Welcome to Loyva: Platform Overview

Loyva is an end-to-end platform built for security-alarm and life-safety businesses. It brings client management, proposals, e-signature, secure document vaulting, billing, and reporting into one workspace, so your team can move from a first conversation to a signed, tamper-evident contract without juggling separate tools. This overview explains what Loyva does, the main areas of the app, and where to go next.

What you can do in Loyva

  • Manage clients: residential and commercial accounts, with contacts, sites, tags, and assignment to your team.

  • Build proposals: priced quotes with line items, recurring (RMR) charges, and customizable terms.

  • Send documents for e-signature: templated or uploaded PDFs, sent via secure email links with optional sequential signing.

  • Vault signed contracts: every executed agreement is stored as an Authoritative Copy with a full audit log, satisfying UCC § 9-105 for transferable records.

  • Bill and collect: invoice clients directly, take card payments via Stripe Connect, and sync to QuickBooks.

  • Report on the business: RMR/ARR dashboards, proposal pipeline, audit reports, and per-user performance.

The main areas of the app

Sidebar navigation
Everything is reachable from the left sidebar. The exact items you see depend on your role (see the Understanding User Roles article).

  • Dashboard: your home page. Shows the onboarding checklist, key metrics, and recent activity.

  • Clients: the master list of residential and commercial customers.

  • Proposals: draft, sent, accepted, and declined quotes.

  • Documents: the e-signature workspace: drafts, awaiting signatures, completed, and vaulted.

  • Vault: the locked store of Authoritative Copies. Requires a per-user PIN.

  • Billing: invoices, payments, and agreements.

  • Reports: business overview, RMR/ARR, proposals, user performance, audit log.

  • Templates: reusable documents, email templates, proposal terms, and tags.

  • Settings: personal preferences, organization settings, integrations, and compliance.

The top bar
In the top left you’ll find the organization switcher (if you belong to more than one). At the top right, you’ll find the notification bell, and your profile menu for signing out.

Core concepts to know

  • Organization (org): every user belongs to one or more orgs. Data is fully isolated between them.

  • Role: your role in each org (Admin, Sales, or Custodian) controls what you can see and do.

  • Envelope: a document sent for signature. It moves through states (draft → sent → completed → vaulted).

  • Authoritative Copy: the single legal original of a signed contract, stored in the Vault and protected by your PIN.

  • RMR: Recurring Monthly Revenue. Loyva tracks RMR from accepted proposals and vaulted contracts.

Where to go next

If you’re brand new, work through the in-app onboarding checklist on your Dashboard. It walks you from your first client to your first vaulted contract. The product tour (also on the Dashboard) gives a guided walkthrough of the same flow.

Frequently asked questions

Do I need to install anything?
No. Loyva runs in your browser. Chrome, Safari, Edge, and Firefox are all supported.

Does Loyva work on mobile?
Yes. The client list, proposals, and signing flows are responsive on phones and tablets. Some heavier admin screens are best used on a laptop.

Where is my data stored?
Loyva stores data in a managed cloud database with row-level security. Each organization’s records are isolated, and Vault documents are encrypted and gated by your personal PIN.

Can I try Loyva without my real clients?
Yes, create a few test clients with your own email addresses and run a full proposal-to-vault cycle. Archive them when you’re done.