Features
From first call to final payment.
Everything here works today. Where a feature needs a particular plan, it says so.
Win the work
Catch every lead and turn it into a signed estimate.
Lead pipeline
Every lead on one drag-and-drop board, searchable and filterable by source and owner. Win it and book the job or draft the estimate in one step.
Lead intake
Intake links for Google LSA, Angi, Thumbtack, Yelp, Nextdoor, web forms and Zapier, with the original details kept on the lead.
On Crew and LevelOnline booking
A booking page with arrival windows, the services you choose and instant or requested times.
On Crew and LevelYour website
A fast business website you edit on the page, with reviews, gallery and service area: the Clean template and up to 5 pages on every plan.
On Solo and Crew and LevelPro website
Every template, up to 30 pages, richer motion and your own domain.
On Crew and LevelAI receptionist
Answers calls and texts, looks up the customer, books open times, logs leads and hands over to your office when it should.
On LevelEstimates with options
Good/better/best options priced from your price book, deposits, e-signature on the customer's phone or the tech's, and follow-ups that stop once the customer acts.
Price books
Services and materials with cost and margin, labor minutes and images, with HVAC, plumbing and electrical starter books.
Bring your customers over
Import customers, your price book and your job, estimate and invoice history from a Housecall Pro, Jobber or any spreadsheet export: columns matched for you, every row checked first, duplicates skipped or merged, and no texts sent.
Run the day
Get the right tech to the right job, and keep the customer in the loop.
Drag-and-drop board
A live dispatch board: drag to reschedule or reassign, drop from the unscheduled tray, with a warning that names any double booking.
Auto-schedule
Places every unscheduled job with the best tech and time by required skills, drive time, workload and due dates, and says why.
Optimize route
Re-orders a tech's day by drive time while keeping the arrival windows you promised.
Recurring and multi-day jobs
Weekly, monthly or yearly jobs; visits spread over several days; crews of several techs on one job.
On-my-way texts and tracking
Confirmations, day-before reminders, on-my-way texts with a live map and arrival time, and a map of the day for the office.
The tech app
Each tech's jobs, clock in and breaks, photos, checklists, estimates and payments, and it keeps working offline.
Checklists and job forms
Typed fields, photos and signatures, attached automatically by tag or price book item, and able to block finishing a job.
Time and payroll
Drive and job time recorded from job status, timesheet approvals, overtime rules, commissions and a payroll CSV.
Get paid
Invoice on the spot and let customers pay from their phone.
Invoicing
Invoices from the job, progress billing, batch invoicing, discounts and overdue reminders on the days you choose.
Card and bank payments
Customers pay by card or ACH from a texted or emailed link through your own Stripe account, with tips, receipts and refunds.
Memberships
Service plans that bill on start and renewal, give member discounts and create the maintenance visits.
QuickBooks Online
Customers, invoices and payments pushed to QuickBooks.
On Crew and LevelKeep customers coming back
Stay in touch without doing it by hand.
Two-way texting
Text customers from the office and see every conversation in the Inbox; STOP and START handled for you.
On Crew and LevelAutomations
Estimate follow-up, review requests, speed to lead and your own: triggers, waits, checks and messages.
On Crew and LevelCampaigns
Text, email and printed postcards to the customers you pick, with results per campaign.
On Crew and LevelBusiness phone line
Your number answered by the AI or rung through to the office and staff browsers, with voicemail and optional recording.
On LevelKnow your numbers
See how the business is doing and plug it into the rest of your tools.
Reports
Invoiced vs collected, average ticket, close rate, lead-source return, tech revenue per hour, receivables aging and membership revenue.
Roles and branches
Owner, admin, dispatcher, CSR and technician roles; separate branches with reports across them.
API, webhooks and AI apps
REST and GraphQL APIs, signed webhooks, AI apps like Claude and ChatGPT over MCP, and full data export.
On LevelMore jobs. Paid faster.
Try it on your next job. 14 days free, no card needed.