LevelUpModules
LevelUp is modular by design - enable what you need, add more as you grow. Each module shares the same customers, jobs and staff context.
Start here
Jobs, diary and sales sit at the centre of most field-service businesses. Everything else connects back to the same customer, job and staff record.
The job is the centre of everything you deliver. Assign staff, publish to the diary, capture site updates and track progress from draft through completion on one record.
Day and week views for planners, mobile diary access for engineers and smart availability when booking work. Leave, skills and provisional proposal holds feed the same schedule.
Structured sales workflows from enquiry through brochure proposals, staged payments and acceptance. Schedule-aware quoting checks diary capacity before you promise dates.
Run the operation
Jobs, diary, fleet and alerts sit at the centre of field-service operations. Dashboard and tools give each role the view they need without duplicate data entry.
Your morning briefing on web and mobile. Arrange metrics, shortcuts and alert counts for owners, office staff or engineers - each role sees what they need first.
The job is the centre of everything you deliver. Assign staff, publish to the diary, capture site updates and track progress from draft through completion on one record.
Day and week views for planners, mobile diary access for engineers and smart availability when booking work. Leave, skills and provisional proposal holds feed the same schedule.
Link vehicles to engineers with required van checks, defect logging, mileage tracking and MOT or service reminders - compliance built into the working day, not a separate paper process.
Badge-driven notifications on mobile and web when jobs, fleet, quotes or compliance need attention. Role-aware alerts cut through noise without another inbox to monitor.
Everyday calculators and utilities on mobile for VAT, margins and quick field decisions - available inside the app engineers already use for jobs and van checks.
Sales and customers
From first lead to signed proposal, customer records, sites and portal access stay tied to the jobs your team delivers.
Structured sales workflows from enquiry through brochure proposals, staged payments and acceptance. Schedule-aware quoting checks diary capacity before you promise dates.
Central customer records with sites, contacts, job history and documents. Portal access, proposals and invoices tie back to one account so office and field always work from the same customer context.
Capture website, phone and campaign enquiries in one pipeline. Assign owners, track progress and convert to customers and quotes without retyping details or losing source history.
Maintain supplier contacts and purchasing context linked to jobs and operations. Keep supplier details beside the work that depends on them instead of scattered spreadsheets.
People and insight
Staff permissions, team chat, reporting and settings connect back to the same customers and jobs the rest of the platform uses.
Manage people, roles, weekly availability, skills and permissions across web and mobile. Leave and workforce workflows connect to the diary so scheduling respects who is actually available.
Staff messaging with files and voice notes inside LevelUp - beside jobs and alerts, not buried in personal WhatsApp threads that new starters cannot search.
Jobs, revenue, outstanding invoices, leads, quotes, staff activity and fleet alerts in one business overview. Owners and managers see commercial and operational health without exporting spreadsheets.
Configure branding, enabled modules, business rules and administrator-only settings. LevelUp adapts to how your operation runs without every business sharing an identical template.
One platform
When a quote becomes a job, the diary updates, fleet checks link to the van and reports reflect the change - because LevelUp modules share customers, staff, sites and history.
Tell us which modules your team needs and COZQ will scope a LevelUp deployment around your operation.