Keep customer context connected to design, permitting, scheduling, purchasing, field records, invoices, payments, and post-completion support.
Practical workflows for winning the work, delivering the project, and supporting the customer afterward.
Each department works with the project context and responsibilities that matter to its role.
Configure the company workflow once, then let agents carry out routine follow-through with manager oversight for exceptions.
Coordinate planned work and preserve the daily evidence of what happened on site.
Bring visual scope, property context, project files, and readiness checks together before production.
Connect sales outcomes, job cost, commissions, and profitability in one view.
An operating layer for pipeline clarity, accountability, and process improvement.
Keep customer support connected to the project after construction is complete.
Built for teams that need workflow clarity and accountability from first inquiry through warranty.
Your team needs one record from inquiry through construction and warranty.
Sales, design, permitting, and field teams lose context between systems.
Call-center conversations need better summaries, routing, and follow-up.
Customer photos matter before scope review.
Cortex project-book review would help your team find scope and document gaps.
Purchase orders and change orders need clearer links to the job.
Field photos, daily logs, and weather notes need a shared home.
Commission calculation eats too much spreadsheet time.
Leaders need clearer job profitability after a sale becomes project work.
Assigned action items and reminders need to stay visible across departments.
Warranty calls and claims should stay connected to the completed project.
How Nucleus connects sales, design, permitting, field work, financials, and service.
Configure intake scripts, qualification, consent rules, routing, callbacks, appointments, and follow-up. AI agents carry out routine work automatically, using company knowledge refreshed by scheduled website indexing. Managers review exceptions, outcomes, and required approvals.
It reviews customer photos, site images, and field docs so visual context supports estimating, intake, and handoff.
Render is included for visual project prep: floor-plan rendering, room context, uploads, and permit details can become review-ready packages tied back to the customer workflow.
It organizes scope, pricing, notes, and image context before a client estimate is finalized.
Yes — completeness checks, wording cleanup, and scope-risk prompts, with approval staying on your team.
Yes. Commissions are calculated from structured sales and job data, so they are easier to audit.
It brings invoices, payment balances, revenue, cost, commissions, margin, and estimate history into the job context.
Sales, call-center, estimating, design, permitting, construction, finance, warranty, and leadership teams that need shared project context.
Yes. Nucleus supports permitting, Cortex project-book review, project schedules, purchase orders, change orders, daily logs, payment collection, and warranty service.
Daily logs, photos, weather notes, files, assigned action items, and configured multichannel reminders keep the work visible. Role-based partner access and location-aware time records support coordination beyond the office.
Tell us which workflow to improve — sales, design, permitting, construction, financials, or warranty service.
Tell us about your team and what you want to improve. We’ll help you find the right starting point.
