NovaraResources
Everything you need to get running.
Setup guides, how-to walkthroughs, and practical tips to help your team get value from Novara fast.
Getting started
Four steps from signup to your first dispatched job.
Create your workspace
Sign up, set your company name and address, and generate an invite link for your team. Takes about two minutes.
Create your first job
Add a customer, set the job location, assign a crew or technician, and choose a priority level.
Set up customer notifications
Configure SMS and email so customer updates flow automatically as job status changes.
Invite your team
Add dispatchers and field technicians with the right roles. They can start working from web or the iOS app immediately.
How-to guides
Step-by-step walkthroughs for daily operations.
Running daily dispatch+
- 1Open the dispatch dashboard at the start of the day to see all scheduled and unassigned jobs.
- 2Review unassigned jobs first — check priority, location, and any customer notes.
- 3Assign crew members based on availability, skill match, and route proximity.
- 4Track job status throughout the day as technicians update from the field.
- 5End of day: review completed jobs, flag any that need follow-up or billing action.
Sending customer updates+
- 1Navigate to the job you want to update the customer about.
- 2Choose a channel: SMS or email — based on the customer's preference.
- 3Compose your message manually, or use a template based on the current job status.
- 4Review the draft and approve before sending.
- 5The update is logged on the job timeline so your whole team has context.
Creating invoices and change orders+
- 1Open a completed or in-progress job and select "Create invoice" or "Create change order."
- 2Add line items with descriptions, quantities, and pricing.
- 3For change orders: note what changed from the original scope and why.
- 4Send for internal approval if your team uses approval workflows.
- 5Once approved, send directly to the customer through their preferred channel.
Managing recurring service routes+
- 1Set up a service route with the customer locations and visit frequency.
- 2Assign default crews so the same technicians handle familiar sites.
- 3Novara auto-creates jobs on schedule — your dispatcher just reviews and confirms.
- 4Field techs see their schedule on iOS with each stop, timing, and job details for the day.
- 5Completed visits feed directly into billing so nothing gets missed.
Templates
Copy-ready estimate, invoice, and change-order structures for contractor workflows.
HVAC estimate template
Scope, equipment, options, exclusions, warranty notes, and approval language for HVAC work.
InvoiceHVAC invoice template
Diagnostics, repairs, equipment installs, warranty notes, and payment terms for HVAC invoices.
EstimateConstruction estimate template
Scope by phase, allowances, exclusions, payment schedule, and change-order terms.
InvoiceConstruction invoice template
Progress billing, deposits, approved change orders, retainage, and final payment.
InvoiceContractor invoice template
A general invoice structure for repairs, remodels, change orders, and payment terms.
Change orderChange order template
Scope, reason, price, schedule impact, running contract total, and approval.
Video walkthroughs
Short tutorials covering setup and the daily workflows that move jobs from lead to paid.
Dashboard overview
A quick tour of the Novara dashboard — the starting point for jobs, leads, customers, and daily work.
Customer bid approval and e-sign
See the customer-facing bid approval flow, including review, e-signature, and approval from a mobile-friendly link.
Turn a message into a lead
Turn a customer message into a structured lead record without losing scope, urgency, contact details, or next steps.
Convert a lead to a job
Move from qualified lead to active job while keeping customer, scope, and operational context connected.
Customer lead record
Review the customer and lead record structure that keeps intake details, follow-up, and job context together.
Customer list and search
Find customers quickly, scan records, and keep contact details searchable as the business grows.
New videos are being recorded. Start free to explore the product live, or read the blog for written walk-throughs.
Tips & best practices
Quick ways to get more out of Novara from day one.
Use templates to draft customer messages — review and send in seconds.
Configure SMS and email notifications before your first job so updates flow from day one.
Add photos through the iOS app to build billing-ready records with visual evidence.
Start each day with the dispatch view to catch unassigned jobs before they slip.
Use change orders to document scope changes — protects margin and avoids disputes.
Add notes to jobs so the next person always has the full picture without asking around.
Ready to get started?
Set up your workspace, create your first job, and reach first value in one session.
Free starts without a card. Paid trials require billing details.