Nexus — system overview
For Administrator and all users
Nexus is an all-in-one business operations platform for Calumet Testing Services. 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.
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.
Job numbering system
For Administrators, Managers, and Sales
Nexus uses a structured job number format that encodes the year, job type, and a global sequence number.
26100042
YY — year code — job type NNNN — global sequence
| Code | Job type | Example | Use when |
| 10 | Callout (field job) | 2610-0042 | Technician goes to customer site |
| 20 | CWC | 26200043 | Dedicated customer work |
| 30 | Shop work | 26300044 | Work performed at CTS facility |
| 40 | Project | 26400045 | Large-scale multi-phase work |
When a job requires a follow-up visit under the same job number, a callout suffix is appended:
2610-0042 — original job
2610-0042-02 — second callout
2610-0042-03 — third callout
Each callout can have its own technicians, time entries, reports, and invoice. Previous callouts and invoices are never affected.
Adding a callout to an existing job
For Administrators and Operations Managers
Step 1Go to Operations → Job tickets and find the job you want to add a callout to.
Step 2Click the +CO button on the right side of the job row.
Step 3A confirmation prompt will show the new callout number (e.g. 2610-0042-02). Confirm to proceed.
Step 4The new callout ticket appears at the top of the job list with the same customer and job name. Assign technicians and set the date.
Clone vs callout: Use +CO when this is a follow-up to the same work order (same job number, new visit number). Use Clone when it is a new engagement that happens to be similar — it gets a brand-new job number.
Radiation safety module
For RSO and Administrator only (CFR Part 37 section) — other sections visible to authorized personnel
The radiation safety module is organized into three main sections:
1. Personnel files — each radiation worker has their own file containing certifications (mandatory and optional, toggleable per person), all required exams by designation, radiation safety audit history with configurable intervals, dosimetry records, violations, and assigned equipment.
2. Equipment — tracks all radiation safety equipment including survey meters, alarming rate meters, pocket dosimeters, EADs, vehicles, transport boxes, remote controls, exposure devices, and guide tubes. Each item has calibration tracking, Q-inspection schedules, assignment records, and status flags.
3. CFR Part 37 — restricted to RSO and Administrator. Contains weekly source inventories, monthly vault surveys, annual RSP and security audits, and the LLEA/security plan.
To change a technician's audit interval after a failed audit:
1. Open the technician's personnel file → Safety audits tab
2. Click Set interval
3. Set the interval (e.g. 3 months) and the number of consecutive passes before returning to standard (e.g. 3 audits)
4. After the 3rd passing audit, the system automatically resets to the standard 6-month interval
Creating a quote
For Administrators, Managers, and Sales
Step 1Go to Sales → Quotes and click New quote.
Step 2Select the customer — their billing information, special instructions, and assigned rate structure load automatically.
Step 3Enter the quote contact (who requested it), jobsite address, NDT methods, and scope of work. Mandatory fields are marked with ★.
Step 4Add line items using rate codes (e.g. STD-500-H). Use the code lookup panel on the right to search. Add section headers for subtotals where needed.
Step 5Mileage auto-calculates from the jobsite address. CTS to Supply and Customer to Supply selections can trigger automatic line items.
Step 6Click Submit for approval. Once approved, click Send to customer — the PDF is emailed from your account and the quote status changes to "Sent."
Quotes expire 30 days from the date of issue. Expired quotes show a warning when a customer wants to proceed — you can update and reissue with a new expiration date.
Shop jobs & packing slips
For Technicians, Operations Managers, and Office Manager
ReceivingWhen a shop job arrives, the job ticket records method of delivery and how it arrived (box, pallet, crate, etc.).
CompletionWhen work is complete, the technician opens the packing slip — all customer info, job info, and scope pre-populate from the job ticket. The tech adds dimensions, weight, and packaging details.
NotificationSubmitting the packing slip notifies the Office Manager that the job is ready for shipment. The Office Manager schedules pickup/delivery.
Login and account help — detailed instructions coming as each module is finalized.
Navigation help — detailed instructions coming as each module is finalized.
Job ticket help — detailed instructions coming in the next build session.
Timecard help — see Timecards in the sidebar. Detailed article coming soon.
Invoicing help — coming when invoicing module is built.
Purchase orders, bills, and ACH/check payments — coming in the payables module build.
Quality forms help — coming when quality module is built.
Settings help — covers company info, integrations, job numbering, mileage, custom fields, and notification routing.
Notifications help — configure who receives each alert type in Settings → Notifications. All flags also appear on the Admin dashboard.
User roles and permissions — Administrators see everything. Managers can approve timecards and invoices. Technicians see only their assigned jobs. Custom roles configurable in User Management.