# NEXUS narrated module collection AI-generated voice: OpenAI cedar. Synthetic demo data. ## NEXUS / A working business workflow A lead needs a quote. A customer needs a follow-up. A technician needs the job details. Nexus puts those next steps inside the working record. Build the scope and price, reuse catalog services, and set the dispatch window. The Field app brings the work order, notes, and paperwork to the phone. The office can review overdue invoices, inspect payment allocations, and trace expenses to receipts. Reporting takes the same operating records into a focused business view. Automation, team administration, and contextual AI workspaces extend the workflow. Watch the module chapters for the details, or request access to the running demo. Nexus. Explore the live demo at nexus dot adodesign dot dev. Request demo access from contact at adodesign dot com. ## CRM / From inquiry to next action Start with the lead queue. Filter by stage, source, or owner, then search for a specific customer. Here, Preston Hale is a qualified opportunity with a clear next step. Open the lead to review the request, potential value, owner, and contact details. The estimate action keeps the next step close to the customer context. The pipeline board adds a stage view. Each card shows value, priority, service request, and next step. Stage totals help the team compare new inquiries, qualified opportunities, and estimates awaiting a response. ## Contacts & tasks / Make follow-up concrete The contact workspace brings the relationship into view: linked record counts, contact details, and the next action. Open a follow-up task directly from that workspace. We add a short note and save the follow-up. The contact now shows the scheduled task, and the same item appears in the task queue with a due date and status. ## Estimates / Define the scope and price The estimate workspace shows customer details, document status, dates, and pricing together. In this example, the existing estimate is already sent, with its current total visible. Open a line item to enter a description, quantity, and unit price. This diagnostic line is an unsaved preview, showing where the quote is built before it is committed or sent. ## Catalog / Reuse service pricing The catalog holds reusable services and products. Open Diagnostic Service Call to inspect its description, active status, and one hundred twenty-nine dollar default price. The item editor also shows usage context, including estimates and downstream work orders. Pricing, category, and description can be reviewed together before a change is saved. ## Operations & scheduling / Plan the visit The work order connects the customer, technician, service address, schedule, and job value. Open Amelia Carter’s visit to see the site instructions and the current scheduled status. The dispatch board opens the same visit in scheduling context. In the schedule editor, changing the duration from two hours to three recalculates the end time. This preview is canceled without rescheduling the job. ## Invoicing / Work the open balance The invoicing desk separates open balances and overdue work. Open an invoice to review its balance, due date, customer, and collection options in one workspace. Record Payment opens a form tied to the customer and invoice. It separates the amount received from the amount applied. We inspect the prepared payment without creating a transaction. ## Payments & customers / Follow the money The payment ledger distinguishes received, applied, and unapplied money. Open an existing cleared payment to see its allocation history and remaining balance, rather than guessing from the invoice total. The customer finance workspace brings open balance, active invoices, overdue counts, and billing details together. It gives the office a focused place to review the account before following up. ## Expenses & receipts / Keep the cost evidence Open a parts expense to review its vendor, category, amount, reference, and status. The editor exposes the accounting fields and internal notes; this walkthrough leaves the existing transaction unchanged. Receipt filters let us widen the review window. Open a matched receipt to see the exact expense it supports, including the amount, vendor, date, and category. ## Expense planning / Repeating costs and suppliers Recurring expense setup defines the amount, vendor, category, and schedule used to generate draft transactions. The form is a setup preview; no recurring rule is activated here. Vendor workspaces show spending and transaction counts. Categories organize the ledger, while statement import provides an upload and review workflow. No bank statement is uploaded in this demonstration. ## Reporting / Move from totals to records The profit and loss report starts with a period and category. Switch the date range to refresh the result, then drill into a payment to inspect the record behind the report. Sales reporting breaks down the pipeline. Operations reporting shows job status and completion. Receivables reporting groups the outstanding balance by age, making collection priorities easier to review. The custom report builder combines a data source, date range, grouping, primary metric, and layout. Name the business question, then save a preset when the definition is ready. ## Automation / Inspect the rule and the result Open the new-lead workflow and inspect its editor. The enabled trigger is Lead Created. Its configured action creates a callback task with a two-hour due window. Run logs separate succeeded, skipped, and failed executions. Open a run to inspect its trigger and timing. These are existing demo records; we do not fire outbound messages during this walkthrough. ## Team & settings / Configure the workspace The team directory shows members, roles, and access. Technician accounts use the Field app, while office and leadership roles support the wider business workflow. Role filters narrow the directory. Workspace settings collect invoice terms, estimate defaults, numbering, payment options, and branding. The integrations panel exposes the website lead-ingestion endpoint and its key-management controls. SMS settings include message templates, customer previews, and delivery history. The current demo says the provider is not configured, so these screens illustrate setup and seeded history, not a live message delivery. ## Import & export / Bring the records with you Export a selected module as a CSV snapshot, or choose the bundled export. Import begins by selecting contacts, leads, customers, or catalog items, then supplying a supported file for review. ## AI workspace / Assistance in context AI assistance opens beside the lead, with task, email, and SMS draft areas. This demo’s current plan blocks AI calls. We are showing the workspace, not presenting a generated response. ## Customer experience / Review outside the office The recorded customer-facing estimate shows the work and the price, with acceptance controls on the document. The invoice view presents the balance and payment options. This is earlier demo footage; no acceptance or payment is submitted here. ## Field / The assigned visit Ray’s Field board opens his assigned work. Inside Amelia’s job, the customer, service address, scheduled window, and site instructions are available from the phone. The site form includes status, timing, notes, and address fields. Below it are photo controls, Save Updates, and the action to create an invoice draft from the work order. ## Field / Quote and invoice on site A field estimate captures customer details, service scope, dates, and line items. Selecting a shared catalog service fills the description and price, so the crew can prepare a consistent quote. The mobile invoice form includes the customer, due date, and editable pricing. Here, Diagnostic Service Call fills a one hundred twenty-nine dollar line. These forms are previews and are not submitted. ## Field / Record the on-site cost Quick Add Expense records a description, amount, date, payment method, and notes. We prepare a twenty-four dollar fifty cent supplies entry as a draft preview, without posting the expense. ## Field / Recorded completion example This earlier September recording shows the fuller completion sequence: a saved site update, customer signature, completed work order, and the resulting invoice draft. The dates identify it as a separate recorded example. ## Platform / Review tenant risk The platform edition uses the earlier operator recording. Its command center separates incidents, collections risk, provisioning review, and usage pressure, giving the operator a place to decide what needs attention. The organization module groups billing risk, provisioning issues, seat pressure, and trial timing. The directory controls allow filtering by status, plan, subscription, and provisioning state. ## Platform / Inspect operational health Monitoring brings system status, error rate, latency, queue health, and active incidents together. These values belong to the recorded demo session; they are not a current production-health report. The service table breaks the picture into automation jobs, billing, the API, database, and background processes. Each row keeps status and operational indicators close to the affected service. ## Platform / Support with context Support tickets have a review queue, status counts, search, and priority filters. The operator can narrow the queue before opening the issue that needs attention. The support-session screen shows eligible workspaces and access state before a read-only session is started. This recording inspects the controls; it does not enter a tenant support session.