Settings

Add, rename, reorder, set as default or disable the choices in Nova's pick lists, such as where a lead came from, and decide who may pick or manage a governed option.

Write your privacy policy, terms of service, booking policy or any custom page, choose where its link appears, and publish a version customers can read.

Add your own lifecycle stages for leads and customers, rename or reorder them, pick the default starting status, and archive the ones you no longer use.

Add your own statuses for projects, tasks, work orders, bookings, tickets and more, set the colour and order, choose the default for new records, and archive old ones.

Hide, reorder or pick the opening tab for one customer, work order, project, task, service asset or portfolio, and for everything under one customer, without changing anyone else's.

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.

Pick which optional sections and custom fields show when a work order is created from the Schedule, on its full edit page and on its own page, and which hide when empty.

Pick whether Add Account, and the option to create an account from an account picker, opens the short quick add or the full account form for everyone in your organization.

Add your own field to accounts, work orders, tickets or other records, choose its type and default, and decide whether it is required, searchable, exportable or shown in reports.

Make a new tag with a name, colour and category, choose which kinds of records it can be applied to, and set who may see, assign or remove it.

Set up the pay period, timesheet, approval, rounding, lock and overtime rules your team's time entries follow, and make one policy the organization default.

Choose which address uses (service, billing, mailing, shipping) Nova recommends or requires when someone creates a customer, and which are preselected for households and companies.

Rename a custom field, change its default or behaviour, take it out of use by archiving it, or bring an archived field back, after checking what the change affects.

Change an existing tag, subscribe to it to be notified when records carrying it change, or delete it so it is removed from every record.

Open Settings to see every setting you can change as a card with a short description, search for one by name, or jump to an area such as Sales & Billing.

Open one tag and use its View, Assign, Remove and Subscribe policies to allow or block particular roles and team members, for example so only managers can take a tag off.

Create a publication for a published intake form so customers can reach it on a Nova-hosted page or inside your website, brand it, and copy the link or embed code.

Copy the hosted link to your booking page for ads, emails and QR codes, or copy the embed code that shows the booking page inside your own website, and allow your site's address to use it.

Rename a status Nova provides, change the order statuses appear in, and choose which status new projects, tasks or work orders start in and which one Nova uses for each category.

Count how many accounts, work orders or other records hold each value of a custom field, see how many leave it blank, and total or average a number field.

Choose how much explanation team members must give before cancelling, refunding, deleting or other sensitive actions, either with a preset or action by action.

Put your company name, colours and email sign-off on the agreements customers receive, choose the sender and reply-to address, and set how often Nova reminds people who have not signed.

Decide how long Nova keeps signed, cancelled and draft agreements, protect agreements on legal hold, and choose whether an outside signing service handles your agreements.

Decide whether an email address or phone number your staff type in counts as verified, and whether texts can only go to verified numbers.

Choose how a customer proves who they are before signing, whether signing links can be reused, and the rules for uploaded PDF agreements such as date filling and downloads.

Decide whether every asset needs a subtype, whether technicians can add new types and statuses on the spot, and what happens when a captured asset does not match your list.

Set the brand name, logo and colors your public booking and intake pages share, add your Google Analytics, Tag Manager or Meta Pixel ids, and save them as organization-wide defaults.

Choose which tabs every account, work order, project or task dashboard shows by default, in what order, and which tab opens first, for your whole organization.

Create a booking surface, name it, choose which services customers can book on it, write the headline they see, then publish it so customers can book online.

Add your own location types for customer addresses, choose which one is the default, reorder them, and archive the ones you no longer use.

Create the statuses and lifecycle states your team picks for equipment (in service, needs repair, decommissioned), give each a colour, and mark which ones block service work.

Build the list of equipment types and subtypes your team tracks at customer sites (furnace, heat pump, water heater) and the identifier types such as serial or warranty number.

Clear the "Your customer portal has no policy links" warning by giving at least one published legal page the Portal footer placement so customers can read your terms, not Nova's.

Choose whether one customer's or work order's Notes, Files and Access tabs use folders, for that record alone or for everything under a customer, and stop showing folders on one tab.

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.

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.

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.

Create the categories that group your services and your products and parts, nest them under a parent, and deactivate ones you no longer use.

Subscribe your branch to a country or regional holiday calendar so statutory holidays block the schedule automatically, and skip the holidays you stay open for.

Make a team member or a piece of equipment bookable on the schedule, give it working hours and a holiday policy, and archive it when it leaves.

Group technicians and equipment into a crew that is booked as one unit, set the crew's hours, and change its members as the team changes.

Add a service customers can book, set how long it takes and how much notice it needs, and say which technicians, crews or equipment it requires.

Give a bookable service its default price, pricing model, cost and tax so quotes and invoices fill in the right numbers when you add it.

Choose the colour palette for the calendar, give each type of calendar item its own colour, and pin a colour to a particular technician, crew or truck.

Decide how time off requests are approved, create leave policies such as vacation or sick time, and correct a person's leave balance by hand.

Set the timezone, calendar grid, work hours, arrival window and planning rules for the selected branch, and the view the Schedule opens in.

Decide whether technicians are tracked, when tracking is allowed, whether they must acknowledge it, and who can see live locations, then check that tracking sources are healthy.

Review a project or task template version someone submitted, approve it, send it back with a comment, or reject it, then publish the approved version so the team can use it.

Build a reusable invoice or quote layout with sections such as Parts and Labour, starter rows, notes, payment instructions and terms, then activate it so new documents start from it.

Build a reusable checklist of steps for a work order, asset or other record, add each item with its answer type and whether it is required, then publish the version technicians will use.

Bundle several published project templates into one portfolio template, publish it, then apply it to a customer to create a portfolio and all its projects in one go.

Save a reusable project plan with phases and the tasks inside each phase, so a new project starts with its work already laid out instead of a blank page.

Turn a PDF you already use, such as a waiver, into a reusable signing template by uploading it once, naming the signer roles, placing signature and date fields, and publishing it.

Save a reusable task with its subtasks, default status, assignee rule and date offsets, publish it, and create new tasks from it in one press.

Build the folder layout that a record's Notes, Files or Access tab starts with, save it as a draft, activate it, and apply it to a customer, work order or project.

Write your own version of an email, text or push notification Nova sends, or add a new reusable message, save it as a draft, preview it, then activate it so it goes out in your words.

Use the Template Center to see every kind of reusable template Nova offers, grouped by area, and jump to the one you want to create or change.

Watch the progress of a project or task template being applied in the background, open the project or task it created, and cancel or retry a run that is stuck or failed.

Put your logo, colors, sender name, support contact and footer on every email Nova sends for you, set the look of invoice and quote PDFs, and check the result in the live preview.

Upload a ringtone or chime, build a profile for calls, texts, emails and voicemail, and choose sounds for your browser and Android app.

Write rules that decide what happens to new email on a support inbox, such as skipping a ticket for auto-replies or raising the priority for one sender, then switch rules off and on.

Add your Google, Facebook or other review links so review requests have somewhere to send customers, pick the primary one, and choose whether requests rotate between links.

Choose how a support inbox treats email from before it went live, preview what would come in, import it in a batch, and turn the messages that still need an answer into tickets.

Search for an available number by country, area code, city or digits, choose whether it texts and calls, name it, give it to a branch and the people who will use it, and buy it.

Rewrite the text or email a customer gets for an appointment notice, reminder or thank-you, drop in fields like the customer's name, preview it and send yourself a test.

See whether technicians can place recorded business calls from their own cell phones through a Nova line, unlock a teammate whose access code is locked, disable one, and review recent attempts.

See whether each support mailbox is still bringing in email, make Nova read a mailbox again, retry or close out failed background work, and read customer ratings and portal article results.

Preview upcoming team messages and check each teammate's delivery results without changing their notification inbox.

Find out which teammates were told about a text, email, call or voicemail, why each one was included or left out, and whether the push, email or text notification actually got through.

Open the NovaAI diagnostics page to see where each NovaAI setting comes from, what your plan limits, which saved versions are in force, and the final values Nova uses.

Set how many days pass before the same customer is asked for a review again, whether a teammate's request goes by text or email, and see who was asked and where the review went.

Choose whether phone numbers and email addresses open Nova's calling and email tools or your device's apps, with separate defaults for computers and phones.

Choose one daily schedule summary, optional reminders and schedule-change messages, with explicit team recipients.

Choose shared sending defaults, then give a category, branch or single message its own sender.

Choose the staff details each customer message category shows, within shared privacy limits.

Pick the team members who get an email or text when a Nova Payments deposit is on its way to the bank, when it arrives, and if the bank rejects it, and attach the deposit report to the email.

Team emails come from Nova's email sender with your business name. Pick one of your inboxes instead for all team emails or for task reminders.

Choose who is notified when a customer conversation goes unanswered, how long Nova waits between steps, and whether to use push, email, text or a voice call.

Choose and confirm the texting number included in your plan, manage replacements and check carrier verification.

Make a VIP customer, a particular phone line or one teammate ring or chime differently by assigning a sound profile to them, and understand which rule wins when several apply.

Make NovaAI behave differently on one phone line, such as keeping it off on a line for sensitive calls or piloting it on one line first, without changing the rest of your organization.

Check every email, text and call going to customers, see what is due to go out next, read any message, and stop one reminder before it sends.

One list of every email and text a customer can get from Nova, when each one goes out, and the setting or article that controls it.

Stop customer texts going out late at night, change how many days before or after a due date a reminder goes, and decide how long Nova waits after a schedule change.

Create SLA policies that say how fast your team should first answer a ticket and how fast it should be resolved, and see which policy a ticket follows.

Choose the text customers get when a technician is on the way, which line it sends from, and whether dispatchers can change the wording.

Create the skills your support team has, set each person's availability, ticket limits and skills, and watch which queues are short of people before tickets pile up.

Create the kinds of request customers pick in the portal, send each to the right queue with its own response targets, and publish the questions customers answer when they ask.

Create the queues support tickets wait in, link each to a support inbox, choose who can see it, and decide whether Nova assigns new tickets on its own and what happens when nobody fits.

Name a phone line, give it to a branch, choose the teammates who can answer and text from it, record a voicemail greeting, forward calls after hours, and cancel or reactivate a line.

Choose who is notified about unassigned texts, emails, calls and voicemails, whether a team hears about them too, and how long a callback can wait before it is overdue.

Bring the business number your customers already know into Nova by submitting a transfer request with your current carrier details, then uploading the signed letter of authorization and a recent bill.

Accept the AI terms and switch AI features on for the whole organization, or switch them off with a reason and a choice about what happens to summaries and drafts AI already produced.

Choose customer messages by type, adjust timing and channels, and review delivery without duplicate booking reminders.

Switch on call transcription, live guidance during calls and after-call summaries for your organization, roll it out gradually with shadow or pilot mode, and stop any part of it in an emergency.

See which connected mailboxes are support inboxes, which are already creating tickets, and take one from watch-only to live so new email opens tickets in the right queue.

Record where your bookkeeper's software lives, such as QuickBooks Online or Xero, and how the numbers reach it, so your team knows where invoices and payments are handed off.

Connect Facebook Pages and Instagram through one Meta login, see which social accounts need attention, reconnect or refresh one that stopped working, and set social inbox read-receipt defaults.

Let an outside assistant work in Nova as you: start the connection from the assistant, tick what it may do on Nova's Connect an app page, choose the organization, and press Allow.

Make a key that your own software or an integration uses to read and write Nova on your organization's behalf, choose what it can do and when it expires, then revoke it when it is no longer needed.

Remove an assistant's access from your own profile, or, as an admin, disconnect any app a member has connected to the organization.

Add a webhook so Nova tells another system when bookings and other records change, check it, and see, retry or replay what Nova sent from Delivery history.

Create a read-only calendar link for a technician, a crew or a piece of equipment that Google Calendar, Outlook or an iPhone can subscribe to, copy it once, and revoke it when it should stop working.

Add an AI that works in Nova under its own name: roles, hours, a daily limit, whether it can be assigned work or talk to customers, then hand over its sign-in details.

When an AI teammate, a key or a connected app tries something that needs a person, it waits under Approvals; read what it wants to do, then approve or decline it with a note.

Stop an AI teammate for a while with Pause, bring it back with Resume, or retire it for good so it is signed out everywhere and its secret stops working.