Nexelus - Job Setup, Management & Reporting (excludes Paid Media)
Use the documents and training videos below to learn how to manage jobs within Nexelus. These instructions are focused on account management, planning and production job management. The paid media team has different requirements and instructions.
Job Setup, Estimating, Purchase Orders
Jobs are the foundation for all functions of Nexelus - billing, time entry, estimating, purchase orders, media campaigns, etc. Use the checklist linked below to stay consistent with production or account management job setup.
Nexelus - Job Setup Checklist .pdf
Use this How-To document to learn job setup, estimating, and purchase orders with Nexelus.
Nexelus - How To - Client Service and Production.pdf
Job Setup
The following video demonstrates job setup and considerations.
Job Estimating
The following video demonstrates creating and managing job estimates.
Purchase Orders
The following video demonstrates creating and managing purchase orders.
Client and Job Reporting
Review this document for an explanation of reports.