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Job tickets
Job #TypeNDE method(s) CustomerTechnician(s) StatusProgressActions

Add asset

The inspection asset register. Assets are decommissioned, never deleted, so calibration history survives.

The due date fills in from the last calibration plus the interval, and clamps to month end. Choose “set due date directly” to type it instead. Items due within 30 days, and anything overdue, appear on the Quality overview.
Documents — calibration and inspection certificates
Service history — calibrations and checks

Add procedure

The controlled document register. A revision supersedes its predecessor rather than replacing it, so the superseded text stays readable.

The review-by date is computed from the approval date and interval when you save, and clamps to the end of the month: 31 August plus six months is 28 February, not 3 March.
Off by default. An unpublished procedure is visible to Quality only. Publishing puts it on the technician portal and asks everyone holding a live certification in its method to acknowledge it.
Attached on save. A procedure with no document shows on the technician portal with nothing to open.

Acknowledgements

Everyone holding a live certification in this procedure's method is asked. Acknowledgement is recorded against the revision, so a new revision starts over.

Procedure documents

The controlled copy. Technicians see these only while the revision is active and published to them.

Add certification

Record a certificate against any technician. Certificates are signed on paper; this is the register.

Examination — optional
Leave blank if there is no exam to record. Only passing exams are kept: the composite is computed from the parts supplied and a failing score is refused.
Certificate scan — optional
Controlled document. Visible to Quality only — technicians have no path to it.
Saving opens that technician's file so the entry can be checked.

Customize Home

Choose which cards appear and in what order. Only cards your role receives are listed.

Certification number

Four digits, assigned by CTS. One number per technician, unique across the company.

Leave blank to clear. Leading zeros are kept. This number prints on inspection reports.

Edit certification

Correcting a record edits it in place, leaving no voided row behind.

An explicit expiry date wins over the interval.

Edit vision exam

One annual VAR gates every method.

Edit examination

Composite is recomputed from the parts.

Lowering a score below 70 general / 70 specific / 80 practical / 80 composite is refused: only passing exams are recorded, and failures stay on paper.

Edit training

Organized instruction only; timesheet hours never satisfy a training requirement.

Documents — certificate, sign-in sheet or card

Add certification

Certified on paper and recorded here. A technician may hold the same method under more than one practice.

Give an interval or an expiry date. An interval is derived from the certified date and clamps to month end.

Record vision exam

One annual VAR gates every method. Acuity and color contrast are recorded together.

Record examination

Only passing exams are entered. Composite is computed from the parts supplied.

Minimums are 70 general, 70 specific, 80 practical, 80 composite. A failing score is refused — failures stay on paper.

Add training

Organized instruction only. Timesheet hours feed experience and never satisfy a training requirement.

Documents — certificate, sign-in sheet or card
No file chosen
Uploaded when you save, and filed in the person’s employee file too.

Convert to job ticket

Choose the job type for this ticket. Line items, customer info, and scope will be pre-filled from the quote.

Job exceeds quoted amount

This job's actual charges have gone over what was quoted to the customer. Please explain why.

Total quotes
0
This month
Expired
0
Need reissuing
Sent / awaiting
0
Awaiting customer
Open quoted value
$0
Admin — incl. margin
Settings
Click a quote to preview the PDF
Quote #TypeNDE method(s) CustomerValue StatusExpiresActions
New quote
Draft
Requestor phone and email optional.
Departing from
Optional fields hidden on PDF if blank
Line items
Labor
CodeDescriptionQtyRateTotal
Subtotal$0.00
Equipment
CodeDescriptionQtyRateTotal
Subtotal$0.00
Materials / Consumables
CodeDescriptionQtyRateTotal
Subtotal$0.00
Travel / Other
CodeDescriptionQtyRateTotal
Subtotal$0.00
Total $0.00
Technician view: codes and quantities only — no rates or totals visible
Internal fields not shown to customer
Total quoted: $0.00 Est. cost: ~$0 Est. margin: —
Expected technicians
Used to estimate cost and margin only — not assigned to the job ticket until the quote converts.
Documents
Save the quote first, then attach drawings, specs or customer documents.
Quote summary
Line items0
Total$0.00
Est. margin—
Approval workflow
DraftPending
PendingApproved
ApprovedSent
Approved quotes can be sent to the customer or converted directly to a job ticket.
Code lookup
Type to search rate codes
Quote defaults
Manage dropdown options
Pending review
0
Submitted, awaiting approval
Hourly staff
0
Submit weekly timecards
Avg billable %
—
This week, approved + pending
Salaried staff
0
Tracked, no submission needed
Total customers
5
All accounts
Active jobs
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Hover for breakdown
Billed YTD
—
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Flagged
—
W-9 / NCF alerts
Customer accounts
CustomerIndustryContactStatusRateOpen jobsBilledW-9NCF
Total submissions
3
Bug reports
1
Suggestions
2
Resolved
1
Feedback
Company
Appearance
Notifications
Integrations
Security
Job numbering
Mileage
Job ticket settings
Invoice settings
Packing slip settings
Document templates
Report & invoice emails
Specifications & standards
Users & permissions
Billing codes
Rate structures
Qualification requirements
Procedure categories
Departments
Chart of accounts
Packing slips
Job # Customer Date Carrier Tracking # Status Prepared by
No packing slips yet. Create one from a Shop job ticket or click New packing slip.
System
Online
All core services running
Database
Connected
PostgreSQL 16
Email
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Microsoft 365
Users
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Action items
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Modules
Sign-in & security log
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Documentation
38
Help articles
Search
Type below
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AI assistant
Ask Claude
Available in Admin panel
Getting started
System overview
Logging in & accounts
Navigating Nexus
Operations
Job tickets
Job numbering
Adding callouts
Shop jobs & packing slips
Timecards
Sales & billing
Creating quotes
Invoicing
Purchase orders & bills
Compliance
Radiation safety
Quality
System
Settings
Notifications
User roles & permissions
Nexus — system overview
For Administrator and all users
Nexus is an all-in-one business operations platform. It manages the full lifecycle of your work — from initial sales inquiry through quoting, job execution, invoicing, and payment — as well as compliance, HR, and business reporting.

The sidebar on the left organizes all modules by section. Click any item to navigate to that section. Items marked "coming soon" are being built.

Your role determines what you can see and do. Administrators see everything. Technicians see their assigned jobs and timecards. Managers see their team's work and can approve timecards and invoices.
Core workflow
1Sales creates a quote — customer info, scope, line items, rate structure. Submitted for approval.
2Quote approved & sent — PDF emailed to customer. Marked "Sent" in system.
3Quote converts to job ticket — assigned to technician(s). Job number auto-generated (e.g. 2610-0042).
4Technician executes the job — logs time, quantities, generates inspection report. Submits for review.
5Admin/manager reviews — verifies quantities, checks for overruns, applies pricing, finalizes invoice.
6Invoice sent to customer — with attached inspection reports. Customer pays. Job marked Paid/Closed.
Schedule
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Projects
Profitability · Milestones
This module is being built. Check the Admin panel → Module status for progress.
Click any live item in the sidebar to navigate there.
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Invoices
Invoice #CustomerJob #Issue dateDue date TotalPaidBalanceStatusActions
Bookkeeping
Register
Bank accounts
Profit & loss
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Rate builder
Rates
Inputs
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Budgeting
Budget
Budget vs. actual
Forecast
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Leads
Pipeline · Follow-up · Proposals
This module is being built. Check the Admin panel → Module status for progress.
Click any live item in the sidebar to navigate there.
Prospects
NDT company discovery · Map view
This module is being built. Check the Admin panel → Module status for progress.
Click any live item in the sidebar to navigate there.
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My to-do list
Only you can see this list.
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Quality & qualifications
Overview
Personnel
By method
Assets
Procedures
OJT hours
Exams
Certifications are signed on paper; this is the register, not the signing tool. Expiry is measured against today's date. An expired certification or lapsed vision exam never blocks assignment — the technician is shown with a warning and the job ticket is flagged. Requirements are edited in Settings → Qualification requirements.
Inspection asset register
Assets are decommissioned, never deleted.
Employee files
Training tracker
Payroll
Zoho Payroll sync · Direct deposit
This module is being built. Check the Admin panel → Module status for progress.
Click any live item in the sidebar to navigate there.

Report preview

Form 1460A — review, then sign off below.

Generating PDF…
Customer sign-off
Customer reviews the report above and signs to authorize.
No one available to sign onsite?

Job ticket preview

Review the ticket below, then print when ready.

JOB TICKET
Customer
NDT method(s)
Technicians
Jobsite
Scope
Code Description Qty/Hrs
Internal job ticket

Credit note preview

Review the credit note below, then print when ready.

CREDIT NOTE
Credit to
Against
Reason
Description Amount
Credit total
Credit remaining

Purchase order preview

Review the purchase order below, then print when ready.

PURCHASE ORDER
Vendor
Ship to
Approved by
Description Qty Unit price Amount
Total
Notes

Invoice preview

Review the invoice below, then print when ready.

INVOICE
Bill to
Job reference
Service date
PO number
Terms
Jobsite
Description of Services Performed
Code Description QtyUoM Rate Total
Subtotal
Paid to date
Balance due
Payment
Please remit payment per the terms above. Contact us with any questions regarding this invoice.

New job ticket

Select the job code to continue. The form will load with the appropriate fields for that job type.

10
Callout
Technician travels to customer site
20
CWC
Calumet Welding Center
30
Shop
Work performed at CTS facility
40
Project
Multi-phase / long-term project

New quote

Select the job code this quote is for. If approved and converted to a job ticket, it will carry this code forward automatically.

10
Callout
Technician travels to customer site
20
CWC
Calumet Welding Center
30
Shop
Work performed at CTS facility
40
Project
Multi-phase / long-term project

New job ticket

Callout

Fields marked ★ are mandatory. Blank optional fields are hidden on the PDF.

Job ticket #
2610-0042
Date generated
—
Job type
Callout
Same-day callout?

New customer

Add a new customer account to Nexus.

Primary contact
Classification
Billing
Compliance documents

Customer name

Account details

Status
Rate tier
Payment terms
Billing contact
Contact name
Email
Phone
PO required
Billing address
Compliance
W-9 on file
NCF on file
Special billing instructions
Jobsites
Contacts
Documents
Notes

Tax-exempt certificate

Tracks that a certificate is on file. File storage isn't connected yet.

Add jobsite

A location this customer has had work performed at.

Driving miles ONE WAY from the default mileage origin. Nexus doubles it for round trips and multiplies by the trip count.
Marks this as a CTS location. Shop jobs (type 30) never bill mileage, vehicle or per diem.

Add travel origin

A location crews depart from. Jobsite mileage is measured from the default.

Only one origin can be the default. Setting this clears the current one.

Reason

A short explanation is required.

Add contact

Another point of contact at this customer.

Send quote to customer
Sending to
The quote PDF will be attached automatically. Sending marks the quote status as Sent.

Submit feedback

Report a bug or suggest an improvement for Nexus.

Done

Job entry

Callout

Technician view — enter time, quantities, and notes. Rates are handled by the system.

Job details — read only
Customer
—
Job #
—
Job type
—
Time entries
Enter hours worked. Rate is automatically selected — you do not see or enter rates.
Quantities — confirm or adjust
Quoted quantities shown. Adjust if actual usage differs. Any quantity above the quote requires an explanation. Mileage is auto-calculated and locked.
Add item not on original quote
Technician notes

Assign & send job ticket

Send job ticket PDF to assigned technicians

The job ticket PDF will be emailed to each selected technician with a link to their Nexus work entry window.
A prominent red banner will appear on the job ticket PDF and the technician's work entry window.
What gets sent: Full job ticket PDF with all details. Quantities shown, no pricing. Link to their Nexus work entry window.

Add user

Create a new Nexus account and assign permissions.

Account information
Digits only. Reports this person writes are numbered from it — e.g. 7064 gives 7064-0001.
Role & permissions
then override below
Per-user permission overrides Overrides the role defaults for this user only

New role

Define a reusable permission template. Users inherit these defaults and can have individual overrides on top.

Default permissions for this role

Add permission category

Create a new group of related permissions that can be assigned to roles and users.

Permissions in this category
AD

My Profile

Account information
Change password

Deactivate user?

This will prevent the user from signing in.

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Field Technician
—
Dashboard
My Jobs
Schedule
Timecard
Job History
Procedures
Safety Data Sheets
My Equipment
To-do
Exams
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Exams
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My to-do list
Only you can see this list.
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My Assigned Jobs
Job Detail
Job Information
Scope of Work
Technician Notes (internal — not shown to customer)
Inspection Reports
Daily Timesheets
Customer report package
My Schedule
My Timecard
Open
0.0
Regular hrs
0.0
Overtime hrs
0.0
Total hrs
This week's entries
Add time entry
Submit your timecard at the end of the week for office review. Hours over 40 in a week are automatically calculated as overtime.
Job History
Closed jobs and every report you've submitted, organized by customer and job number.
CTS Procedures & Policies
Company procedures, work instructions, and policies.
Safety Data Sheets
The SDS and certifications for every material CTS stocks. Tap one to open it.
My Assigned Equipment
Equipment and vehicles currently assigned to you.
Equipment requests

Job entry

Callout

Technician view — enter time, quantities, and notes. Rates are handled by the system.

Job details — read only
Customer
—
Job #
—
Job type
—
Time entries
Enter hours worked. Rate is automatically selected — you do not see or enter rates.
Quantities — confirm or adjust
Quoted quantities shown. Adjust if actual usage differs. Any quantity above the quote requires an explanation. Mileage is auto-calculated and locked.
Add item not on original quote
Technician notes

Assign & send job ticket

Send job ticket PDF to assigned technicians

The job ticket PDF will be emailed to each selected technician with a link to their Nexus work entry window.
A prominent red banner will appear on the job ticket PDF and the technician's work entry window.
What gets sent: Full job ticket PDF with all details. Quantities shown, no pricing. Link to their Nexus work entry window.

Request time off

Submit a request to your manager for approval.

Equipment Request

New NDE report

Choose the report form. Forms matching this job's methods are listed first.

MTPT ASME Report

Form 1460A — magnetic particle & liquid penetrant inspection

Header
Lighting
Magnetic particle technique data
Liquid penetrant technique data
Identification
#DescriptionResult
Remarks & diagram
Image pages (1461A)

Add continuation pages of inspection images. Pick a layout, then select as many images as you need — they'll fill pages automatically (e.g. 12 images at 4-up makes 3 pages). Add a caption under each image, and delete any page you don't want.

PDF attachments (1462A)

Attach supporting PDF documents — certs, MTRs, calibration records. Each page of each PDF gets its own CTS continuation page, with the same header and signatures as the rest of the report. Password-protected PDFs can't be attached.

Examiner
Interpreter signature

Weld size

Define a size once; every weld of that size then picks it from a list.

Wall plus 0.125" reinforcement. Type over it if the job differs.
Viewing areas
Penetrameter

Evaluate view

Accept unless something is recorded.

Tap a discontinuity to cycle it: none → present → reject.

Daily Timesheet

Form 1283A — daily field timesheet

Header — pulled from the job ticket; type over anything that needs changing
Technicians & hours
Description of services performed
Equipment used
Materials used
Enter every can you used, one line per item (developer, penetrant, remover…). On Project Pricing jobs the invoice works the cans out into kits.
Mileage, remarks & callout
How many trips — not miles. Nexus calculates the mileage.
Customer sign-off

Save the draft when you are done filling this out. When the customer is ready, hit Preview & customer sign-off — they review the finished timesheet and sign there, which finalizes it and posts each technician's hours and NDE methods to their timecard. A draft save does not.

Timesheet preview

Form 1283A — review, then sign off below.

Generating PDF…
Customer sign-off
The customer reviews the timesheet above and signs to approve the charges.
No one available to sign onsite?

Flag for revisions

—

The technician sees this on the job, so be specific. Signed reports and timesheets can't be edited — they'll need a revision.

Packing Slip

JOB INFORMATION
PACKAGING DETAILS
Dimensions per piece

Categorize transaction

ItemAccountJobAmount
Receipts

Add transaction

For cash, a check that has not cleared yet, or an account whose statements cannot be downloaded.

Add bank account

A checking, savings or credit card account whose transactions you categorize here.

Posts to is the account in the chart of accounts that holds this account's balance — Zoho type Bank for checking and savings, Credit Card for a card. For a card, enter what is owed as the opening balance with a minus sign.

Add account

An account in the chart of accounts. The types are Zoho Books' own, so the import lines up.

Job Hazard Analysis

General information
Type of work
Mobilization
Task · Hazard · Control method
Worksite conditions
Personal protective equipment
Personnel / signatures
Completion

Start the day’s JHA

Sign the JHA

JHA preview

Form 1231, printed landscape. Internal only.

Signed document

Send reports

Attachments
Sent before

QC decision

No work performed

That day needs no JHA. Any timesheet or report dated that day can still be signed off.

Send invoice

Attachments
Sent before

Invoice sent

Print the paper copy for the job file?

Item

Safety data sheets & certifications
Lots and expiry
Weekly counts (what Platypus learns from)
History

Item

Usage comes off this item when its billing code (or a kit made of it) is on a signed timesheet.

Receive stock

Adds to the company total. Lot and expiry are kept with the delivery; attach the batch certificate if there is one.

Adjust

For stock that left or arrived outside a job or a delivery: damaged, expired, returned, borrowed. Use - to remove.

Area

Who counts this area every week.

Count

Receive

1Check the shipment
Does the packing slip match the purchase order (items and quantities)? *
Condition of the packages and items *
2Count each line
Rejected items are not counted as received, so they stay outstanding on the PO. Link a line to an inventory item once and Platypus remembers it.
3Confirm

Job files

New purchase order

ItemQtyUnit priceAmount

Receive items

New vendor credit

ItemAccountJobAmount
Credit memo

Refund received

This adds the deposit to the register as a transaction entered by hand. When the bank statement comes in, the import matches it instead of adding it twice.

New credit note

DescriptionAmount

Refund credit

This adds the refund to the register as a transaction entered by hand. When the bank statement comes in, the import matches it instead of adding it twice.

Receive payment

This enters the payment in the register by hand. When the bank statement comes in, the import matches it instead of adding it twice.

New bill

A bill from a vendor: what it was for and when it is due.

ItemAccountJobAmount
Scanned bill

Pay a bill

This adds the payment to the register as a transaction entered by hand. When the bank statement comes in, the import matches it instead of adding it twice.

Add vendor

Someone who sends you bills.

New exam

Multiple choice and true/false. Changes apply to sittings started after you save; a sitting already started keeps the exam as it was.

Questions — the green button marks the correct answer

Graded exam

Packing slip

To keep a PDF file, choose Save as PDF as the printer.

Import chart of accounts

From Zoho Books: Accountant → Chart of Accounts → Export → CSV. Nothing changes until you press Import.

No file chosen

Import statement

Your bank’s CSV download, or OFX / QFX (Quicken, Money or Web Connect). A PDF is kept with the account but not read.

No file chosen

Import a profit and loss

A Zoho Books Profit and Loss export (Excel .xlsx or CSV), accrual or cash, with one Total column or one column per month. Nothing is saved until you press Import.

No file chosen

Prior-year profit and loss

New budget

Twelve months of the fiscal year, one amount per income and expense account per month.

Fill the budget

Budget details

New scenario

A set of inputs and the rates they give for one rate structure. Nothing changes a live rate until you apply it.

Scenario details

Changing the structure prices the same inputs against that structure's rates.

Billing code

Apply rates

Applied from this scenario

Every rate this scenario has written, newest first.

Forecast settings

Kept for everyone who opens the forecast.

Document

Attach an existing document

The same file is placed here as well. No copy is made: replacing it later updates every place.