Build consistent proposals for no-cool and no-heat calls, maintenance visits, diagnostics, replacements, and installations using reusable diagnostic work, repairs, maintenance, replacement options, equipment, labor, and seasonal pricing rules, then present options, capture approval, and keep unsold work moving.
HVAC estimating from scope through decision
Nexus combines pricebook items, templates, dynamic rules, customer-ready choices, forms, and signatures so HVAC technicians and install crews can quote consistently while preserving the details that make each job different.
Create reusable bid groups with multiple good-better-best options, recommended selections, customer-ready pricing, and presentation models that make decisions easier.
Every proposal stays connected to service locations, equipment, warranties, maintenance history, memberships, open estimates, and replacement opportunities, potential value, ownership, communication, and the next follow-up action until it is sold, dismissed, or rescheduled.
Turn proven diagnostic work, repairs, maintenance, replacement options, equipment, labor, and seasonal pricing rules into reusable building blocks.
Present recommended options with clear inclusions, totals, approvals, and signatures.
Keep maintenance, indoor-air-quality, replacement, and membership opportunities visible instead of letting open proposals disappear.
Fast quoting does not help if HVAC technicians and install crews omit scope, price inconsistently, or leave the customer unsure what to choose. Nexus makes repeatable pricing logic available without forcing every job into an identical proposal.
After presentation, the estimate remains part of the operating record so scheduling, materials, customer communication, invoicing, and reporting can continue from the approved choice.
Standardize common diagnostic work, repairs, maintenance, replacement options, equipment, labor, and seasonal pricing rules.
Apply configured markups, multipliers, surcharges, labor logic, and approval rules.
Collect selections, forms, contracts, and signatures on a customer-ready presentation.
Organize follow-up around maintenance, indoor-air-quality, replacement, and membership opportunities.
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. Templates can combine diagnostic work, repairs, maintenance, replacement options, equipment, labor, and seasonal pricing rules into recommended good-better-best choices.
Open proposals can enter a visible follow-up pipeline with potential value, ownership, next actions, communication, and final outcomes.
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