Manage no-cool and no-heat calls, maintenance visits, diagnostics, replacements, and installations with the customer, location, appointments, forms, photos, materials, estimates, invoices, and status history connected from booking through completion.
HVAC job control from intake through closeout
Create the job once and carry service locations, equipment, warranties, maintenance history, memberships, open estimates, and replacement opportunities through every office, field, and financial handoff.
Track open, completed, and cancelled projects with owners, milestones, dates, customers, locations, and operational history in one view.
Nexus gives HVAC technicians and install crews the scope, history, forms, photos, tasks, materials, customer communication, and approval path tied to that exact visit or project phase.
Capture the property, priority, access, history, and service details required for no-cool and no-heat calls, maintenance visits, diagnostics, replacements, and installations.
Assign the forms, tasks, documentation, pricebook, and approval requirements that fit the job type.
Move completed work into invoicing, payroll, reporting, follow-up, and customer history from the same record.
The information collected during intake should still be present when HVAC technicians and install crews arrive, when the office reviews completion, and when finance prepares the final transaction.
Nexus keeps the operational timeline intact across appointments, status changes, field documentation, equipment, refrigerant, filters, repair parts, warehouse stock, and technician truck inventory, estimates, invoices, and payments.
Capture the correct customer, location, campaign, priority, job type, access, and arrival window.
Keep instructions, forms, media, tasks, notes, and signatures available on mobile.
Connect equipment, refrigerant, filters, repair parts, warehouse stock, and technician truck inventory to the work performed.
Carry completion into billing, job costing, reporting, payroll, and the next customer action.
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. Job types can assign different forms, tasks, pricebook logic, permissions, automations, and documentation requirements for no-cool and no-heat calls, maintenance visits, diagnostics, replacements, and installations.
The mobile workflow keeps job details, navigation, status, forms, photos, estimates, invoices, payments, communication, and materials connected.
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