Nova Using Nova
How do I…
For everyone who signs in to the Nova workspace.
Getting started
Sign in, find your way around, and set up the basics. 9
Your profile
Your details, sign-in and security, notifications, preferences, calling and My Day. 13
Accounts
Leads, customers, contacts, locations and service assets. 18
Projects & Tasks
My Work, tasks, projects, portfolios, time and mileage. 19
Operations
The Schedule, work orders, bookings, availability and checklists. 39
Inventory
Products and parts, stock counts, moving stock, low stock and what sells at the counter. 8
Equipment & Fleet
Your vans, trailers and kits, whether they are ready, and field scans. 16
Agreements
Templates, clauses, signing and reports. 14
Automation
Work automation, approvals, messages and rules. 9
Sales & Billing
Quotes, invoices, payments, statements, POS and deposits. 11
Bookkeeping
Transactions, expenses, reconciliation and reports. 19
Statement Schedules & Runs
Statement schedules, runs and delivery issues, under Sales & Billing › Statements. 4
Critical Alerts
Sources, rules, destinations, incidents and analytics. 22
Marketing
The social calendar. 3
Communications
Conversations, tickets, email, text, calls and safety. 7
Intake
Forms, the intake inbox and analytics. 6
Resources
The media center and the knowledge base. 8
Reports
The Reports Center and the finance reports. 15
Settings
Scheduling, accounts, operations, public experiences, templates, communications and integrations settings. 34
Administration
Company, team and access, limits, billing and commerce. 33
Enterprise hub
Run several organizations from one hub - linked organizations, hub team and roles, overrides and shared message templates. 8
Recently updated
- Acknowledge, snooze and resolve an incident
Claim an open incident so escalation stops, pause its repeat calls, and close it when the problem is fixed.
- Activate, deactivate or copy a discount
Turn a discount on so customers can use it, switch it off when the promotion ends, or copy an existing discount as the starting point for a new one.
- Add a bank connection
Record which bank or card feed fills which account in your books, and disconnect one you stop using. A connection does not bring in bank lines by itself.
- Add a bank transaction by hand
Record one bank or credit-card line yourself when you do not have a statement file, and void a line that should never have been there.
- Add a bookable unit
Add a piece of equipment, a room or a vehicle that customers or staff book by the hour or day, and take it out of service when it is not available.
- Add a calendar overlay
Show an outside calendar, such as a supplier's holidays or a shared team calendar, on top of Nova's schedule as a read-only overlay by pasting its ICS link.
- Add a capacity pool
Set a shared limit on how many bookings can run at once, such as seats in a class or bays in a shop, so offerings draw from it instead of from one named person.
- Add a catalog category
Create the categories that group your services and your products and parts, nest them under a parent, and deactivate ones you no longer use.