Migration
Method CRM
Integrates with Method.me to import customers, leads and contacts for an easier migration from Method CRM into LevelUp, with cross-reference support where QuickBooks is also connected.
The all-in-one business operating system
LevelUp your entire business operation.
One mobile-first platform for jobs, diary, staff, customers, quotes, fleet and reporting.
Trusted by field-service teams, office teams and business owners.
Powering businesses across the UK
Designed to replace the tools you already use
-
QuickBooks
-
Method
-
Connecteam
-
Microsoft 365
-
Stripe
-
Outlook
The problem
Running a field business should not mean running ten tools.
LevelUp replaces scattered spreadsheets, disconnected diaries, paper checks and endless message threads with one connected operating system for your business.
-
Spreadsheets Schedules living in tabs nobody trusts
-
WhatsApp threads Job updates buried in group chats
-
Disconnected diaries Office and field never aligned
-
Missed updates Nobody knows the live job status
-
Paper van checks Compliance without proof
-
Manual quotes Sales data stuck outside operations
Platform
One platform. Every team in sync.
One workspace for the jobs, people, vehicles, customers and numbers that keep your business moving.
- 11 Connected modules
- 1 Shared workspace
- 0 Duplicate entry
Every module reads from the same customer, job and staff record.
Jobs
Assign work, track progress, keep every update visible.
Explore
Diary
Plan engineers by day or week with field-ready schedules.
Explore
Sales Build
Quotes, proposals and staged payments that flow into jobs.
Explore
Run the operation
Fleet, compliance and alerts alongside the live schedule.
Win and deliver work
Customers and team chat tied to every quote and job.
People and insight
Staff, reporting, tools and integrations in one view.
Mobile app
Built for the field. Designed for the office.
Give staff a fast mobile app for jobs, diary, alerts, van checks and tools - while managers keep full visibility across the business.
- iOS and Android
- Personalised dashboard
- Alerts and badges
- Light and dark mode
Diary
Plan the week. Keep the field aligned.
Day and week views, engineer filters and mobile diary access keep planners and field teams working from the same schedule.
Fleet and van checks
Compliance before the van rolls.
Mandatory van checks, photo walkarounds, defects, mileage and MOT or service reminders - handled before work begins.
- Required checks before jobs
- Photo evidence and defects
- Mileage tracking
- MOT and service reminders
Sales Build
From enquiry to proposal to booked work.
Quotes, proposals, staged payments and customer portal access flow into live jobs without re-keying or switching systems.
Integrations
Connected to the systems your business already uses.
Finance, email, payments and workforce tools plug into LevelUp. Method.me and Connecteam include dedicated migration paths when you are ready to move.
Migration ready
Migration
Workforce
Connecteam
Integrates with Connecteam to import schedules into the LevelUp diary, so teams moving from Connecteam workforce tools can migrate rotas without rebuilding them from scratch.
Finance
QuickBooks
Supports two-way sync with QuickBooks for invoices, customers and financial records when configured for your business.
Productivity
Microsoft 365
Designed to connect with Microsoft 365 for mail, calendar and document workflows.
Payments
Stripe
Can integrate with Stripe for payment processing where required.
Email
Email inbox sync
Shared team mail inbox to send and receive from your business address, filtered by customers, external senders and staff mail, with replies logged.
Custom
Custom API integrations
Adapt LevelUp to your stack with custom API work where supported.
Reporting
Know what is happening before it becomes a problem.
Jobs, revenue, outstanding invoices, leads, quotes, staff activity, fleet defects and alerts - visible in one business overview.
Customisation
Your brand. Your workflow. One scalable platform.
Custom branding, role permissions, modules, personalised dashboards and business-specific workflows - built around how you operate.
Custom branding
Role permissions
Custom modules
Personalised dashboards
Ready to LevelUp your business?
See how LevelUp connects operations, sales, fleet and reporting in one platform built for field-service businesses.