NidusCore Help Center

Step-by-step guides for client portal users and business teams. Learn how to review estimates, manage projects, and get the most out of NidusCore.

Client Portal Users

For clients who receive estimates, review projects, and collaborate through the NidusCore client portal.

For teams running their business in NidusCore — projects, estimates, accounting, and more.

Popular client portal guides

Switching between business profiles

Move between client portals and internal business accounts when you belong to more than one.

Using the profile menu

Navigate account settings, notifications, theme, and sign out from the client portal header.

Permissions and limited access

Understand why some estimates, pricing, or sections may be hidden in the client portal.

Using the client portal on mobile

Navigate the client portal on phones and tablets with the responsive layout.

Your client portal dashboard

Use the dashboard as your home hub to see estimates awaiting approval, active projects, and tasks at a glance.

Viewing active estimates

Find and review estimates shared with you in the client portal.