Frequently asked questions

Novus Service is a CRM and field service management app for multi-branch service businesses. It connects lead management, quotations, inventory, service jobs, tasks and live field tracking in one platform.

Businesses that sell, install and service products, such as AC and HVAC, solar, water purifiers and appliances, CCTV and security, elevators and equipment, and facility management or pest control.

Yes. Start with the modules you need and switch on others as you grow. All modules share the same customer record.

Yes. Multi-branch features are available when you open more locations.

Three roles: Admin with full access, Manager for assigned branches and teams, and Staff for their own tasks.

Access is role-based, so each person sees only what their role allows. Customer and location data are not sold to third parties or used for advertising.

Yes. Our team helps import your current records during setup.

Staff use the Novus Service mobile app. It is available on the App Store, with Android availability listed on our download links.

Yes. Novus Service is built in India and offered to service businesses internationally, directly and through our partner network.

Yes. Each lead belongs to a branch, and managers see only the branches they are assigned to, while admins see all of them.

Yes. Once a lead is qualified, you create a quotation from it and the customer details carry over automatically.

Novus Service captures and manages the enquiries you receive. It does not run advertising or buy leads on your behalf.

Yes. Create a new revision and earlier versions stay on record, so you can see what changed.

Yes. Items on a quote come from the same catalogue the inventory module tracks, so stock and pricing stay consistent.

Yes. Quotations are created under a branch and reported by branch, while admins see the full picture.

Yes. Parts recorded on a service job are deducted from the stock of that job's branch.

Admins and authorised managers can view stock across branches to decide where to fulfil an order or job.

Novus Service inventory is built around service work: stock by branch and parts per job. Large multi-warehouse operations should confirm their needs with our team.

Yes. You record each AMC against the customer and schedule its visits, so upcoming and overdue maintenance is visible.

Yes. The job shows the service history for that customer and site, including parts used earlier.

Service requests and visits sit on the same customer record as leads and quotations, so after-sales work can open new opportunities.

Three roles: Admin with full system access, Manager for assigned teams and branches, and Staff for their own tasks.

Yes. Managers can reassign a task to another staff member and the new owner is notified.

Yes. Tasks appear on a calendar by date, and you can open any task from it.

Location is collected only after the staff member grants permission, and background tracking needs a separate permission. Staff can revoke it in their device settings.

No. Location data is used only to run the app's features and is not sold or used for advertising.

Yes. Check-ins and visits are tied to the task or service job the technician is working on.