> ## 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.

# Enable and configure modules for your Novala account

> Turn Novala features on or off for your team. Each module belongs to a package and activates its capabilities across navigation and workflows.

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.

## 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.

<CardGroup cols={1}>
  <Card title="Platform" icon="layers">
    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                  |
  </Card>

  <Card title="Field Service Package" icon="wrench">
    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              |
  </Card>

  <Card title="Finance Ops Package" icon="dollar-sign">
    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             |
  </Card>
</CardGroup>

## 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.

<Steps>
  <Step title="Open Modules settings">
    In the sidebar, click **Settings**, then select **Modules**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Toggle a module">
    Find the module you want to change and flip its toggle. The change takes effect immediately — the module appears in or disappears from navigation for all users in your organization.
  </Step>
</Steps>

<Note>
  Some modules are marked **Core** and cannot be disabled. Core modules provide foundational functionality that other modules depend on.
</Note>

## 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**

If you try to enable a module whose dependency is disabled, Novala will show an error message explaining which module needs to be active first.

## 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

Disabling a module hides its navigation items and pauses any related automations, but your data is preserved. Re-enabling the module restores everything exactly as it was.