You can now ask Nova to generate and export PDF files. This makes it easy to:
Share insights with your team or clients
Print preventive maintenance checklists
Save reference documents for later use
Steps to Export a PDF with Nova
Open the Nova chat window in UpKeep
Type a prompt asking Nova to generate a PDF (see examples below)
Nova will process your request and provide a downloadable PDF file
Example Prompts
Goal | Prompt | Why it matters |
Share detailed costs with a client | Nova, pull the details of WO 12345 and create a PDF highlighting the parts and labor costs that I can share with my client | Creates a client-ready document with just the financial details they care about. |
Track overdue work by technician | Nova, create a PDF highlighting how many overdue work orders are assigned to each of my technicians | Helps managers quickly identify workload issues and rebalance assignments. |
Print a PM checklist | Nova, generate a monthly HVAC PM and corresponding checklist, then generate a PDF of the checklist that I can print out and share | Ensures technicians have a clear, printable guide for recurring tasks. |
Review open work by priority | Nova, create a PDF report of all open work orders by priority level so I can review them with my team | Supports better planning by showing which critical tasks need immediate attention. |
Monitor overdue PMs by asset | Nova, generate a PDF of all overdue PMs for the month of September grouped by asset | Makes it easy to spot high-risk assets that are falling behind on preventive work. |
Analyze parts usage and costs | Nova, export a PDF of parts usage and costs for the past 30 day | Provides visibility into spending trends for budget reviews and purchasing decisions. |
Tips & Best Practices
Be specific in your request (include work order numbers, timeframes, or technician names).
Ask Nova to filter or summarize data before creating a PDF for a cleaner result.
Use PDFs as an easy way to distribute information outside of UpKeep.