HVAC & Mechanical Field Service Management Software
HVAC & mechanical field service management software UK
Connect your engineers, customers, sites, jobs and maintenance operations with Nexus CRM.
Web + Mobile
Offline Capability
Real-Time Job Status
Digital Signatures
Inventory & Suppliers
nexus.crm
Dashboard
Manage Customer
Manage Site
Manage Job Costing
Service & Maintenance
Manage Diary
Manage Stock
Manage Supplier
Reports36Active Job
17New Calls
82Quotes Follow Up
45Contracts Expiring — AMC
Manage Diary — Friday, June 6Timeline · Week · Month
Ayush
Nisarg
Rajesh
The Challenge
Keep HVAC service operations moving
From scheduling engineers to completing jobs and maintaining service history — without the operation slowing down.
01
Engineer scheduling
Matching the right engineer to the right job, every day, across the team.
02
Emergency / priority work
Urgent call-outs need to be slotted in without losing track of planned jobs.
03
Site information
Equipment, system type and site detail aren't always available before arrival.
04
Previous job history
Engineers need to see what was done last time, not start from scratch.
05
Paper reports
Job sheets and checklists on paper slow the office down and get lost.
06
Maintenance follow-up
Warranty and AMC dates are easy to miss without a central system.
Nexus connects your office and field team.
The Nexus Approach
One platform for HVAC & mechanical service operations
Customers, sites, jobs, engineers, scheduling, maintenance, inventory, suppliers, reports and documents — connected in one system.
- Customers
- Sites
- Jobs
- Engineers
- Scheduling
- Service & Maintenance
- Inventory
- Suppliers
- Reports
- Documents
The Nexus Workflow
From customer to completed job
01
Customer
02
Site
03
Job
04
Schedule
05
Engineer
06
Mobile App
07
Site Visit
08
Report
09
Photos
10
Signature
11
Completion
12
Maintenance History
Customer & Site Management
Site information and job history, always at hand
- Centralised customer information for every account
- Site information, including location and site-specific detail
- Full history of previous jobs at each site
- Service information kept against the customer and site record
- Engineers can access relevant site information from the mobile app
Manage Diary
Schedule engineers and see job progress
Use the Manage Diary module to arrange engineers, manage scheduled work and monitor job status — keeping the office and field team communicating from the same live view.
Accepted
On Route
On Site
Completed
Manage DiaryFri, 6 Jun
Ayush
Nisarg
Rajesh
Swara
Nexus Mobile
Put job information in your engineers' hands
The Nexus Mobile App keeps HVAC and mechanical engineers connected to jobs, site history and reporting — fully integrated with Nexus CRM.
Job Access
Assigned jobs & schedules
Real-time access to assigned jobs, schedules and job history.
Site Information
Full site detail
Site details, location and other relevant information on the go.
Previous History
Job history
History of all previous jobs at the site, visible before arrival.
Offline Reporting
Works without a connection
Complete reports in the field without internet, sent once connectivity returns.
Checklists
Structured inspections
Equipment checks completed with simple tick-boxes and remarks.
Photos
Capture & upload
Capture and upload site photos instantly from the job.
Signatures
Instant verification
Customers digitally sign the report, with a feedback rating option.
Service & Maintenance
Keep service and maintenance work organised
- Service jobs and maintenance activities logged against each site
- Preventive maintenance call types supported
- Service history retained for every site and system
- Warranty and AMC (Annual Maintenance Contract) information tracked where recorded
- Contract expiry visibility by year and month
Recurring visit scheduling depends on how contract and call data is recorded in your Nexus setup.
Job Costing
Track job costing alongside every job
Nexus includes a Manage Job Costing module, so cost information sits with the job itself rather than a separate spreadsheet.
QuotationRecorded against the job
Job CostingTracked in Manage Job Costing
MaterialsLinked to stock records
ReportingSales value: quoted, won, lost
Inventory & Suppliers
Keep parts and suppliers organised alongside your jobs
- Manage Stock, Manage Supplier and Manage Purchase Order modules
- Track assets, tools and spares in one place
- Goods receipt notes and delivery challan tracking
- Product and reference code reporting
Value, Not Complexity
Get the HVAC field service capabilities you need — without unnecessary enterprise complexity
Large FSM platforms can offer extensive functionality. Nexus focuses on the practical field-service capabilities growing HVAC and mechanical businesses use every day.
Large Enterprise FSM
- Complex
- Potentially expensive
- More functionality than required
- Enterprise-oriented
VS
Nexus CRM
- Practical
- Cost-effective
- Focused
- Flexible
- Designed for growing businesses
Beyond the Platform
More than software. Support for your business.
MAS Solutions can support your business beyond the CRM platform.
Nexus CRMField service platform
+Back Office SupportOperational assistance
+Technical SupportOngoing platform support
+Custom Software DevelopmentTailored to your business
More Industries
Nexus CRM also supports
Ready to connect your HVAC service team?
See how Nexus CRM can help connect your office, engineers, customers and sites.
FAQ
HVAC field service software — common questions
HVAC field service management software helps businesses coordinate customers, sites, engineers, jobs, scheduling, service visits, maintenance and reporting for heating, ventilation, cooling and mechanical work carried out on-site.
Yes. The Manage Diary module gives the office a real-time calendar to arrange and manage engineers and technicians, with job status visible as jobs move through Accepted, On Route, On Site and Completed.
Yes. Nexus centralises customer and site information, including site details, location and the full history of previous jobs at each site.
Yes. The Nexus Mobile App gives engineers real-time access to assigned jobs, schedules, site details and job history from their device.
Yes. Engineers can complete reports directly from the field without an internet connection, and the app sends them once connectivity returns.
Yes. Nexus includes Service & Maintenance management, along with warranty and AMC (Annual Maintenance Contract) expiry tracking where this information is recorded.
Yes. Nexus includes a Manage Job Costing module for recording job costs alongside quotation and job information.
Yes. Nexus includes Manage Stock, Manage Supplier and Manage Purchase Order functionality, along with goods receipt and delivery challan tracking.
Yes. Nexus provides analytical reports and customisable dashboards, including engineer, site, sales enquiry and customer growth reporting with dynamic year/month filters.