CO3 Nucleus

Nucleus. The Service ERP.

Nucleus brings service management, CRM and accounting together in one connected system for businesses that sell, rent and service equipment.

Manage customers, contracts, technicians, equipment, stock and finances without relying on separate systems. From the first service request to the final invoice, your teams work with the same information.

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Quick links: How the system is built What a Service ERP is From the alert to the invoice Capabilities Extensions

How the system is built.

Nucleus is one connected system, not a collection of separate products. Its 22 capabilities work together to manage the different parts of your business, from service operations to customer management and accounting.

Core

Service management, meter readings, technician scheduling, equipment and contracts. Everything your service team needs to manage day-to-day operations.

Commercial

CRM, sales and pricing. Manage customer relationships, opportunities and agreements alongside your service operations.

Finance

Billing, purchasing, accounts payable and the general ledger. Accounting is built into Nucleus, keeping your financial information connected to the rest of your business.

Operations

Helpdesk, dispatch, planned maintenance, equipment installations and movements, stock, logistics, workforce management and customer portals.

Extensions

Connect additional tools such as 3manager, CloudQuote, remote monitoring and management (RMM) solutions or external accounting software where needed.

Everything works together, so your teams have access to the information they need.

What a Service ERP is.

A Service ERP is business management software designed for companies that sell, rent and service equipment.

Unlike software that only manages service calls or technician scheduling, a Service ERP connects your service operations with customer management, contracts, stock and accounting.

Nucleus brings these functions together, helping your teams manage the entire business from one system.

Nucleus is

Built specifically for equipment and service businesses. It manages contracts at device level, meter readings, technician scheduling, stock and billing, while giving you visibility into profitability by contract, device and technician.

Nucleus is not

Just a field service management tool, a print-only system or a generic ERP with service features added on.

Nucleus is a complete Service ERP, with service management, CRM and accounting built into the same product.

From the alert to the invoice.

A service job involves more than fixing a piece of equipment. There’s the customer, the contract, the technician, the parts and, eventually, the invoice.

Nucleus connects each step, so your teams can work from the same information.

A device generates an alert, or a customer contacts your helpdesk. Nucleus already holds the customer’s details, equipment information and contract coverage.

Your service team schedules the job, assigns a technician and checks the parts required.

Once the work is completed, the relevant service information, stock movements and contract details are available for billing.

Because service activity and financial information are connected, you can monitor costs and understand profitability without waiting until month-end.

A service issue is identified and linked to the customer’s equipment and contract.

The job is scheduled, the technician completes the work and any parts used are recorded.

The contract, pricing and completed service information determine what needs to be billed.

Invoices, purchasing and financial records stay connected to the work carried out.

1. Service alert

2. Service work

3. Contract and billing

4. Accounting

From the first alert to the final invoice, everything stays connected.

The complete picture.

Nucleus includes 22 connected capabilities covering the commercial, operational and financial requirements of a service business.

These capabilities work together within one system. They’re not separate products you need to purchase and connect.

Select a capability below to see what information it uses and which other parts of Nucleus rely on it.

Service CRM Accounts Data Cubes Open for Business

What sits on the edge.

Nucleus brings your core business operations together, with additional tools and integrations available to support specific requirements.

3manager

Print fleet monitoring and management, with information connected to Nucleus to support equipment and service operations.

CloudQuote

Dedicated quoting and configuration tools that connect relevant sales information back to Nucleus.

CO3 Nucleus integrating with Sage Evolution

Optional Sage or another ledger

Nucleus includes native accounting, but can also support integration with an external finance system where required.

Nucleus IOP

Supports businesses looking to add print management capabilities alongside their existing IT services and operations.

How to read this page.

Owner / Managing Director

See how Nucleus connects your service operations, customers, contracts and finances. Understand how one system can give you a clearer picture of your business.

Service Manager

Explore how Nucleus manages helpdesk activity, technician scheduling, equipment, stock and contracts, while helping you monitor service performance and profitability.

IT / Systems

See how Nucleus brings service management, CRM and accounting together, with additional integrations available where your business needs them.

Frequently asked questions

What is a Service ERP?

A Service ERP is business management software for companies that sell, rent and service equipment. Unlike tools that only manage service calls or technician scheduling, it connects service operations with customer management, contracts, stock and accounting in one system.

What is Nucleus?

Nucleus is the Service ERP from CO3 Technologies. It brings service management, CRM and accounting together in one connected system, so teams can manage customers, contracts, technicians, equipment, stock and finances without relying on separate systems.

Who is Nucleus for?

Nucleus is built for businesses that sell, rent and service equipment, such as office equipment, managed print and IT service providers. CO3 Technologies has developed software for this industry since 2003 and works with businesses in South Africa, the UK and the US.

How is Nucleus different from field service software or a generic ERP?

Nucleus is not just a field service management tool, a print-only system or a generic ERP with service features added on. It manages contracts at device level, meter readings, technician scheduling, stock and billing in one product, with visibility into profitability by contract, device and technician.

Does Nucleus include accounting?

Yes. Billing, purchasing, accounts payable and the general ledger are built into Nucleus, keeping financial information connected to service work. Nucleus can also integrate with Sage or another external ledger where a business needs it.

What does Nucleus integrate with?

Nucleus connects with 3manager for print fleet monitoring, CloudQuote for quoting and configuration, remote monitoring and management (RMM) tools, and external accounting software. Nucleus IOP supports IT service providers adding managed print to their existing operations.

See it working for your business.

Every service business has its own processes and challenges.

Tell us how your business works today, and we’ll show you how Nucleus can help connect your operations, customers, contracts and finances.

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