Features

Everything NovakOS does, grouped the way you work

NovakOS covers the office and the field: scheduling, customers, quotes, invoicing, payments, field documentation, time tracking and reporting.

Scheduling & Dispatch

Plan the day, assign the work and keep the office and field on the same schedule.

  • Calendar and dispatch board
  • Technician assignments and reassignment
  • Arrival windows and preset time slots
  • Job statuses from dispatched to closed out
  • Permanent assignment history
  • Customer appointment confirmations

Customers & Jobs

One record per customer, with the history that goes with it.

  • Customer profiles and service addresses
  • Job history and service records
  • Equipment records
  • Notes and job tags
  • Job photos with categories
  • Documents and attachments

Quotes & Sales

Build a quote, send it, and keep an exact record of what the customer agreed to.

  • Quote builder with pricebook line items
  • Digital acceptance and customer signature
  • Immutable sent versions and revisions
  • Quote PDFs and email delivery
  • Sales attribution to the quoting technician
  • Quote to job and quote to invoice workflows

Invoices & Payments

Invoice the work and see what has actually been collected.

  • Invoices generated from completed work
  • Balances and payment history
  • Customer payment page
  • Card payments and refunds through Stripe
  • Collected versus outstanding reporting
  • Recurring service plan billing

Forms & Documentation

Capture what happened on site in a format you can send to the customer.

  • Form builder with reusable templates
  • Sections and question types
  • Multiple technicians on the same form
  • Signatures captured on site
  • Completed-form PDFs
  • Customer-facing job reports

Technician Mobile Experience

The field side of NovakOS, currently being completed and tested.

  • Assigned work for the day
  • Job and customer details
  • Forms, photos and documents
  • Time tracking and job lifecycle actions
  • Offline operation for weak-signal sites
  • Sync status and conflict handling

The NovakOS mobile experience is currently being completed and tested for field use, including offline workflows for technicians. It is not yet published to the App Store or Google Play.

Time & Payroll Reporting

Hours, overtime and leave, ready to hand to whoever runs your payroll.

  • Clock in and out with job time records
  • Overtime rules and pay periods
  • Paid sick, vacation and statutory leave
  • On-call and standby pay
  • Payroll reporting and export
  • Sales and quote bonus support

NovakOS produces payroll reporting and exports. It does not calculate or remit payroll taxes.

Customer Communication

Keep customers informed with the channels you already use.

  • Appointment reminders
  • On-my-way notifications
  • Email delivery of quotes and invoices
  • SMS messaging with a shared inbox
  • Customer confirmations and replies
  • Shared photo and job report links

Reporting

See the numbers behind the schedule.

  • Sold work by technician and period
  • Invoiced totals
  • Collected revenue
  • Accounts receivable and outstanding balances
  • Job and dispatch activity
  • Payment audit history

Security & Business Continuity

Your company's records stay your company's records.

  • Per-company data isolation
  • Role-based permissions
  • Audit and change history where supported
  • Backup and restore tooling
  • Account recovery
  • Encrypted HTTPS connections

Want to see it in action?

We're speaking with Canadian trades companies interested in seeing NovakOS as it gets ready for real-world use.