Scheduling
Schedule policies, calendars, resources, crews, offerings and stock.
- Add a bookable unit
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.
- Add a calendar overlay
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.
- Add a capacity pool
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.
- Add a catalog category
Create the categories that group your services and your products and parts, nest them under a parent, and deactivate ones you no longer use.
- Add a holiday calendar
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.
- Add a schedule resource
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.
- Create a crew
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.
- Create an offering
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.
- Set an offering's price and tax
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.
- Set schedule colors
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.
- Set time off policies
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 up schedule policies
Set the timezone, calendar grid, work hours, arrival window and planning rules for the selected branch, and the view the Schedule opens in.
- Set up workforce tracking
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.