Connect customers, properties, service locations, equipment, warranties, maintenance history, memberships, open estimates, and replacement opportunities, calls, texts, appointments, estimates, invoices, and marketing history in one HVAC CRM.
HVAC customer management across the service lifecycle
Nexus gives the office and field the relationship, service-location, operational, financial, and communication context needed to continue the conversation without asking the customer to repeat it.
Give the office a complete customer record with service locations, job and invoice history, contact details, memberships, equipment, activity, and notes.
Keep service locations, equipment, warranties, maintenance history, memberships, open estimates, and replacement opportunities organized under the right customer and location so the next call, visit, estimate, or renewal begins with useful history.
See service locations, equipment, warranties, maintenance history, memberships, open estimates, and replacement opportunities before the next conversation starts.
Calls, texts, appointments, notes, estimates, invoices, and payments follow the customer record.
Surface maintenance, indoor-air-quality, replacement, and membership opportunities with ownership and accountable follow-up.
A name and phone number are not enough to coordinate no-cool and no-heat calls, maintenance visits, diagnostics, replacements, and installations. The team needs the location, history, work status, financial context, and promises already made to the customer.
Because Nexus connects communication with operations and revenue, each interaction can contribute to scheduling, service delivery, retention, attribution, and reporting.
Keep contacts, billing relationships, preferences, tags, and communication status organized.
Preserve service locations, equipment, warranties, maintenance history, memberships, open estimates, and replacement opportunities.
Connect calling, SMS, live chat, internal notes, and missed-call workflows.
Tie campaigns, completed work, open estimates, and maintenance, indoor-air-quality, replacement, and membership opportunities to measurable revenue.
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
Yes. Nexus connects customers with service locations, equipment, warranties, maintenance history, memberships, open estimates, and replacement opportunities, communication, jobs, estimates, invoices, memberships, and marketing history.
Calling, SMS, live chat, missed-call follow-up, internal notes, and customer records share the same operating context.
Yes. Nexus provides mobile access to the customer, location, schedule, job, documentation, communication, estimate, invoice, payment, inventory, and purchasing workflows appropriate to each role.
Yes. Business units, roles, permissions, job types, forms, automations, notifications, and approval paths can be configured around the way the company operates.
Yes. Connected operational records can feed configurable dashboards, custom reports, scheduled delivery, CSV or XLSX exports, and Galileo-assisted analysis.
Book a focused walkthrough using your no-cool and no-heat calls, maintenance visits, diagnostics, replacements, and installations, team structure, and operating rules.
Book your Nexus demo