HELP CENTER

NexPath is more than just an invoicing, estimating, or CRM tool. It’s a comprehensive business solution that connects your sales, operations, and finance systems, transforming your business into a scalable asset.

While most invoicing or CRM tools focus on isolated tasks like sending invoices or tracking client relationships, NexPath integrates these functions directly into your business's financial and operational backbone. This connection allows you to automate processes, track performance, and manage the entire workflow from start to finish.

NexPath automates many aspects of your business, from creating estimates to managing workflows, tracking projects, and invoicing. By automating these functions, you save time, increase efficiency, and can focus on growing your business.

NexPath is designed for service-based businesses, including field services, professional services, and enterprise-level organizations. It’s perfect for companies looking to streamline their operations, automate processes, and scale their business without losing control.

Absolutely. NexPath was built to be adaptable to your unique business processes, lingo and language. Whether you need to customize workflows, reporting, or sales operations, NexPath can be tailored to meet your specific business needs.

NexPath transforms your business by streamlining your operations, automating repetitive tasks, and giving you full visibility into your sales, operations, and finance systems. This means you spend less time on manual work and more time focusing on growth, strategy, and customer relationships.

We provide comprehensive onboarding. Our goal is to help you get the most out of NexPath from day one and continuously optimize your business processes.

Yes! NexPath integrates with QuickBooks accounting software, and we’re continuously expanding our integrations to make sure NexPath works seamlessly with your current tools.

Yes, NexPath’s system is built for businesses with multiple locations or teams. You can manage everything from one platform, ensuring consistency across locations while maintaining flexibility.

We offer real-time support through AI-driven tools and live customer service. Our team is dedicated to making sure NexPath runs smoothly for your business and will be there to assist every step of the way.