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Documentation
Find the steps you need, from your first enquiry to managing a job.
Common tasks
- Convert a customer to a lead
- Create a contract from a proposal
- Set up contract document types
- Set a default email sender
- Configure proposal display settings
- Configure custom pool pricing
Set up your organisation
- Getting Started
- Organisation Settings
- Users and Roles and Permissions
- Subscription and Billing
- Profile and Notifications
Customers and daily work
- Customers and Customer Navigation
- Leads and Importing Enquiries
- Website Enquiries
- Dashboard, Planner, and Reminders
- Jobs, Mobile App, and Uploads
- Custom Forms and Job Settings
Sales documents and pricing
- Products and Product Pricing
- Proposals and Pipeline
- Contracts, Contract Templates, and Contract Document Types
- Contract Variations
- Statistics and Sales Funnel
Communication and follow-up
- Messages and Sending Emails
- Email AI Assistance — available tools depend on your organisation’s access
- SMS and Sequences
- Set up your SMS phone number — for Australian organisations
- Marketing and Follow-up
Features available when enabled
These features depend on your organisation’s access, plan, or rollout. If a control is missing, confirm availability with your administrator or Neptune support.
Enquiries & leads
Capture enquiries, qualify leads, and start the sales process.
- Leads Review, qualify, and convert leads in Neptune
- Embed an enquiry form Understand existing website enquiry connections and the current internal Forms workspace
- Import leads & email enquiries Documentation for managing email enquiries and converting them to customer records in Neptune
- Automatic replies for new leads Use sequences to acknowledge and follow up new enquiries automatically.
Customers
Import customer records and keep their information together.
- Customer Page Navigation Find daily work and less-used sections on a customer record
- Test Customers Keep demonstration and training customers out of analytics
- Import customers Documentation for importing multiple customers using an Excel template in Neptune
- Customer timeline Review customer activity and comments in chronological order
- Customer uploads Documentation for the customer uploads tab in Neptune
- Customer associations Documentation for managing Associations (HOAs, Body Corporates) and linking them to individual customers in Neptune
Products, proposals & contracts
Build your catalogue, prepare proposals, and track contracts.
- Products & pricing Set up base products, attributes, categories, and product pricing in Neptune
- Creating Proposals Create, configure, price, and send customer proposals in Neptune
- Pipeline Track accepted proposals and contracts through your sales pipeline
- Contract Document Types Split proposal products into separate contract documents, set business details, and collect signatures
- Contract Payment Options Set up reusable payment instructions for customer contracts
Email, SMS & follow-up
Manage email and SMS conversations, and automate follow-up.
- Sending Emails Compose, preview, and track customer and lead emails in Neptune
- Receiving Email Replies Understand how replies reach Neptune and the sender's normal inbox
- Messages Review and respond to email and SMS conversations in one inbox
- SMS conversations Send SMS messages to customer and lead contacts and review the complete conversation.
- SMS templates Create reusable SMS messages and personalise them with contact and organisation details.
- Set up your SMS phone number Provide the business details and evidence needed for an Australian SMS phone number.
- Email Templates Create and use email templates in Neptune
- Email Signatures Create and test email signatures and manage organisation logo sizes in Neptune
- Sequences Set up automated follow-up for leads and customers in Neptune
- Email SMS backup Send a short SMS after important emails so customers know to check their inbox or junk folder.
Jobs & everyday work
Plan construction, manage files, and find what you need.
- Jobs Documentation for Jobs in Neptune
- Planner Documentation for the Planner in Neptune
- Reminders Create, assign, review, and complete reminders in Neptune
- Files Documentation for storing and managing files in Neptune
- Global Search Find customers, contacts, leads, proposals, products, and jobs from anywhere in Neptune
- Marketing and Follow-up Find current follow-up tools and understand the older mailing-list workflow
Admin, team & settings
Manage your team, permissions, and organisation settings.
- Managing Users Complete guide to managing users and team members in Neptune
- User Roles & Permissions Choose staff roles and understand record access, cost visibility, and mobile permissions
- Workflow Documentation for workflow settings in Neptune
- Job Settings Documentation for job settings in Neptune
- Work Order Settings Set up Work Order types, contractors, and product mappings in Neptune
- Sales Funnel Review how leads and customers progress to signed contracts
- Google review links Save your Google review link and add it to customer emails and SMS messages.
Integrations & API
Connect uDrew and work with Neptune’s API endpoints.
More guides
Explore more Neptune documentation.
- Accounting Integrations Choose and manage the Xero, MYOB, or Reckon Accounts Hosted connection available to your organisation.
- Internal Task Forms Create internal forms and collect required answers when staff start or complete tasks
- Organisation Settings Update your organisation details, branding, tax, costs, and scheduling settings in Neptune.
- Statistics Review tasks, contracts, proposals, variations, and sales performance by reporting period
- Subscription and Billing Review your Neptune subscription, manage billing, choose a plan, and understand access restrictions.
- Client Portal Give contacts secure access to their sales documents and progress
- Contract Templates Manage the reusable wording used in customer contracts
- Contract Variations Create, send, and manage changes to a customer contract
- Contracts Create, review, send, and manage customer contracts in Neptune
- Customers Create, edit, assign, and maintain customer records and contacts
- Dashboard Read your current tasks, customers, reminders, and sales pipeline at a glance
- AI Email Assistance Improve an email draft or use selected record context when AI assistance is available
- Getting Started Complete Neptune onboarding and prepare your organisation for daily work
- MYOB Integration Connect MYOB, sync customers, and configure service-invoice sync from Neptune.
- Reckon Accounts Hosted Integration Connect Neptune to a Reckon Accounts Hosted company file for accounting lookups.
- Xero Integration Connect Xero, sync customer contacts, and configure invoice sync from Neptune.
- Invoices Create, review, issue, void, and sync invoices in Neptune.
- Mobile App Use Neptune on mobile for tasks, jobs, customers, SMS, files, and field uploads
- Review and Update Product Pricing Review category prices, adjust selected products, and save catalogue changes
- Profile and Notifications Update your Neptune profile and choose web, email, and mobile notifications
- Importing Supplier Price Lists Update your product and pool costs from a supplier's price list, and add new products, in Neptune
- Work Orders Generate, issue, revise, and track Work Orders from a Job
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