and jobs without a price stay in Unbilled for you.
Which jobs does it leave alone?
Pending bookings are never completed or started, and a job nobody is assigned to is never started. Jobs that need photos or a checklist stay open until the proof of work is recorded.
Does it message my customers?
Completing a job sends the usual visit-completed message and runs your booking-completed automations. An automatic start does not run job-started automations, because nobody is known to be on site.
What if both automatic start and completion are on?
A job that started automatically stays open until the end of its business day, so the worker can still record the finish.
For AI agents
Heyva AI and connected assistants can do this with these tools:
heyva_get_business_flagsheyva_set_business_flags