Browse Nexus guides

Use this directory to find the right guide by product area. If you know the name of a page, button, or task, search for those exact words.

Last verified July 22, 2026 · Nexus web app

Start here

• Get started with Nexus — set up the essentials and run a test job from booking through billing.
• Navigate Settings — find company-wide configuration and account controls.

Customers and locations

• Customers overview — search, filter, sort, and open customer records.
• Create a customer — add a customer with contact and billing information.
• Understand a customer record — find locations, history, notes, files, and account details.
• Add a service location — save a place where your team performs work.

Jobs and scheduling

• Jobs overview — find open and completed jobs.
• Book a new job — choose a customer, job details, date, and arrival window.
• Use the job workspace — manage appointments, tasks, communications, files, and financials.
• Use the dispatch board — review technician schedules and unassigned work.
• Reschedule a job
• Reassign a technician
• Update job status

Estimates and invoices

• Create an estimate
• Create an invoice

Team and company setup

• Manage staff
• Manage business units
• Manage job types
• Set up Nexus Phone Service
• Manage campaign attribution

How these guides are written

Each procedure tells you:

1. what you will accomplish;
2. what needs to be ready before you begin;
3. the exact page and controls to use;
4. what you should see when the task is complete; and
5. how to recover from common problems.

The names in bold match the labels visible in Nexus.