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Documentation / Start here

Start here

Set up Neptune for your organisation, sign in, and find your way around.

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Getting started

First steps

  • Getting started Use plan-aware onboarding and the Neptune Assistant to prepare your organisation for daily work.
  • Neptune Assistant Depends on plan Ask Neptune how-to questions, get onboarding help, and review a problem report before sending it to support.
  • Sign in to Neptune Sign in with a code or invitation and resolve common sign-in problems.
  • Profile and notifications Update your Neptune profile and choose web, email, and mobile notifications

Find your way around

  • Dashboard Read your current tasks, customers, reminders, and sales pipeline at a glance
  • Global search Find customers, contacts, leads, proposals, products, and jobs from anywhere in Neptune
  • Mobile app Use Neptune on mobile for tasks, jobs, customers, SMS, files, and field uploads

The platform built by a pool builder, for pool builders.

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