The Portal has seven parts, called modules. Each helps with a different job, such as handling enquiries or preparing quotes. We’ll explain which ones suit your business and agree what is included before we start.
Leads
Give every enquiry a clear next step.
Keep new enquiries in one place, follow up with potential customers and decide what to do next.
New enquiries · Follow-ups · Next steps
Assessments
Understand the work before it starts.
Arrange visits, surveys or consultations and record what your customer needs before you quote.
Consultations · Surveys · Site visits
Quotes
Make it clear what the work will cost.
Prepare a quote using the details from an enquiry or visit, so the customer knows what is included and what it costs.
Work included · Prices · Quotes
Jobs
Keep jobs moving.
Keep track of customer jobs so your team can see what needs doing and how the work is progressing.
Customer jobs · Work to do · Progress
Workforce
Keep your team’s details organised.
Keep staff details, skills and certificates together so they are easy to find when planning work.
Staff details · Skills · Certificates
Accounting
Keep customer accounts in order.
Keep customer invoices and financial records alongside your other business information.
Customer records · Invoices · Account status
Merlin
Meet your Portal assistant.
Merlin is the AI assistant in Nexus Portal. We agree what it can help with and which information it can use as part of your setup.
AI help · Agreed tasks · Your business information