Getting support
If you need help, you can reach Heffl in two ways:- Support chat, click the chat bubble in the bottom-right corner of the app to start a conversation
- Email, reach the support team by email for questions that need a longer reply or attachments
What’s new (changelog)
Heffl updates regularly with new features and improvements. The What’s new changelog lists recent releases so you can see what has changed. Check it now and then to discover features that may help your workflow. See What’s new.Troubleshooting common issues
Most everyday problems fall into a few categories. Here is where to look first. I can’t see a feature or module Features like Field Service, Projects, or Finance are enabled per workspace and shown based on your role. If something is missing, check with your workspace admin, or review Configure features. Your role may also limit what you can see; see Inviting your team members. A client can’t log into the portal Confirm the portal is enabled on the parent company and that the contact has a valid email on record. The client logs in with a one-time code sent to that email. See Setting up the client portal. My automation didn’t run Open the automation’s Runs tab to see whether it fired and whether a step failed. Check that the automation is toggled on and that its trigger matches the event you expected. See Creating an automation. A form submission didn’t create a record Linking a form to an entity stores the response but does not automatically create a record. To create a lead or other record from a submission, set up an automation. See Creating and sharing forms. Email or WhatsApp messages aren’t sending Check that the relevant channel is connected under Apps & integrations, and reconnect it if needed. See Integrations and connected apps. Dates or times look wrong Confirm your timezone in Account settings, since all dates and times display in your personal timezone. I can’t delete a record Deletion fails when a record has linked items, for example a contact with linked deals, invoices, or quotations. Remove or reassign the linked items first, then delete. If none of these match your issue, contact support using the options above.Glossary of terms
Common terms used across Heffl:- Lead: a potential customer or opportunity in the early stages, before becoming a deal
- Deal: a sales opportunity tracked through a pipeline
- Pipeline: a series of stages a deal or project moves through, one set per type of work
- Stage: a step within a pipeline (for example, Enquired or Completed)
- Company: a business record that contacts and deals can link to
- Contact: an individual person record
- Client: a company or contact you do business with
- Quotation: a price proposal sent to a client, which can become an invoice
- Proforma invoice: a prealiminary invoice issued before the final one
- Invoice: a bill sent to a client for payment
- Payment: money received from a client, applied to one or more invoices
- Unused amount: the part of a payment not yet applied to an invoice, held as credit
- Recurring invoice: a profile that generates invoices automatically on a schedule
- Project: a body of work delivered for a client, made up of tasks
- Task: an individual to-do, on its own or within a project
- Timesheet: a logged record of hours worked, billable or non-billable
- Job: a piece of on-site field service work, one-off or contract
- Contract job: a field service job that repeats on a schedule (for example, AMC)
- Schedule: a planned, assigned field service visit
- Service report: a record of what was done during a job visit
- Automation: a trigger-and-action rule that does work for you automatically
- Trigger: the event that starts an automation
- Form: a shareable form that collects responses into Heffl
- Wiki: the internal space for notes and documents
- Inbox: the unified view of conversations from connected channels
- Client portal: the secure space where clients view their quotes, invoices, and jobs
- Custom field: an extra field you add to a record type
- Module numbers: the automatic numbering format for each record type (such as QTTS-)
- Tag: a label used to group and filter records
- List: a saved group of records for quick access
What to do next
- Browse What’s new to see recent features
- Reach out via support chat or email if you are stuck
- Use this glossary when a term is unfamiliar