[ Scope of Work ]

What they're actually there to do, not just whether they're compliant

Novato tracks who's assigned to a project and whether they're compliant, but that's never told a Tradie what the job actually is -- a fully verified subcontractor can still show up not knowing the scope. Scope of Work closes that gap: a short, specific list of what's expected, set when you assign them and visible to them from day one.

A Tradie's expanded row on the Team & Delivery tab showing the Scope of work section and its Edit scope link

How it works

1

Set it when you assign a Tradie

Part of the assign-a-tradie flow, right after confirming their compliance requirements -- optional, but it's right there so it doesn't get forgotten.

2

Pick from a trade template, or start blank

Common tasks for their trade, one click -- electrical, plumbing, carpentry, and more -- then edit for the specific job.

3

Or let AI draft a starting point

A short, concrete list based on the project and trade, which you review and edit before it's real -- never invented quantities.

4

They see it in their own Vault

Shown to the Tradie the moment they're assigned, whether or not they've uploaded a document yet -- and it stays editable any time the job changes.

How this fits Australian WHS compliance

Scope of Work is purely operational, not a compliance requirement in itself -- it exists to close a real communication gap, not to satisfy a regulation. It's never gated by plan: every Novato plan, including the free trial, includes it.

Common questions

Does a Tradie have to complete their scope before starting?

No -- it's informational, telling them what's expected, not a checklist that blocks anything else in Novato.

Can I set scope for a Tradie assigned before this feature existed?

Yes -- "Edit scope" is available on any Tradie's row in Team & Delivery, any time, not only at the moment of assigning them.

Does AI invent quantities or prices?

No -- AI-suggested scope items describe tasks, with a quantity only ever left as a placeholder for you to fill in. It never invents a real number.

Does the Tradie need a Vault account to see their scope?

They need their own Novato Vault account to see it there -- the same free, no-cost account used for their documents.

Which plan includes Scope of Work?

Every plan, including the free trial -- it's never gated.

Try scope of work on your next project

Free trial, no credit card required.