Comprehensive product-grouped implementation, user, role and portal guides for the Nomad Small Business Suite. Search for a product and jump directly to its documentation.
Every product is grouped with its complete implementation, user, role and portal guidance. Use the product finder to jump directly to the correct documentation section.
Jump to a product
Start typing a product name, choose a match and open that product's documentation section.
Small Business Accounting documentation
Concepts, implementation and step-by-step operating guidance for Accounting Free, Pro and Enterprise, including multi-company administration, sales channels, transactions, banking, ledger, reporting and integrations. Each guide is presented with the same product-grouped structure, chapter information and direct reading path.
Implementation, configuration, daily operation, integrations, testing and troubleshooting guidance for this product tier.
Concepts & Workflow
Start-here guide explaining accounting records, document lifecycles, operational versus ledger accounting, Free/Pro/Enterprise differences, roles, upgrades, tax concepts and a first-month learning plan.
Implementation, configuration, daily operation, integrations, testing and troubleshooting guidance for this product tier.
Implementation Guide
Comprehensive v1.0.22 deployment manual covering requirements, setup decisions, company and document configuration, navigation, master data, privacy, testing, backup, go-live and change control.
User Guide
Comprehensive v1.0.22 operating manual with definitions, screen reference, worked tutorials for customers, products, quotes, invoices, payments, expenses, statements, VAT Lite, reports and month-end.
Implementation, configuration, daily operation, integrations, testing and troubleshooting guidance for this product tier.
Implementation Guide
Comprehensive v1.2.34 deployment manual covering Free-to-Pro upgrade, licensing, roles, ledger mapping, migration, recurring billing, banking, portal, integrations, governance and acceptance testing.
User Guide
Comprehensive v1.2.34 operating manual for grouped navigation, products and AI tools, recurring billing, gateways, banking, reconciliation, ledger, VAT, portal, reporting and year-end.
Implementation, configuration, daily operation, integrations, testing and troubleshooting guidance for this product tier.
Implementation Guide
Comprehensive v1.1.19 implementation manual for multi-company architecture, edition replacement, company isolation, permissions, settings, customer copying, sales channels, API keys and remote fulfilment.
User Guide
Comprehensive v1.1.19 operating manual for company switching, permissions, company-specific workflows, customer copying, multi-company month-end, Sales Channels, remote sales and API security.
Small Business CRM documentation
Complete CRM deployment and user guidance for contacts, companies, deals, tasks, basic forms, pipelines, roles, communication, Enterprise controls and customer records. Each guide is presented with the same product-grouped structure, chapter information and direct reading path.
Implementation, configuration, daily operation, integrations, testing and troubleshooting guidance for this product tier.
Implementation Guide
Administrator guide for CRM Free v1.0.19 covering installation, grouped menus, roles, Accounting sync, built-in lead forms, imports, testing and go-live.
User Guide
Day-to-day guide for CRM Free v1.0.19 covering contacts, companies, deals, tasks, follow-ups, Customer 360, contactability and built-in lead forms.
Implementation, configuration, daily operation, integrations, testing and troubleshooting guidance for this product tier.
Implementation Guide
Administrator guide for CRM Pro v1.2.6 covering licensing, grouped access, workflow automation, AI email blocks, unsubscribe-aware communication and Pro configuration.
User Guide
User guide for CRM Pro v1.2.6 covering Sales Desk, pipelines, workflows, AI email blocks, communications, segments, scoring, reports and custom fields.
Implementation, configuration, daily operation, integrations, testing and troubleshooting guidance for this product tier.
Implementation Guide
Administrator guide for CRM Enterprise v1.0.11 covering Pro dependency, workspaces, branches, audit logs, API keys, webhooks, scheduled reports and enterprise role foundations.
User Guide
User guide for CRM Enterprise v1.0.11 covering Enterprise dashboard, branches/workspaces, audit logs, API/webhook controls and scheduled reports.
Small Business Inventory documentation
Inventory implementation and user guides for stock, suppliers, purchasing, goods received, valuation and Accounting synchronisation. Each guide is presented with the same product-grouped structure, chapter information and direct reading path.
Implementation, configuration, daily operation, integrations, testing and troubleshooting guidance for this product tier.
Implementation Guide
Installation, dependencies, licensing, configuration, integrations, upgrade and go-live guidance for Small Business Inventory Free.
User Guide
Customer-friendly guide covering inventory items, suppliers, stock adjustments, low-stock visibility, CSV import/export and Accounting product sync.
Implementation, configuration, daily operation, integrations, testing and troubleshooting guidance for this product tier.
Implementation Guide
Installation, dependencies, licensing, configuration, integrations, upgrade and go-live guidance for Small Business Inventory Pro.
User Guide
Pro user guide covering licensing, purchase orders, goods received notes, reorder planning, stock valuation and supplier purchase history.
Small Business Forms documentation
Comprehensive Forms Free and Forms Pro manuals covering templates, dynamic fields, CRM list/tag actions, Transactional Email routing, Elementor, HubSpot, styling, security and automation. Each guide is presented with the same product-grouped structure, chapter information and direct reading path.
Implementation, configuration, daily operation, integrations, testing and troubleshooting guidance for this product tier.
Implementation Guide
Comprehensive administrator and implementer guide for Forms Free v1.0.11, including templates, dynamic fields, CRM list/tag actions, Transactional Email routing, shortcodes, Elementor and testing.
User Guide
Day-to-day guide for Forms Free v1.0.11 covering templates, field editing, CRM list/tag actions, Transactional Email routing, shortcodes, Elementor and submissions.
Implementation, configuration, daily operation, integrations, testing and troubleshooting guidance for this product tier.
Implementation Guide
Comprehensive Forms Pro v1.1.9 implementation guide covering licensing, conditional logic, uploads, webhooks, analytics, CRM workflow events, Bulk Email journeys, HubSpot sync and Transactional Email routing.
User Guide
User guide for licensing, dynamic fields, CRM mapping, professional templates, conditional logic, secure uploads, webhooks, analytics, publishing and submission management.
Service Desk documentation
Version-specific deployment and operating manuals for Free and Pro, plus focused guidance for every implemented internal role and the separate customer portal. Every complete guide is available online and as a matching PDF.
Standalone ticketing foundation with embedded Ticket AI, implementation guidance and the all-access Agent role.
Implementation Guide
A deployment guide for installing, configuring, securing, testing and launching Nomad Support Desk Free, including customer and resource portals, inbound email, time billing, CRM and Accounting integration, customer sign-off and the embedded Ticket AI assistant.
Detailed User Guide
A role-by-role operating manual covering ticket creation, customer communication, mobile technician work, time capture, customer sign-off, analytics, billing, inbound email and embedded Ticket AI in Service Desk Free.
Role Guide
A focused guide for the single all-access Free role, including login restrictions, complete desk operation, user creation, resource linking and access review.
Premium implementation and operating manuals covering files, notifications, quotes, onsite workflows, reporting and scoped access.
Implementation Guide
A complete Pro deployment guide covering the required Free foundation, licensing, secure attachments, notification events, structured email intake, quote and onsite workflows, PDF reporting, mobile resources, integrations and embedded Ticket AI.
Detailed User Guide
A complete operating manual for the Free plus Pro service desk, including attachments, notifications, structured email, quotes, onsite jobs, PDF reporting, mobile technician workflows, billing, sign-off and embedded Ticket AI.
Role-specific operating procedures, boundaries, daily routines, handovers, troubleshooting and access-review checks.
Role Guide
A complete operating guide for Pro's highest internal role, including user and role management, configuration, financial controls, deletion and the WordPress licence boundary.
Role Guide
A role-specific guide for managing the complete support operation without settings, role, licensing, billing, financial quote or permanent-deletion access.
Role Guide
A coordination guide for creating, prioritising, assigning and scheduling all operational tickets without financial, configuration, file-upload, time, sign-off or AI permissions.
Role Guide
A field-focused guide for working only on assigned tickets, including acknowledgement, updates, technical records, files, time, sign-off, Ticket AI, escalation and mobile use.
Role Guide
A read-only guide for dashboards, ticket history, operational analytics and exports, including masking and the actions deliberately unavailable to this role.
Separate customer access guidance for tickets, public communication, files, visits, quotes, sign-off and privacy.
Portal Access Guide
A detailed portal guide covering account access, ticket submission, organisation scope, public communication, customer files, visits, quotes, sign-off, privacy and escalation.
Project Manager documentation
Implementation and user guidance for project delivery, tasks, milestones, teams, files, planning and premium resource tools. Each guide is presented with the same product-grouped structure, chapter information and direct reading path.
Implementation, configuration, daily operation, integrations, testing and troubleshooting guidance for this product tier.
Implementation Guide
Installation, dependencies, licensing, configuration, integrations, upgrade and go-live guidance for Small Business Project Manager Free.
User Guide
Day-to-day operating guide for users of Small Business Project Manager Free.
Implementation, configuration, daily operation, integrations, testing and troubleshooting guidance for this product tier.
Implementation Guide
Installation, dependencies, licensing, configuration, integrations, upgrade and go-live guidance for Small Business Project Manager Pro.
User Guide
Day-to-day operating guide for users of Small Business Project Manager Pro.
Implementation, configuration, daily operation, integrations, testing and troubleshooting guidance for this product tier.
Implementation Guide
Installation, dependencies, licensing, configuration, integrations, upgrade and go-live guidance for Small Business Project Manager Agency.
User Guide
Day-to-day operating guide for users of Small Business Project Manager Agency.
AI Marketing Studio documentation
Guides for AI-assisted campaigns, creative generation, social publishing, Meta advertising, metrics and lead handoff. Each guide is presented with the same product-grouped structure, chapter information and direct reading path.
Implementation, configuration, daily operation, integrations, testing and troubleshooting guidance for this product tier.
Implementation Guide
Installation, dependencies, licensing, configuration, integrations, upgrade and go-live guidance for Nomad AI Marketing Studio Free.
User Guide
Customer-friendly guide covering AI campaign creation, image ads, campaign reuse, Visual Studio, content calendar and organic Facebook/Instagram posting.
Implementation, configuration, daily operation, integrations, testing and troubleshooting guidance for this product tier.
Implementation Guide
Installation, dependencies, licensing, configuration, integrations, upgrade and go-live guidance for Nomad AI Marketing Studio Pro.
User Guide
Pro guide covering Meta Ads, placement assets, targeting search, performance metrics, AI Optimization Coach, Lead Ads, CRM sync, reports and licensing.
AI Support Agent documentation
Implementation and user guidance for the licensed AI documentation assistant and Service Desk companion workflows. Each guide is presented with the same product-grouped structure, chapter information and direct reading path.
Implementation, configuration, daily operation, integrations, testing and troubleshooting guidance for this product tier.
Implementation Guide
Installation, dependencies, licensing, configuration, integrations, upgrade and go-live guidance for AI Support Agent.
User Guide
Day-to-day operating guide for users of AI Support Agent.
Bulk Email Marketing documentation
Campaign and newsletter guidance for CRM-connected bulk email audiences, contactability, suppression, journeys and engagement activity. Each guide is presented with the same product-grouped structure, chapter information and direct reading path.
Implementation, configuration, daily operation, integrations, testing and troubleshooting guidance for this product tier.
User Guide
User guide for consent-safe newsletters and manual campaigns using CRM contacts, lists, tags and contactability fields.
Implementation, configuration, daily operation, integrations, testing and troubleshooting guidance for this product tier.
User Guide
User guide for Bulk Email Pro journeys, CRM segment audiences, engagement scoring and click actions.
Transactional Email documentation
Setup and operating guidance for reliable business email delivery, SMTP configuration, logging and diagnostics. Each guide is presented with the same product-grouped structure, chapter information and direct reading path.
Implementation, configuration, daily operation, integrations, testing and troubleshooting guidance for this product tier.
Implementation Guide
Administrator guide for Transactional Email v1.0.3 covering provider setup, WordPress mail fallback, SMTP, Elastic Email, Brevo, templates, logs, retry queue and suite handoff.
User Guide
User guide for Transactional Email v1.0.3 covering provider settings, templates, test sending, delivery logs and the retry queue.