# Nova Help > Nova is a business management platform for trades and service companies: customers, quotes, invoices, work orders, scheduling, communications and bookkeeping in one workspace. This index lists every help article as markdown. Release 0.0.1. Article addresses are permanent; the .md form of each article is at the same path with a .md suffix. ## Start here for AI agents If you are an AI assistant or agent that will act in Nova (not just answer questions about it), read these first. - [API overview](https://app.novabmp.com/help/api-overview.md): the three ways in (API key, connected app, AI teammate) and what a credential may do. - [Connect an AI agent](https://app.novabmp.com/help/connect-an-ai-agent.md): the MCP server at https://app.novabmp.com/mcp, OAuth sign-in, and the guardrails an organization sets. - [Nova MCP tools](https://app.novabmp.com/help/nova-mcp-tools.md): whoami, the curated tools, and find_operations + call_nova_operation, which reach every operation your grant allows. - [Find what to call](https://app.novabmp.com/help/find-what-to-call.md): the generated index of every operation and the permission each one needs, at https://app.novabmp.com/v1/public/api-docs/operations.json. - [Errors and how to recover](https://app.novabmp.com/help/api-errors.md) and [limits](https://app.novabmp.com/help/api-limits.md): approval_required, working hours, rate limits and the daily cap. - [Record identity](https://app.novabmp.com/help/api-record-identity.md): records are addressed by opaque ids such as acct_…; never send or expect an integer id. ## Using Nova ### Getting started - [Catch up in the notification center](https://app.novabmp.com/help/use-the-notification-center.md): 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](https://app.novabmp.com/help/customize-your-dashboard.md): Add, arrange, resize and filter dashboard widgets, then save a personal layout or share one with your organization. - [Find your way around](https://app.novabmp.com/help/find-your-way-around.md): 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](https://app.novabmp.com/help/find-your-way-around-a-record.md): 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](https://app.novabmp.com/help/preview-a-record.md): 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](https://app.novabmp.com/help/search-for-anything.md): 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](https://app.novabmp.com/help/read-a-record-activity-history.md): 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](https://app.novabmp.com/help/read-whats-new-in-nova.md): 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](https://app.novabmp.com/help/sign-in-to-nova.md): 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. ### Your profile - [Add, verify or change your email and phone](https://app.novabmp.com/help/add-an-email-or-phone-to-your-profile.md): Add an email address or phone number to your profile, verify it with a link or a code, choose which one is primary, and remove the ones you no longer use. - [Change your password and keep your sign-in secure](https://app.novabmp.com/help/keep-your-nova-sign-in-secure.md): Tour the Security tab of your profile, change your password or username, act on Nova's security suggestions, and choose which reminders Nova shows you. - [Check your time off balance and past requests](https://app.novabmp.com/help/check-your-time-off-balance-and-history.md): Open My Time Off from your profile to see how much time off you have left, what is waiting for approval, and every request you have sent, then open one to change or cancel it. - [Choose how and when Nova notifies you](https://app.novabmp.com/help/choose-how-nova-notifies-you.md): Pick which ways Nova can reach you (in Nova, browser, email, text, call, phone app), turn topics on or off, set quiet hours, and decide which alerts pop up on screen. - [Choose where Nova opens and how it looks for you](https://app.novabmp.com/help/set-your-profile-preferences.md): Pick the page Nova opens on, your default workspace, your work mode, 12- or 24-hour times, whether menus remember their layout, and your Android app tabs. - [Save an address on your profile](https://app.novabmp.com/help/save-an-address-on-your-profile.md): Keep your own home or mailing address on your profile, pin it on the map, mark it as a service location, and edit or remove it later. - [See where you are signed in and sign out other devices](https://app.novabmp.com/help/see-where-you-are-signed-in-to-nova.md): Check every computer, phone and app signed in to your Nova account, sign one or all of them out, forget a remembered device, and allow only one device at a time. - [Set up calling from your browser and your cell phone](https://app.novabmp.com/help/set-up-calling-on-your-profile.md): Decide how the browser softphone behaves for you, set the access code for recorded calls from your own cell phone, and choose what happens when you click a phone number or email. - [Switch organizations, pick a default, or leave one](https://app.novabmp.com/help/switch-between-your-organizations.md): See every organization you belong to, accept an invitation, choose which one opens when you sign in, switch to another, or leave one you no longer work for. - [Turn on two-step verification and add a passkey](https://app.novabmp.com/help/turn-on-two-step-verification-for-your-account.md): Ask for a second check after your password, set up an authenticator app, save backup codes, add a passkey to sign in with your fingerprint or face, and choose which method Nova tries first. - [Update your name, photo and time zone](https://app.novabmp.com/help/update-your-profile-details.md): Open your profile from the account menu, change the name your team sees, add a photo or initials, and set the time zone Nova shows your times in. - [Use your own colours in Nova](https://app.novabmp.com/help/use-your-own-colours-in-nova.md): Colour your own top bar and sidebar differently from the rest of your team, with a light and a dark look, or go back to your company's colours. - [Work through today's visits in My Day](https://app.novabmp.com/help/see-your-day-in-my-day.md): See the work orders assigned to you today, start and stop your timer as you arrive and leave, tell the customer you are on the way, and move each one to en route, started or completed. ### Accounts - [Add a contact to an account](https://app.novabmp.com/help/add-a-contact-to-an-account.md): Add a person to a lead or customer from the account, with their phone and email, role, and whether they are the main person to call. - [Add an account location](https://app.novabmp.com/help/add-an-account-location.md): Add a service or billing address to a lead or customer, find it with the address search, check the map pin, mark it primary, and save it. - [Archive or restore an account](https://app.novabmp.com/help/archive-or-restore-an-account.md): Take a lead or customer out of active use from the account list, see your archived accounts, and bring one back with Restore. - [Create a sub-account under a customer](https://app.novabmp.com/help/create-a-sub-account.md): Add an account that belongs to a larger customer, such as one store of a chain or one building of a property manager, so both are linked. - [Create an account](https://app.novabmp.com/help/create-an-account.md): Add a new lead or customer from All Accounts with the Quick add page, choose whether it starts as a lead or an active customer, then fill in the rest later. - [Edit an account](https://app.novabmp.com/help/edit-an-account.md): Change a customer's name, type, account number, parent account, billing basics, contacts and locations from the full account editor. - [Edit or archive an account location](https://app.novabmp.com/help/edit-or-archive-an-account-location.md): Find an address on the Account Locations page, open its details, change the address or type, link contacts, and archive or restore it. - [Find and export service assets](https://app.novabmp.com/help/find-and-export-service-assets.md): Search the Service Assets list by name, serial number, customer or model, narrow it by location and status, open a unit's page, and download the list as a file. - [Find leads and customers](https://app.novabmp.com/help/find-leads-and-customers.md): Search and filter the All Leads and All Customers lists, switch between the list and the map, and open, edit or start work from any account row. - [Give a customer access to the portal](https://app.novabmp.com/help/give-a-customer-portal-access.md): Let a customer's contact sign in to your customer portal, choose what they can see, send them a sign-in link, and turn their access off again. - [Handle a customer's billing from their account](https://app.novabmp.com/help/bill-from-a-customer-account.md): Use a customer's Billing tab to see what they owe, make a quote or invoice, collect a payment, issue a credit or deposit, send a statement and refund a payment without leaving the account. - [Merge two accounts for the same customer](https://app.novabmp.com/help/merge-two-accounts.md): When one customer ended up with two accounts, merge them so every work order, invoice, contact and note sits on the one you keep, and the other redirects to it. - [Review account automation](https://app.novabmp.com/help/review-account-automation.md): Use the Account Automation hub to see which automated follow-ups are running for your customers, pause or stop one for a single account, and review anything waiting for approval. - [See and edit a contact](https://app.novabmp.com/help/see-and-edit-a-contact.md): Open a contact to change their phone numbers and emails, see which accounts and locations they belong to, check their portal sign-in, merge a duplicate, or archive them. - [See and revoke links shared with a customer](https://app.novabmp.com/help/see-and-revoke-links-shared-with-a-customer.md): See every portal link your team has shared with one customer (files, folders, work order photos, invoices, quotes, statements, agreements), copy one again, or revoke it. - [Track a service asset](https://app.novabmp.com/help/track-a-service-asset.md): Record a customer's furnace, air conditioner, vehicle or other equipment as a service asset, with its location, model and serial numbers, so every visit has its history. - [Work on a customer's account page](https://app.novabmp.com/help/work-on-a-customer-account.md): What each part of a customer's account page shows, from the details panel and primary contact to every tab, and what each action in the Actions menu does. - [Work on a service asset](https://app.novabmp.com/help/work-on-a-service-asset.md): What a service asset's page shows, including its work order and booking history, how to edit it, link related equipment, export it, and archive it. ### Projects & Tasks - [Archive or restore a project](https://app.novabmp.com/help/archive-or-restore-a-project.md): Find a project on the Projects page, archive it when it is finished or cancelled so it leaves active lists, and restore it if you need it back. - [Break a task into subtasks](https://app.novabmp.com/help/break-a-task-into-subtasks.md): Split a big task into smaller child tasks from its Subtasks tab, give each an owner and a due date, and nest them as deep as you need. - [Comment on a task](https://app.novabmp.com/help/comment-on-a-task.md): Post an update on a task's Comments tab, mention teammates so they are told, and edit or delete your own comments. - [Complete or archive a task](https://app.novabmp.com/help/complete-or-archive-a-task.md): Find a task on the Tasks page, mark it done or reopen it from the row menu, and archive or restore it when it no longer belongs on the list. - [Create a portfolio](https://app.novabmp.com/help/create-a-portfolio.md): Group related projects under one portfolio from the Portfolios page, name and describe it, or build it from a template, and archive it when the program of work is done. - [Create a project](https://app.novabmp.com/help/create-a-project.md): Start a project for a customer from the Projects page, give it a name, dates and a portfolio, or build it from a template that brings its phases and tasks with it. - [Create a task](https://app.novabmp.com/help/create-a-task.md): Add a to-do for yourself or a teammate from the Tasks page, attach it to a customer, project or work order, set an owner and due date, or start it from a template. - [Log a mileage trip](https://app.novabmp.com/help/log-a-mileage-trip.md): Start a live trip when you pull out or log a finished one from your records on the Mileage page, stop it with the distance, and discard or void a trip that was a mistake. - [Log time on a work order, project or task](https://app.novabmp.com/help/log-time.md): Choose hours and minutes you already worked, from the work order or customer itself, the Schedule or the Time Entries page. Start and end times are optional. - [Read a timesheet](https://app.novabmp.com/help/open-a-timesheet.md): What a timesheet's page shows, where its totals and approval history are, and how to get from it to the time entries behind it. - [Review work automation](https://app.novabmp.com/help/review-work-automation.md): Use the Work Automation hub to see which automated follow-ups are running on projects, tasks and portfolios, pause or stop one, and review what is waiting for approval. - [See your work for today](https://app.novabmp.com/help/see-your-work-for-today.md): Open My Work to see today's work orders assigned to you, your overdue and upcoming tasks, and mark a work order complete from the same page. - [Show which tasks a task waits on](https://app.novabmp.com/help/add-a-task-dependency.md): Record that a task depends on another task, or holds one up, from its Dependencies tab, so everyone sees what has to happen first. - [Start and stop a timer](https://app.novabmp.com/help/start-and-stop-a-timer.md): Start a timer from Log time on a job, customer or the Schedule, start it earlier if you forgot, switch jobs in one step, and stop it from the green timer at the top of every page. - [Submit and approve a timesheet](https://app.novabmp.com/help/submit-and-approve-a-timesheet.md): Find a person's timesheet for a pay period on the Timesheets page, check its entries, submit it, and approve, reject, lock or reopen it as a supervisor. - [Submit and approve time entries](https://app.novabmp.com/help/submit-and-approve-time-entries.md): Move a time entry from Draft to Submitted, approve or reject it as a supervisor, lock it for payroll, and fix a mistake on a finished entry with a correction or reversal. - [Work on a portfolio](https://app.novabmp.com/help/work-on-a-portfolio.md): What a portfolio's page shows, how to follow the projects in it, how to edit or archive it, and every action in its Actions menu. - [Work on a project](https://app.novabmp.com/help/work-on-a-project.md): What a project's page shows, what each tab is for, how to edit the project, and every action in its Actions menu. - [Work on a task](https://app.novabmp.com/help/work-on-a-task.md): What a task's page shows, how to change its owner, status, dates and progress in place, what each tab is for, and the actions in its Actions menu. ### Operations - [Add a closure](https://app.novabmp.com/help/add-a-closure.md): 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. - [Add time off for a team member](https://app.novabmp.com/help/add-time-off-for-a-team-member.md): 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 a public booking](https://app.novabmp.com/help/approve-a-public-booking.md): 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. - [Assign or reschedule several entries at once](https://app.novabmp.com/help/bulk-assign-or-reschedule-scheduled-work.md): 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. - [Bill a customer from a work order](https://app.novabmp.com/help/bill-from-a-work-order.md): 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 an appointment](https://app.novabmp.com/help/create-an-appointment.md): Book a service appointment from the Schedule, choose its location and time, and optionally repeat it. - [Change or remove time off](https://app.novabmp.com/help/change-or-remove-time-off.md): 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. - [Change who is assigned to a work order](https://app.novabmp.com/help/change-a-work-order-assignment.md): Hand a work order to another technician, crew or resource from the work order page, or take the assignment off, without opening the Schedule. - [Check an online booking page with Support Tools](https://app.novabmp.com/help/check-an-online-booking-page-with-support-tools.md): See whether one online booking page is working, which launch checks fail, where visitors are blocked, and resend the notices other systems missed. - [Check workforce status](https://app.novabmp.com/help/check-workforce-status.md): 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. - [Complete or cancel a work order](https://app.novabmp.com/help/complete-or-cancel-a-work-order.md): 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. - [Create a lodging reservation](https://app.novabmp.com/help/create-a-lodging-reservation.md): 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. - [Create a rental](https://app.novabmp.com/help/create-a-rental.md): 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](https://app.novabmp.com/help/create-a-work-order.md): Create a work order with a known time, a date to confirm, or no date yet, and optionally repeat the work. - [Create an activity booking](https://app.novabmp.com/help/create-an-activity-booking.md): 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. - [Edit a work order](https://app.novabmp.com/help/edit-a-work-order.md): 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 a booking on the calendar](https://app.novabmp.com/help/find-a-booking-on-the-calendar.md): Find all scheduled work on one calendar or list, use saved views, and create only the types your organization needs. - [Find blocked and overdue checklists](https://app.novabmp.com/help/find-blocked-and-overdue-checklists.md): 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. - [Find work orders that need attention](https://app.novabmp.com/help/find-work-orders-that-need-attention.md): 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. - [Find work that needs attention](https://app.novabmp.com/help/find-unassigned-work.md): 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. - [Manage a lodging reservation or rental](https://app.novabmp.com/help/manage-a-lodging-reservation-or-rental.md): 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. - [Manage an activity booking](https://app.novabmp.com/help/manage-an-activity-booking.md): 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](https://app.novabmp.com/help/put-a-task-on-the-schedule.md): 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. - [Read public booking analytics](https://app.novabmp.com/help/read-public-booking-analytics.md): 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. - [Request time off](https://app.novabmp.com/help/request-time-off.md): 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. - [Reschedule a work order](https://app.novabmp.com/help/reschedule-a-work-order.md): 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. - [Resolve a public booking identity review](https://app.novabmp.com/help/resolve-a-public-booking-identity-review.md): 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. - [Review lodging, rental and activity automation](https://app.novabmp.com/help/review-lodging-rental-and-activity-automation.md): 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. - [Review scheduled work as a list](https://app.novabmp.com/help/review-the-operations-list.md): 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. - [Review time-off requests](https://app.novabmp.com/help/review-time-off-requests.md): 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. - [Review work order, booking and checklist automation](https://app.novabmp.com/help/review-work-order-booking-and-checklist-automation.md): 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. - [Run a checklist on a work order or record](https://app.novabmp.com/help/run-a-checklist-on-a-record.md): 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. - [See scheduled work on a map](https://app.novabmp.com/help/see-scheduled-work-on-a-map.md): Inspect one technician’s complete working day, locations, driving, commitments and missing information. - [Set a booking's date or time](https://app.novabmp.com/help/set-a-booking-date-or-time.md): 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. - [Staff a work order from its Planning tab](https://app.novabmp.com/help/assign-work-order-plan-slots.md): 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. - [Tell a customer you are on the way](https://app.novabmp.com/help/tell-a-customer-you-are-on-the-way.md): 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. - [Work on a work order](https://app.novabmp.com/help/work-on-a-work-order.md): 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. - [Work on an appointment booking](https://app.novabmp.com/help/work-on-a-booking.md): 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. - [Work the public booking waitlist](https://app.novabmp.com/help/work-the-public-booking-waitlist.md): 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. ### Inventory - [Add a product or part](https://app.novabmp.com/help/add-a-product-or-part.md): Add a part, product or material to your catalog with its SKU, unit, reorder levels and default price, so it can be tracked in stock and added to quotes and invoices. - [Add a storage location](https://app.novabmp.com/help/add-a-storage-location.md): Set up the places stock lives, such as a warehouse, a service truck, a staging shelf or a customer site, so every part can be counted and moved by location. - [Add serial-numbered stock](https://app.novabmp.com/help/add-serial-numbered-stock.md): Record one physical unit of a serialized item, such as a furnace or a compressor, with its serial number, tag and location, and retire it when it is gone. - [Check low stock for register items](https://app.novabmp.com/help/check-low-stock-for-register-items.md): See which products and parts are low, critical or out of stock, how much is on hand against the reorder point, and what recent counter sales moved the stock. - [Count stock](https://app.novabmp.com/help/count-stock.md): Run a physical count of one location, enter what you actually found, and post it so Nova corrects the stock levels for you. - [Move stock between locations](https://app.novabmp.com/help/move-stock-between-locations.md): Create a transfer that moves parts and serial-numbered units from one location to another, such as warehouse to truck, then mark it complete when it arrives. - [Prepare an item for the register](https://app.novabmp.com/help/prepare-an-item-for-the-register.md): Check which inventory items can be sold at the counter, give an item a barcode or quick key, and mark it as a favorite so cashiers find it fast. - [Record a stock movement](https://app.novabmp.com/help/record-a-stock-movement.md): Add stock you received, write off stock you used or lost, or correct a count, and review the running history of every stock change per item and location. ### Equipment & Fleet - [Change an asset profile and upgrade its assets](https://app.novabmp.com/help/change-an-asset-profile-and-upgrade-its-assets.md): Make a new version of an asset profile, publish it, compare it with older versions, then move each asset onto the new version or archive a profile you no longer use. - [Change or deactivate an asset class](https://app.novabmp.com/help/change-or-deactivate-an-asset-class.md): Rename an equipment family, change its readiness policy or default profile, publish a draft class, or deactivate a class you no longer use. - [Change what is inside an asset or kit](https://app.novabmp.com/help/change-what-is-inside-an-asset-or-kit.md): Install a part or tool in a trailer, van or kit, swap it for another, move it to a different kit, or take it out, from the Contents tab of the asset's page. - [Check which assets are ready to dispatch](https://app.novabmp.com/help/check-which-assets-are-ready-to-dispatch.md): Use the Readiness page to see which vans, trailers and kits can go out today, which carry a warning, and which are blocked or out of service, then open the ones that need attention. - [Create an asset class](https://app.novabmp.com/help/create-an-asset-class.md): Define an equipment family such as "Utility trailer" or "Service van" with its category, kind, readiness policy and default profile, then publish it so assets can be grouped and filtered by it. - [Create an asset profile](https://app.novabmp.com/help/create-an-asset-profile.md): Build the reusable rule set for one kind of equipment, its required documents, meters, kit parts, supplies, checklists and service programs, then publish it so assets can be created from it. - [Create an operational asset](https://app.novabmp.com/help/create-an-operational-asset.md): Add a van, trailer, generator, kit or tool to the Asset Registry by starting from a profile and filling in its name, tag, serial number and branch. - [Find an operational asset](https://app.novabmp.com/help/find-an-operational-asset.md): Search the Asset Registry for a van, trailer, kit or tool, narrow it by branch, class, readiness or queue, then open the asset or act on several at once. - [Let a blocked asset go out with a readiness override](https://app.novabmp.com/help/let-a-blocked-asset-go-out-with-a-readiness-override.md): Read why an asset is blocked, then add a time-limited override so dispatch can use it anyway, release the override early, or recalculate readiness. - [Read an operational asset's page](https://app.novabmp.com/help/read-an-operational-assets-page.md): Open one van, trailer, kit or tool and find its readiness, contents, documents, service, issues, custody and history on the tabs of its page. - [Read asset reports](https://app.novabmp.com/help/read-asset-reports.md): See fleet-wide counts of blocked assets, overdue service, missing supplies, expiring documents and failed inspections, open each list in the registry, and export it. - [Record field work on an asset](https://app.novabmp.com/help/record-field-work-on-an-asset.md): From the technician screen, run an inspection checklist, report a problem, log service or a meter reading, upload proof, and sign a van or kit in or out. - [Review asset automation](https://app.novabmp.com/help/review-asset-automation.md): Use the Asset Automation hub to see which automated follow-ups are running on your vans, trailers and kits, pause or stop one, and review what is waiting for approval. - [Scan an asset in the field](https://app.novabmp.com/help/scan-an-asset-in-the-field.md): Look up a van, trailer or kit by its tag or barcode on the technician screen, see whether it is ready, and pick the inspection, issue, meter or evidence action you came to do, even offline. - [Set up operational assets](https://app.novabmp.com/help/set-up-operational-assets.md): Use the Asset Setup admin page to manage asset profiles and classes in one place, connect a vehicle tracking provider, and re-run readiness processing by hand. - [Take an asset out of service or retire it](https://app.novabmp.com/help/take-an-asset-out-of-service-or-retire-it.md): Pull a van, trailer or kit off the road while it is broken, put it back in service when it is fixed, or retire it for good. ### Agreements - [Approve an agreement before it goes out](https://app.novabmp.com/help/approve-an-agreement.md): Ask someone in your company to approve an agreement before any customer sees it, and, as the approver, approve it so Nova sends it for signing. - [Change or retire a clause](https://app.novabmp.com/help/update-or-retire-a-clause.md): Reword a published clause by starting a new draft version and publishing it, look back through its versions, or deprecate or archive a clause you no longer use. - [Change, copy or retire an agreement template](https://app.novabmp.com/help/update-or-retire-an-agreement-template.md): Start a new draft of a locked agreement template, lock the new version, copy a template, look back through its versions, or retire it so nobody starts new agreements from it. - [Create a clause](https://app.novabmp.com/help/create-a-clause.md): Write one reusable block of contract wording, such as payment terms or a cancellation policy, add the fill-in details that change per customer, and publish it for templates to use. - [Create an agreement](https://app.novabmp.com/help/create-an-agreement.md): Start a new agreement for a customer to sign, either built from a template inside Nova, from a PDF you already have, or from a reusable PDF packet, and link it to the customer's record. - [Create an agreement template](https://app.novabmp.com/help/create-an-agreement-template.md): Build the reusable layout of an agreement from clauses, text, price lists and signature blocks, then lock the version so every agreement you send starts from the same document. - [Find an agreement](https://app.novabmp.com/help/find-an-agreement.md): Search the agreements list by title, number, signer or customer, filter by status and approval state, and open the agreement or jump straight to its signing progress. - [Get an agreement ready and send it for signing](https://app.novabmp.com/help/send-an-agreement-for-signing.md): Open a draft agreement, add the people who sign, link the customer, clear what blocks it, then send it for signing now or at a time you pick. - [Place signature fields on a PDF agreement and send it](https://app.novabmp.com/help/place-signature-fields-on-a-pdf-agreement.md): In the signing PDF editor, link the customer, add who signs, click signature, initials and date fields onto your PDF, then check it and send it for signing. - [Read agreement reports](https://app.novabmp.com/help/read-agreement-reports.md): See how many agreements are waiting on you or on customers, how long signing takes, where agreements stall, and which templates get used, then drill into the list behind any number. - [Resend, revise or cancel a sent agreement](https://app.novabmp.com/help/resend-revise-or-cancel-a-sent-agreement.md): Remind or resend to one signer, stop signing, mark an agreement expired, start a corrected copy, or download the signed PDF and its signing record. - [Send a signing link yourself](https://app.novabmp.com/help/send-a-signing-link-yourself.md): Generate a signing link for one signer from the Signing page and hand it over by text, email or in person when the automatic delivery did not reach them. - [Sign an agreement as a team member](https://app.novabmp.com/help/sign-an-agreement-as-a-team-member.md): When an agreement needs your own signature, such as a counter-signature for your company, open your signer view, read the agreement, then sign it or decline it. - [Track agreement signing](https://app.novabmp.com/help/track-agreement-signing.md): Use the Signing page to see every agreement out for approval or signature, who has to act next, and whether each signer has opened, signed or declined. ### Automation - [Create a decision profile](https://app.novabmp.com/help/create-a-decision-profile.md): Add, edit, activate or archive a decision profile on the Advanced Rules page so several automations can share the same approval and routing rules. - [Find the messages an automation sends](https://app.novabmp.com/help/find-the-messages-an-automation-sends.md): Use the Messages page to see which automations send email or text to customers, which version is live, and open the builder to change the wording. - [Pause many automations or restore the defaults](https://app.novabmp.com/help/pause-many-automations-or-restore-the-defaults.md): Pause every automation that matches your current filters in one step, or run Verify default pack to bring back the standard automations and templates Nova ships with. - [Read automation analytics](https://app.novabmp.com/help/read-automation-analytics.md): See how many automated messages were delivered, opened and replied to, how many invoices were paid after a reminder, and how many messages were blocked by your rules. - [Review an automation approval](https://app.novabmp.com/help/review-an-automation-approval.md): Open the automation approval queue, read why an automated message was held for a person, then approve or reject it with a note. - [Set automation guardrails](https://app.novabmp.com/help/set-automation-guardrails.md): Set the rules every automation obeys before it messages a customer, including allowed channels, quiet hours, business hours, do-not-contact, text opt-in and anti-spam spacing. - [Start an automation with guided setup](https://app.novabmp.com/help/start-an-automation-with-guided-setup.md): Pick a ready-made automation starter such as work order reminders or post-service reviews, name it, preview what it will do, and create a draft you can finish in the builder. - [Turn an automation on or off](https://app.novabmp.com/help/turn-an-automation-on-or-off.md): Find an automation in the Automations list, check whether it is ready to run, then turn it on or pause it with one confirmed click. - [Use the Automation Center](https://app.novabmp.com/help/use-the-automation-center.md): Open the Automation Center to see how many automations are running, what is waiting for approval, and where to go to turn automations on, review messages or read results. ### Sales & Billing - [Add a supplier](https://app.novabmp.com/help/add-a-supplier.md): Keep one record for each company you buy from, so purchase orders, expenses, bills and receipts can all be tied to it, and deactivate one you no longer use. - [Choose what a quote or invoice shows and how it can be paid](https://app.novabmp.com/help/set-display-and-payment-options-on-a-quote-or-invoice.md): Use the Manage panel on one quote or invoice to show or hide columns, allow card or bank payment, add how-to-pay instructions, change its tax profile or template style, and print or send it later. - [Copy or archive a quote or invoice](https://app.novabmp.com/help/copy-or-archive-a-quote-or-invoice.md): Start a new draft from an existing quote or invoice, or file a finished one away from the everyday list without losing any of its history. - [Create a supplier purchase order](https://app.novabmp.com/help/create-a-supplier-purchase-order.md): Order parts or materials from a supplier by drafting a purchase order, linking it to the work order that needs them, and submitting it for approval. - [Find and fix billing problems in Finance & Ops](https://app.novabmp.com/help/find-billing-problems-in-finance-ops.md): Use the Collections page (Finance & Ops) to see what customers owe, chase failed and overdue payments from one queue, and jump to the deposit, refund or dispute that needs attention. - [Move a quote or invoice to another customer](https://app.novabmp.com/help/move-a-quote-or-invoice-to-another-customer.md): Put a quote or invoice made on the wrong customer onto the right one, after Nova checks what else would move with it and whether anything stops the move. - [Print invoices and statements in a batch](https://app.novabmp.com/help/print-documents-in-a-batch.md): Queue invoices, quotes, receipts, statements and purchase orders in the Print Center, print them as one bundle, and record that they were printed or mailed. - [Record a supplier's bill against a purchase order](https://app.novabmp.com/help/record-a-supplier-bill-for-a-purchase-order.md): Enter the supplier's invoice on the purchase order it belongs to, check it against what arrived, post it to your books and record paying it. - [See what happened to a quote or invoice](https://app.novabmp.com/help/see-the-history-of-a-quote-or-invoice.md): Check when a quote or invoice was sent, opened, viewed, approved or paid, stop a send that has not gone out yet, and look back at earlier saved versions. - [See when a bank deposit arrives](https://app.novabmp.com/help/track-bank-deposits.md): Check when card payments collected through Nova Payments are on their way to your bank, what each deposit is made of, and download the deposit report. - [Send a purchase order and receive the items](https://app.novabmp.com/help/send-a-purchase-order-and-receive-items.md): Move a supplier purchase order from draft to approved, send it to the supplier, record the items as they arrive, and match the supplier's bill. ### Sales & Billing › Quotes - [Ask for a deposit or milestone payments on a quote](https://app.novabmp.com/help/ask-for-a-deposit-on-a-quote.md): Set a quote to ask for a deposit or staged payments once the customer approves it, and hold scheduling, the work or the final invoice until each one is paid. - [Change or withdraw a quote the customer already has](https://app.novabmp.com/help/revise-or-withdraw-a-sent-quote.md): Edit a sent quote in place, start a new numbered revision, or withdraw the offer, and know what the customer ends up with each time. - [Convert a quote to an invoice](https://app.novabmp.com/help/convert-a-quote-to-an-invoice.md): Turn an approved quote into an invoice in one step, then keep editing it, send it, or collect payment right away. - [Create a quote](https://app.novabmp.com/help/create-a-quote.md): Start a new quote, choose the customer, add the lines and packages you are pricing, then save it as a draft. - [Follow up on sent quotes automatically](https://app.novabmp.com/help/follow-up-on-sent-quotes.md): Turn on the quote follow-ups in Customer messages, set when each one goes, switch one off for a single quote, and see which quotes are being followed up. - [Have a customer sign for a quote](https://app.novabmp.com/help/get-a-quote-signed-with-an-agreement.md): Turn a quote into a signature agreement so the customer approves the price by signing it, instead of only pressing approve on a link. - [Record a customer's yes or no on a quote](https://app.novabmp.com/help/record-a-customers-decision-on-a-quote.md): When a customer accepts or turns down a quote by phone, text or in person, record it on the quote so its status and your win and loss reports stay right. - [Send a quote](https://app.novabmp.com/help/send-a-quote.md): Send a saved quote to the customer by email or text so they can read it, and approve or decline it from a secure link. - [Try pricing options on a quote's worksheet](https://app.novabmp.com/help/try-pricing-options-on-the-worksheet.md): Build more than one set of lines for a quote, pick the one the customer sees, check margins and missing suppliers, and bring lines in from a saved assembly or a spreadsheet. ### Sales & Billing › Invoices - [Collect a card payment by tap on your phone](https://app.novabmp.com/help/take-a-card-tap-on-your-phone.md): Let a customer tap their card or phone on your Android phone to pay an invoice through Nova Payments, including Interac debit in Canada, and know how tap receipts and refunds work. - [Collect a card payment on an invoice](https://app.novabmp.com/help/take-a-card-payment-on-an-invoice.md): Charge a customer's card through Nova Payments from the invoice, charge a card they saved earlier, or email or text them a link to pay online. - [Correct a sent or paid invoice with a replacement](https://app.novabmp.com/help/correct-an-invoice-with-a-replacement.md): When a sent or paid invoice needs a real correction, create a separately numbered replacement draft and leave the original and its history untouched. - [Create an invoice](https://app.novabmp.com/help/create-an-invoice.md): Start a new invoice, choose the customer, set when payment is due, add the lines, then save it as a draft. - [Record a payment](https://app.novabmp.com/help/record-a-payment.md): Record cash, cheque, transfer or other payments a customer made outside Nova so the invoice shows as paid. - [Send payment reminders automatically](https://app.novabmp.com/help/send-payment-reminders-automatically.md): Turn on payment reminders in Customer messages, set when they go and how often overdue ones repeat, skip one invoice, and see which invoices are being reminded. - [Void, cancel or write off an invoice](https://app.novabmp.com/help/void-or-write-off-an-invoice.md): Stop billing for an invoice the right way. Discard or cancel a draft, void a sent invoice nobody has paid, or write off a balance you will not collect. ### Sales & Billing › Payments - [Move or reverse a recorded payment](https://app.novabmp.com/help/correct-a-recorded-payment.md): Move a payment that went on the wrong invoice, or undo a payment or write-off recorded by mistake with a reversal that keeps the original in the history. - [Refund a payment](https://app.novabmp.com/help/refund-a-payment.md): Send money back to a customer's card for all or part of a payment taken through Nova Payments, choose what happens to the invoice, and check on a refund that has not settled. - [Save a customer's card for future charges](https://app.novabmp.com/help/save-a-customer-payment-method.md): Save a customer's card on file with their consent so Nova can charge it later for subscriptions, scheduled payments and approved invoices. - [Schedule a future payment](https://app.novabmp.com/help/schedule-a-future-payment.md): Set a date for Nova to charge a customer's saved card for an invoice, or to create an invoice and charge it, and watch it succeed, retry or need attention. - [Set up recurring billing](https://app.novabmp.com/help/set-up-recurring-billing.md): Create a recurring plan, put a customer on a subscription charged to their saved card, and pause, resume or cancel a subscription or repeating invoice series. ### Sales & Billing › Statements - [Generate a statement](https://app.novabmp.com/help/generate-a-statement.md): Build a statement of invoices and payments for one customer or a batch of customers over a date range, then lock it so it can be sent. - [Send a statement](https://app.novabmp.com/help/send-a-statement.md): Email or text a locked statement to a customer, send a batch of statements at once, or share a portal link they can open any time. ### Sales & Billing › Point of sale - [Open and close the register](https://app.novabmp.com/help/open-and-close-the-register.md): Start the day by opening the register with a float, record cash going in and out of the drawer, and close it with a count at the end of the shift. - [Process a return or exchange](https://app.novabmp.com/help/process-a-return-or-exchange.md): Take items back from a counter sale, choose whether they go back to stock, and refund the customer to their original payment, store credit or a replacement sale. - [Reprint or resend a receipt](https://app.novabmp.com/help/reprint-or-resend-a-receipt.md): Find a past counter sale by receipt number, sale number or customer, then print another copy or send it again by email or text. - [Review store sales and register reports](https://app.novabmp.com/help/review-pos-reports.md): See counter sales by register, cashier, hour or item, check cash drawer variances and closeouts, and search every sale, receipt, return and cash movement. - [Ring up a sale at the register](https://app.novabmp.com/help/ring-up-a-sale.md): Scan or search items into the cart, attach a customer if you need to, take cash or card, and complete the sale with a receipt. ### Bookkeeping - [Add a bank connection](https://app.novabmp.com/help/add-a-bank-connection.md): Record which bank or card feed fills which account in your books, and disconnect one you stop using. A connection does not bring in bank lines by itself. - [Add a bank transaction by hand](https://app.novabmp.com/help/add-a-bank-transaction.md): Record one bank or credit-card line yourself when you do not have a statement file, and void a line that should never have been there. - [Add an account to your chart of accounts](https://app.novabmp.com/help/add-a-ledger-account.md): Add, rename or deactivate the income, expense, asset, liability and equity accounts your books post to, and read any account's register. - [Categorize bank transactions](https://app.novabmp.com/help/categorize-bank-transactions.md): Tell Nova what each bank line was for: pick a category and sales tax, mark it personal or a transfer, match it to an invoice, or split it, one at a time or in bulk. - [Close the books for a period](https://app.novabmp.com/help/close-the-books-for-a-period.md): Lock a date range so nothing new can be posted into it, close the fiscal year to roll net income into retained earnings, and reopen a period if you must. - [Create a budget and compare it to actuals](https://app.novabmp.com/help/create-a-budget.md): Set a target for each income and expense account over a period, then open the budget to see actual spending, the variance and the percent used. - [Enter opening balances](https://app.novabmp.com/help/enter-opening-balances.md): Record what each bank, asset, liability and equity account was worth on the day you started keeping books in Nova. - [Export your books for your accountant](https://app.novabmp.com/help/export-your-books.md): Download your general ledger as a CSV, a QuickBooks IIF file or a portable data file, or an accountant package of four report spreadsheets, for a date range. - [File and remit sales tax](https://app.novabmp.com/help/remit-sales-tax.md): Read how much sales tax you owe for a period, then record the remittance from the bank account you paid it from so the tax accounts clear. - [Import a bank statement](https://app.novabmp.com/help/import-a-bank-statement.md): Bring your bank or credit-card activity into Nova by uploading an OFX or QFX file, or by uploading or pasting a CSV and matching its columns. - [Post a manual journal entry](https://app.novabmp.com/help/post-a-journal-entry.md): Record an adjustment directly in the ledger with balanced debit and credit lines, and reverse a posted entry with a mirror-image entry when it was wrong. - [Reconcile a bank account](https://app.novabmp.com/help/reconcile-a-bank-account.md): Match your books to a bank statement by entering the statement's ending balance and ticking each line that appears on it until the difference is zero. - [Record an expense](https://app.novabmp.com/help/record-an-expense.md): Enter a bill or purchase from a vendor with its total, tax and category so it shows in your books, and void one that was entered by mistake. - [Run a financial report](https://app.novabmp.com/help/run-a-financial-report.md): See your profit and loss, balance sheet, trial balance, sales tax, aging, cash flow, vendor payments and a health check for any date range. - [Set up a recurring journal entry](https://app.novabmp.com/help/set-up-a-recurring-journal-entry.md): Schedule a balanced journal entry, such as monthly rent or depreciation, to post itself on a cadence, then pause, resume or run it early. - [Set up auto-categorize rules](https://app.novabmp.com/help/set-up-auto-categorize-rules.md): Teach Nova that any bank line whose description contains a word, such as a supplier's name, always goes to one category, so imports come in already sorted. - [Set up bookkeeping](https://app.novabmp.com/help/set-up-bookkeeping.md): Turn on bookkeeping for your organization with one button, then read the year-to-date numbers on the Bookkeeping overview. - [Set up email-in receipts](https://app.novabmp.com/help/set-up-email-in-receipts.md): Name the mailbox your team forwards receipts to, so Nova can pull forwarded receipts in as receipts waiting to be reviewed. - [Upload a receipt and turn it into an expense](https://app.novabmp.com/help/upload-a-receipt.md): Drop in a photo or PDF of a receipt, let Nova read the vendor, date, total and tax, then check the numbers and confirm it as an expense. ### Statement Schedules & Runs - [Create a statement schedule](https://app.novabmp.com/help/create-a-statement-schedule.md): Set up statements to generate themselves on a cadence for chosen customers, payers or segments, and optionally lock and send them without anyone pressing a button. - [Monitor statement runs and retry failures](https://app.novabmp.com/help/monitor-statement-runs.md): Watch each batch of statements being generated or sent, see how far it got and what failed, and queue a retry for the failed ones. - [Pause, resume or cancel a statement schedule](https://app.novabmp.com/help/pause-or-cancel-a-statement-schedule.md): Stop a statement schedule from running for a while, start it again, change what it does, or cancel it for good while keeping its history. - [Review statement delivery issues](https://app.novabmp.com/help/review-statement-delivery-issues.md): Find statements that failed to send, are still undelivered, or were delivered but never opened in the portal, and read the provider's reason so you can fix and resend. ### Critical Alerts - [Acknowledge, snooze and resolve an incident](https://app.novabmp.com/help/acknowledge-and-resolve-an-incident.md): Claim an open incident so escalation stops, pause its repeat calls, and close it when the problem is fixed. - [Add a destination](https://app.novabmp.com/help/add-a-critical-alert-destination.md): Set up who an alert reaches and how, from a phone call, text, email or push notification to a person, team, branch or on-call schedule. - [Add a source and send it a signal](https://app.novabmp.com/help/critical-alerts-04-sources-and-incoming-webhooks.md): Create a source, copy its one-time signal address, point a device or outside system at it, and send a test signal to prove the path works. - [Add escalation steps to a rule](https://app.novabmp.com/help/add-escalation-steps-to-a-rule.md): Make an alert reach a second and third person when nobody acknowledges it, or when the first phone call fails. - [Check why a signal did or did not match a rule](https://app.novabmp.com/help/check-why-a-signal-did-not-match.md): Open one signal to see exactly what the device sent, which rules Nova checked it against and which match field failed, then fix the rule. - [Create a recipe](https://app.novabmp.com/help/create-a-critical-alert-recipe.md): Save a starting pattern that prefills the source, destination, template, rule and test signal, so the guided setup builds the same kind of alert every time. - [Create a rule](https://app.novabmp.com/help/create-a-critical-alert-rule.md): Tie a source to a matcher, severity, template and destinations, and choose how the incident behaves when signals repeat or someone acknowledges it. - [Create an alert with the guided setup](https://app.novabmp.com/help/create-a-critical-alert-with-guided-setup.md): Walk the six numbered steps of the guided setup to pick a recipe, source, recipient, template and rule, then fire a test signal. - [Create an on-call schedule](https://app.novabmp.com/help/create-an-on-call-schedule.md): Say who is on call, on which days and hours, with an optional backup for after-hours, so a destination can reach whoever is covering right now. - [End, disable or archive a suppression window](https://app.novabmp.com/help/end-or-archive-a-suppression-window.md): Stop a maintenance mute early, switch a window off and on, copy it for next time, or archive it while keeping its history. - [Mute alerts during maintenance](https://app.novabmp.com/help/create-a-suppression-window.md): Create a suppression window so planned maintenance on a site or system does not call anyone, and preview exactly which rules and incidents it affects. - [Open and change one alert setup record](https://app.novabmp.com/help/open-a-critical-alert-setup-record.md): Open a rule, source, destination, schedule, template, recipe or suppression window by its own link, change it, place a test call, or make an earlier version live. - [Publish a draft or roll back to an earlier version](https://app.novabmp.com/help/publish-a-critical-alert-draft.md): Understand why a new rule, destination, template or schedule does nothing until you press Publish, and how to make an earlier live version current again. - [Retry a failed alert delivery](https://app.novabmp.com/help/retry-a-failed-alert-delivery.md): Find calls, texts, emails and webhooks that failed to deliver, read the provider's error, and send them again. - [Review and export the audit history](https://app.novabmp.com/help/export-critical-alert-audit-history.md): See who changed which rule, source, destination or window and when, and download the whole history as a spreadsheet file. - [Review and replay signals](https://app.novabmp.com/help/review-and-replay-signals.md): See every signal that reached a source, check whether a rule matched it, and run it through the rules again after you fix a rule. - [Review critical alert analytics](https://app.novabmp.com/help/review-critical-alert-analytics.md): See how many incidents sit in each status and which sources fire most over the last 7 days. - [Rotate or revoke a source address](https://app.novabmp.com/help/rotate-or-revoke-a-source-address.md): Issue a new signal address for a source, keep the old one alive for a grace period while you switch the outside system over, then revoke it. - [Run escalations and monitors now](https://app.novabmp.com/help/run-escalations-and-monitors-now.md): Push due escalation steps, retries, heartbeat checks and recoveries through right now instead of waiting for the next scheduled pass. - [Set up critical alerts](https://app.novabmp.com/help/critical-alerts-guide.md): Understand how sources, rules, destinations and incidents fit together, then build your first alert with the guided setup. - [Work an incident from its own page](https://app.novabmp.com/help/work-a-critical-alert-incident.md): Open one incident to see what the rule will do next, who was called and what they heard, run a response checklist, and acknowledge or resolve it. - [Write an alert template](https://app.novabmp.com/help/create-a-critical-alert-template.md): Write the exact words a phone call speaks or a text, email or webhook sends, with placeholders for the incident's title and summary. ### Marketing - [Connect a social account](https://app.novabmp.com/help/connect-a-social-account.md): Connect your company's Facebook Page, Instagram Business account, LinkedIn page, X or TikTok account so the Social Calendar can publish to it, and fix a connection that has stopped working. - [Create a social post](https://app.novabmp.com/help/create-a-social-post.md): Write a social media post on the Social Calendar, attach approved photos or video, choose which connected Facebook, Instagram, LinkedIn, X or TikTok accounts it goes to, and save it as a draft. - [Schedule and publish a social post](https://app.novabmp.com/help/schedule-and-publish-a-social-post.md): Put a draft social post on the calendar for a date and time, send it for approval if your team requires it, publish it now, or pull it back to drafts. ### Communications - [Block a spam caller or texter](https://app.novabmp.com/help/block-a-spam-caller-or-texter.md): Use the Blocked Senders list to block or unblock a phone number's texts and calls, mark it as spam or not spam, and see the history behind the decision. - [Find a conversation across email, text and calls](https://app.novabmp.com/help/find-a-conversation-across-channels.md): Search one list of every email thread, text conversation and call with a customer, filter it by channel or state, and open the one you need. - [Read and reply from a conversation's timeline](https://app.novabmp.com/help/reply-from-a-conversation-timeline.md): Open one conversation to see its texts, emails, calls, recordings and voicemails in one timeline, link it to a customer, and text, email or call them back from the same page. - [Reply to a Facebook or Instagram message](https://app.novabmp.com/help/reply-to-a-social-message.md): Open the Social inbox, find a direct message from Facebook, Instagram or another connected social account, reply with text or a file, and link the sender to a customer. - [Set up spam protection for calls and texts](https://app.novabmp.com/help/set-up-spam-protection.md): Decide how Nova treats suspicious callers and texters, which reputation lists it checks, whether it shares reports, and review the numbers it has flagged. - [Use the Communications overview](https://app.novabmp.com/help/use-the-communications-overview.md): Open the Communications overview to look up a customer, start an email, text or call, and see how many messages need a reply or are waiting on you. - [Work the conversations assigned to you](https://app.novabmp.com/help/work-your-communications-queue.md): Use the Communications Workflow page to see the texts, emails, calls and voicemails you own or follow, then assign, claim, mute, snooze or hand them off in bulk. ### Communications › Email - [Connect a Microsoft 365 shared mailbox](https://app.novabmp.com/help/connect-a-microsoft-shared-mailbox.md): Connect a shared mailbox such as support@ or info@ through the sign-in of someone who is a member of it. The mailbox needs no password or licence of its own. - [Connect a Microsoft inbox](https://app.novabmp.com/help/connect-a-microsoft-inbox.md): Connect an Outlook.com, Hotmail, Live or Microsoft 365 mailbox so its email shows up in Nova. Name the mailbox, answer one question about your administrator, then sign in at Microsoft as the mailbox. - [Finish a Microsoft sign-in that asks for two-step verification](https://app.novabmp.com/help/microsoft-inbox-mfa-required.md): What to do when Microsoft wants a second verification step, such as an app code or security key, before Nova can be connected to a mailbox. - [Fix a Microsoft account problem when connecting an inbox](https://app.novabmp.com/help/microsoft-inbox-account-troubleshooting.md): What to check when the Microsoft account itself stops a mailbox connection, such as the wrong account, a disabled or locked account, an expired password, or no mailbox. - [Fix a Microsoft sign-in blocked by security rules](https://app.novabmp.com/help/microsoft-inbox-conditional-access.md): What to do when Microsoft blocks the sign-in for a mailbox connection because of your company's conditional access, device or location rules. - [Fix an inbox that stopped syncing](https://app.novabmp.com/help/fix-an-inbox-that-stopped-syncing.md): Read the status badge on an inbox card, tell Sync stopped from Needs reconnecting, and use Try again, Reconnect or Force resync to get mail arriving in Nova again. - [Get administrator approval for a Microsoft inbox](https://app.novabmp.com/help/microsoft-inbox-admin-consent.md): What to do when Nova asks whether you are the Microsoft 365 administrator, how to approve Nova yourself or send the request to the person who is, and what they see. - [Read, reply to and sort your email](https://app.novabmp.com/help/read-and-sort-your-email.md): Move between mailboxes and folders, search and filter messages, reply or forward, and archive, star, snooze, file or link a message to a customer's account. - [Report a Microsoft app setup problem](https://app.novabmp.com/help/microsoft-inbox-app-configuration.md): What the Microsoft app configuration error means when connecting an inbox, what to try once, and what to send to support so it can be fixed. - [Send an email from Nova](https://app.novabmp.com/help/send-an-email.md): Write a new email from a connected mailbox, add recipients, a subject, attachments and a template, then send it or save it as a draft. ### Communications › Text messages - [Create an account from a text conversation](https://app.novabmp.com/help/create-an-account-from-a-text.md): Review names, phone numbers, email addresses and work addresses from a text conversation, then create or link the customer account. - [Link a text conversation to the right contact and set who owns it](https://app.novabmp.com/help/manage-text-conversation-details.md): Open a text conversation's details to link the number to a contact and account, add people to a group text, pause alerts, choose how replies are sent, hand it to a teammate and leave internal notes. - [Send a text message](https://app.novabmp.com/help/send-a-text-message.md): Start a text to a customer or a group from the Text page, pick the line it sends from, attach a photo or PDF, schedule it, and send it. - [Star, file, pause or block a text conversation](https://app.novabmp.com/help/manage-a-text-conversation.md): Keep the text inbox tidy by starring, coloring, filing, pausing alerts on, archiving, trashing or blocking a conversation, and search inside it or across all of them. - [Star, save or check the delivery of a text message](https://app.novabmp.com/help/star-save-or-check-a-text-message.md): Open one text conversation, then star a message for the team, save it for yourself, copy it, file its photos, react to it, or see when it was sent, delivered and read. ### Communications › Calls - [Assign, note and follow up on a call](https://app.novabmp.com/help/follow-up-on-a-call.md): From one call's detail, hand the call to a teammate, leave an internal note, move its follow-up through Start, Waiting, Escalate and Resolve, and act on what NovaAI suggests. - [Check how NovaAI for calls is running](https://app.novabmp.com/help/check-how-novaai-for-calls-is-running.md): Use NovaAI Ops to see whether NovaAI for calls is ready, what it has cost and how busy it has been over the last 30 days, for the whole organization or one phone line. - [Review and approve what NovaAI suggests after a call](https://app.novabmp.com/help/review-a-call-with-novaai.md): Open a call's NovaAI review to read the summary and what was said, then approve, reject or carry out each change NovaAI suggests, and undo one that already ran. - [Review calls, voicemails and recordings](https://app.novabmp.com/help/review-calls-and-voicemails.md): Find a call on the Calls Desk, listen to its recording or voicemail, read the transcript, link the caller to a customer, and call them back. - [Transfer, take over or coach a live call](https://app.novabmp.com/help/transfer-a-live-call.md): Watch the calls in progress right now, bring a teammate in, transfer a caller, send them to voicemail or a callback, change who owns the call, and listen in or coach. ### Communications › Tickets - [Assign, prioritize and resolve a ticket](https://app.novabmp.com/help/triage-a-ticket.md): Find a ticket in the queue, take it or hand it off, change its queue, status and priority, add internal notes, and mark it waiting or resolved. - [Create a ticket](https://app.novabmp.com/help/create-a-ticket.md): Start a support ticket by hand, choose its queue and request type, set the priority, and leave a kickoff note for the team. - [Reply to a ticket](https://app.novabmp.com/help/reply-to-a-ticket.md): Write a reply to the customer from a ticket, save it as a draft, attach files, and send it without stepping on a teammate who is already replying. ### Intake - [Create an intake form](https://app.novabmp.com/help/create-an-intake-form.md): Start a new intake form from the Forms list, give it a name and category, then add its sections and fields in the form workspace and save the draft. - [Publish an intake form](https://app.novabmp.com/help/publish-an-intake-form.md): Publish an intake form's draft so it goes live, create a new draft from the live version when you need changes, and retire a version you no longer want. - [Read an intake submission](https://app.novabmp.com/help/read-an-intake-submission.md): What an intake submission's page shows, section by section and tab by tab, so you can see what the customer sent, where they came from and what Nova did with it. - [Read intake analytics](https://app.novabmp.com/help/read-intake-analytics.md): See how many people viewed, started and finished your intake forms, which forms, pages, sources and campaigns bring in requests, and how the workload is spread across your team. - [Update an intake submission](https://app.novabmp.com/help/update-an-intake-submission.md): Open a form submission, change its status, claim it or assign it to a teammate, clear a spam flag, and see what Nova created from it. - [Work the intake inbox](https://app.novabmp.com/help/work-the-intake-inbox.md): Find new form submissions in the intake inbox, sort and filter them by status, form, source or assignee, and open one to work on it. ### Resources - [Add a note to a customer or record](https://app.novabmp.com/help/add-a-note-to-a-record.md): Write a note on a customer, work order, project, task, service asset or portfolio from its Notes tab, then pin, colour, tag, file, archive or bin it. - [Attach a file or photo to a customer or record](https://app.novabmp.com/help/attach-a-file-to-a-record.md): Upload photos and documents to a customer, work order, project, task, service asset or portfolio from its Files tab, then find, download, pin, mark up, move or remove them. - [Create a knowledge base page](https://app.novabmp.com/help/create-a-knowledge-base-page.md): Write a new how-to, checklist or procedure for your team in the knowledge base, start from a layout, save it, and publish it when it is ready. - [Find a file in the Media Center](https://app.novabmp.com/help/find-a-file-in-the-media-center.md): Search and filter every photo, video, PDF and document in your organization from one place, preview or download a file, and see which records it is attached to. - [Find or restore a knowledge base page](https://app.novabmp.com/help/find-or-restore-a-knowledge-base-page.md): Use the knowledge base home to reach pinned, recent and popular pages, search or browse the full list, save a page for yourself, and bring back a page someone deleted. - [Keep gate codes and passwords on a customer or record](https://app.novabmp.com/help/keep-access-details-on-a-record.md): Store lockbox codes, alarm codes, Wi-Fi and portal logins on a customer or record's Access tab, reveal one briefly when you need it, and change or remove it later. - [Share a note or file with a customer](https://app.novabmp.com/help/share-a-note-or-file-with-a-customer.md): Make a link to one note, file or folder for a customer, choose who can open it and for how long, then copy the link, change it or stop it. - [Upload files to the Media Center](https://app.novabmp.com/help/upload-files-to-the-media-center.md): Add photos, videos or documents to your organization's Media Center without attaching them to a record yet, then mark up an image and copy the result to the record that needs it. ### Reports - [Export a finance report](https://app.novabmp.com/help/export-a-finance-report.md): Turn any Finance Analytics report into a CSV or spreadsheet file with the filters you have set, then download it from the page or from the export center. - [Find a report](https://app.novabmp.com/help/find-a-report.md): Open the Reports Center to see every report in Nova in one place, from money owed and payments to bookings, forms, agreements and equipment, and search them by name. - [Find overdue invoices to follow up on](https://app.novabmp.com/help/find-overdue-invoices-to-follow-up-on.md): Use Invoice Collections to list overdue invoices largest first and jump to the customer, then use Invoice Detail to search, sort and export every invoice with its balance and delivery result. - [Find refunds and unapplied money](https://app.novabmp.com/help/find-refunds-and-unapplied-money.md): Use the Refunds report to see every payment that was refunded and how much you kept, and the Applied vs Unapplied report to find money received that is not yet matched to an invoice. - [Find the accounts with the biggest overdue balances](https://app.novabmp.com/help/find-the-accounts-with-the-biggest-overdue-balances.md): Use the A/R Detail report to list every account that owes you money, sort by open or overdue balance, search for one customer, and jump to their billing page to follow up. - [Read the audit log](https://app.novabmp.com/help/read-the-audit-log.md): Open the Audit Log to see who did what in Nova and when, narrow it by date, person, action or outcome, and open an event to see exactly what changed. - [Review a technician's day](https://app.novabmp.com/help/review-a-technicians-day.md): Pick one team member and one day to see everything they did in Nova that day, grouped by sign-in, then open any event to see what changed. - [Review bank deposit totals and reconciliation](https://app.novabmp.com/help/review-bank-deposit-totals.md): Use the Deposit Reporting tab of Finance Analytics to total what Nova Payments deposited to your bank in a date range, see the fees, refunds and disputes taken out, and find deposits that need review. - [See customer credits and deposits](https://app.novabmp.com/help/see-customer-credits-and-deposits.md): Use the Credits & Deposits report to see every customer deposit, prepayment and credit, how much of each is still available, and which invoices it has been applied to. - [See how statements are delivered and read](https://app.novabmp.com/help/see-how-statements-are-delivered-and-read.md): Use Statement Activity, Statement Engagement and Statement Collections to see how many statements went out, whether customers opened them, and how much was paid after they were sent. - [See how your invoices are performing](https://app.novabmp.com/help/see-how-your-invoices-are-performing.md): Use Invoice Performance to see how many invoices went out or were paid, how much is paid, open and overdue, and how long customers take to pay, then compare month by month in Invoice Cohorts. - [See recent activity across accounts](https://app.novabmp.com/help/see-recent-activity-across-accounts.md): Open Account Activity to read the latest notes your team has added across every account, newest first, and jump to the account a note belongs to. - [See what you collected and how customers paid](https://app.novabmp.com/help/see-what-you-collected-and-how.md): See cash collected after fees, how much is applied to invoices and what was refunded, break it down by card, cash or cheque, and list every payment with its deposit date. - [See who owes you money and how late it is](https://app.novabmp.com/help/see-who-owes-you-money-and-how-late-it-is.md): Use the A/R Summary, A/R Aging and Overdue Trends reports to see the total owed, how much is overdue, how old the balances are and whether the picture is getting better or worse. - [See your finance numbers at a glance](https://app.novabmp.com/help/see-your-finance-numbers-at-a-glance.md): Open the Finance Overview to see open receivables, overdue money, invoices sent or paid, payments collected and statement results for a date range, then jump into the detailed reports. ### Settings - [Add a lead source or pick-list value](https://app.novabmp.com/help/add-a-lead-source-or-pick-list-value.md): 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. - [Add and publish a legal page](https://app.novabmp.com/help/publish-a-legal-page.md): 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 or change a lifecycle status](https://app.novabmp.com/help/add-a-lifecycle-status.md): 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 or change a workflow status](https://app.novabmp.com/help/add-or-change-a-workflow-status.md): 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. - [Change the tabs on one customer or record](https://app.novabmp.com/help/customize-tabs-on-one-record.md): 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. - [Choose a profile for each service asset type](https://app.novabmp.com/help/choose-a-profile-for-each-service-asset-type.md): 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. - [Choose where work order fields appear](https://app.novabmp.com/help/choose-where-work-order-fields-appear.md): 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. - [Choose which form opens when someone adds an account](https://app.novabmp.com/help/choose-which-form-opens-when-someone-adds-an-account.md): 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. - [Create a custom field](https://app.novabmp.com/help/create-a-custom-field.md): 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. - [Create a tag](https://app.novabmp.com/help/create-a-tag.md): 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. - [Create a time policy](https://app.novabmp.com/help/create-a-time-policy.md): 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. - [Decide which addresses a new customer needs](https://app.novabmp.com/help/decide-which-addresses-a-new-customer-needs.md): 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. - [Edit, archive or restore a custom field](https://app.novabmp.com/help/edit-or-archive-a-custom-field.md): 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. - [Edit, subscribe to or delete a tag](https://app.novabmp.com/help/edit-subscribe-to-or-delete-a-tag.md): 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. - [Find a setting](https://app.novabmp.com/help/find-a-setting.md): 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. - [Limit who can see, assign or remove a tag](https://app.novabmp.com/help/limit-who-can-see-assign-or-remove-a-tag.md): 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. - [Put an intake form online](https://app.novabmp.com/help/put-an-intake-form-online.md): 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. - [Put your booking page on your website](https://app.novabmp.com/help/put-the-booking-page-on-your-website.md): 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, reorder or change the starting workflow status](https://app.novabmp.com/help/rename-reorder-or-change-the-starting-status.md): 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. - [Report on a custom field](https://app.novabmp.com/help/report-on-a-custom-field.md): 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. - [Require a reason for sensitive actions](https://app.novabmp.com/help/require-a-reason-for-sensitive-actions.md): Choose how much explanation team members must give before cancelling, refunding, deleting or other sensitive actions, either with a preset or action by action. - [Set agreement branding, sender and reminders](https://app.novabmp.com/help/set-agreement-branding-and-reminders.md): 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. - [Set agreement retention and signing services](https://app.novabmp.com/help/set-agreement-retention-and-signing-services.md): 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. - [Set contact method rules](https://app.novabmp.com/help/set-contact-method-rules.md): Decide whether an email address or phone number your staff type in counts as verified, and whether texts can only go to verified numbers. - [Set how customers verify themselves and sign agreements](https://app.novabmp.com/help/set-how-customers-sign-agreements.md): 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. - [Set service asset defaults](https://app.novabmp.com/help/set-service-asset-defaults.md): 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 shared branding and tracking for public pages](https://app.novabmp.com/help/set-shared-branding-for-public-pages.md): 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. - [Set the default tabs for record dashboards](https://app.novabmp.com/help/set-default-tabs-for-record-dashboards.md): 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. - [Set up a public booking page](https://app.novabmp.com/help/set-up-a-public-booking-page.md): 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. - [Set up location types](https://app.novabmp.com/help/set-up-location-types.md): Add your own location types for customer addresses, choose which one is the default, reorder them, and archive the ones you no longer use. - [Set up service asset statuses and lifecycle states](https://app.novabmp.com/help/set-up-service-asset-statuses-and-lifecycle-states.md): 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. - [Set up service asset types and subtypes](https://app.novabmp.com/help/set-up-service-asset-types-and-subtypes.md): 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. - [Show your policies in the customer portal](https://app.novabmp.com/help/show-policies-in-the-customer-portal.md): 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. - [Turn folders on or off for one customer or record](https://app.novabmp.com/help/turn-folders-on-or-off-for-one-record.md): 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. ### Settings › Scheduling - [Add a bookable unit](https://app.novabmp.com/help/add-a-bookable-unit.md): 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](https://app.novabmp.com/help/add-a-calendar-overlay.md): 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](https://app.novabmp.com/help/add-a-capacity-pool.md): 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](https://app.novabmp.com/help/add-a-catalog-category.md): 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](https://app.novabmp.com/help/add-a-holiday-calendar.md): 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](https://app.novabmp.com/help/add-a-schedule-resource.md): 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](https://app.novabmp.com/help/create-a-crew.md): 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](https://app.novabmp.com/help/create-an-offering.md): 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](https://app.novabmp.com/help/set-offering-pricing-and-tax.md): 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](https://app.novabmp.com/help/set-schedule-colors.md): 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](https://app.novabmp.com/help/set-time-off-policies.md): 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](https://app.novabmp.com/help/set-up-schedule-policies.md): 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](https://app.novabmp.com/help/set-up-workforce-tracking.md): 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. ### Settings › Templates - [Approve a template change](https://app.novabmp.com/help/approve-a-template-change.md): 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. - [Create a billing document template](https://app.novabmp.com/help/create-a-billing-document-template.md): 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. - [Create a checklist template](https://app.novabmp.com/help/create-a-checklist-template.md): 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. - [Create a portfolio template](https://app.novabmp.com/help/create-a-portfolio-template.md): 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. - [Create a project template](https://app.novabmp.com/help/create-a-project-template.md): 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. - [Create a reusable PDF template](https://app.novabmp.com/help/create-a-reusable-pdf-template.md): 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. - [Create a task template](https://app.novabmp.com/help/create-a-task-template.md): 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. - [Create a workspace template](https://app.novabmp.com/help/create-a-workspace-template.md): 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. - [Create or change a message template](https://app.novabmp.com/help/create-a-message-template.md): 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. - [Find all your templates in one place](https://app.novabmp.com/help/find-your-templates.md): 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. - [Follow a template being applied in the background](https://app.novabmp.com/help/follow-a-template-apply-job.md): 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. - [Set up email branding](https://app.novabmp.com/help/set-up-email-branding.md): 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. ### Settings › Communications - [Add a custom ringtone or alert sound](https://app.novabmp.com/help/add-a-custom-ringtone-or-alert-sound.md): Upload a ringtone or chime, build a profile for calls, texts, emails and voicemail, and choose sounds for your browser and Android app. - [Add routing rules to a support inbox](https://app.novabmp.com/help/add-routing-rules-to-a-support-inbox.md): 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 the places customers can review you](https://app.novabmp.com/help/add-a-review-link.md): 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. - [Bring older email into a support inbox](https://app.novabmp.com/help/import-past-email-into-a-support-inbox.md): 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. - [Buy a phone number](https://app.novabmp.com/help/buy-a-phone-number.md): 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. - [Change the wording of a customer message](https://app.novabmp.com/help/change-customer-message-wording.md): 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. - [Check cellular dial-through readiness and staff access](https://app.novabmp.com/help/check-cellular-dial-through-access.md): 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. - [Check support inbox health and retry failed work](https://app.novabmp.com/help/check-support-inbox-health-and-retry-failed-work.md): 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. - [Check team message history](https://app.novabmp.com/help/check-team-message-history.md): Preview upcoming team messages and check each teammate's delivery results without changing their notification inbox. - [Check who was notified about a conversation](https://app.novabmp.com/help/check-who-was-notified-about-a-conversation.md): 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. - [Check why NovaAI is on or off](https://app.novabmp.com/help/check-why-novaai-is-on-or-off.md): 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. - [Choose how customers are asked for reviews](https://app.novabmp.com/help/choose-how-customers-are-asked-for-reviews.md): 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 how phone numbers and email addresses open](https://app.novabmp.com/help/choose-how-phone-and-email-links-open.md): 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 schedule messages for your team](https://app.novabmp.com/help/tell-your-team-about-tomorrows-jobs.md): Choose one daily schedule summary, optional reminders and schedule-change messages, with explicit team recipients. - [Choose the number and inbox customer messages come from](https://app.novabmp.com/help/choose-where-customer-messages-come-from.md): Choose shared sending defaults, then give a category, branch or single message its own sender. - [Choose the team names and photos customers see](https://app.novabmp.com/help/share-technician-names-and-photos.md): Choose the staff details each customer message category shows, within shared privacy limits. - [Choose who gets told about bank deposits](https://app.novabmp.com/help/choose-who-gets-told-about-bank-deposits.md): 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. - [Choose who team emails come from](https://app.novabmp.com/help/choose-who-team-emails-come-from.md): 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. - [Escalate conversations nobody has answered](https://app.novabmp.com/help/set-up-escalation-for-late-conversations.md): 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. - [Get your texting number](https://app.novabmp.com/help/get-your-texting-number.md): Choose and confirm the texting number included in your plan, manage replacements and check carrier verification. - [Give a customer or phone line its own ringtone](https://app.novabmp.com/help/give-a-customer-their-own-ringtone.md): 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. - [Give one phone line its own NovaAI settings](https://app.novabmp.com/help/give-one-phone-line-its-own-novaai-settings.md): 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. - [See what customers are being sent](https://app.novabmp.com/help/see-what-customers-are-being-sent.md): 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. - [See what your customers receive and when](https://app.novabmp.com/help/what-your-customers-receive-and-when.md): 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. - [Set quiet hours and timing for customer messages](https://app.novabmp.com/help/set-quiet-hours-for-customer-messages.md): 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. - [Set ticket response and resolution targets](https://app.novabmp.com/help/set-ticket-response-and-resolution-targets.md): 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. - [Set up On my way messages](https://app.novabmp.com/help/set-up-on-my-way-messages.md): Choose the text customers get when a technician is on the way, which line it sends from, and whether dispatchers can change the wording. - [Set up skills and workload limits for ticket assignment](https://app.novabmp.com/help/set-up-automatic-ticket-assignment.md): 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. - [Set up the request types customers can choose](https://app.novabmp.com/help/set-up-ticket-request-types.md): 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. - [Set up ticket queues](https://app.novabmp.com/help/set-up-ticket-queues.md): 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. - [Set up who answers a phone line and where calls go](https://app.novabmp.com/help/set-up-a-phone-line.md): 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. - [Set who is told about unassigned conversations](https://app.novabmp.com/help/set-who-covers-unassigned-conversations.md): 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. - [Transfer your existing phone number to Nova](https://app.novabmp.com/help/transfer-your-phone-number-to-nova.md): 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. - [Turn AI on or off for your organization](https://app.novabmp.com/help/turn-ai-on-or-off-for-your-organization.md): 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. - [Turn on automatic customer messages](https://app.novabmp.com/help/turn-on-customer-messages.md): Choose customer messages by type, adjust timing and channels, and review delivery without duplicate booking reminders. - [Turn on NovaAI for calls](https://app.novabmp.com/help/turn-on-novaai-for-calls.md): 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. - [Turn on ticket creation for a support inbox](https://app.novabmp.com/help/turn-on-ticket-creation-for-a-support-inbox.md): 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. ### Settings › Integrations - [Add an accounting handoff destination](https://app.novabmp.com/help/add-an-accounting-handoff-destination.md): 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. - [Check and repair your connected social accounts](https://app.novabmp.com/help/check-and-repair-social-accounts.md): 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. - [Connect ChatGPT, Claude or another assistant to Nova](https://app.novabmp.com/help/connect-chatgpt-or-claude-to-nova.md): 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. - [Create an API key for your own software](https://app.novabmp.com/help/create-an-api-key-for-your-own-software.md): 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. - [Disconnect an app from Nova](https://app.novabmp.com/help/disconnect-an-app-from-nova.md): Remove an assistant's access from your own profile, or, as an admin, disconnect any app a member has connected to the organization. - [Send Nova events to another system with a webhook](https://app.novabmp.com/help/send-nova-events-to-another-system-with-a-webhook.md): 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. - [Share a schedule with an outside calendar app](https://app.novabmp.com/help/share-a-schedule-with-an-outside-calendar.md): 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. ### Settings › AI teammates - [Add an AI teammate](https://app.novabmp.com/help/add-an-ai-agent-teammate.md): 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. - [Approve or decline an agent's request](https://app.novabmp.com/help/approve-an-agents-request.md): 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. - [Pause or retire an AI teammate](https://app.novabmp.com/help/pause-or-retire-an-ai-agent.md): 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. ### Administration - [Add a service territory](https://app.novabmp.com/help/add-a-territory.md): Name the areas your company serves so scheduling can match work to the people who cover that area. - [Add a skill or certification for scheduling](https://app.novabmp.com/help/add-a-scheduling-skill.md): Keep a list of the skills and certifications your work can require, so scheduling only offers people who are qualified for it. - [Add the places customers find you online](https://app.novabmp.com/help/add-where-you-are-online.md): 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. - [Add your company's addresses, emails and phone numbers](https://app.novabmp.com/help/add-company-contact-points.md): Keep the addresses, email inboxes and phone numbers your company uses, give each one a purpose, and see where customer replies land. - [Assign skills and territories to a team member](https://app.novabmp.com/help/assign-skills-and-territories-to-a-resource.md): 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. - [Check whether a feature is included in your plan](https://app.novabmp.com/help/check-whether-a-feature-is-included-in-your-plan.md): 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. - [Choose or change which branch a piece of work belongs to](https://app.novabmp.com/help/choose-the-branch-for-work.md): 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. - [Choose your menu size](https://app.novabmp.com/help/choose-your-menu-size.md): 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. - [Create a branch](https://app.novabmp.com/help/create-a-branch.md): 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. - [Create an experience profile](https://app.novabmp.com/help/create-an-experience-profile.md): 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. - [Customize the sidebar menu](https://app.novabmp.com/help/customize-the-sidebar-menu.md): 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. - [Export your data from Nova](https://app.novabmp.com/help/data-export-guide.md): 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. - [Find an administration page](https://app.novabmp.com/help/find-an-administration-page.md): 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 and restore deleted items](https://app.novabmp.com/help/restore-deleted-items.md): Find recoverable deleted content, preview retained PDFs on demand, and track individual or bulk recovery operations. - [Finish setting up Nova](https://app.novabmp.com/help/finish-setting-up-nova.md): 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. - [Follow an import and fix what stopped it](https://app.novabmp.com/help/follow-an-import-and-fix-what-stopped-it.md): 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. - [Give a team member access to branches](https://app.novabmp.com/help/give-a-team-member-branch-access.md): Choose which branches a team member can work in and which one they start in, from the Memberships tab of the Branches page. - [Handle a privacy request](https://app.novabmp.com/help/handle-a-privacy-request.md): 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. - [Import customers and work orders from a file](https://app.novabmp.com/help/data-import-guide.md): 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. - [Move a customer list from another tool](https://app.novabmp.com/help/data-import-migration-examples.md): 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. - [Move your data into or out of Nova](https://app.novabmp.com/help/data-portability-import-export-guide.md): 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. - [Preview the layout a person gets from work modes](https://app.novabmp.com/help/preview-the-layout-a-person-gets-from-work-modes.md): 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. - [Rename record tabs for each work mode](https://app.novabmp.com/help/rename-record-tabs-for-each-work-mode.md): 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. - [Save your branding as a shared preset](https://app.novabmp.com/help/save-branding-as-a-shared-preset.md): 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. - [See how much of your plan you are using](https://app.novabmp.com/help/see-how-much-of-your-plan-you-are-using.md): 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. - [Set how your records are numbered](https://app.novabmp.com/help/set-how-records-are-numbered.md): 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. - [Set the area address search looks in](https://app.novabmp.com/help/set-the-address-search-area.md): Point address search at the area you serve, so the suggestions that appear when someone types a customer's address are local ones. - [Set the file lifecycle policy](https://app.novabmp.com/help/set-recycle-bin-retention.md): Choose how long deleted files are retained and explicitly save automatic cleanup changes after reviewing their impact. - [Set the phone app tabs](https://app.novabmp.com/help/set-the-phone-app-tabs.md): Choose the tabs along the bottom of the Nova Android app for everyone in your company, and whether each person may choose their own. - [Set your workspace colours](https://app.novabmp.com/help/set-your-workspace-colors.md): 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. - [Turn on folders for a record type](https://app.novabmp.com/help/turn-on-folders-for-record-types.md): 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. - [Turn on work modes for your team](https://app.novabmp.com/help/turn-on-work-modes.md): 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. - [Update your company details](https://app.novabmp.com/help/update-your-company-details.md): 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. ### Administration › Team & Access - [Add a team member](https://app.novabmp.com/help/add-a-team-member.md): Invite a person by email or text message, choose their roles, and check invitation delivery. - [Change or remove a team member's access](https://app.novabmp.com/help/change-a-team-members-roles.md): Change which roles a team member has, update their work details and employee ID, or revoke their access to your organization when they leave. - [Check why someone can or cannot do something](https://app.novabmp.com/help/check-what-a-user-can-access.md): Pick a team member and a permission to see whether Nova grants it, which roles or overrides decide that, and what to change. - [Choose the right built-in role for a team member](https://app.novabmp.com/help/choose-a-built-in-role.md): Choose a built-in role for office or field work, including junior and senior technician choices, and give it to a team member. - [Create a role and choose its permissions](https://app.novabmp.com/help/create-a-role.md): 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. - [Find the right page for roles and permissions](https://app.novabmp.com/help/find-the-right-roles-and-permissions-page.md): 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. - [Give one person a permission their role does not have](https://app.novabmp.com/help/give-a-user-a-permission-override.md): 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. - [Require two-factor authentication for your team](https://app.novabmp.com/help/require-two-factor-authentication.md): 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. - [Set how long customer links stay open](https://app.novabmp.com/help/set-share-link-expiry-defaults.md): Choose the default expiry for links your team shares with customers, and decide whether links that never expire are allowed at all. ### Administration › Billing & Commerce - [Activate, deactivate or copy a discount](https://app.novabmp.com/help/activate-deactivate-or-copy-a-discount.md): 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 payment method customers can use](https://app.novabmp.com/help/add-a-payment-method-customers-can-use.md): 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. - [Approve or reject a pricing exception](https://app.novabmp.com/help/approve-or-reject-a-pricing-exception.md): 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. - [Check on Nova Payments after launch](https://app.novabmp.com/help/check-on-nova-payments-after-launch.md): 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. - [Choose the preferred payment method and order](https://app.novabmp.com/help/choose-the-preferred-payment-method-and-order.md): Mark one payment method as the organization's preferred one and drag the active methods into the order customers and staff see them. - [Choose whether billing emails attach a PDF](https://app.novabmp.com/help/choose-whether-billing-emails-attach-a-pdf.md): Decide whether invoice, quote, statement and receipt emails carry a PDF attachment, a secure online link, or both, as the organization-wide default. - [Choose who a discount audience covers](https://app.novabmp.com/help/choose-who-a-discount-audience-covers.md): 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. - [Create a cost rule](https://app.novabmp.com/help/create-a-cost-rule.md): 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. - [Create a discount](https://app.novabmp.com/help/create-a-discount.md): 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. - [Create a price book and pricing rules](https://app.novabmp.com/help/create-a-price-book-and-pricing-rules.md): 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. - [Create a tax profile](https://app.novabmp.com/help/create-a-tax-profile.md): 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. - [Emails Stripe sends about Nova Payments](https://app.novabmp.com/help/emails-stripe-sends-about-nova-payments.md): 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. - [Hold inventory from quotes and invoices](https://app.novabmp.com/help/hold-inventory-from-quotes-and-invoices.md): Decide when a quote or invoice reserves stock, whether short items can be backordered, and which shipping options appear on documents that ship goods. - [Pause, resume or close Nova Payments](https://app.novabmp.com/help/pause-resume-or-close-nova-payments.md): 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. - [Record an approval received outside Nova](https://app.novabmp.com/help/record-an-approval-received-outside-nova.md): 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. - [Remind, resend or cancel a customer approval](https://app.novabmp.com/help/remind-resend-or-cancel-a-customer-approval.md): 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. - [Respond to a payment dispute](https://app.novabmp.com/help/respond-to-a-payment-dispute.md): 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. - [Retire or restore a tax profile](https://app.novabmp.com/help/retire-or-restore-a-tax-profile.md): 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 discount audience](https://app.novabmp.com/help/save-a-discount-audience.md): Save a group of customers, such as VIP or gold-tier accounts, once so several discounts and codes can target the same people. - [Send payment receipts automatically and allow tips](https://app.novabmp.com/help/send-payment-receipts-automatically-and-allow-tips.md): 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. - [Set approval and override rules for pricing](https://app.novabmp.com/help/set-approval-and-override-rules-for-pricing.md): 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. - [Set company-wide discount rules](https://app.novabmp.com/help/set-company-wide-discount-rules.md): Switch every discount off in an emergency, switch discounts off for one branch, and decide which kind of discount wins when two would apply. - [Set customer approval rules](https://app.novabmp.com/help/set-customer-approval-rules.md): Choose how customers approve quotes, who gets the request first, when reminders go out, and whether an invoice is created when they approve. - [Set invoice terms and quote expiry defaults](https://app.novabmp.com/help/set-invoice-terms-and-quote-expiry-defaults.md): 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. - [Set up Nova Payments](https://app.novabmp.com/help/set-up-nova-payments.md): 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. - [View Nova Payments tax documents](https://app.novabmp.com/help/view-nova-payments-tax-documents.md): 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. - [When the person who set up Nova Payments leaves](https://app.novabmp.com/help/when-the-person-who-set-up-nova-payments-leaves.md): 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. ### Enterprise hub - [Add a person to the hub team and set their roles](https://app.novabmp.com/help/add-a-person-to-your-hub-team.md): Give someone who already signs in to Nova a place on the enterprise hub team, choose their hub roles, and suspend or remove them later. - [Change your enterprise hub's profile](https://app.novabmp.com/help/change-your-enterprise-hub-profile.md): Rename the hub, set its timezone, currency and colours, choose when the hub list shows in the account menu, and decide who on the hub team must use two-step verification. - [Check why a hub team member can or cannot do something](https://app.novabmp.com/help/check-what-a-hub-member-can-access.md): Pick a person on the enterprise hub team and a hub permission to see whether Nova grants it, which roles or overrides decide that, and what to change. - [Create a hub role and choose its permissions](https://app.novabmp.com/help/create-a-hub-role.md): Make your own role for the enterprise hub team, pick which hub permissions it carries, change it later, and delete it once nobody holds it. - [Give one hub team member a permission their role does not have](https://app.novabmp.com/help/give-a-hub-member-a-permission-override.md): Allow or deny a single hub permission for one person on the enterprise hub team, on top of their hub roles, and clear the exception when it is no longer needed. - [Link or unlink an organization](https://app.novabmp.com/help/link-an-organization-to-your-hub.md): Add one of your organizations to the enterprise hub so it counts on the Hub Dashboard and uses the hub's message templates, or take it back out. - [Open your enterprise hub](https://app.novabmp.com/help/open-your-enterprise-hub.md): Switch from your organization into the enterprise hub that groups several organizations, choose which hub opens first, and read the Hub Dashboard. - [Set a message template for every organization in the hub](https://app.novabmp.com/help/share-a-message-template-across-your-hub.md): Write the hub's own version of an email, text or push message so every linked organization sends it, and decide whether each organization may still write its own. ## For your customers ### Customer portal › Signing in - [Find your way around the portal](https://app.novabmp.com/help/find-your-way-around-the-portal.md): Learn what each part of the customer portal does, from the Overview cards (what you owe, what needs you, recent payments) to the sidebar, the menu under your name and Help. - [Get back in when you forgot your password or username](https://app.novabmp.com/help/get-back-into-the-portal.md): Email yourself a link to choose a new portal password or your username, finish any second sign-in step the company requires, and what to do when the portal will not open. - [Read a company's policies and terms](https://app.novabmp.com/help/read-the-companys-policies-and-terms.md): Find and read the privacy policy, terms, booking and payment policies a company publishes, from the portal, its booking page or its emails, and check which version applies. - [See photos from your work order](https://app.novabmp.com/help/see-photos-from-your-work-order.md): Open the photos and videos the company shared from a work order, view them full size, and download the ones you are allowed to keep. - [Sign in to the portal](https://app.novabmp.com/help/sign-in-to-the-portal.md): Sign in to the customer portal with the link you were emailed, your username and password, a passkey, or a one-time code when the company asks for two-step verification. ### Customer portal › Quotes - [Approve, ask for changes, or decline a quote](https://app.novabmp.com/help/approve-or-decline-a-quote.md): Answer a quote from the portal by approving it with an optional PO number and note, asking the company for changes, or declining it, and see what happens next. - [See your quotes](https://app.novabmp.com/help/see-your-quotes-in-the-portal.md): Open Quotes in the portal to read every quote the company has sent you, check its status and total, and open the PDF to print or save it. ### Customer portal › Invoices and payments - [Pay an invoice online](https://app.novabmp.com/help/pay-an-invoice-online.md): Pay an invoice or deposit request from the portal or its email link with a card, Apple Pay or Google Pay, choose a partial amount or add a tip, or pay from a payment link. - [Save a card for faster payment](https://app.novabmp.com/help/save-a-card-in-the-portal.md): Add a card under Saved cards and autopay in the portal, make it your default, allow automatic charges when the company offers them, or remove a card. - [See a refund on your invoice](https://app.novabmp.com/help/see-a-refund-on-your-invoice.md): Find a refund on your invoice in the portal, read the refund notice the company emailed you, know how long the money takes to reach your card, and who to ask if something is wrong. - [See and download an invoice](https://app.novabmp.com/help/see-and-download-an-invoice.md): Open Invoices & payments in the portal to read any invoice or deposit request, check what is due and when, and open the PDF to print or save it. - [See your past payments](https://app.novabmp.com/help/see-your-past-payments.md): Find every payment you have made on your account, what each one was applied to, any tip, and the receipt or refund receipt the company sent. ### Customer portal › Statements - [Read your statement](https://app.novabmp.com/help/read-your-statement.md): Open a statement in the portal to see your opening and closing balance, the unpaid invoices and activity in the period, and download the PDF. ### Customer portal › Agreements - [See your agreements and download a copy](https://app.novabmp.com/help/see-your-agreements.md): Open Agreements in the portal to see every agreement on your account, where each one stands, and download the signed PDF. - [Sign an agreement](https://app.novabmp.com/help/sign-an-agreement.md): Open the agreement the company sent you, read it, choose a typed or drawn signature, confirm the checks and finish signing, or decline it with a reason. ### Customer portal › Requests and tickets - [Follow a request and reply](https://app.novabmp.com/help/follow-a-request.md): Check the status of a request you sent, read the company's updates, download files they shared, reply with more details or photos, and rate the help you got. - [Send a request to the company](https://app.novabmp.com/help/send-a-request-in-the-portal.md): Ask the company for work or help from the portal by picking a request type, filling in the details, attaching photos or files, and submitting it. ### Customer portal › Your account and security - [Add a passkey](https://app.novabmp.com/help/add-a-passkey-to-the-portal.md): Set up a passkey so you can sign in to the portal with your fingerprint, face or screen lock instead of a password and a code. - [Change your portal password](https://app.novabmp.com/help/change-your-portal-password.md): Pick a new portal password while you are signed in by entering your current one first; everywhere else you were signed in is signed out for safety. - [See where you are signed in and sign out other devices](https://app.novabmp.com/help/see-where-you-are-signed-in.md): Check the devices and browser sessions using your portal account, sign out any you do not recognise, forget a remembered device, or allow only one signed-in device. - [Switch between your accounts](https://app.novabmp.com/help/switch-between-your-accounts.md): Choose which account to open when you sign in to the portal, switch between accounts from the menu at the top right, and pick one of your locations. - [Turn on two-step verification](https://app.novabmp.com/help/turn-on-two-step-verification-in-the-portal.md): Protect your portal account with a second sign-in step by setting up an authenticator app, verifying your phone for codes, creating backup codes, and choosing which method is asked first. - [Update your name in the portal](https://app.novabmp.com/help/update-your-name-in-the-portal.md): Change how your name appears in the portal from Account information, and find out which details the company keeps up to date for you. ### Customer portal › Bookings - [Book online with a company](https://app.novabmp.com/help/book-online-with-a-company.md): Book a service on a company's online booking page, from choosing the service and a time to your details, any payment, and the confirmation with your booking reference. - [Change or cancel a booking](https://app.novabmp.com/help/change-or-cancel-a-booking.md): Open the manage link from your booking confirmation to see your booking, add it to your calendar, move it to another time or cancel it, within the company's rules. - [Pay a deposit when you book](https://app.novabmp.com/help/pay-a-deposit-when-you-book.md): When a company asks for a deposit or full payment to book online, pay it on the booking page before the payment window runs out, and see what happens if it does. ### Customer portal › Files, forms and feedback - [Fill in a form the company sent you](https://app.novabmp.com/help/fill-in-a-form-the-company-sent-you.md): Fill in an online form a company sent you or put on its website, add photos or files, and submit it, including what the required and recommended fields mean. - [Open a file a company shared with you](https://app.novabmp.com/help/open-a-file-a-company-shared-with-you.md): Open a secure link a company sent you to a file, a folder of photos, a note or a document, enter a passcode if asked, preview and download, and what to do when the link has stopped working. - [Rate the help you got](https://app.novabmp.com/help/rate-the-help-you-got.md): Answer the feedback email a company sends after your request is resolved, confirm your rating from 1 to 5, add a comment, and see what the page says when the link has run out. ### Customer portal › Messages you receive - [Answer a feedback request about a resolved request](https://app.novabmp.com/help/feedback-request-message.md): What the "Rate your support experience" email after the company resolves your request is, how its five rating buttons work, and how long it lasts. - [Answer a quote follow-up](https://app.novabmp.com/help/quote-follow-up-messages.md): What the follow-up emails and texts about an open quote mean, when they come before and after it expires, and how to stop them. - [Answer a request for a review](https://app.novabmp.com/help/review-request-message.md): What the "How did we do?" email or text after your visit is, where its link goes, and how to stop being asked. - [Answer a request to sign an agreement](https://app.novabmp.com/help/agreement-signing-messages.md): What the signing request, reminder, signed and completed emails about an agreement mean, how long the signing link lasts, and what to do with each. - [Check a changed or cancelled appointment](https://app.novabmp.com/help/appointment-changed-or-cancelled-message.md): What the messages mean when the company moves your appointment, cancels it, or sends a different technician, and what to do about each. - [Check a new sign-in alert](https://app.novabmp.com/help/new-sign-in-alert.md): What the "New sign-in to your account" and "Your sign-in settings changed" emails mean, and what to do if it was not you. - [Deal with a payment reminder](https://app.novabmp.com/help/payment-reminder-messages.md): What the invoice due soon, due today and overdue reminders mean, how often they come, how to pay from them, and how they stop. - [Get ready when an appointment reminder arrives](https://app.novabmp.com/help/appointment-reminder-messages.md): What the reminder the day before and the reminder two hours before your visit mean, when they are sent, and what to do if you can no longer make it. - [Keep a payment or refund receipt](https://app.novabmp.com/help/payment-receipt-message.md): What the receipt email or text after you pay, or after a refund, contains, and what to do when one does not arrive. - [Know when the technician is on the way](https://app.novabmp.com/help/on-my-way-message.md): What the "on our way" text or email means, when a technician sends it, and what to do before they arrive. - [Open a quote the company sent you](https://app.novabmp.com/help/quote-email.md): What the email or text with your quote contains, where its button goes, how long the link works, and the confirmation you get after approving. - [Open a statement the company sent you](https://app.novabmp.com/help/statement-email.md): What the statement email or text shows, where its button goes, and what to do about the balance on it. - [Open an invoice or deposit request the company sent you](https://app.novabmp.com/help/invoice-email.md): What the email or text with your invoice or a deposit request contains, where its button goes to view and pay, and what happens if you do not pay. - [Read the messages about a booking you made online](https://app.novabmp.com/help/booking-confirmation-message.md): What each email or text about a booking you made on a company's booking page means, from the confirmation and reminders to payment notices, changes, a waitlist spot and "Finish your booking". - [Read the thank-you when the work is finished](https://app.novabmp.com/help/work-finished-message.md): What the thank-you email or text after a visit means, what to do if something is not right, and what usually comes next. - [Read your appointment confirmation](https://app.novabmp.com/help/appointment-booked-message.md): What the email or text saying your appointment is booked means, what the arrival time in it tells you, and what to do if it does not suit you. - [Stop emails or texts from a company](https://app.novabmp.com/help/stop-emails-and-texts-from-a-company.md): Stop a company's texts by replying STOP, get them back with START, and ask the company to stop the kinds of emails or reminders you no longer want. - [Use a verification code you received](https://app.novabmp.com/help/verification-code-messages.md): What each one-time code email or text is for (signing in, seeing your whole account, booking online, opening an agreement), how long it lasts, and what to do if you did not ask for one. - [Use the portal link the company emailed you](https://app.novabmp.com/help/portal-sign-in-link-message.md): What the portal invitation, sign-in link and password reset email is, why it may say "password reset" even when you asked for nothing, and the email with your username. ## Developers and AI agents ### API and agents › Getting started - [API reference](https://app.novabmp.com/help/api-reference.md): The interactive reference for the documented operations, the index of every operation a key can call, and the OpenAPI document to download. - [Configure daily route arrangements through the API](https://app.novabmp.com/help/configure-daily-route-arrangements.md): Set explicit start and finish choices, private bases and daily overrides without changing appointments. - [Errors and how to recover](https://app.novabmp.com/help/api-errors.md): Every error a Nova integration or AI agent can get, the exact response it arrives in, and what to do next. - [Find the operation to call](https://app.novabmp.com/help/find-what-to-call.md): Use the operation index to find any of Nova's roughly 3,200 callable operations and the exact permission each one needs, not just the documented starter set. - [How records are identified](https://app.novabmp.com/help/api-record-identity.md): Every Nova record has an opaque uid for software and a record number for people. Which to send, which to show, and the few identifiers that are not records. - [Make your first API request](https://app.novabmp.com/help/make-your-first-api-request.md): Create an API key in Nova, call the API from the command line, read the response, and know what to try next. Ten minutes, no OAuth. - [Nova API overview](https://app.novabmp.com/help/api-overview.md): What the Nova API covers, the three ways software connects, how records are addressed, and where to start as an integration or an AI agent. - [Paging, filtering, errors and rate limits](https://app.novabmp.com/help/api-conventions.md): The conventions every Nova operation follows for lists, record identity, updates, the error envelope, idempotency and rate limits. - [Review account details from a conversation through the API](https://app.novabmp.com/help/review-account-details-from-a-conversation.md): Analyze a bounded text sample, check for existing customer records and explicitly confirm an atomic account capture. - [Understand route road calculations](https://app.novabmp.com/help/understand-route-road-calculations.md): Interpret road times, missing calculations and spending limits without treating unknown driving as zero. ### API and agents › Authentication - [Authenticate with OAuth 2.1 or an API key](https://app.novabmp.com/help/api-authentication.md): Get a token as a connected app (OAuth 2.1 with PKCE), as an AI teammate (client credentials) or as an integration (API key), and send it on every call. - [Choose between an API key, a connected app and an AI teammate](https://app.novabmp.com/help/choose-an-api-key-or-a-connected-app.md): Three ways into one API: an API key for your own software, an OAuth connected app for a product other people use, and an AI teammate for AI that works on its own. Which to pick and why. - [Rate limits, daily caps and other limits on a credential](https://app.novabmp.com/help/api-limits.md): The per-minute limits, the optional daily cap on changes, working hours, address allowlists, expiry and branch limits that can apply to an API key, connected app or AI teammate. - [Scopes reference](https://app.novabmp.com/help/api-scopes-reference.md): Every scope a key, connected app or agent can hold, what each one allows, and the rules that keep a scope from ever granting more than the person or role behind it. ### API and agents › AI agents - [Connect an AI agent through MCP](https://app.novabmp.com/help/connect-an-ai-agent.md): Connect Claude, ChatGPT or any MCP-capable assistant to Nova, as a person or as an AI teammate, and what it can reach once connected. - [Handle an action that waits for a person's approval](https://app.novabmp.com/help/wait-for-a-person-to-approve.md): When an action needs a person's approval, the call answers approval_required. Why it happens, what the response holds, how long it lasts, and how to finish the action once approved. - [Run software as an AI teammate](https://app.novabmp.com/help/run-an-ai-teammate.md): Sign in as an organization's AI teammate with client credentials, and what working as one means for your calls — its roles, grant, working hours, daily cap, customer disclosure and activity. - [The tools an assistant gets over MCP](https://app.novabmp.com/help/nova-mcp-tools.md): The tools, resources and prompts Nova's MCP server offers, including find_operations and call_nova_operation, which reach everything a connection's grant covers. ### API and agents › Webhooks - [Receive webhooks when records change](https://app.novabmp.com/help/api-webhooks.md): Subscribe an endpoint to Nova events, verify the signature on every delivery, and replay what you missed. ## Machine-readable - [Article index (JSON)](https://app.novabmp.com/help/help-index.json): every article's key, title, summary, section, routes and last update. - [Public API reference (OpenAPI)](https://app.novabmp.com/help/api/reference/openapi-public.json): the documented starting set of operations for integrations and AI agents. - [Operation index (JSON)](https://app.novabmp.com/v1/public/api-docs/operations.json): every operation a credential may call, generated from the app, with the permission keys each one checks. - [Search](https://app.novabmp.com/v1/public/help/search?q=): full-text search over every article; add &audience=customer or &audience=developer to narrow.