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Field service software for contractors

Run a business that's on the level.

Crew & Level brings leads, scheduling, customer texts, marketing, AI call answering and payments into one app. More jobs. Paid faster.

14-day free trial. No card needed.

The Crew & Level office app on Today: the day's jobs, booked revenue and the dispatch board with each technician's jobs.

See it in a minute

From first call to final payment.

Real screens from the product, with demo data.

Read the transcript

You got into contracting to fix things. Not to chase phone calls, paperwork, and payments.

Meet Crew and Level.

Every lead, from your website, Google, Angi, Thumbtack, or a quick text, lands in one pipeline. Nothing slips through the cracks.

Can't pick up? Your AI receptionist answers calls and texts, day or night, and books the job for you.

Drag jobs onto the board, or hit auto-schedule, and the right tech gets picked by skill and drive time.

When your tech heads out, customers get an on-my-way text, with a live map and arrival time.

Automations chase estimates, ask for reviews, and send campaigns by text, email, even real postcards.

Estimates get signed on the spot. Invoices get paid by card, right from a text. And memberships keep customers coming back.

Crew and Level. Run a business that's on the level.

What it does

Everything between the phone ringing and the money landing.

Leads

Every lead, one pipeline.

Web forms, calls, texts, your booking page and the marketplaces all land on one board, matched to the customer when we can tell who it is.

  • Drag leads from New to Won, then book the job or draft the estimate in one step
  • Intake links for Google LSA, Angi, Thumbtack, Yelp and Nextdoor (on Crew and Level)
  • Speed-to-lead texts the moment a lead comes in (on Crew and Level)
The Pipeline board: leads in New, Contacted, Qualified, Quoted and Won columns, each card showing the customer, the job, its source (Google LSA, Web form, Referral, AI agent, Phone) and its value.

AI receptionist

Answers when you can't.

Your AI receptionist picks up calls and texts day or night, answers questions about appointments and invoices, books open times and logs new leads. It hands over to your office when a person should take it.

  • Every call and transcript in your Inbox
  • Books into real open times on your schedule
  • Turn it on or off whenever you like
On Level
Inbox, Calls tab: the AI receptionist greets a caller for Wight HVAC, the caller asks for a quote to replace a furnace, and the receptionist says it has passed the request to the team.

Scheduling & dispatch

Drag. Drop. Done.

Put jobs on the board by dragging them into a tech's lane, or let Auto-schedule pick the right tech and time by required skills, drive time, workload and due dates, with its reasons shown.

  • Live board: everyone sees changes as they happen
  • Double-booking warnings that name the clash
  • Recurring jobs, multi-day jobs and crews
Today in the office app: counts of jobs, completed jobs, booked revenue and unscheduled jobs, a To schedule tray and the dispatch board with each technician's jobs laid out by hour.

On my way

They'll know you're coming.

When your tech heads out from the tech app, the customer gets a text with a live map and an arrival time worked out from the drive.

  • Confirmations, day-before reminders and reschedule notices
  • Office map of the day's jobs and techs
  • Works on any phone, no app for the customer
A customer's phone: 'Marcus is on the way, arriving around 2:12 PM (about 20 min)' above a live map showing the technician and the service address.

Marketing

Follow-ups that run themselves.

Automations chase estimates, ask for reviews after a job and text new leads back. Campaigns go out by text, email or printed postcard to the customers you pick.

  • Ready-made estimate follow-up, review request and speed to lead
  • Opt-outs honored automatically (STOP and one-click unsubscribe)
  • See deliveries, replies and bookings per campaign
On Crew and Level
Marketing, Automations tab: Estimate follow-up, Review request and Speed to lead automations switched on, with their steps written out, and templates to close stale leads and pitch a membership.

Estimates & payments

Get paid from a text.

Send good/better/best estimates customers can approve and sign on their phone, take a deposit, and invoice when the job's done. Customers pay by card or bank transfer from the link, tip included.

  • E-signature with deposits credited on the final bill
  • Overdue reminders on the days you choose
  • Memberships that renew and bring customers back
A customer's phone showing estimate #1007 with options to choose from: Good, leak repair and recharge for $800.65, and Better, a 3-ton heat pump.
A customer's phone showing invoice #1001 for $189.00 with tip options (no tip, 10, 15 or 20%) and Pay by card.

See every feature

How it works

Up and running this week.

  1. Start your trial

    Sign up with your email and name your company. 14 days free, no card.

  2. Set up your shop

    Import your customers and price book from a Housecall Pro or Jobber export (or start from an HVAC, plumbing or electrical price book), invite your techs and put your first jobs on the board.

  3. Run a job end to end

    Send the estimate, get it signed, head out with an on-my-way text, finish the job and get paid from the invoice link.

On the level

Straight with you, and with your customers.

What you see is what it does

Every screen on this site is the real product with demo data. No made-up numbers.

Your data stays yours

Each company's records are kept apart, techs see only their own jobs, and every change records who made it. How we handle security.

One flat price

Pick the plan for your team size. Customers pay invoices through your own Stripe account. See pricing.

Pricing

A plan for every size of crew.

Every plan starts with a 14-day free trial. Pay yearly and get two months free.

Solo

$59/month

For the owner-operator. 1 person included.

Crew

$149/month

For a growing team. 5 people included.

Level

$299/month

For the shop that runs on the level. 15 people included.

More people or more locations? Enterprise: talk to us.

Compare plans

Questions

Straight answers.

How does the free trial work?

You get 14 days with everything in the plan you pick, and you don't need a card to start. If you don't choose, your trial is on Crew.

Compare the plans

Is there an app for my techs?

Yes. The tech app shows each technician their own jobs for the day, lets them clock in and take breaks, head out (which texts the customer), start and finish jobs, take photos, fill in checklists, build estimates and get them signed on the spot, and take payments. It keeps working without signal and sends everything once it's back online.

How is my data kept safe?

Every company's records are kept apart and every request is checked against the company it belongs to. Passwords are stored as salted one-way hashes, two-step sign-in is built in (and you can require it for your whole team), you can see and end every session, and every change records who made it.

How we handle security

Can I bring my customers over?

Yes. Export your customer list and price book from Housecall Pro or Jobber as CSV or Excel files and import them under Settings → Import, on every plan. We recognize both apps' columns, show you every row before anything is saved, and check for customers you already have (skip them, merge them or add them anyway). Then bring over past jobs, estimates, invoices and payments the same way: each is matched to its customer and keeps its dates, amounts and old number. Importing never texts, emails or charges your customers, and nobody is opted in to marketing unless your file says they agreed.

All questions and answers

More jobs. Paid faster.

Try it on your next job. 14 days free, no card needed.