Modules are the building blocks of your Novala account. Each one adds a distinct capability — from managing contacts and running inspections to scheduling technicians and generating invoices. You choose which modules are active for your team, and Novala shows only the tools that are relevant to your work.Documentation Index
Fetch the complete documentation index at: https://developers.novala.ai/llms.txt
Use this file to discover all available pages before exploring further.
Packages and what they include
Your available modules depend on the subscription packages your account includes. Every account starts with the Platform package. You can add the Field Service or Finance Ops packages to unlock additional capabilities.Platform
Included with every account.
| Module | What it does |
|---|---|
| Contacts | Manage companies, contacts, leads, and deals |
| Pipeline | Track sales opportunities through stages |
| AI Copilot | Ask questions and get contextual guidance across Novala |
| Analytics | Dashboards and reports across your data |
| Workflows | Automate actions when events happen |
| Notifications | Configurable alerts for your team |
| Intelligence | AI-driven insights and recommendations |
| Customer Portal | Self-service access for your customers |
Field Service Package
Adds field operations capabilities.
| Module | What it does |
|---|---|
| Inspections (Calso) | OSHA-compliant equipment inspections with AI reports |
| Equipment | Track assets, maintenance history, and service records |
| Quoting | Build and send proposals from templates |
| Services | Define and manage service offerings |
| Rack | Rack-level inspection workflows |
| Scheduling | Assign and dispatch technicians |
| Contracts | Manage service agreements |
| Messaging | SMS communication with contacts and techs |
Finance Ops Package
Adds financial and inventory management.
| Module | What it does |
|---|---|
| Invoicing | Auto-generate and send invoices from completed work |
| Expenses | Track team and project expenses |
| Purchasing | Manage purchase orders and vendor relationships |
| Financials | Financial reporting and reconciliation |
| Inventory | Track parts, stock levels, and usage |
| Warranties | Manage warranty records and expirations |
Enable or disable a module
Navigate to Settings → Modules to see all modules available under your subscription. Each module shows a toggle you can flip on or off.Review your active packages
At the top of the page, your subscription packages are listed along with which modules each one includes. Modules with a checkmark are currently active; crossed-out modules have been disabled.
Some modules are marked Core and cannot be disabled. Core modules provide foundational functionality that other modules depend on.
Module dependencies
Some modules require others to be active before they can be enabled. For example:- Inspections requires Contacts and Equipment
- Scheduling requires Contacts
- Invoicing works best alongside Contacts and Services
What enabling a module does
When you enable a module:- It appears in the sidebar navigation for all users whose role includes access to that module
- Related records (such as equipment or inspections) become visible across the platform
- Workflows, notifications, and automation that reference that module become available
- The module’s data is included in API responses and exports