Help Center
Sign up for Kolva, verify your email, confirm the contracted Field and business-capacity scope, and configure your preferences.
Read articleConfigure your company profile, invite team members, and understand the role system that powers Kolva.
Read articleImport clients from CSV or Excel, connect your CRM, qualify the ERP already in place, and validate your data before activation.
Read articleUse the native Android app, the native iOS app, or the optional browser PWA, then configure notifications and offline access.
Read articlePlan your day, check in with GPS, review the decision brief, take notes during the meeting, and check out with a follow-up scheduled.
Read articleLearn what each KPI card means, how to read the charts, apply time filters, and understand role-specific dashboard views.
Read articleDiscover Kolva business AI: decision briefs, voice orders, churn risk, route optimization, source-context chat, and more.
Read articleUnderstand progressive named Field seats, separately licensed business capacities, trial scope, payments, and invoices.
Read articleSearch, filter, and segment your client list. View detailed client profiles, manage GPS coordinates, and convert prospects into active clients.
Read articlePlan your day, record GPS proof when checking in to an on-site visit, then check out without location while saving outcomes and follow-ups.
Read articleCreate orders from the client page, browse the product catalog, use voice ordering, generate quick estimates with TVA, and track order history.
Read articleUse the kanban view to track deals through custom stages, log activities, monitor velocity, and analyze win/loss patterns.
Read articleBrowse products by category, view detailed specs and pricing, compare with competitor offerings, and share product information with clients.
Read articleReview every authorized on-site check-in as a timestamped GPS visit proof, alongside business activity indicators — without continuous team tracking.
Read articleExplore charts and dashboards, generate weekly reports, analyze lost deals, build custom reports, and track ROI across your sales activities.
Read articleUse effort scores, weakness profiling, coaching goals, and the nudge engine to develop your reps into top performers.
Read articleSet monthly targets per rep, view the team grid, compete on the leaderboard, earn badges, and participate in gamification challenges.
Read articleBuild quotes with line items, generate professional PDFs, share via public links, manage client approvals, and convert accepted quotes into orders.
Read articleNavigate the Finance hub, read revenue and expense KPIs, understand the P&L statement, apply time filters, and switch between single-entity and consolidated views.
Read articleMonitor your cash position in real time, use the source-based 13-week forecast, identify risk windows, and analyze payment patterns across clients and vendors.
Read articleAdd subsidiaries, consolidate P&L across entities, handle inter-company eliminations, manage multi-currency conversion, and benchmark entity performance with AI.
Read articleTalk to your data with Voice CFO, detect anomalies automatically, generate narrative reports for board or bank, get AI budget suggestions, and analyze vendors.
Read articleQualify the ERP connection, validate technical access and business mappings, activate in controlled stages, and monitor synchronization.
Read articleCorrelate field activity with financial results, attribute revenue to reps and segments, discover cross-subsidiary opportunities, and leverage ERP-grounded insights.
Read articleChoose a validated public path, guided trial, or private review and connect the ERP already in place without an ERP migration.
Read articleQualify an ERP privately with environment evidence, representative anonymized records, read-only access, and clear business ownership.
Read articleConfigure your company profile, manage team members and roles, set up the strategy playbook, control security settings, and customize notification preferences.
Read articleConnect any of 20+ supported CRMs using OAuth or API key, map reps between systems, configure sync settings, and troubleshoot integration issues.
Read articleAnswers about Kolva, the agreed trial scope, named Field seats, separately licensed business capacities, security, languages, and mobile access.
Read articleFix common problems: app not loading, push notifications failing, GPS issues on mobile, sync data delays, feature gating, and how to contact support.
Read articleFAQ