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See exactly how jobs get done.

Not just features — real workflows. Here's how Novara handles the scenarios your team faces every day, from the first customer call to final payment.

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Live action stream

Lead created from inbound text

Job scheduled and assigned to Mike R.

Change order drafted for approval

Invoice prepared and ready to send

Scenario

A customer texts about a leak

It's 10 AM. A customer sends: “Our kitchen faucet is leaking pretty bad. Can someone come today?” Here's what happens next.

1

Lead created automatically

Trade tagged as Plumbing, urgency set to High, contact info pulled from the message.

Urgent Lead

James Chen

Plumbing — Kitchen faucet leak

2

Novara finds an available tech

Novara checks who's available with plumbing skills and proximity to the job site.

Carlos Reyes

Available at 1:00 PM — 4 mi away

3

One-click dispatch

Assign Carlos to the job. He gets a push notification with the address and customer notes.

Job #3051 dispatched

Carlos Reyes — Today, 1:00 PM

4

Customer gets an update

James automatically receives an SMS with the tech name and ETA.

SMS sent

“Hi James, Carlos is on his way. ETA 1:00 PM today.”

Scenario

Morning dispatch in 5 minutes

It's 7:30 AM. You have 8 jobs today, 3 techs, and 2 jobs still unassigned. Here's your morning.

Dispatch — Today

Mike R.

Bathroom remodel

312 Oak St — 9 AM

Drywall repair

88 Pine Ave — 1 PM

Cabinet install

44 Elm Dr — 3 PM

Carlos R.

Faucet repair

15 Maple Ln — 9 AM

Water heater

201 Cedar — 11 AM

Dana K.

HVAC tune-up

90 Birch St — 10 AM

2 unassigned

Gutter clean — 77 Ash Ct

Priority: Normal — 2 PM

Outlet install — 330 River Rd

Priority: Normal — 4 PM

1

Open dispatch dashboard

See all 8 jobs laid out by technician and time slot. Two jobs are highlighted amber — no one assigned yet.

2

Assign the unassigned

Dana has a gap at 2 PM. Assign the gutter clean job to her slot. Carlos can take the outlet install at 4 PM after his water heater job.

3

Everyone gets their schedule

Mike, Carlos, and Dana see their updated schedules on iOS. Customers get "your tech is scheduled" confirmations automatically.

Screenshot: Dispatch dashboard view

Scenario

Job scope changes mid-project

Sarah wants to add a tile backsplash to the bathroom remodel. Instead of a verbal agreement that leads to a dispute later — here's how it's handled.

1

Tech captures the request on-site

Mike opens the iOS app and captures photos of the area so HQ has visual context for the added scope.

2

Change order drafted automatically

Novara creates CO-001 with scope details, material estimate at current pricing, and labor. Total: $1,200.

3

Customer approves via link

Sarah gets an approval link by email or text. She reviews the scope, sees the price, and taps Approve. Done in 2 minutes.

4

Margin protected, scope documented

The change order is timestamped with Sarah's approval. The job total updates to $5,400. No disputes.

Change Order

CO-001

Approved

Add tile backsplash

Bathroom remodel — Job #3042

Backsplash tile — 30 sqft @ $18/sqft$540
Adhesive & grout$85
Labor — 6 hrs @ $95/hr$575
Change order total$1,200

Approved by Sarah Miller

Mar 7, 3:42 PM via approval link

Updated job total

Original scope$4,200
CO-001: Tile backsplash$1,200
New total$5,400
Scenario

End of the week — billing

Friday afternoon. Five jobs completed this week. Instead of chasing paperwork over the weekend, invoices go out in minutes.

Completed jobs — ready to invoice

Bathroom remodel

Sarah Miller

$5,400

Invoice sent

Kitchen faucet repair

James Chen

$380

Invoice sent

HVAC tune-up

Rivera residence

$275

Paid

Drywall patch

Tom Bradley

$650

Draft

Outlet installation

Nguyen family

$225

Draft
Week total$6,930
1

Dashboard shows what needs billing

Completed jobs without invoices are flagged. You see the scope, change orders, and photos — everything needed to invoice.

2

One-click invoice generation

Click "Create invoice" on any completed job. Line items auto-populate from the job scope and approved change orders.

3

Synced to QuickBooks automatically

Invoices sync to QuickBooks Online — no manual data entry. Customer records stay in sync across both systems.

4

Customer gets invoice with payment link

Sarah receives her invoice via email with a clean breakdown: original scope, change orders, and total. One link to pay.

Built for each role

Different people, different views — same system.

Owner / Operator

See revenue by trade, track collection rates, and catch margin problems before they compound.

Dashboard view

This week's revenue by trade

Plumbing: $2,480 | Remodel: $5,400 | HVAC: $275

Dispatcher / Coordinator

Move from lead intake to crew assignment in minutes, not hours. No phone tag, no lost context.

Example

Assign the gutter clean job to Dana's 2 PM slot

Dana notified, customer confirmation sent

Field Technician

Open the iOS app, see your schedule, capture photos, and update job status — customer notifications go out automatically.

Example

Upload 3 photos → mark job complete

Photos attached, customer notified, invoice queued

Try it with a real job

Create your first job, assign a tech, and send a customer update — all in one trial session.

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