Welcome to Navigator.

Everything you need to hit the ground running.

Your complete reference for Navigator — Kismet's plan management platform. Search for a topic, browse by area, or start with the quick-start guides below.

Start here

New to Navigator? These three guides will get your team oriented quickly.

Step 01

Meet Navigator

A guided tour of the platform, the team hierarchy, and where to find what you need each day.

Read the overview
Step 02

Client & plan basics

Understand how participants, plans, contacts, and relationships fit together in Navigator.

Start with clients
Step 03

Your first invoice

Walk through processing your first invoice — from upload through approval to claim.

Process an invoice

Browse by area

Every part of Navigator, organised the way your team actually uses it.

17 areas

Customers

Participants, plans, funding, onboarding, and the day-to-day of looking after customers.

Daily use Browse →

Contacts

Nominees, support coordinators, plan managers and everyone connected to a customer.

Daily use Browse →

Tasks

The task queue, statuses, complexity, assignment and everything you work through each day.

Daily use Browse →

Suppliers

Adding suppliers, managing their details, contacts, payment preferences, and performance.

Daily use Browse →

Invoices & claims

Processing invoices end-to-end — approvals, rejections, adjustments, and claiming from NDIS.

Daily use Browse →

Uploads & payments

Supplier payments, remittances, bank files, and reconciling outgoing funds.

Daily use Browse →

Communications

Email templates, notes, messaging participants, and the full catalogue of system emails.

Daily use Browse →

Accounts & finances

Account-level finances, monthly fees, payment extracts and month-end workflows.

Reference Browse →

Automations

The workflows Navigator runs for you — approval routing, reminders, and scheduled jobs.

Setup & admin Browse →

API & integrations

NDIS API (PRODA & PACE), Dialpad, and how Navigator connects to external systems.

Setup & admin Browse →

Settings

Account-level configuration, feature flags, branding, users and roles.

Setup & admin Browse →

Team management

Staff accounts, permissions, dashboards, KPIs, and leadership-level reporting.

Setup & admin Browse →

Migration

Moving from your existing system to Navigator — imports, data mapping, and cutover steps.

Setup & admin Browse →

Claim rules

Block, flag, or authorise invoices for specific customers, suppliers, and NDIS support items.

Setup & admin Browse →

Reporting

Dashboards, exports, and the reports that help your team track performance.

Reference Browse →

Troubleshooting

Known issues and fixes — login problems, missing approvals, duplicate contacts and more.

Reference Browse →

FAQs

Quick answers to the questions teams ask most often when they're getting started.

Reference Browse →