NovaDome

NovaDome App

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NVA DOME
General
To Do's Rocks Issues Data Meetings
Sales/Marketing
Order Tracker Commission Tracker
Customer Service
Response Desk
Finance
Payables Desk
Operations
Shipping Calculator Project Schedule PO Tracker Support Tickets Production Tracker Production Schedule
Suggestions What's New Settings

Shipment Mode

Addresses

Customer / Job

Links this shipment to a project in Project Schedule. You can also do this later from the saved shipment.

Pallets / Crates

Accessorials

Save Quote

Saving creates a permanent quote record with a history entry.

Freight Board

Everything still open — drafts, active quotes, booked and waiting-on-shipment freight. Completed and cancelled items move to Quote History.

Quote #ModeCustomerRouteTotalStatusShip DateCreatedByRFP

Quote History

Completed and cancelled shipments.

Quote #ModeCustomerRouteTotalStatusShip DateCreatedBy

Send RFP for Bid

A PDF with shipment and item details (no NovaDome pricing) will be attached automatically. Your name, email, and phone (from My Account) will be added as a signature.

Suggestions

Everything the team sent from the + menu, numbered. Add notes, record the solution and resolve it. The person who sent it gets an email.

What's New

A running log of updates made to this tool.

Employees

Teams decide which team tasks someone sees in To Do's. Everyone is in "All staff" automatically. Click a person's Activity for the 30-day detail.
NameEmailRoleTeamsProduction linesSign-inActivityActions

Add User
Roles and what each one can do are managed under the Roles subtab. "Microsoft 365" only works for accounts in NovaDome's own tenant — the email above must exactly match their real Microsoft 365 address, and Microsoft 365 sign-in needs to be connected under Admin > Integrations first.

Deactivated employees

People who can no longer sign in. Their tasks and history stay in the app; reactivate to let them back in.
NameEmailRoleActions

Teams

Pick a team to see who is on it.

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Add / Update Rate Rule

Use the same "key" as an existing rule to update its value instead of creating a duplicate. Use mode "GLOBAL" for the cross-border brokerage fee.

Current Rate Table

ModeNameKeyValueUnitUpdated

Live Diesel Price

Surcharge Formula

Surcharge % = (current diesel price − baseline) ÷ step size × step %. Applied to the base charge of every quote.

Add Standard Item

Leave all unchecked to allow any mode.

Standard Items

NameWeightDimsClassAllowed ModesActions

Roles

Pick a role to see what it can do.

People with this role

Operations mailbox (Microsoft 365)

Used only by PO Tracker (vendor-email review, QuickBooks report import) and "Send RFP", plus the Operations Schedule calendar and project documents. Nothing else reads or sends as it — the app's own notifications go from the notifications mailbox below. Whoever's Microsoft account signs the connection in, mail is always read and sent as the address here.

Enter the operations mailbox, save, then connect — either signed in as that mailbox, or as yourself if your account has full access to it in Microsoft 365. Your own email for things the app sends on your behalf is separate: connect that under My Account > Email.

Checking connection…

Notifications mailbox

The address the app sends from on its own behalf: task and meeting notifications, nudges, PO flag alerts, quote approvals, and Payables Desk or commission emails when the person acting hasn't connected their own email. Keeps the operations mailbox out of all of that.

Enter the no-reply address, save, then connect — signed in as that mailbox, or as yourself if your account has "Send As" rights on it. Then send yourself a test.

Checking connection…

QuickBooks Online

Connect NovaDome's QuickBooks Online company so Payables Desk's weekly refresh can pull the A/P Aging Detail report and CAD/USD bank balances automatically. Sign in on the consent screen as the NovaDome company, and approve access when prompted.

Payables Desk works fully without this — vendors and bills can be entered manually — but a new week won't seed itself from QuickBooks until this is connected.

Checking connection…

"Sync Now" runs the same weekly refresh that normally fires automatically Monday mornings — use it to pull this week's ledger immediately (e.g. right after connecting, to test it) instead of waiting. Safe to click any time: it never overwrites a week that already has one, it only fills in a week that doesn't exist yet.

If a week was seeded with wrong data (e.g. from a bug that's since been fixed), reset it here so the next Sync Now rebuilds it from scratch. Only works on a week that's still a draft — never touches anything already submitted or approved.

Commission Tracker also uses this connection — it checks hourly for new QuickBooks Projects and moves any project to Completed & Historical once all its invoices are fully paid. Use this to run that check right now instead of waiting.

Products & Services catalog. Copies every QuickBooks item (name, SKU, price, cost, stock) and each Bundle's components into this app, read-only, so quotes can be turned into estimates with the right build items. Nothing is written back to QuickBooks. Run it again any time the QuickBooks list changes.

Download items missing a SKU Download full catalog

Company Branding

Upload a logo to replace the "NOVA DOME" wordmark on the login screen and the top bar of both apps (Shipping Calculator and PO Tracker). PNG, JPG, WEBP, or SVG, under 3MB.

No logo uploaded — using the NOVA DOME wordmark.

Quote approval limit

Vendor quotes on Project Schedule > Budget normally go to an approver before supply chain orders them. Set a dollar amount to let quotes at or under it be approved automatically when they're submitted (they go straight to supply chain). Leave it blank to require approval for every quote.

Audit log

Who changed what, and when. Edits to money, people, permissions and orders show the old and new value; every other change shows what was done and by whom. Kept for two years.

WhenWhoWhatDetails
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Database backups

The whole database is backed up every night at 2:15am (New York) and checked for damage. Copies are kept here for 14 days, then one a week for 8 weeks. Add a SharePoint folder below to also keep a copy off the server.

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Where backups are kept on the server

Leave it empty to use the default. On the live server, keep it inside /data so it sits on the persistent disk.

Off-site copy (SharePoint)

Saved backups

TakenSize

To restore: download a backup, unzip it, and replace shipping.db in the server's data folder while the app is stopped.

PO Tracker — Email History Backfill

The hourly sync only looks at the last day or so of email, so it won't have picked up older vendor emails from before this feature existed. Run this once to scan back through the mailbox (to each open PO's issue date, or 180 days back, whichever is further) and log everything it finds as activity on the right PO, then run the AI red-flag review on every open PO. Safe to re-run any time — it never logs the same email twice.

Requires Microsoft 365 connected (Admin > Integrations) and an Anthropic API key set. Can take a couple of minutes on a mailbox with a lot of history.

My Account

The page you land on when you sign in.
Use my Microsoft 365 photo
Shown next to your name on the scorecard, in meetings and on tasks. You'll be asked to sign in to Microsoft once so the app can read your photo; it also refreshes when you sign in with Microsoft.

Phone Notifications

Get the same alerts as the bell (tasks assigned to you, due and overdue, mentions, customer replies) as a notification on this device, even when the app is closed. Turn it on separately on each phone or computer. Which alerts you get is set under the bell › Settings.

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My Email

Connect your own Outlook so emails the app sends for you (like a Payables Desk submission to the approver) come from your address. The app can only send from it — it never reads your mailbox.

Checking…
Connect my Outlook

My Outlook To-Dos

Connect your Microsoft 365 account and every To-Do assigned to you shows up in Outlook (Tasks, To Do and next to your calendar) in a list called NovaDome To-Dos. Mark one complete in either place and it's complete in both. Only tasks assigned to you are synced.

Optional: Allow task suggestions from my email lets the Suggest tasks button on To Do's read your last 7 days of inbox and sent mail (read-only, only when you click) and suggest follow-ups you might be missing. Anything about pay, HR, health, family or banking, or marked Private/Confidential, is skipped. Nothing becomes a task until you press Add.

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Connect Outlook To-Dos Allow task suggestions from my email

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