Administration

Name the areas your company serves so scheduling can match work to the people who cover that area.

Keep a list of the skills and certifications your work can require, so scheduling only offers people who are qualified for it.

List your Google, Facebook, Yelp and other pages once, so review requests send customers to the right link and your email footer shows the places you choose.

Keep the addresses, email inboxes and phone numbers your company uses, give each one a purpose, and see where customer replies land.

Say which skills each schedulable person or piece of equipment has and which territories they cover, so scheduling offers the right people for each work order.

Find out from the Limits pages whether a feature is on or off for your organization, and why a page or button you expected is missing.

Each work order, project, task, booking, quote, invoice, payment, time entry and mileage trip belongs to one branch. Pick it when you create the work, or move it later if you are allowed.

Pick Simple, Standard or Everything to decide how much of Nova shows in the sidebar for everyone in your company. Pages never move between sizes.

Add a branch for each location that owns its own work and staff, give it a code, colour and capabilities, then pick the default, archive or restore it.

Save a named profile that fixes the work mode, tab labels and note or file folders a group of people see, then assign it to a role or a person.

Build your own sidebar for the whole organization by starting from Nova's default menu, adding folders, pages and outside links, choosing who sees each item, and previewing it before you save.

Create an export of your Nova records, choose the format and what to include, download the zip from Export jobs before it expires, and find past exports.

Open Administration to manage your company, your team and what each person can do, your plan, connected apps, imports and exports, and system health.

Find recoverable deleted content, preview retained PDFs on demand, and track individual or bulk recovery operations.

See what is left to set up before your team goes live, mark steps done, snooze the ones that can wait, and open each one.

Open one import run to watch its progress, read what blocked it, choose how matched records are handled, rerun the preview, approve it, start it, resume it, retry it or cancel it.

Choose which branches a team member can work in and which one they start in, from the Memberships tab of the Branches page.

Record a customer's request to remove their personal details, verify who they are, approve it, and remove their details while keeping invoices and work order history.

Upload a customer or work order file from another tool, match its columns, check customer matches, preview the import, then run it and check the result on Import jobs.

Worked examples for bringing customers from QuickBooks, Google Contacts or a field service tool into Nova, which columns match which Nova fields, and the usual fixes.

See what Nova can export and import, where the Exports and Imports pages are, and the order to follow when you move a customer list into or out of Nova.

Try a record type, a team member, their roles, a mode and a profile together and see which mode, tab names, first tab and note and file folders Nova would give them, without changing anything.

For each kind of record and each work mode, choose what the Notes, Files, Access and Activity tabs are called, which one opens first, how notes and files look, and which modes the record allows.

Turn the colours you have set up into a named preset the whole organization can reuse, start from one of Nova's presets, or copy, rename, update and delete presets.

Open the Limits pages to see every limit on your plan, how much of each one your organization has used, and which ones are close to running out.

Choose the prefix, separator, number length and next number for quote, invoice, work order and other record numbers, and give a branch its own series.

Point address search at the area you serve, so the suggestions that appear when someone types a customer's address are local ones.

Choose how long deleted files are retained and explicitly save automatic cleanup changes after reviewing their impact.

Choose the tabs along the bottom of the Nova Android app for everyone in your company, and whether each person may choose their own.

Colour the top bar and sidebar to match your brand, set separate light and dark looks, decide whether staff may override them, and save when the live preview looks right.

Decide, per record type, whether the Files, Notes and Access tabs show folders, starting from a preset and then switching single cells on or off.

Switch on work modes so field staff, office staff and managers each see the notes and files layout that suits them, pick the modes you use, and set defaults by role or per person.

Set your company name, time zone, clock format, country, industry, website, language, logo and internal notes; each field saves as soon as you leave it.

Invite a person by email or text message, choose their roles, and check invitation delivery.

Change which roles a team member has, update their work details and employee ID, or revoke their access to your organization when they leave.

Pick a team member and a permission to see whether Nova grants it, which roles or overrides decide that, and what to change.

Choose a built-in role for office or field work, including junior and senior technician choices, and give it to a team member.

Make a role for a kind of team member, starting from a built-in role or from scratch, pick its permissions with module presets or one at a time, and save it.

Which Team & Access page to open to give someone a role, change what a role allows, make a one-person exception, or find out why someone is blocked.

Allow or deny a single permission for one team member on top of their roles, review what they end up with, and clear the exception when it is no longer needed.

Decide who in your organization must set up two-factor authentication and which verification methods they may use; the change saves as soon as you make it.

Choose the default expiry for links your team shares with customers, and decide whether links that never expire are allowed at all.

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 way customers can pay you, such as e-transfer, cheque or cash, give it the name customers see, and decide whether it shows on invoices and quotes by default.

Work the queue of quotes and invoices held for approval because of a low margin, a big discount or a hand-typed price, and approve or reject each one with a note.

Read the Nova Payments page once card payments are live, deal with what needs you, turn ways to pay on or off, and open the secure pages for your bank account, business details, deposits and disputes.

Mark one payment method as the organization's preferred one and drag the active methods into the order customers and staff see them.

Decide whether invoice, quote, statement and receipt emails carry a PDF attachment, a secure online link, or both, as the organization-wide default.

Fill in or change the rules of a discount audience, such as first-time, returning or lapsed customers, tags, tiers and branches, and see how the rules combine.

Tell Nova what a service or part costs you, or which supplier or stock method to take the cost from, so margins on quotes and invoices are right.

Set up a percent-off or amount-off discount, give it a code customers can enter if you want one, set when it runs and who can use it, then turn it on.

Set up a price book for a branch, customer or contract, add the rules that change a service or part's price inside it, and preview what a line would cost.

Set up a tax package such as HST or GST plus PST once, add its rates, and make it the default so every new quote and invoice gets the right tax.

Tell apart the emails the card processor sends about verification, tax forms and risk reviews from the ones Nova sends, know who receives each, and what to do when one arrives.

Decide when a quote or invoice reserves stock, whether short items can be backordered, and which shipping options appear on documents that ship goods.

Stop card payments for a while from the Nova Payments Actions menu, start them again after Nova's launch checks pass, or close Nova Payments for good.

Close a quote approval request by hand when the customer approved, declined or asked for changes by phone, email or on paper instead of through the link.

See every quote approval request you have sent to customers, nudge the ones that have gone quiet, send one again, or cancel it when the deal is off.

What happens when a customer disputes a card payment taken through Nova Payments, how to send your evidence before the deadline, and what a won or lost dispute does to the invoice and your deposits.

Take an old tax profile or a single rate out of use without deleting it, so past documents keep their tax, and bring it back if you need it again.

Save a group of customers, such as VIP or gold-tier accounts, once so several discounts and codes can target the same people.

Have Nova email or text a receipt after every payment or refund, choose which channel it uses, and let customers add a tip when they pay an invoice online.

Decide who may change a price, cost or tax on a quote or invoice by hand, and when a low margin or a big discount has to be approved before the document goes out.

Switch every discount off in an emergency, switch discounts off for one branch, and decide which kind of discount wins when two would apply.

Choose how customers approve quotes, who gets the request first, when reminders go out, and whether an invoice is created when they approve.

Choose how long customers get to pay a new invoice, how long a quote stays valid, and which save button your team sees first on quotes and invoices.

Walk through the four Nova Payments setup steps, from business info to pressing Launch payments, so customers can pay invoices by card online and the money lands in your bank account.

Open the tax documents the card processor prepares for your business from the Nova Payments page, know what does and does not appear there, and where the deposit reports and receipts live instead.

Hand Nova Payments to someone else when the person who completed verification leaves, and keep sign-in codes and bank deposit notices reaching the right people.