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Guides and answers for getting the most out of Vavan — from your first sign-in to connecting the systems you already run.
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Getting started
First steps with Vavan — set up your workspace, invite your team, and find your way around.
What Vavan is, how a workspace is organized, and the first things to do after you sign in.
Add teammates to your workspace and control what each person can see and do.
Bring your existing customers, prospects, and contacts into Vavan from a file.
Account & billing
Plans, invoices, payment methods, and how usage-based credits work.
Understand your plan, your invoices, and how usage-based AI credits are consumed.
Change plans, add or remove seats, update payment details, and download invoices.
Refer another business to Vavan and earn a reward when they come on board.
Apps & features
How to use the apps that run on Vavan — CRM, Dispatch, Maps, Stores, and more.
Manage accounts, contacts, activity, and your book of business in the Vavan CRM.
How opportunities move through your pipeline and what each stage represents.
Plan routes, assign work to drivers, and track delivery and service jobs in the field.
Integrations
Connect Salesforce, HubSpot, your ERP, QuickBooks, and other systems you already run.
Security & data
How your data is isolated, who can access it, and how to manage privacy and access.
Your data is yours alone — how Vavan keeps every customer's workspace separate.
Control who can see what, and how to handle data requests and removals.
Recover access to your account and add an extra layer of login security.
Troubleshooting
Fixes for the issues people run into most, and how to get unblocked fast.
Still need help?
Can't find what you're looking for? Our team reads every message and usually replies within one business day.
Looking for technical reference? Read the docs.