Navigate Settings
Last updated July 23, 2026
Use Settings to manage company-wide choices that affect your account, team, daily work, billing, communications, and reporting.
Before you begin
Your role determines which Settings pages and actions are available. You can browse the areas you have access to, but company-wide changes may require an administrator or the specific management permission named in the related guide.
Open Settings
Click the Settings button in the top-right corner of Nexus.
Open a section in the left rail or use Search settings to go directly to a page.
Find a setting
There are two Search settings... fields:
- the search above the left rail filters the navigation;
- the search in the page header finds settings while you work.
Enter a visible page name such as “Business Units,” “Notifications,” or “Payment Terms,” then choose the result.
Understand the settings sections
| Section | What it controls |
|---|---|
| Your Account | Sign-in, billing, company profile, and interface preferences |
| People | Staff, roles, permissions, payroll, and time tracking |
| Core Data | Work, scheduling, customer, form, and notification choices |
| Payment Processing | Payment connections and payment types |
| Integrations | Connected applications and account access |
| Accounting | Accounts, periods, defaults, and payment methods |
| Dispatch Board | Automated dispatch behavior |
| Billing & Invoicing | Memberships, terms, purchasing, and document tools |
| Communications | Customer and team notifications, phone, and web appointments |
| Analytics & Metrics | Revenue and performance tracking |
The pages you can see depend on your permissions and the features your company uses.
Open a settings section to see the pages that configure related daily workflows.
Navigate without losing your place
- Open a section in the left rail.
- Click a page name.
- Use the selected page's tabs or actions.
- Click another setting in the rail when you are finished.
Nexus keeps Settings in its own workspace tab, so you can return to another open page without rebuilding your filters or search.
Common setup destinations
- People → Staff — add staff and manage access.
- Core Data → Business Units — organize trades, teams, and branding.
- Core Data → Job Types — define the work your company performs.
- Core Data → Arrival Windows — set customer-facing appointment windows.
- Core Data → Notifications — manage customer updates.
- Communications → Phone Service — manage company numbers and routing.
- Billing & Invoicing → Payment Terms — define when balances are due.
What happens next
Saved settings become available to the workflows that use them. Follow the contextual links on each settings guide to confirm related staff, booking, dispatch, customer communication, billing, and reporting behavior.
Troubleshooting
A setting is missing
Clear the settings search and reopen the expected section. If the page is still unavailable, ask an administrator to review your role and permissions.
Search returns too many results
Search by the exact visible page name rather than a broad term such as “customer” or “billing.”