Getting started
Sign in, find your way around, and set up the basics.
- Catch up in the notification center
Open the full list behind the bell, search and filter your notifications, open the record each one is about, and mark them read, acknowledged or archived one at a time or in bulk.
- Customize your dashboard
Add, arrange, resize and filter dashboard widgets, then save a personal layout or share one with your organization.
- Find your way around
Learn the sidebar sections and hub pages, search and bookmarks, your account menu, switching branches and organizations, and where to get help.
- Find your way around a record page
Every customer, work order, project, task and other record opens as the same kind of page. What the details panel, the tabs and the actions menu do, and how to get more room.
- Preview a customer, work order or invoice without opening it
Rest the pointer on any link to a customer, contact, site, work order, task, project, booking, quote, invoice or payment to see its key details in a small card, then open it or act on it.
- Search for anything
Find customers, work orders, invoices, messages, files, help articles and pages from the search box, then narrow the results with filters.
- See what happened on a record
Use a work order, project, task, service asset or portfolio's Activity tab to see who changed what and when, day by day, and open any entry for the full detail.
- See what's new in Nova
Read the release notes for each Nova update, search and filter them, mark them read, copy a link to one, and follow the feature requests a release delivered.
- Sign in to Nova
Sign in with your email or username and password, finish two-step verification if Nova asks, use a passkey, and get back in if you are locked out.