The operating system for service businesses

Run your entire service business from one connected system.

CRM, estimates, scheduling, work orders, field operations, invoicing, payments, reporting, AI and automation — built together for home-service companies.

Powerful enough to scale. Simple enough to use every day.

14-day free trial · every module included · no card required

  • Stripe-secured card & ACH payments
  • Every company's data isolated by workspace
  • Export your data at any time
  • Included on every plan — no per-technician fee
app.nexus
Adodesign NexusDemo-WorkspaceWorkspaceDashboardCRMOperationsInvoicesExpensesReportingAutomationDemo-WorkspaceWorkspace / DashboardGood afternoonWhat needs you, what's on today, and where the money is.COLLECTED MTD$0vs prior 30 daysOPEN BALANCE$0Unpaid invoice balanceOVERDUE$012 invoices past dueNET CASH$0Collected less expensesPIPELINE$015 open leadsCash OutlookRecord paymentDUE 7 DAYS$0DUE 8-30$0OVERDUE RISK$0APPROVAL UPSIDE$0COLLECTED TRENDNeeds AttentionPRIORITY QUEUEOverdue invoice INV-104231 days · $1,250Estimate awaiting approvalLakeview · $5,080Lead has gone quietCustomer-15 · 6 daysTodaySchedule08:0011:3014:00

The problem

Your business shouldn't need six apps to run one job.

Most service companies end up on a spreadsheet, a scheduling tool, an invoicing app, a separate CRM and a long thread of text messages. The work still gets done — but the same customer, job and price get entered three times, and the answer to “where does this stand?” lives in someone's head.

How it works

From first call to final payment. One system.

Every step hands the job to the next one — nothing gets re-typed between three tools, and nothing falls between them.

LeadEstimateScheduleJobField teamInvoicePaymentFollow-up
ACAmelia CarterNo cooling upstairs$285HPHarbor Point DentalRTU service contract$4,120MTMalik ThompsonThermostat replacement$519NEW
Lead → Customer

The enquiry becomes a record

A website form posts straight into the CRM with contact, service address and pipeline stage already attached. Nobody re-keys it.

8a11a2p5pRCMaintenance · CarterEBRTU service · Harbor PtLMDrain line · Poole
Estimate → Schedule

Quoted, accepted, booked

The estimate goes out for online acceptance, then becomes a work order on the board against the crew who will actually do it.

INV-2041 · Amelia CarterSENTDiagnostic service call$129Dual-run capacitor$248Labour · 2.5 hrs$873Total$0
Job → Invoice

The work bills itself

The technician closes the job in Nexus Field and the estimate becomes an invoice — same customer, same pricing, no re-typing.

Collected$0
Payment → Follow-up

The money lands and the loop closes

Stripe settles the card, the balance clears itself, the invoice drops off the chase list, and the follow-up runs on your rules.

The platform

Customers. Crews. Jobs. Money.

Four desks in one system — the pipeline, the day's schedule and the invoicing desk your team opens every morning.

Every opportunity, and the next step on it.

Leads arrive from your website, get qualified, and move across the board with value and next action on every card — so nothing goes quiet for a week without anyone noticing.

  • Drag deals across stages with live stage totals
  • Stale-lead watchlist surfaces what has gone quiet
  • Next step and close timing on every card
app.nexus
Adodesign NexusDemo-WorkspaceWorkspaceDashboardCRMOverviewLeadsPipelineEstimatesContactsTasksOperationsInvoicesExpensesReportingAutomationDemo-WorkspaceCRM / PipelinePipeline WorkspaceManage active opportunities and the next step.Add LeadAdd TaskOPPORTUNITIES0Visible in this board viewPIPELINE VALUE$0Open and won value in viewWON VALUE$05 won this periodSTALE LEADS0Waiting over 48 hoursCLOSE RATE0%5 won / 1 lost outcomesPipeline BoardReview deal stage, next action, value and expected close timing.Search contact or company21 visible / 21 totalNEW9STAGE VALUE$930QUALIFIED4STAGE VALUE$2,230IN ESTIMATE2STAGE VALUE$1,115WON6STAGE VALUE$3,575Customer-15$895PRIORITY HIGHNEXT STEPCreate estimateCustomer-08$580PRIORITY NORMALNEXT STEPWait for responseCustomer-13$1,240PRIORITY LOWNEXT STEPHandoff to opsCustomer-21$1,480Qualified — create estimate

Field operations

Your office and field team

finally work from the same system.

The crew opens Nexus Field on their phone and sees the work assigned to them today. What they change on site lands on the same customer record the office is already looking at — no end-of-day paperwork run, no re-keying from a photo of a handwritten note.

  • Today's assigned work queue, with the job detail behind it
  • Raise an estimate or an invoice from the driveway
  • Log expenses and receipts before leaving site
  • Included on every plan, no extra per-technician fee
Nexus Field work queue on a phone showing assigned jobs, in-progress count and scheduled value
Creating a new field estimate on a phone in the Nexus Field app
The invoice list in the Nexus Field app on a phone

What's included

Everything your team needs to move a job from first call to final payment.

LeadsQuotedWon

Win the work

Every enquiry in one place, quoted and followed up.

  • Customer and contact records
  • Lead pipeline with deal stages
  • Estimates and quotes
  • Customers accept estimates online
  • Follow-up tasks and activity history

Run the work

The day planned in the office, carried out in the field.

  • Scheduling and dispatch board
  • Work orders tied to the customer
  • Technician capacity by the hour
  • Nexus Field app for the crew
  • Job detail and status on site
INV-2041Service call$129Parts$248Total$377

Get paid

Bill from the work you already did, and collect on it.

  • Estimate to invoice in one click
  • Stripe card and ACH payments
  • A payment link on every invoice
  • Balances, part-payments and refunds
  • Expenses and receipts from the field

Stay ahead

Know where the business stands, and keep it moving without you.

  • Receivables, aging and profit-and-loss
  • Saved reports you can rerun
  • Automation workflows on your rules
  • Email and SMS follow-up
  • AI copilots that rank the work

AI and automation

Automation where it actually saves time.

Nexus puts AI on the paperwork nobody wants to do. You decide what runs, and you can switch any of it off.

BANK STATEMENTSHELL 4471 FUEL$82CITY PLUMB SUPPLY$1,240STATE FARM INS$310HOME DEPOT #218$96EXPENSESFuel$82Parts$1,240Insurance$310Tools$96CATEGORIZED$0

Illustrative — categories are yours to confirm before anything is saved.

Bank statements become expenses

Import a statement and Nexus turns the lines into categorized business expenses, instead of you typing in every transaction.

Follow-up that runs itself

Event and scheduled workflows send the invoice reminder, the appointment update or the check-in over email and SMS — on rules you set.

Copilots that rank the work

The invoicing desk names the invoice to chase first. The dispatch board explains the day's conflicts in plain language.

FAQ

Questions worth answering before you start.

Can I move my existing customers in?

Yes. Import customers, contacts and leads from CSV — you map the columns, preview exactly what will be created, and only then commit the import.

Can the crew use it on site?

Yes — the Nexus Field mobile app gives technicians today's jobs and job details, lets them raise estimates and invoices on site, and log expenses before leaving. It is included on every plan.

Is my data separate from other companies?

Every record belongs to your organisation and every query is scoped to it — no shared tables of customers between businesses. Payments run through Stripe, so card details never touch Nexus.

Can I get my data out?

Whenever you want. Export your full workspace from the settings area — customers, invoices, estimates, expenses and reports — in open formats you can take elsewhere.

Ready to run your business
from one system?

Bring your customers, jobs, field team and back office together.

14-day free trial · every module included · no card required