TerraForm was doing complex, high-ticket projects, but payment collection lagged behind production. Progress billing was inconsistent, and the finance team spent too much time chasing paperwork.
The team used Nexus to standardize project milestones, trigger invoices faster, and collect mobile payments with less friction between the field and the office.
Invoicing became 50 percent faster, cash flow improved, and project leaders had better visibility into financial progress throughout each build.
"The payment workflow finally matches the pace of the work. That changed how we think about growth."
Buyer paths related to this case study
Core Buyer Paths
Field Service Management Software
Core category page for scheduling, dispatch, CRM, invoicing, and reporting.
Home Services CRM
Buyer-intent page for customer records, pipeline, marketing attribution, and service history.
HVAC Software
Trade-specific page for HVAC teams managing service, memberships, and replacement flow.
Advanced Categories
Field Service ERP Software
Advanced category page for buyers connecting service operations with financial visibility.
Job Costing Software
High-intent page for operators comparing profitability visibility across labor, materials, and billing.
Commercial Service Management Software
Commercial-focused category page for account workflow, recurring service, and reporting depth.
Top Comparison Pages
Best Guides
Best HVAC Software
Buyer guide for HVAC operators comparing category leaders.
Best Field Service Management Software
Long-form buyer guide for evaluating broad FSM platforms.
Best Customer Portal Software
Guide for comparing customer-facing self-service and approval workflow platforms.
Best Commercial Service Management Software
Guide for commercial operators evaluating account workflow, dispatch, and reporting platforms.
Best QuickBooks Field Service Software
Guide for teams comparing accounting-connected field-service systems.