Help & Support
Everything you need to get started and make the most of Northboost.
Getting Started
1
Activate your subscription
Go to Billing and choose a plan (Foundation, Pro, or Summit). You start with a 30-day free trial — no credit card required to explore.
Go to Billing →2
Add your first client
Navigate to Clients and click "Add Client". Fill in the company name and contact details. Clients are the foundation for projects and invoices.
Go to Clients →3
Create a project
Under Projects, click "New Project" and link it to a client. Use Blueprint AI to generate a scope of work, compliance checklist, or project template instantly.
Go to Projects →4
Issue your first invoice
Go to Invoices → New Invoice. Select a client, add line items, set the due date (Immediate, Net 30, or Custom), and send. Track payment status in real time.
Go to Invoices →5
Set up compliance
Under Permits & Safety, add your active permits, schedule inspections, and create safety checklists. Open alerts appear as a badge in the sidebar.
Go to Compliance →6
Explore Marketing AI
Use Photo Studio to generate branded images, Photo Editor to modify existing photos, and Video Studio to produce short vertical videos for social media.
Go to Marketing AI →Frequently Asked Questions
🧾Invoices
🏗Projects
👥Clients
🧰Trades & Subs
✅Permits & Safety
🎨Marketing AI
💳Billing & Plans
⚙Account & Settings
Still need help?
Our team is happy to assist with any questions about setup, billing, or platform features.
hello@northboostsolutions.com →