Capture leads
Nevo collects the approved qualification fields, records interest and urgency, identifies disqualifying or escalation conditions, confirms the follow-up method, and assigns the lead owner. Lead capture does not pretend that an appointment or job has been created.
Take orders
Order workflows capture catalog items, quantities, variants, modifiers, fulfillment details, authoritative totals, payment timing, and confirmation authority. An order is confirmed only after the configured approval or payment state succeeds.
Manage reservations
Reservation workflows check authoritative capacity, create one expiring hold, collect required details and deposit/payment, and confirm once. Capacity and provider state are rechecked to prevent duplicate reservations.
Create support requests and cases
Support workflows capture issue category, description, priority, customer/contact, related transaction or service, owner, SLA, escalation, status channel, and customer-visible reference. Nevo may resolve only approved knowledge cases; sensitive or exceptional issues route to a person.
This article is part of the same maintained knowledge corpus used by NevoGuide. Live provider evidence and saved workspace configuration remain authoritative for your account’s current operational state.