Next available start
See the earliest date and time your team can genuinely take the work, not a blank calendar guess.
LevelUpPlatform
Built for real field operations. Not generic software checklists.
One workspace for jobs, diary, sales, fleet and reporting - with smart scheduling at the centre.
Killer feature
The smart diary knows when you are next available.
LevelUp does not guess at dates. When you build a job, quote or proposal, the diary checks real staff availability, skills, existing bookings, leave and provisional holds - then shows the next slot that actually works.
Skills and headcount
Match gas engineers, electricians or multi-trade crews to the work. Parallel slots when the job needs more than one person.
Diary, leave and holds
Existing jobs, weekly availability, leave and provisional proposal holds all feed the same check.
Quote to booked work
From a one-hour boiler repair to a multi-month Sales Build proposal, scheduling stays inside the same platform.
Same diary. Any scale.
From a boiler repair to a multi-month programme.
Whether you are booking one engineer for an hour or planning phased work across multiple trades, LevelUp checks availability before you commit.
Boiler repair this week
One engineer. One visit. LevelUp finds the next gas-safe slot that fits your hours and diary.
Multi-month, multi-worker programme
Sales Build plans phases across weeks, checks headcount per trade and keeps provisional holds until the customer signs.
How it works
Schedule with evidence, not guesswork.
Build the work
Create the job, quote or proposal with the services, durations and skills required.
Check availability
LevelUp searches forward through your diary rules and finds the next viable start.
Book with confidence
Save the plan, publish to the diary and keep office and field aligned.
Platform
Every part of your business. One connected workspace.
LevelUp is not a loose bundle of apps. Jobs, diary, sales, fleet, finance, communication and automation share the same customers, staff and records - so office and field stay aligned.
Deep dive
Build rules: when something happens, LevelUp responds.
Define triggers, filters and actions - notifications, email, SMS, tasks or webhooks - when events happen across LevelUp.
Explore automationRun the operation
Jobs management
Operational workflow from assignment through completion on site.
Learn moreFleet
Vehicles, van checks, defects, mileage and compliance in one module.
Learn moreDashboard
Personalised overview with the metrics and shortcuts you choose.
Learn moreLive staff tracking
Live map of staff location, status and ETA for managers.
Learn moreWin and deliver work
Leads management
Capture enquiries and progress them without losing context.
Learn moreProposals and Sales Build
Sales Build, brochure proposals and schedule-aware quoting.
Learn moreCatalogue and packages
Services, cost catalogue and pre-built packages in seconds.
Learn moreContracts and eSign
Auto-generated contracts and LevelUp eSign for customers.
Learn moreCustomer portal
Customers log in, see progress, sign documents and pay invoices.
Learn moreGet paid and stay in sync
Reach customers
Communication
Shared team mail inbox, SMS, transactional email and Microsoft 365.
Learn moreMarketing
Subscribers, campaigns and lists separate from job contacts.
Learn morePublic website integration
Website leads, public services and paid diary booking while you sleep.
Learn moreTeam chat
Staff messaging with context, files and voice notes.
Learn moreWork smarter
Automation
Rules that react to jobs, quotes, contracts, invoices and workforce events.
Learn moreFile manager
Secure folders, team sharing, locked areas and customer links.
Learn moreSecurity
Passkeys, roles, permissions and a system-wide audit log.
Learn moreWorkforce and HR
HR, leave, timesheets and payroll periods in one module.
Learn moreDiary views
Plan the week. Keep the field aligned.
Office planners get day and week views with engineer filters. Field staff see their schedule on mobile. iPad layouts suit full diary management when you need the big picture.
- Day and week scheduling
- Engineer and skill filters
- Mobile diary for field teams
- Manual flexibility for late nights and Saturdays
See the smart diary in action
Walk through scheduling a simple job and a multi-phase proposal on your terms. We will show you what LevelUp can do for your business.