Workspace essentials
Learn navigation, records, permissions and daily workflows.
Read guide →Turn software adoption into lasting capability.
Practical guides to the active NFG Bay workspace.
Scheduling and service
Master work, forms, scheduling and automation.
Read guide →Invoices and payment options
Understand billing, purchasing, reporting and profitability.
Read guide →Company administrator setup
Configure teams, security, integrations and governance.
Read guide →Integration access
Build with APIs, webhooks and test environments.
Read guide →Customer portal
Create guided education for your own customers.
Read guide →Workspace guides
Workspace essentials
Sign in at nfgbay.com/workspace. If you are joining a company, use its company code and wait for administrator approval. Open My work for your assigned tasks, or Search workspace to find records your role can access.
Open workspace essentials →Scheduling and service
Open Scheduling & service for visits and time entries. Use Job board to review work status and Inventory & purchasing for stock records. An administrator must enable editing before you can save changes.
Open scheduling and service →Invoices and payment options
Open Invoices to review billing. Administrators can configure payment options and connect a merchant account. A checkout return is not proof of payment; review the recorded payment status before treating an invoice as paid.
Open invoices and payment options →Company administrator setup
Open Company setup for business details and invitations, Team & access for membership approvals, and Account security for your authenticator. Two combined locations or subsidiary entries are included; request a larger allowance under Companies & locations.
Open company administrator setup →Integration access
Integration access requires approval for your company. Read the Developers page for the current availability and supported operations. Never put secret service keys into a browser or share them in support messages.
Open integration access →Customer portal
Your company administrator must grant portal access and explicitly share records with you. Sign in to the Customer portal to view those records. Other customers’ records are not available through your portal account.
Open customer portal →