Implementation Guide
Small Business Accounting Free Implementation Guide
Comprehensive Free version implementation guide covering installation, setup, workflows, configuration, testing, troubleshooting and go-live checks.
Documentation
Nomad SBM Help Centre.
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.
Nomad SBM Documentation Centre
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.
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Start typing a product name, choose a match and open that product's documentation section.
Small Business Accounting documentation
Small Business Accounting
Implementation and operating guidance for Accounting Free and Pro, including setup, documents, transactions, reporting and integrations. Each guide is presented with the same product-grouped structure, chapter information and direct reading path.
FREE
Nomad Small Business Accounting Free
Implementation, configuration, daily operation, integrations, testing and troubleshooting guidance for this product tier.
User Guide
Small Business Accounting Free User Guide
Customer-friendly user guide covering day-to-day use of customers, products/services, quotes, invoices, payments, expenses, statements, VAT Lite, reports and exports.
PRO
Small Business Accounting Pro
Implementation, configuration, daily operation, integrations, testing and troubleshooting guidance for this product tier.
Implementation Guide
Small Business Accounting Pro Implementation Guide
Installation, dependencies, licensing, configuration, integrations, upgrade and go-live guidance for Small Business Accounting Pro.
User Guide
Small Business Accounting Pro User Guide
Day-to-day operating guide for users of Small Business Accounting Pro.
Small Business CRM documentation
Small Business CRM
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.
FREE
Small Business Management – CRM Free
Implementation, configuration, daily operation, integrations, testing and troubleshooting guidance for this product tier.
Implementation Guide
Small Business CRM Free 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
Small Business CRM Free 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.
PRO
Small Business Management – CRM Pro
Implementation, configuration, daily operation, integrations, testing and troubleshooting guidance for this product tier.
Implementation Guide
Small Business CRM Pro 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
Small Business CRM Pro 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.
ENTERPRISE
Small Business Management – CRM Enterprise
Implementation, configuration, daily operation, integrations, testing and troubleshooting guidance for this product tier.
Implementation Guide
Small Business CRM Enterprise 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
Small Business CRM Enterprise 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
Small Business Inventory
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.
FREE
Small Business Inventory Free
Implementation, configuration, daily operation, integrations, testing and troubleshooting guidance for this product tier.
Implementation Guide
Small Business Inventory Free Implementation Guide
Installation, dependencies, licensing, configuration, integrations, upgrade and go-live guidance for Small Business Inventory Free.
User Guide
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.
PRO
Small Business Inventory Pro
Implementation, configuration, daily operation, integrations, testing and troubleshooting guidance for this product tier.
Implementation Guide
Small Business Inventory Pro Implementation Guide
Installation, dependencies, licensing, configuration, integrations, upgrade and go-live guidance for Small Business Inventory Pro.
User Guide
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
Small Business Forms
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.
FREE
Small Business Management - Forms Free
Implementation, configuration, daily operation, integrations, testing and troubleshooting guidance for this product tier.
Implementation Guide
Small Business Forms Free 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
Small Business Forms Free 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.
PRO
Small Business Management - Forms Pro
Implementation, configuration, daily operation, integrations, testing and troubleshooting guidance for this product tier.
Implementation Guide
Small Business Forms Pro 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
Small Business Forms Pro 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
Comprehensive implementation, user, role and portal manuals.
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.
FREE
Service Desk Free
Standalone ticketing foundation with embedded Ticket AI, implementation guidance and the all-access Agent role.
Implementation Guide
Nomad Support Desk Free - 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
Nomad Support Desk Free - 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
Service Desk Free - Service Desk Agent 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.
PRO
Service Desk Pro
Premium implementation and operating manuals covering files, notifications, quotes, onsite workflows, reporting and scoped access.
Implementation Guide
Nomad Support Desk Pro - 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
Nomad Support Desk Pro - 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.
ROLES
Service Desk Pro role guides
Role-specific operating procedures, boundaries, daily routines, handovers, troubleshooting and access-review checks.
Role Guide
Service Desk Pro - Administrator 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
Service Desk Pro - Manager 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
Service Desk Pro - Dispatcher 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
Service Desk Pro - Technician / Resource 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
Service Desk Pro - Reporting Viewer Role Guide
A read-only guide for dashboards, ticket history, operational analytics and exports, including masking and the actions deliberately unavailable to this role.
PORTAL
Customer / Requester Portal
Separate customer access guidance for tickets, public communication, files, visits, quotes, sign-off and privacy.
Portal Access Guide
Service Desk - Customer / Requester Portal 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
Project Manager
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.
FREE
Small Business Project Manager Free
Implementation, configuration, daily operation, integrations, testing and troubleshooting guidance for this product tier.
Implementation Guide
Small Business Project Manager Free Implementation Guide
Installation, dependencies, licensing, configuration, integrations, upgrade and go-live guidance for Small Business Project Manager Free.
User Guide
Small Business Project Manager Free User Guide
Day-to-day operating guide for users of Small Business Project Manager Free.
PRO
Small Business Project Manager Pro
Implementation, configuration, daily operation, integrations, testing and troubleshooting guidance for this product tier.
Implementation Guide
Small Business Project Manager Pro Implementation Guide
Installation, dependencies, licensing, configuration, integrations, upgrade and go-live guidance for Small Business Project Manager Pro.
User Guide
Small Business Project Manager Pro User Guide
Day-to-day operating guide for users of Small Business Project Manager Pro.
AGENCY
Small Business Project Manager Agency
Implementation, configuration, daily operation, integrations, testing and troubleshooting guidance for this product tier.
Implementation Guide
Small Business Project Manager Agency Implementation Guide
Installation, dependencies, licensing, configuration, integrations, upgrade and go-live guidance for Small Business Project Manager Agency.
User Guide
Small Business Project Manager Agency User Guide
Day-to-day operating guide for users of Small Business Project Manager Agency.
AI Marketing Studio documentation
AI Marketing Studio
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.
FREE
Nomad AI Marketing Studio Free
Implementation, configuration, daily operation, integrations, testing and troubleshooting guidance for this product tier.
Implementation Guide
Nomad AI Marketing Studio Free Implementation Guide
Installation, dependencies, licensing, configuration, integrations, upgrade and go-live guidance for Nomad AI Marketing Studio Free.
User Guide
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.
PRO
Nomad AI Marketing Studio Pro
Implementation, configuration, daily operation, integrations, testing and troubleshooting guidance for this product tier.
Implementation Guide
Nomad AI Marketing Studio Pro Implementation Guide
Installation, dependencies, licensing, configuration, integrations, upgrade and go-live guidance for Nomad AI Marketing Studio Pro.
User Guide
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
AI Support Agent
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.
PRODUCT
AI Support Agent
Implementation, configuration, daily operation, integrations, testing and troubleshooting guidance for this product tier.
Implementation Guide
AI Support Agent Implementation Guide
Installation, dependencies, licensing, configuration, integrations, upgrade and go-live guidance for AI Support Agent.
User Guide
AI Support Agent User Guide
Day-to-day operating guide for users of AI Support Agent.
Bulk Email Marketing documentation
Bulk Email Marketing
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.
FREE
Small Business Management – Bulk Email
Implementation, configuration, daily operation, integrations, testing and troubleshooting guidance for this product tier.
User Guide
Small Business Bulk Email Marketing User Guide
User guide for consent-safe newsletters and manual campaigns using CRM contacts, lists, tags and contactability fields.
PRO
Small Business Management – Bulk Email Pro
Implementation, configuration, daily operation, integrations, testing and troubleshooting guidance for this product tier.
User Guide
Small Business Bulk Email Marketing Pro User Guide
User guide for Bulk Email Pro journeys, CRM segment audiences, engagement scoring and click actions.
Transactional Email documentation
Transactional Email
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.
PRODUCT
Small Business Management – Transactional Email
Implementation, configuration, daily operation, integrations, testing and troubleshooting guidance for this product tier.
Implementation Guide
Small Business Transactional Email 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
Small Business Transactional Email User Guide
User guide for Transactional Email v1.0.3 covering provider settings, templates, test sending, delivery logs and the retry queue.