Knowledge Base
Find guides, tutorials, and answers to help you get the most out of NexusRMS.
Getting Started
Essential guides to get you up and running with NexusRMS
13 articlesRegistration & Setup
Everything you need to get started with NexusRMS — account creation, workspace setup, and onboarding.
9 articlesSettings & Configuration
Configure every aspect of your workspace — general settings, equipment, projects, financial, crew, and more.
16 articlesEquipment Management
Everything about managing your rental inventory — equipment lists, serial tracking, pricing, kits, scanning, stock management, and AI recommendations.
17 articlesProject Management
Everything about managing projects in NexusRMS — creating projects, equipment allocation, crew scheduling, transport, financials, sub-projects, templates, and recurring bookings.
17 articlesCrew Management
Everything about managing your crew — crew lists, scheduling, time clock with GPS, certifications, availability, freelancer integration, performance reviews, and payroll.
15 articlesWarehouse Management
Everything about warehouse operations — storage zones, check-in/out, packing lists, stock adjustments, transfers, inventory counts, and multi-warehouse management.
14 articlesClient Management
Everything about managing clients — CRM, contacts, communication, portal access, Node integration, financial settings, categories, segmentation, pipeline, analytics, and feedback.
16 articlesFinancial
Everything about NexusRMS financials — quotes, invoices, payments, credit notes, expenses, payment terms, recurring invoices, tax, multi-currency, Stripe Connect, and accounting integration.
18 articlesFreelancer Nodes
Everything about Freelancer Nodes — the dedicated freelancer portal with company connections, GPS time tracking, invoicing, equipment inventory, compliance management, and subscription tiers.
16 articlesDashboards
Everything about NexusRMS dashboards — customisable widget grids, role-based templates, real-time updates, sharing, subscriptions, forced dashboards, and 50+ pre-built widgets.
14 articlesRepairs & Maintenance
Everything about NexusRMS repairs and maintenance — multi-stage repair workflow, preventive maintenance schedules, parts management, checklists, photos, time tracking, external vendors, warranty claims, client chargebacks, analytics, and mobile repairs.
16 articlesAnalytics & Reporting
Everything about NexusRMS analytics and reporting — 50+ pre-built reports, custom report builder, real-time KPI tracking, 11 chart types, AI predictive analytics, report scheduling, and CSV/Excel/PDF export.
15 articlesCommunication
Everything about NexusRMS communication — internal messaging, external discussions, notification centre, channels, direct messages, email integration, real-time WebSocket delivery, warehouse announcements, and message templates.
15 articlesTransport & Logistics
Everything about NexusRMS transport and fleet management — vehicle inventory, trip planning, multi-stop routing, vehicle inspections, defect reporting, fuel tracking, GPS tracking, maintenance scheduling, hire agreements, driver licensing, and compliance.
16 articlesForms
Everything about NexusRMS forms — no-code form builder with 20+ field types, conditional logic, public URLs, submission management, auto-create records, webhooks, analytics, notifications, branding, and auto-save drafts.
15 articlesRAMS & CDM
Everything about NexusRMS RAMS & CDM — risk assessment method statements, 5×5 risk matrix, hierarchy of controls, toolbox talks with QR sign-off, incident reporting and RIDDOR, CDM 2015 compliance, F10 notifications, construction phase plans, hazard library, and analytics.
16 articlesPhase Planning
Everything about NexusRMS phase planning — nine-tab wizard, hazard library with four industry sectors, safe systems of work, five-by-five risk assessments, crew inductions with QR sign-off, PDF generation, CDM 2015 construction phase plans, and workflow approval.
14 articles