Learn NexOperate. Run your operation with confidence.
Practical, public guides for setting up your organisation, using AI & Automation, protecting data and getting value from every industry workspace.
Start here
Popular guides for your first week.
Getting started with NexOperate
A clear first-day guide to choosing a workspace, creating an organisation, inviting users and setting up your operating foundation.
Read guideUnderstanding your NexOperate workspace
Learn how the sidebar, dashboards, records, reports and AI & Automation entry points fit together in every workspace.
Read guideAI & Automation in NexOperate
Understand the intelligent agents, workflow triggers, document processing and predictive assistance available across all 18 workspaces.
Read guideDesigning automation workflows
A practical guide to triggers, conditions, actions, approvals, notifications and exception handling in NexOperate.
Read guideRoles, permissions and tenant access
Configure organisation membership, least-privilege roles, product entitlements and safe access to operational data.
Read guideSubscriptions, billing and product access
Understand product plans, organisation entitlements, trials, billing status and what happens when access changes.
Read guideBrowse the library
Every platform topic, organised clearly.
Getting started
Set up your organisation and learn the workspace pattern.
2 public guides
Industry workspaces
Guides for all 18 NexOperate industry modules.
18 public guides
AI & Automation
Use intelligent agents and workflows safely.
2 public guides
Administration
Manage roles, billing, audit history and access.
3 public guides
Security and trust
Protect data, review access and plan recovery.
2 public guides
Operations and reporting
Run reports, integrations, notifications and exports.
3 public guides
All industry workspaces
Find the guide for your operation.
education
Education management workspace guide
Manage schools, colleges and institutes with connected academic, finance, people and operations workflows.
clinic
Clinic management workspace guide
Coordinate patients, appointments, clinical records, billing, staff and operational follow-up in one healthcare workspace.
solar
Solar business and installation workspace guide
Manage solar enquiries, proposals, projects, installations, inventory, customers and after-sales work from one operating system.
retail
Retail and point-of-sale workspace guide
Run stores, products, point-of-sale activity, inventory, customers, purchasing and reporting in a connected retail workspace.
auto
Automotive workshop workspace guide
Coordinate vehicle customers, work orders, estimates, parts, technicians, inspections, invoices and workshop reporting.
logistics
Logistics, fleet and delivery workspace guide
Plan shipments, routes, fleet activity, drivers, deliveries, customers and logistics reporting with shared operational visibility.
realestate
Real estate brokerage and property workspace guide
Manage listings, properties, leads, viewings, deals, owners, tenants and brokerage activity in one workspace.
restaurant
Restaurant and food service workspace guide
Coordinate menus, orders, tables, kitchen operations, inventory, suppliers, staff and restaurant reporting.
construction
Construction project delivery workspace guide
Manage construction projects, contracts, tasks, materials, teams, documents, budgets and delivery reporting.
manufacturing
Manufacturing operations workspace guide
Connect production, bills of material, inventory, purchasing, quality, work orders and factory reporting.
hr
Human resources and people operations workspace guide
Manage people, recruitment, onboarding, attendance, leave, payroll inputs, performance and employee records securely.
finance
Finance and accounting workspace guide
Manage accounts, transactions, invoices, bills, payments, budgets, approvals and financial reporting with clearer control.
distribution
Distribution and wholesale workspace guide
Run wholesale sales, warehouses, inventory, purchasing, deliveries, customers and supplier operations in one distribution workspace.
agency
Agency and professional services workspace guide
Coordinate clients, proposals, projects, retainers, deliverables, billable time and agency reporting.
hospitality
Hospitality and property operations workspace guide
Manage rooms, properties, bookings, guests, check-in, housekeeping, maintenance, billing and guest experience.
pharmacy
Pharmacy and medicines workspace guide
Manage medicines, batches, expiry, prescriptions, purchasing, stock, point-of-sale and pharmacy reporting.
travel
Travel and tour operations workspace guide
Coordinate travel enquiries, packages, passenger itineraries, suppliers, bookings, payments and traveller communications.
services
Field services and work orders workspace guide
Manage service requests, work orders, customer assets, technicians, schedules, parts, reports and after-sales relationships.
