BUSINESS OPERATIONS, REENGINEERED

One system.
Total control.

Keep customers, jobs, invoices, and your team connected in one company workspace.

01CONNECT
YOUR TEAM
02MANAGE
THE WORK
03TRACK
PROGRESS

Product illustration · example data

EXAMPLE OPERATIONSOpen projects

Command center

ACTIVE JOBS124↗ 18.2%
REVENUE · SEP$284.6K↗ 12.4%
FLEET ACTIVE92%46 / 50
EXAMPLE THROUGHPUT
✓ Job #4821 complete$ Payment received◇ Unit 142 dispatched

Product illustration · example data. Open NFG Bay to work with your company records.

INTERACTIVE PRODUCT TOUR

Operate the business. Right here.

Explore each workspace below. Action links open the corresponding area of your NFG Bay account.

TODAY'S PIPELINE

Service board

Open projects
Northline ServicesOn-site consultationPriority · Today
Atlas DistributionAccount onboardingToday · 2:30 PM
Summit Property GroupMulti-location rolloutOwner: Adam · 68%
ACCOUNTS RECEIVABLE

Invoices & payments

Open invoicing

NFG-2941Atlas Distribution$2,480PAID

NFG-2940Northline Services$1,125DUE TODAY

NFG-2939Summit Property Group$3,890SENT

FLEET OVERVIEW

Fleet movement

Open fleet assignments
142207
TEAM OPERATIONS

People & performance

Open time entries
AHAdam H.Operations · Active
JMJames M.Dispatcher · Active
SRSara R.Billing · Away
CONNECTED CHECKOUT

Point of sale

Open invoicing

Professional service package$325.00

On-site consultation$775.00

Total$1,100.00

Open payments →
ONE CONNECTED PLATFORM

Everything your operation needs.

CRM & Jobs

Leads, estimates, approvals, jobs, notes and customer history.

Billing & Payments

Invoices, taxes, discounts, receipts and collections.

People & HR

Profiles, attendance, payroll reports, tasks and performance.

Fleet & Dispatch

Vehicles, drivers, routes, fuel, tracking and maintenance.

Analytics

Performance, forecasting and operational alerts.

Point of Sale

Services, products, inventory and checkout.

Explore all capabilities Portals, fleet, automation, connections, and more

Product illustration · example data. Open NFG Bay to work with your company records.

CONNECTED EXPERIENCES

Customer and partner portals.

Give every relationship a secure, branded workspace.

  • Approve estimates and track job status
  • Pay invoices and download receipts
  • Message the assigned service team
Sign in to your workspace ↗
● ● ● nfgbay.com/workspace
WELCOME BACK

Northline Services

PROJECT #4821Implementation in progressEstimated completion: Today, 4:30 PM
PARTNER WORKSPACE

Central Business Network

14Open jobs
6Files ready
$8.4KThis month
Open projects
NFG AI
INTELLIGENCE BUILT IN

Find the information you need.

Go directly to the company records behind your next decision.

Open current invoices, reports and projects in your account. This public page does not read your company records or provide live AI answers.

Open your dashboard ↗
BUILT FOR HOW YOU WORK

One platform. Different operating models.

Start with an industry-ready workspace, then shape it around your company.

Transportation & logistics

Dispatch, routes, vehicles, drivers and delivery records.

Explore workspace →
VISUAL AUTOMATION BUILDER

Make the routine run itself.

Build workflows without code. Choose a trigger, conditions and actions.

WHENPayment receivedInvoice is paid in full
IFAmount is over $1,000Continue when true
THENNotify account ownerEmail + in-app alert
ANDStart fulfillmentCreate assigned task
Explore automation requirements
WORKFLOW INFORMATION
Workflow exampleNo automation is running from this public website.

Product illustration · example data. Open NFG Bay to work with your company records.

COMPLETE BUSINESS TOOLKIT

More capability. Less software.

Every workspace shares the same customer, financial and operational data.

NO-CODE FORM BUILDER

Collect exactly what the work requires.

Build applications, inspections, customer intake, checklists and signed approvals.

  • Conditional questions
  • Photos and attachments
  • Digital signatures
  • Automatic record creation
CUSTOMER INTAKEOpen customer records
FINANCIAL CENTER

See the money behind every decision.

Expenses, purchase orders, budgets, cash flow and profitability in one view.

CASH POSITION$428,940↗ 8.4%
ACCOUNTS RECEIVABLE$86,21012 invoices
PROJECTED 30 DAYS$512,700Forecast
INVENTORY & PURCHASING

Know what you have and what comes next.

Track stock, suppliers, purchase orders and transfers across locations.

SKU-1048Premium package124 in stock

SKU-2071Standard package8 · Low stock

PO-8831Central SupplyArrives Friday

Open item catalog
UNIFIED COMMUNICATIONS

Every conversation, one customer record.

Email, SMS, team chat and announcements stay connected to the work.

Atlas DistributionApproved — please move forward with the rollout.2 min

Sarah · OperationsLocation three is ready for tomorrow.18 min

PROJECT MANAGEMENT

Plan the work and protect the margin.

Milestones, dependencies, time, workload and profitability together.

DiscoveryComplete

ConfigurationIn progress · 68%

Team trainingStarts Sep 12

LaunchStarts Sep 18

WEBSITE & ONLINE STORE

Turn the back office into a digital storefront.

Publish services, products, booking and payments with records flowing into NFG Bay.

yourbusiness.com

Everything your customers need.

Book services. Shop products. Manage your account.

Powered by NFG Bay
APP MARKETPLACE

Connect your entire ecosystem.

Extend NFG Bay with verified apps and custom integrations.

Product illustration · example data. Open NFG Bay to work with your company records.

NFG BAY ENTERPRISE LAYER

Built to lead the entire organization.

Personalize, automate, analyze and scale every company from one operating system.

NFG BAY OS
PERSONAL COMMAND CENTER

Your company at a glance.

Open your dashboard
OWNER PRIORITIES7 actions

3 approvals · 2 risks · 2 opportunities

GROUP REVENUE$428.9K

↗ 14.8% this month

TEAM CAPACITY84%
EXAMPLE PERFORMANCE
DESCRIBE THE AUTOMATION

Build a workflow with plain language.

Explore automation requirements
Review automation access and setup requirements in developer resources.
Manage business documentsOpen your account to upload and manage documents.Open document workspace
DOCUMENT FIELD EXAMPLES

Document type

Company

Total

Due date

ADVANCED CAPABILITIES

Every layer needed to scale.

Explore the systems that turn NFG Bay into an enterprise operating platform.

Contracts & e-signatures

Templates, approval routing, signatures, renewals and expiration alerts.

Open contracts
Workforce scheduling

Shifts, mobile time clock, breaks, overtime alerts and payroll-ready reports.

Open time entries
Customer loyalty

Rewards, memberships, referrals, feedback and automated review requests.

Open customers
Operations command map

Live teams, vehicles, work, locations, territories, traffic and weather layers.

Review fleet connections
Business intelligence studio

Drag-and-drop reports, formulas, forecasts, comparisons and scheduled delivery.

Open reports
Multi-company management

Separate books and permissions with one consolidated owner dashboard.

Open company settings
White-label platform

Custom brand, colors, domain, email and portals for every organization.

Open company settings
Franchise management

Standards, fees, royalties, onboarding, benchmarks and announcements.

Open company settings
Risk & compliance

Policies, incidents, training requirements, expirations and audit dashboards.

Open company settings
NFG Bay Academy

Courses, certifications, assignments, quizzes and completion tracking.

Explore Academy →
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Developer platform

Public API, webhooks, custom apps, test environments and documentation.

Developer resources →
Offline mode

Keep forms, work, inventory and POS moving, then sync automatically.

View offline roadmap
ACCOUNT SUPPORT

Support for your company.

Sign in to submit a support ticket to your company. Company admins and support managers approve requests that need NFG Bay assistance.

Start with a support ticket

Support is available through tickets for signed-in users. Submit your issue to your company; a company admin or designated support manager will forward it to NFG Bay if approved.

Sign in to submit a ticket ↗Sign in to NFG Bay

Sign in to create a ticket and follow replies from your company.

Product illustration · example data. Open NFG Bay to work with your company records.

N•••
GOOD EVENING

Command center

Revenue today$12,840↗ 14.2%
Active jobs24
OPERATE FROM ANYWHERE

The whole business fits in your hand.

A mobile-first experience keeps owners, teams, field staff and customers connected.

Instant alerts
Jobs, payments, approvals and fleet activity.
Role-based views
Each person sees exactly what they need.
Web access across devices
Open your account in your preferred browser.
SECURITY BY DESIGN

Control without compromise.

Protect operational data with structured access and visibility.

01Role-based permissions

Access by location, department and responsibility.

02Complete audit history

See who changed what and when.

03Protected data

Secure sessions and encrypted backup tools. Scheduled backups require setup.

04Operational continuity

Infrastructure designed to keep teams moving.

CONNECTED ECOSYSTEM

Works with the tools around you.

EVERYDAY WORKFLOWS

Built for people doing the work.

Keep the next step clear across your business.

CUSTOMERS & JOBS

Follow customer details, job progress and the next action from your company workspace.

Open projects →
DISPATCH & BILLING

Review assignments alongside invoices and recorded payments.

Open invoicing →
CUSTOMER PORTAL

Give approved customers access to the estimates, invoices and updates shared with them.

Open customer portal →
GETTING STARTED

Your company. Ready for its next step.

A guided registration with clear choices about your team and public company information.

  1. 01

    Create your account

    Use your administrator email and confirm it if prompted.

  2. 02

    Set up your company

    Add business details, choose what to publish, and submit for review.

  3. 03

    Invite your team

    After approval, share your company code and review each access request.

Plan your company setup
0 of 5 checked
PLANS THAT SCALE

Start focused. Grow without limits.

Preview pricing—final commercial plans can be connected before launch.

STARTER

$99/mo

For independent businesses.

  • CRM and job management
  • Invoices and payments
  • Customer portal
Ask about Starter
ENTERPRISE

Custom

For multi-location networks.

  • Additional locations by approval
  • Partner portal
  • Advanced permissions
Ask about Enterprise
KNOWLEDGE BASE

Answers when you need them.

YOUR BUSINESS, REIMAGINED

Bring your company together.

Bring your entire operation into one intelligent workspace.

Create your company
CONNECTED TO NFG BAY

Transportation and hiring.

Use your NFG Bay email and password. Each workspace follows your assigned company access.

Contact support