Operations

Close the whole organization or one branch for a holiday, a shutdown or a blackout window without blocking each person's schedule one at a time.

Put time off, an unavailable block or an available override on a team member's or crew's schedule from the Time Off & Availability calendar.

Approve or reject an online booking that your booking rules held for a manual decision, and see whether a payment is requested once it is approved.

Select several schedule entries in the Operations List and hand them all to one resource, or move them all to a new start date and time in one go.

List the labour, parts and fees on a work order's Billing tab once, then turn them into a quote or an invoice, ask for a deposit, and collect payment without leaving the work order.

Book a service appointment from the Schedule, choose its location and time, and optionally repeat it.

Open time off, a block or an available override on the Time Off & Availability calendar to change its dates, cancel a request, or delete a block.

Hand a work order to another technician, crew or resource from the work order page, or take the assignment off, without opening the Schedule.

See whether one online booking page is working, which launch checks fail, where visitors are blocked, and resend the notices other systems missed.

See which technicians are reporting in, who has gone stale or offline, and which tracking sources are failing before you rely on them to dispatch work.

Mark a work order complete or cancel it from the work order page or the Work Orders list, choose which customer messages go out, and start a follow-up work order when more work is needed.

Book a guest into a room, cabin or site for a range of dates from the Schedule, let Nova pick a free room or choose one, and add guest and check-in details.

Rent a piece of equipment, a trailer or another bookable unit to a customer from one date and time to another, and let Nova pick a free unit or choose one yourself.

Create a work order with a known time, a date to confirm, or no date yet, and optionally repeat the work.

Book a party of people into a class, tour or session at a set time, or hold the day and set the time later, from the Schedule.

Change a work order's title, notes, customer summary, work type, status, priority, branch, service location, customer PO and equipment, from the edit page or the quick actions.

Find all scheduled work on one calendar or list, use saved views, and create only the types your organization needs.

Use Checklist Reports to see which work orders and assets are held up by a checklist, which checklists are overdue or failed, and what is assigned to you.

Use the View button on the Work Orders page to show only the work orders that need scheduling, need someone assigned, are ready to invoice, and more, then page through the list.

Go through the work orders, tasks and customer bookings waiting for a day, a time or a person, see why each one is waiting, and drag it onto the Schedule or press Schedule… to place it.

Open a lodging reservation or rental to update guest or renter details, mark it started or completed, bill it, change its customer messages or cancel it.

Open an activity booking to set its time, update notes, mark it started or completed, bill it, change its customer messages or cancel it.

Put a task on the Schedule at a set time, any time on a day, or leave it waiting in Needs attention until you pick a day, with or without someone assigned.

See how many people book online, where they drop out of the booking flow, and which branches, services, sources and campaigns bring in completed work.

Ask for days off from the Time Off & Availability calendar or My Time Off, pick the type of leave, and see how much you have left before you send it.

Move a work order to a new day or time by dragging it on the Schedule, or change its date and time from the work order page.

Decide whether an online booking belongs to an existing customer or a new one when Nova could not match it on its own, so the booking can go ahead.

Use the lodging, rental and booking automation hubs to see which reminders and follow-ups are running for your stays, rentals and activities, pause or stop one, and review approvals.

Use the Operations List to see every scheduled work order, task, milestone, block and time off for a day, week or custom range, spot conflicts, and open the record.

Approve or deny pending time-off and extra-availability requests one at a time or in bulk, and check who is affected before you decide.

Use the lifecycle hubs for work orders, bookings and checklists to see which automated reminders and follow-ups are running, pause or stop one, and clear what waits for approval.

Start a checklist on a work order, project, task, customer, service asset, booking or intake submission, answer each item, attach proof, and finish or waive it.

Inspect one technician’s complete working day, locations, driving, commitments and missing information.

Give a booking that is still waiting for a day or a confirmed start time its date or time from the Schedule or the Scheduling queue.

Fill each spot a work order needs, such as a lead technician, a crew or a piece of equipment, check the plan for clashes, and see the upcoming visits.

Send the customer an On my way text or email from the work order, pick who gets it and which approved message, and check the preview before it goes.

What the work order page shows, what each tab is for, and every action in its Actions menu, from On my way to Customize tabs.

What an appointment booking's page shows, how to give it a date or time, edit its notes, line items and number, and run its checklists.

Review customers who joined the online booking waitlist when nothing was available, invite them when a slot opens, convert them to a booking, or close the entry.