Nexus Field

One workspace for the whole job

Everything your office and field teams touch — from the first service request to a paid invoice — connected so nothing falls through the cracks.

Work orders, end to end

Capture a request, schedule it, do the work, and bill it — without re-keying anything.

  • Priorities, SLAs, and due dates with overdue alerts
  • Parts, labor, and line items that flow into the invoice
  • Photos, notes, and on-site customer signature
  • Manager approval / sign-off before it closes
WO-0001 · Chair #3 water line
SLA due in 2 days
High
Install operatory chair #4
Assigned · Dana
Scheduled
Replace compressor filter
Signed · ready to invoice
Done

Dispatch & scheduling

See the day at a glance and get the right tech to the right site.

  • Live dispatch board and calendar
  • Map view of the day's jobs
  • Assign by skills, availability, and location
  • Technicians clock in/out on their phones
Dana Dispatch
3 jobs · North route
On shift
9:00 — 1200 Oak Ave
Operatory chair install
En route
1:30 — 52 Commerce Way
Compressor service
Next

Invoicing & payments

Close the loop on cash — from completed job to money in the bank.

  • One click from work order to invoice
  • Outstanding and overdue A/R tracking
  • Online card payments
  • Per-workspace terms and PO requirements
Collected (all-time)
Paid customer invoices
$48,250.00
Outstanding A/R
Pending payment
$6,120.00
Overdue
Past due terms
$1,340.00

Preventive maintenance & assets

Keep equipment running and never miss a service window.

  • Recurring plans that auto-generate work orders
  • Every customer, site, and asset in one CRM
  • Warranties, serials, install dates, and history
  • Access notes and contacts on each site
Operatory Chair #3
A-dec 511 · warranty to 2027
Needs service
Air Compressor
Quarterly plan · due in 12d
Scheduled
Riverside — North Clinic
2 assets · key code on file
Active

Timesheets

Clock in/out, track labor against jobs, and review correction requests seamlessly from mobile devices.

Reports & exports

Date-range financials and a full JSON export of your workspace — no lock-in, complete data ownership.

Custom roles

Choose the pages each role sees, the actions they take, and toggle detailed view vs. edit permissions.

Customer portal

A private link where customers can view work history and pay invoices — no account login required.

AI assistant

Optional drafting help for job notes and summaries — clearly labeled and always requiring human approval.

Built for the field

Fast on phones and tablets, with high-contrast UI options for outdoor sunlight readability.

See it with your own jobs

Sign in to your Nexus Field workspace and put the whole flow to work.

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