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Nexus

How small teams use Nexus

Three jobs Nexus is built for, each followed from the first step to the money in your account. The businesses described here are examples.

Quoting jobs from website enquiries

For example, a fit-out business that gets most of its work from its website.

  1. Step 1

    An enquiry arrives

    A visitor fills in your quote request form and picks the products they want. Nexus creates the contact and, with Create a deal on, a deal with those products as its items. A rule can alert your team.

  2. Step 2

    You send an estimate

    Start an estimate from the deal, check the lines and send it from your own mailbox with the PDF attached.

  3. Step 3

    The customer accepts online

    They open the estimate page, accept by typing their name, and the deal moves to the won stage you chose.

  4. Step 4

    The invoice is paid by card

    Create the invoice from the accepted estimate. The customer pays by card on the invoice page, into your Stripe account.

Billing in stages

For example, a job that is paid half at the start and the rest on completion.

  1. Step 1

    A deposit invoice on acceptance

    When the estimate is accepted, invoice a deposit as a percentage or an amount of the estimate.

  2. Step 2

    The deposit is paid

    The customer pays by card, or you record a bank transfer. Each payment gets a receipt number, such as R-0001, and a receipt by email.

  3. Step 3

    A balance invoice on completion

    When the work is done, invoice the balance. Nexus works out what is left on the accepted estimate.

  4. Step 4

    Reminders if it runs late

    Send a reminder by hand when an invoice is overdue, or set up an automation to send reminders as the due date passes.

Harbour Cafe fit-out

Example job

Deal D-0042

  1. Day 1

    Enquiry received

    Web form on harbourcafe.example

    Done

  2. Day 1

    Contact and deal created

    Jo Harper, Harbour Cafe

    Done

  3. Day 2

    Quote Q-0012 sent

    4 items, tax included

    4,800.00

    Done

  4. Day 3

    Quote accepted online

    Signed by Jo Harper

    Done

  5. Day 3

    Deposit invoice INV-0031

    50%, paid by card

    2,400.00

    Done

  6. Day 18

    Balance invoice INV-0032

    Paid by card

    2,400.00

    Done

Paid in full

4,800.00

Taking a payment without an invoice

For example, a call-out fee or a booking deposit paid before any quote exists.

  1. Step 1

    Make a payment link

    Give it a title and one amount that includes tax. Link it to a contact or a deal, and choose whether it is single-use or reusable.

  2. Step 2

    Send it to the customer

    Copy the link into a message or an email. The customer opens it with no sign-in.

  3. Step 3

    They pay by card

    Payment goes through Stripe Checkout into your own Stripe account, with the optional card surcharge shown before they pay.

  4. Step 4

    You have the record

    The payment shows against the link and in your transactions, and the customer gets a receipt.

Start with your next enquiry.

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