Business Users

Log in to NidusCore as a team member and reach your business dashboard.

Use the dashboard to monitor active projects, clients, and estimate pipeline activity at a glance.

What the Business Users help center covers today and which topics may expand in future releases.

Navigate the Settings area for business-wide configuration, profiles, teams, members, and roles.

Configure timezone, record prefixes and counters, PO numbering mode, inventory tracking, kiosk, and work order sort defaults.

Manage operating entities, default currency, profile timezones, and reusable address records.

Configure teams, leads, shift scopes, and default routing for estimates, projects, media requests, and invoicing tasks.

Invite staff, assign roles and business profiles, and manage active memberships.

Navigate the Accounting area for bills, tax, payroll, time tracking, invoicing, and integrations.

Configure accounting categories, tax rates, payment sources, and optional QuickBooks class mappings.

Configure pay periods, review shift logs, set employee wage rates, and manage payroll approvals.

Configure project time categories, overtime costing rules, and shift log clock-in policies.

Configure client invoicing automation, review queued invoices, and connect QuickBooks Desktop.

Enable sales commissions, define category rules, and let reps view finalized commissions.

Browse and search the clients list in the business app.

Review a client's profile, contacts, and related work from the client detail page.

Track client-owned inventory and storage pieces from the client detail page.

Add client contacts and send portal invitations so clients can review estimates and projects.

Find and filter projects across your business in the projects list.

Navigate tabs on a project to manage tasks, estimates, media, and client-visible work.

Browse estimates, filter by status, and open estimate detail in the business app.

Review line items, status, and client approval progress on an estimate detail page.

Manage reusable estimate terms templates and client payment term options from the Estimates area.

Find and open vendor records from the Vendors page in the business app.

Review a vendor profile, related bills, and audit history from the vendor detail page.

Track purchasing for a project from the Purchase Orders tab on the project detail page.

Review PO lines, totals, status, and the vendor bill connected to a purchase order.

Create a PO and optionally create or link a vendor bill in the same workflow.

Review, filter, and manage vendor bills from the Accounting Bills tab.

Manage your business catalog of products, services, packages, and pricing from Products & Services.

Associate a default vendor and vendor cost with products in your catalog.

Organize your catalog with hierarchical categories for products, services, packages, and discounts.

Manage business-wide tasks from the Tasks page and project-scoped tasks on the project detail page.

Visualize milestones, tasks, and work orders on a timeline from the project Gantt tab.

Create, assign, prioritize, and complete work orders from the Work Orders page and project context.

Define reusable work order forms, colors, and calendar settings from the Work Orders templates tab.

Track creative deliverables, internal review stages, and client approval for media and design work.

View projects, tasks, work orders, estimates, and media requests on a unified personal calendar.

Review team schedules, approve shifts, and manage time-off requests from the Teams page.

How team roles, custom permissions, and own-vs-all scope work in NidusCore.