Connect customers, service locations, calls, texts, jobs, estimates, invoices, memberships, and marketing history in one relationship record.
A complete customer relationship across the service lifecycle
Nexus connects contact details with service locations, equipment, conversations, appointments, jobs, estimates, invoices, memberships, campaign history, and lifetime value.
Give the office a complete customer record with service locations, job and invoice history, contact details, memberships, equipment, activity, and notes.
The office can answer with confidence because the service history, open work, financial context, and communication trail are already together. No digging through disconnected inboxes and tools.
See the relationship, locations, equipment, and service history before the conversation starts.
Calls, texts, notes, estimates, jobs, and invoices follow the customer record.
Surface open bids, upcoming work, membership status, and follow-up opportunities.
A field service customer is more than a name and phone number. The office needs to understand where service happens, what equipment is installed, which estimates remain open, what work was completed, and what the customer was already told.
Because calling, SMS, live chat, team messaging, marketing, jobs, and financial records share context in Nexus, the customer does not have to restart the story at every handoff.
Manage household or business relationships with one or many service locations and their operating history.
Keep calls, texts, live chat, missed-call follow-up, and internal coordination connected to the record.
See appointments, jobs, estimates, invoices, payments, memberships, and open opportunities together.
Connect campaign and lead source data to booked work, completed revenue, and customer value.
Calling, SMS, automation, marketing tools, and Galileo by Nexus are part of the platform—not separate products you have to stitch together.
For solo founders and small crews
For growing service companies
For larger teams ready to scale
A field service CRM connects the relationship to service locations, equipment, appointments, technicians, jobs, estimates, invoices, payments, and recurring service—not only sales-stage activity.
Yes. Nexus can preserve the customer relationship while keeping location-specific history, contacts, equipment, jobs, documents, and billing context organized.
Yes. Calling, SMS, live chat, missed-call follow-up, and team communication can share the customer and job context available in Nexus.
Yes. Customer status, memberships, recurring work, service history, follow-up, and upcoming opportunities can remain visible to the office.
Yes. Nexus can carry campaign and lead-source context into customers and jobs so reporting can connect acquisition activity to completed work and revenue.
Book a focused walkthrough using the process your team handles today.
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