How It Works

Six stages, with people in charge of the decisions.

This is our planned delivery model. It describes how we intend to design and run an engagement — not capabilities that are already deployed for every business.

Pilot scope: The proposed pilot covers intake, scheduling and crew coordination only. Delivery and integrations are confirmed case by case; this preview does not demonstrate a deployed client system.

Stage 1 of 6

Stage 01

Free fit check

Target: two business days after the consultation and once required information is received.

We assess coordination burden, how repeatable your jobs are, software feasibility and likely value. Low lead or customer volume alone does not disqualify a business.

Your part: Join the consultation and share basic information about how jobs, scheduling and crews work today.
Nex's work: Assesses fit across burden, repeatability, feasibility and likely value.
Planned AI assistance: May help organize consultation notes into a structured summary.
Human decisions: Nex decides whether to recommend moving forward; you decide whether to continue.
What you see: A fit summary with a recommendation, open questions and the information still needed.

Stage 02

Workflow review

Target: five to ten business days after required access and information are received.

We map intake, scheduling and crew handoffs, then validate the map with you. Any public registration checks are separate from reviewing insurance evidence, and both involve human review — not automatic verification or any legal or compliance guarantee.

Your part: Provide agreed access and information, and review the workflow map for accuracy.
Nex's work: Maps intake, scheduling and crew handoffs, and notes gaps and risks.
Planned AI assistance: May help draft workflow maps and flag inconsistencies for a person to check.
Human decisions: You confirm the map reflects how your business really runs. Document reviews are done by people.
What you see: A validated workflow map, identified blockers and recommended next steps.

Stage 03

Scope and agreement

We define tailored deliverables, approval rules, acceptance criteria and who is responsible for what. Review and implementation terms are agreed before work begins.

Your part: Review the proposed scope, approval rules and responsibilities.
Nex's work: Prepares tailored deliverables and acceptance criteria.
Planned AI assistance: May help draft scope documents for Nex to review.
Human decisions: Both sides agree the scope and terms before building starts.
What you see: An agreed scope with deliverables, approval rules and acceptance criteria.

Stage 04

Build and test

We work with your existing software where feasibility has been confirmed, then simulate jobs, permissions and failure conditions. Our technical lead selects the appropriate integration tools for your setup.

Your part: Provide test access and give feedback on simulated jobs.
Nex's work: Builds the agreed workflows and tests them, including what happens when something fails.
Planned AI assistance: Planned assistance is configured within the agreed approval rules.
Human decisions: Nex's technical lead chooses integration tools; you sign off against the acceptance criteria.
What you see: Test results, open issues and readiness for a supervised launch.

Stage 05

Supervised launch

Workflows go live under human oversight. A new client booking requires both crew availability confirmation and company approval. Routine recurring visits use notifications without repeated approvals. Customer change requests receive an AI summary and recommendation for human review before any action.

Your part: Approve new client bookings and review change-request recommendations.
Nex's work: Monitors closely during launch and adjusts within the agreed scope.
Planned AI assistance: Summarizes change requests, recommends next steps and sends routine recurring-visit notifications.
Human decisions: Crew confirms availability, the company approves new bookings, and people act on change requests.
What you see: Launch status, any issues found and adjustments made.

Stage 06

Ongoing support

We monitor the agreed workflows, resolve issues and recommend improvements. Scope never expands without your approval, and private data is never shared across clients.

Your part: Raise issues and decide on recommended improvements.
Nex's work: Monitors workflows, resolves issues and proposes improvements.
Planned AI assistance: May help spot recurring issues for Nex to review.
Human decisions: You approve any change in scope.
What you see: Issue updates, improvement recommendations and agreed next steps.

Request your consultation

Six short questions: name, business, work email, website and tools (optional), and your biggest coordination headache.

What happens next

Your request goes straight to our inbox. A real person reads it and replies to the email you provide — no automated sequences.

Prefer email? contact@nexbs.org

Your request goes straight to our inbox. A real person reads it and replies to the email you provide — no automated sequences.

It starts with a free conversation.

The fit consultation is free. Review and implementation terms agreed before work begins.