Nova Choose a profile for each service asset type
Pick which profile (the set of details Nova asks for) each equipment type uses, so a furnace asks furnace questions and a vehicle asks vehicle questions.
In the sidebar, open Settings, then choose Service Asset Profiles under Accounts. The page address is /settings/org/service-assets/profiles. It is the Profiles tab of the service asset settings.
A profile is the set of details Nova collects for an asset: the fields on the editor and the identifiers it expects. Every asset type is bound to one profile. This page lists the types and lets you change the binding.
Before you start
- Your role needs permission to manage service asset settings.
- Types themselves are created on the Taxonomy tab. See Set up service asset types and subtypes.
Steps
- Find the card for the asset type. Its heading is the type name, with the description under it.
- Open the list on the card and pick the profile you want.
- That is all. Nova saves as soon as you pick and confirms with a message that the profile binding was updated.
What you see
- The top right of each card shows how many assets use the type and how many active subtypes it has.
- The greyed-out Managed from taxonomy button is a reminder that renaming, describing or deactivating the type happens on the Taxonomy tab, not here.
- With Auto-apply profile from type switched on under Defaults, picking a type in the asset editor sets the profile you chose here. See Set service asset defaults.
If something looks different
- The page says you do not have permission to manage service asset profiles: ask your admin.
- No cards appear: no asset types exist yet. Create them on the Taxonomy tab.
- Changing the profile shows an error: the change was not saved. Try again, and if it keeps failing, contact support.