Nexus Help Center
How can we help?
Find clear, step-by-step instructions for the work you do in Nexus.
Browse by workflow
Get from the call to the closeout
Follow the same path your team takes through a normal day.
Set up the workspace
Prepare the company choices that shape booking and dispatch.
Turn a request into work
Create the customer, capture the need, and schedule the visit.
Dispatch and complete
Balance the day, route the team, and close out the work.
Estimate, invoice, and collect
Present the work, bill accurately, and follow the balance.
Browse by feature
Go directly to a product area
Learn what each workspace is for and how its most common tasks work.
Navigation
Main navigation, workspace tabs, search, help, and settings.
Customers
Directory, profiles, locations, history, tags, and related work.
Booking
Customer selection, job details, availability, and booking outcomes.
Jobs
Appointments, status, forms, tasks, communication, time, and closeout.
Dispatch
Shifts, Board, List, Map, assignments, routes, and capacity.
Estimates
Scope, templates, pricing, sending, acceptance, and conversion.
Invoices
Items, tax, sending, signatures, payments, credits, and collections.
Pricebook
Categories, services, materials, equipment, templates, and pricing.
Projects
Contracts, phases, jobs, billing, tasks, forms, and purchasing.
Inventory
Items, warehouses, trucks, allocations, replenishment, and history.
Team
Staff, roles, business units, security, time, and payroll.
Communications
Phone setup, routing, receptionist, notifications, and inboxes.
Marketing
Campaigns, attribution, connections, reviews, advertising, and funnels.
Reporting
Library, builder, saved reports, exports, and schedules.
Settings
Company profile, core data, payments, integrations, and platform choices.
More Nexus tools
Purchasing, accounting, Galileo, Knowledge Hub, and Automations.
Still looking for an answer?
Open Nexus and use the help button to contact the support team from the page you are working on.