New features
Service desk & automation
- Ticket queue — triage helpdesk tickets from a sticky command region with SLA stat tiles and inline actions. See Ticket queue.
- Ticket Peek — a two-pane slide-out for working a single ticket, with live SLA, asset, RMM posture, Nexie summary, and remote actions. See Ticket Peek.
- Workflow studio — no-code automation rules that fire on ticket events (10 triggers). See Ticket arrival routing.
- Knowledge base, Dispatch board, and the field-tech Mobile app. See the Monday recap.
Sales, quotes & billing
- CRM with a 360° account view, weighted deal pipeline, activity log, and AI lead capture from sales-call transcripts. See CRM.
- Discovery blueprint — Nexie-generated Client Operations Blueprint that converts to a draft quote in one click. See Discovery blueprint.
- Quotes & invoices — sectioned versioned quotes with online e-sign, one-click conversion to invoices, and AR aging. See Quotes & invoices.
- Contracts & e-sign, Purchase orders & Pax8 procurement, and the Product catalog. See the mid-week ship.
Projects & field
- Projects with WBS, earned-value job costing, and client-signed change orders.
- Work orders for field crews.
- Time tracking with QuickBooks push.
- Team & employees record.
Construction & bid
- Bid engine — AI-assisted takeoff for construction, low-voltage, and electrical bids.
- Drawings — versioned site drawings with 3D floor-plan analysis.
- Field survey — iPad pre-bid walkthroughs that convert straight to a bid.
RMM & infrastructure
- NexusRMM Go agent for Windows, macOS, and Linux. See Deploy the RMM agent.
- Remote sessions & recording — in-browser terminal, remote desktop, and SOCKS tunnels with auditable WebM recording.
- Device vault with encrypted credentials and FortiGate automation.
- Infrastructure verification and host & service health dashboards.
Security & SIEM
- SIEM — auto-detecting syslog listener (TLS/plain on port 6514), PCAP parsing, and Nexie AI threat analysis.
- Email security — automated Microsoft 365 phishing triage.
- Vulnerability scanning with a Red Team wizard.
- Security posture dashboard — single-pane rollup.
Compliance & governance
- Compliance Composer — one engine covering 15 frameworks with auto-collected evidence and Nexie gap analysis.
- CMMC Level 2 workspace, NCSR intake, Risk acceptance registry, and the Live Review Engine for signed client attestations.
Client portal & onboarding
- Client portal — tenant-scoped self-service for tickets, invoices, quotes, contracts, KB, and risk acceptances, with an embedded Nexie concierge.
- Client onboarding — 9-phase, 30-day pipeline from signed contract to steady-state managed services.
AI & analytics
- Nexie assistant — conversational AI over your live tenant data (read-only, row-limited, cost-reported).
- NexusPulse (SMART Numbers) — MSP KPI engine.
- Employee productivity analytics — consent-gated per-employee reporting.
Procurement & network
- Distributor catalog (Pax8) — unified search with cost/MSRP comparison across every billing-term combination. See Distributor catalog.
Known limitations
Each detail entry lists the specific limitations for its area. The most notable carry-overs:- Distributor catalog — Pax8 descriptions render as escaped text; Add to quote is disabled pending quote integration.
- RMM agent — auditable session recording on macOS/Linux is a stub; field auto-update is Windows-only.
- Dispatch board — Microsoft 365 calendar sync is one-way (NEXOS CORE → Outlook).
- AI features — Nexie, AI lead capture, Discovery blueprint, and KB article drafting require a tenant Claude API key.