The Nexus Service Manager tutorial videos are a Step-by-Step guide on how to use our job management software.
How to Add a New Customer
In this tutorial we'll guide you through the steps of add a New Customer.
Step-by-step guild: Create and schedule a new job, Edit an existing job, Reschedule a job
How to Search Customers
In this tutorial we'll guide you through the steps of searching your customer database.
Step-by-step guild: Search Customers
Updating Customer Contact Details and Adding a Billing Contact
In this tutorial we'll guide you through the steps of updating a customer's contact details, adding an additional Contact to an existing Customer and setting the new Contact as the Billing Contact.
Step-by-step guild: How to update a customer’s details
Merging One Customer into Another
In this tutorial we'll guide you through Merging one Customer into another.
Step-by-step guild: Merge one customer into another
Create a New Quote
In this tutorial we'll guide you through how to create a new quote, including generating and emailing a quote for customer online approval.
Step-by-step guild: Create a new quote
How to Schedule a New Job, Edit a Job and Reschedule an Existing Job
In this tutorial we'll guide you through how to create a new job, how to edit a job and how to reschedule a job.
Step-by-step guild: Create and schedule a new job, Edit an existing job, Reschedule a job
How to Create a New Invoice for a Job
In this tutorial we'll guide you through how to create a new invoice for a job, including adding descriptions to an invoice, generating and emailing an invoice.
Step-by-step guild: How to create a new invoice for a job
How to Invoice Multiple Visits on One Invoice
In this tutorial we'll guide you through how to invoice multiple visits on One Invoice.
Step-by-step guild: How to invoice multiple visits on one invoice
How to Edit an Existing Invoice
In this tutorial we'll guide you through how to edit an existing invoice.
Step-by-step guild: How to edit an existing invoice
Entering Customer Receipts and Mass Receipts
In this tutorial we'll guide you through how enter a customer's receipt against an open invoice and how to enter mass receipts for a customer.
Step-by-step guild: How to enter a customer’s receipt against an invoice
How to Add a New Employee
In this tutorial we'll guide you through how to add new employee.
Step-by-step guild: How to add a new employee
How to Update an Employee Details
In this tutorial we'll guide you through how edit employee details.
Step-by-step guild: How to update an employee details
How to Create a User Account
In this tutorial we'll guide you through how to create a user account for an employee, how to email them their login details and how to modify their main menu, displayed on the left-hand side when using a desktop.
Step-by-step guild: How to create a office user account
How to add a New Employee Assignment
In this tutorial we'll guide you through how to add a new employee assignment through two different methods. Including how to make an assignment repeat automatically, how to edit an assignment and how to delete an assignment.
Step-by-step guild: How to add in a new employee assignment
How to add a New Service Category and New Service
In this tutorial we'll guide you through how to add a new Service Category, how to add a new Service and how to edit a Service.
Step-by-step guild: How to add a new Service Category, How to add a new service
How to Create a Customer Statement
In this tutorial we'll guide you through how create and/or send a customer statement.
Step-by-step guild: How to create a customer statement
Updated: 28 November 2023