PUBLIC GUIDES & ANSWERS
Your business. Your questions. Clear answers.
Explore NovaTek’s features and follow practical guides for everyday business tasks. No sign-in needed.
Start here: 10 illustrated answers
Showing 137 of 137
Start with your business
Set up your workspace before adding customers.
Read guide Clients & getting work doneAdd a client once
Use one client profile throughout the workflow.
Read guide Clients & getting work doneOrganize work and onboarding
Keep the service, client and next action together.
Read guide Quotes, invoices & moneyPrepare a quote and invoice
Review the amount before sharing it.
Read guide Quotes, invoices & moneyUse the unified Money workspace
Sales, expenses, accounting and reports share one navigation area.
Read guide Messages & campaignsSend a personal follow-up
Choose message language separately from the interface.
Read guide Account & troubleshootingKeep working offline
Prepare your own trusted device while connected.
Read guide Products, POS & restaurantsManage products and scanning
Use existing items and add only what is missing.
Read guide Team & deadlinesTeam, branches and subscriptions
Give each person only the access they need.
Read guide Account & troubleshootingKnow what needs attention
Use Today and Guardian to decide your next step.
Read guide Account & troubleshootingTroubleshooting and safe use
Check the status before repeating an action.
Read guide Account & troubleshootingFind your way and customize shortcuts
Start with priorities, then open the right workspace.
Read guide Account & troubleshootingChoose industry and business category
Your saved business selection controls relevant menus and catalog suggestions.
Read guide Clients & getting work doneUse the connected customer profile and pickers
Keep a customer's work in one place.
Read guide Messages & campaignsReview event-driven follow-up rules
Rules prepare follow-up work; they do not send external messages.
Read guide Clients & getting work doneShare a customer portal
Share selected documents with the intended customer.
Read guide Products, POS & restaurantsCompare prices responsibly
The current comparison workspace uses observations you verify.
Read guide Team & deadlinesHR & People
Organize your workforce using the business and branch hierarchy. Personnel changes require an Internet connection.
Read guide Quotes, invoices & moneyUnderstand a total
Open a summary amount to see the records and calculation behind it.
Read guide Account & troubleshootingWhat does NovaTek do?
NovaTek provides technology and business consulting, including its business-management platform. The platform helps organize clients, work, products/services, money records, communications and team activity. Enabled functionality depends on the plan and setup.
Read guide Documents & professional boundariesIs NovaTek a law firm?
No. NovaTek Business Solutions Inc. is not a law firm, and Founder and CEO Johnny Jean-Baptiste is not a lawyer. The software helps organize and prepare information; legal advice requires an appropriately authorized professional.
Read guide Account & troubleshootingWhich languages can I use?
The interface, guides and supported templates include English, French, Haitian Creole and Spanish. You can choose a message language separately. Review translations; custom typed messages are not automatically translated by a template selection.
Read guide Account & troubleshootingCan I use it offline?
Selected prepared workspace functions work offline on a trusted device. First sign-in, cloud synchronization, sending, online payments and external lookups need internet. Check Offline Center before relying on disconnected work.
Read guide Account & troubleshootingCan I have my own logo?
Yes, supported subscriber documents and communication presentations use your saved business logo and contact details. Official government forms, plain text and CSV files have different limitations.
Read guide Account & troubleshootingWhy am I seeing a fictional company?
You may be in a public demo or the wrong workspace. Check your account and business. Fictional records are examples and must not be treated as your actual customers, stock or financial history.
Read guide Products, POS & restaurantsHow do I add a product by scanning?
Open Products & services, choose New item / service, and scan or type the code in Barcode / SKU lookup. Review any local match or free public suggestion. Set your own price and stock before saving.
Read guide Products, POS & restaurantsDoes the barcode lookup cost extra?
The implemented public product lookup uses free Open Food Facts/partner data and requires no paid database subscription. It has coverage and request limits. Other scanning, storage or provider services must be checked separately.
Read guide Products, POS & restaurantsWhy did an SKU return no public result?
An SKU belongs to a business's catalog and is not normally a universal product identifier. Search your saved catalog or use a valid UPC/EAN barcode for public lookup. Manual entry remains available.
Read guide Documents & professional boundariesCan a scanner read a person's passport information?
A barcode scanner reads supported codes; it does not generally extract all printed passport information. Use an approved document/photo capture workflow and review every extracted field.
Read guide Documents & professional boundariesCan one document belong to several people?
Yes, the case workflow supports a primary document owner and additional linked people and forms. Select the right associations and separately review which extracted facts belong to each person.
Read guide Documents & professional boundariesWill the platform file immigration forms for me?
Do not assume automatic e-filing. The reviewed workflow prepares and reviews supported drafts. Form edition, eligibility, evidence, fees, signatures, deadlines and submission method need independent verification.
Read guide Documents & professional boundariesAre the generated forms editable?
Supported fillable forms can be reviewed and corrected in the workflow. Later PDF editability depends on the actual source and export. Scanned or flattened forms can have different limits; check the file before promising editability.
Read guide Documents & professional boundariesWill a spouse and three children all use the same forms?
The software can organize separate people and their form mappings. The correct legal filing path and forms depend on the facts and must be determined by a qualified professional, not by the assistant.
Read guide Documents & professional boundariesCan I rename or delete a document?
Use the file's supported name/label or delete control. Some files, such as attachments used in queued messages, require canceling pending use first. Confirm exactly what will be affected; deletion is not automatically removal from every backup.
Read guide Quotes, invoices & moneyDoes recording a payment charge the customer?
No. A manual payment entry records money already received. Online collection requires the correct approved merchant connection and enabled checkout. Verify actual provider status before treating an invoice as paid.
Read guide Account & troubleshootingWhere will my customers' money go?
Customer invoice collection must use your business's approved merchant setup. NovaTek subscription payments are separate. Verify the account shown before authorizing a payment or sharing its link.
Read guide Quotes, invoices & moneyWhy does a payment link fail?
Possible causes include activation, account capability, an expired or changed checkout, incorrect invoice status or provider failure. Check the specific link and current account status without repeatedly creating new attempts or asking for secret keys.
Read guide Messages & campaignsCan I send bulk email now?
Prepare a group email in Communications: choose an audience, purpose and template; edit, preview and review recipients and usage. Sending requires an enabled business allowance, an approved sender and appropriate consent. A prepared campaign is not proof that bulk sending is activated. Check the current sending controls and delivery history.
Read guide Messages & campaignsDoes a contact import give me marketing consent?
No. Consent must be established through the appropriate record and lawful process. Honor preferences, opt-outs and suppression. Exclude fax gateways and invalid destinations.
Read guide Messages & campaignsWho gets customer email replies?
Replies should use the sending subscriber's saved and synchronized company reply email. Check Business settings and the preview. An approved infrastructure sender may differ from the Reply-To address.
Read guide Messages & campaignsCan I change a ready made message?
Yes. Pick the correct purpose and template, then edit the subject and message. You can also choose Write your own message. Finish placeholders and review the recipient and language before sending.
Read guide Messages & campaignsCan my team receive announcements?
Permitted users can publish internal announcements to linked active employees within their allowed scope. Review the team inbox, acknowledgments and replies. An internal post is separate from email or SMS delivery.
Read guide Messages & campaignsDoes canceling a campaign unsend it?
No. Cancellation stops items still queued. Messages already accepted or delivered cannot be recalled through that action. Check history before retrying uncertain sends.
Read guide Messages & campaignsAre SMS and WhatsApp included and active?
SMS and WhatsApp options require an approved provider connection, sender, destination eligibility and a business allowance. Availability and charges must be confirmed for your account before sending. A draft or channel option does not prove that production delivery is enabled.
Read guide About NovaTek & plansWhat is the price?
NovaTek offers monthly and annual subscription plans. Review current prices, included users, usage limits, taxes and cancellation terms in Billing or request a quote from NovaTek before purchase. This help chatbot does not create a subscription or a charge.
Read guide Account & troubleshootingWill the free trial automatically charge me?
The described seven-day trial does not require a card or automatically convert to a paid plan. A paid subscription requires a separate affirmative authorization. Check the account's actual trial status and limits.
Read guide About NovaTek & plansHow do I cancel?
Use Billing → Manage subscription if available, or contact info@novatekbusinesssolutions.com. Request written confirmation of the effective date. Cancellation, account deletion and third-party cancellations are separate.
Read guide Account & troubleshootingAre my records completely secure?
NovaTek uses security controls, but no service can promise zero risk. Use unique credentials, required authentication protection, appropriate permissions and approved data workflows. Never send secrets through chat.
Read guide Documents & professional boundariesCan I upload medical records?
The ordinary platform scope does not allow PHI or similarly restricted regulated records. Do not upload them without an expressly approved written scope and required agreements. A healthcare menu is not approval.
Read guide Account & troubleshootingCan the assistant see all businesses?
No. Private answers require authorized access to the relevant business and records. The assistant must not disclose another subscriber's information, even if a user asks or owns another account.
Read guide Account & troubleshootingDoes this knowledge base mean the assistant is already trained?
This help chatbot searches prepared NovaTek information. It does not use a paid generative AI service, read private account records or perform transactions. Use Ask NovaTek inside your authorized workspace for supported record-based questions. If a fact is missing, contact the team.
Read guide Documents & professional boundariesCan you guarantee my business will grow or my application will be approved?
No. NovaTek provides tools to support work. Outcomes depend on many factors. AI suggestions, forecasts and document drafts require review, and no government or business outcome is guaranteed.
Read guide Account & troubleshootingWhat if you cannot answer my question?
I will explain what I can verify, avoid guessing, and help you reach NovaTek support at info@novatekbusinesssolutions.com or 866-576-2808. Account-specific questions may require secure sign-in or human review.
Read guide About NovaTek & plansWhat is NovaTek?
NovaTek Business Solutions Inc. provides technology and business consulting for business creation, management and development. NovaTek AI brings clients, work, products, financial records and team communications together. Johnny Jean-Baptiste is the Founder and CEO. NovaTek is not a law firm, and Johnny Jean-Baptiste is not a lawyer.
Read guide About NovaTek & plansHow do I contact NovaTek?
Email info@novatekbusinesssolutions.com or call 866-576-2808. Address: 4000 N State Rd 7, Ste 406, Lauderdale Lakes, FL 33319. Confirm an appointment before visiting. This automated help is available anytime the site is accessible; human response times are not guaranteed.
Read guide About NovaTek & plansFree trial and plans
NovaTek advertises a 7-day trial with no card required and no automatic charge. Check current enrollment availability and limits. Paid plans require your separate authorization. Review the current monthly or annual price in Billing, or ask NovaTek for pricing. This chatbot itself makes no paid AI calls.
Read guide Products, POS & restaurantsRetail, restaurants and card readers
NovaTek POS includes checkout, product selection, stock tracking, restaurant tables, takeaway and kitchen workflow screens. Open NovaTek POS to review available options. Card-reader charging needs a supported reader, an approved Stripe connection and verified setup; it is not enabled just by opening the POS. Recording a sale or refund is not proof that money moved.
Read guide Team & deadlinesLicenses, renewals and deadlines
Use Licenses & deadlines to record professional licenses, Sunbiz annual reports, business tax filing reminders and custom events. Select a category, enter the responsible person and verified due date, and review reminders. Dates vary by authority and business situation: verify with the issuing agency or qualified adviser. A reminder does not renew, file or pay anything.
Read guide About NovaTek & plansWhich businesses can use NovaTek?
Industry packages organize tools for service companies, retail and grocery stores, restaurants, salons, construction trades, transportation, education, nonprofits, tax preparation, business startup and Non-Lawyer Immigration Services. Menus and available functions depend on the selected package, role and plan. Contact NovaTek to discuss your business.
Read guide Account & troubleshootingStart a new subscriber business
A person authorized to act for the business; approved subscription terms. Use the controls available to your role and account; this guide does not perform the task.
Read guide Account & troubleshootingUpdate subscriber branding and customer reply email
Permission to edit the selected business profile. Use the controls available to your role and account; this guide does not perform the task.
Read guide Clients & getting work doneCapture a client and start work
Correct signed-in business; minimum necessary contact information. Use the controls available to your role and account; this guide does not perform the task.
Read guide Quotes, invoices & moneyPrepare a quote and invoice
Correct customer, business catalog, currency and approved commercial terms. Use the controls available to your role and account; this guide does not perform the task.
Read guide Quotes, invoices & moneyCollect a customer invoice payment
Authorized subscriber merchant setup, a payable invoice and permission for the intended action. Use the controls available to your role and account; this guide does not perform the task.
Read guide Quotes, invoices & moneyRecord money already received
Evidence of money received and permission to record it. Use the controls available to your role and account; this guide does not perform the task.
Read guide Messages & campaignsPrepare and send a group message
Prepare a group message. Sending is available only after the business sender, provider allowance, consent and spending controls are verified. You can save a draft while sending is unavailable.
Read guide Messages & campaignsPublish an internal announcement
Role allows publishing to the selected employees and branches. Use the controls available to your role and account; this guide does not perform the task.
Read guide Messages & campaignsCancel a scheduled campaign
Correct business, campaign identifier and cancellation authorization. Use the controls available to your role and account; this guide does not perform the task.
Read guide Products, POS & restaurantsAdd a product using a barcode or SKU
Correct business catalog; keyboard/HID scanner or typed code. Use the controls available to your role and account; this guide does not perform the task.
Read guide Products, POS & restaurantsComplete a grocery sale
Correct branch, reviewed catalog, stock, selling units and payment method. Use the controls available to your role and account; this guide does not perform the task.
Read guide Products, POS & restaurantsHandle a return and refund
Original sale/payment identified; authorized refund scope and amount. Use the controls available to your role and account; this guide does not perform the task.
Read guide Documents & professional boundariesPrepare grouped immigration form drafts
An authorized administrative case; form choices and legal strategy determined outside the assistant where professional judgment is required. Use the controls available to your role and account; this guide does not perform the task.
Read guide Documents & professional boundariesAssociate an uploaded document with its people and forms
Correct case, named people and permission to handle the document. Use the controls available to your role and account; this guide does not perform the task.
Read guide Documents & professional boundariesCorrect or delete a document
Exact file and business identified; role permits the requested change. Use the controls available to your role and account; this guide does not perform the task.
Read guide Account & troubleshootingUse Ask NovaTek and take action
For questions about your records, sign in and open Ask NovaTek. This public help assistant cannot see balances, customers, payments or account status.
Read guide Account & troubleshootingPrepare offline use and return online
A trusted device controlled by the business and an initial online sign-in. Use the controls available to your role and account; this guide does not perform the task.
Read guide Account & troubleshootingRecover access or report a service incident
For sign-in or incident help, keep passwords, verification codes, keys and private documents out of chat. Support can guide an authorized account recovery.
Read guide Quotes, invoices & moneyReview a report and explain its numbers
Authorized records, business currency and the intended reporting period. Use the controls available to your role and account; this guide does not perform the task.
Read guide About NovaTek & plansCancel a NovaTek subscription
Authorized business administrator and the applicable subscription/order. Use the controls available to your role and account; this guide does not perform the task.
Read guide Account & troubleshootingI see a demo company or fictional records
Check these possible causes: Wrong environment, selected business or demo context.
Read guide Account & troubleshootingThe menu or button is missing
Check these possible causes: Role, plan, industry, branch or account context.
Read guide Documents & professional boundariesAll document owners say New person
Check these possible causes: Placeholder names have not been replaced or person records need review.
Read guide Documents & professional boundariesA document will not upload
Check these possible causes: File type, size, case count, connection, storage or permission.
Read guide Documents & professional boundariesA form has the wrong person or wrong values
Check these possible causes: Incorrect person mapping, conflicting fields or extraction error.
Read guide Documents & professional boundariesA downloaded form is not editable
Check these possible causes: Scanned or flattened PDF, unsupported fields or export method.
Read guide Products, POS & restaurantsThe scanner is not filling the field
Check these possible causes: Input focus, HID mode, suffix or browser/device compatibility.
Read guide Products, POS & restaurantsNo product was found
Check these possible causes: Local SKU mismatch, invalid UPC/EAN or incomplete public database coverage.
Read guide Quotes, invoices & moneyThe payment link fails
Check these possible causes: Merchant capability, invoice balance/status, expired link, connection or provider error.
Read guide Quotes, invoices & moneyCustomer says paid but the invoice is still due
Check these possible causes: Pending payment, missing event, mismatched invoice or delayed reconciliation.
Read guide Products, POS & restaurantsRefund appears in stock but money was not returned
Check these possible causes: Stock adjustment and actual payment refund are different operations.
Read guide Messages & campaignsMessage template or language looks wrong
Check these possible causes: Purpose/template selection, unfilled placeholders or custom text requiring review.
Read guide Messages & campaignsNo recipients are eligible
Check these possible causes: Consent, channel preference, inactive employees, duplicate/invalid destinations or suppression.
Read guide Messages & campaignsSend is blocked by allowance or cost
Check these possible causes: Business cap, provider allowance, unknown estimate or approved spending limit.
Read guide Messages & campaignsMessage is queued, failed or delivery is uncertain
Check these possible causes: Scheduled time, provider response, sender setup, suppression or a timeout.
Read guide Account & troubleshootingCustomer replies are reaching the wrong address
Check these possible causes: Subscriber reply email or synchronization needs review.
Read guide Products, POS & restaurantsMy records or stock differ across devices
Check these possible causes: Wrong business/branch, filters, offline pending changes or a sync conflict.
Read guide Account & troubleshootingThe recovery page blocks sending or payments
Check these possible causes: Recovery exercises deliberately isolate external effects.
Read guide Documents & professional boundariesI need an answer about legal eligibility or guaranteed results
Check these possible causes: Professional decision or unsupported guarantee outside the platform role.
Read guide Account & troubleshootingThe assistant does not know a current account fact
Check these possible causes: Reference knowledge is static or no authorized live tool is available.
Read guide Words & definitionsSubscriber
A business using NovaTek under its own platform subscription.
Read guide Words & definitionsCustomer or client
A person or business served by a subscriber; not automatically a NovaTek subscriber.
Read guide Words & definitionsWorkspace
The selected business context for records, identity, permissions and operations.
Read guide Words & definitionsIndustry package
A relevant menu and workflow starting configuration, not a professional license.
Read guide Words & definitionsSubscriber onboarding
The business profile, platform agreement, plan and authorized account setup.
Read guide Words & definitionsClient onboarding
The subscriber business bringing its own customer into a service engagement.
Read guide Words & definitionsSubscription payment
Money paid to NovaTek for platform access.
Read guide Words & definitionsCustomer invoice payment
Money paid to the subscriber for its goods or services through its own approved merchant setup.
Read guide Words & definitionsManual payment entry
A record of money already received; not an instruction to charge a card.
Read guide Words & definitionsReply-To
The address used for replies, normally the synchronized subscriber company email.
Read guide Words & definitionsService message
A message about a genuine service relationship or operational matter; not a label to bypass marketing rules.
Read guide Words & definitionsMarketing message
Promotional communication requiring the applicable permission, preference and suppression checks.
Read guide Words & definitionsInternal announcement
A team-inbox post to permitted active employees; distinct from email or SMS.
Read guide Words & definitionsPrimary document owner
The person whose document it is; additional linked people may also be supported by its evidence.
Read guide Words & definitionsForm association
A link between evidence and a form in the same case; not proof of legal eligibility or automatic field copying.
Read guide Words & definitionsSKU
A business-specific stock-keeping identifier for local catalog matching.
Read guide Words & definitionsUPC/EAN
A product barcode identifier that can be used for supported public product lookup.
Read guide Words & definitionsAI action allowance
A plan-defined usage capacity, not unlimited requests or guaranteed correctness.
Read guide Words & definitionsQueued
Prepared for later dispatch; not yet proof of provider acceptance or delivery.
Read guide Words & definitionsAccepted
The provider accepted the request; does not prove delivery or reading.
Read guide Words & definitionsDelivered
A delivery signal where the channel provides one; does not prove the person read it.
Read guide Words & definitionsSuppressed
Excluded from sending according to opt-out, bounce, complaint or other delivery rules.
Read guide Words & definitionsOffline work
Supported local work using prepared records on a trusted device; connected services still need internet.
Read guide Words & definitionsRecovery copy
An isolated restoration environment with external effects restricted until authorized cutover.
Read guide Words & definitionsTake action
A next-step control associated with an Ask NovaTek answer; preparation is distinct from authorization to execute.
Read guide Clients & getting work doneGuide me through a business task
The workspace Guide me feature helps prepare a quote, invoice, document request or unpaid-invoice follow-up. This help window gives instructions; progress inside the workspace follows saved records.
Read guide Products, POS & restaurantsTake a restaurant order and use the kitchen board
Use Tables and Kitchen for dine-in and takeaway. A table is released after its order is paid and served.
Read guide Products, POS & restaurantsAre tips, split checks and ingredient recipes included?
The reviewed restaurant workflow does not include tips, split checks or ingredient recipes. Do not promise those features to a customer. Contact NovaTek to discuss a required workflow.
Read guide Products, POS & restaurantsSet up or troubleshoot a card reader
A product barcode scanner cannot charge a payment card. Card-reader collection requires compatible hardware, an approved connected merchant account and verified payment integration.
Read guide Team & deadlinesAdd renewal reminders and calendar alerts
Track a verified license renewal, annual report, tax deadline, insurance renewal, lease or custom business event. Reminders do not file, renew or pay.
Read guide Clients & getting work doneRequest missing documents from a customer
Prepare a specific request based on the customer’s actual missing items. This assistant cannot inspect files or determine legal evidence requirements.
Read guide Clients & getting work doneFollow up on an overdue invoice
Check the current balance before preparing a reminder. A message should reflect verified records.
Read guide Account & troubleshootingI forgot my password or cannot sign in
Use the official NovaTek sign-in and account-recovery controls. This chatbot cannot reset passwords or bypass an authenticator.
Read guide About NovaTek & plansWhat is From Rural Haiti to AI?
Johnny Jean-Baptiste’s book, From Rural Haiti to AI, connects his journey from rural Haiti with practical uses of AI in life and business. Visit book.novatekbusinesssolutions.com for the current book information, prologue and availability. This assistant cannot confirm a release date, stock or purchase price.
Read guide Account & troubleshootingWhere can I find Chat with NovaTek?
Look for Chat with NovaTek or NovaTek help near the bottom right of a NovaTek page. The main website and book homepage also have a visible chat link.
Read guide About NovaTek & plansTalk to a person or report a problem
Call 866-576-2808 or email info@novatekbusinesssolutions.com. This help window cannot transfer a call or create a support ticket. Human response times are not guaranteed.
Read guide Account & troubleshootingHow do I keep a copy of my business records?
Use the export or backup controls available to your authorized role. A document export and a full recovery backup have different scopes.
Read guide About NovaTek & plansDoes this chatbot cost anything to use?
This help window searches information already bundled with the site. It makes no paid AI calls and does not use a paid chatbot subscription. It can explain NovaTek and guide tasks, but it cannot reason like a general-purpose AI model or access private account records. Platform subscriptions, provider sending and payment processing have separate terms.
Read guideNo matching topics. Try another word or category.
Features depend on your plan, permissions and enabled provider connections. These guides explain tasks; reading a guide does not perform an action or confirm completion.