Status workflow
Draft, scheduled, travelling, on site, complete - visible to office and field in real time.
LevelUpJobs management
The job is the centre of everything you deliver.
Visits, files, quotes, invoices and contracts on one job record. Assign staff, publish to the diary and track progress to completion.
Diary integration
Schedule jobs with smart availability checks and publish to engineer diaries.
Site evidence
Photos, notes and files attached to the job for audit and customer updates.
Staff assignment
Assign engineers with skills matched to the work. Automations notify when staff join or leave a job.
In context
Everything you deliver hangs off the job: site address, schedule, staff, photos, quotes, invoices and contracts. LevelUp makes the job the single record office and field share.
Why it matters
Why teams rely on Jobs management
One record
Visits, files, costs and messages stay on the job, not scattered tools.
Live field updates
Travelling, on site and complete statuses sync to the office instantly.
Diary connected
Schedule with smart availability and publish to engineer diaries.
What's included
What you get with Jobs management
- Job lifecycle and status workflow
- Staff assignment and skills
- Diary scheduling integration
- Site photos and files
- Quotes, invoices and contracts tabs
- Customer portal visibility
Built for
Who uses this day to day
Engineers
Office planners
Managers
Customer service
Role permissions control who sees and changes each part of the platform.
How it works
Built into your daily workflow.
Create or convert
Build from a quote, lead or booking with customer context intact.
Schedule and assign
Check diary availability and assign skilled staff.
Deliver on site
Engineers update status, photos and notes from mobile.
Complete and invoice
Finish the job and flow into invoicing and reports.
My Jobs for field teams
Engineers see today's work on mobile with clock-in, travel, on-site updates and completion flows tied to the same job reference the office sees.
Everything on one job record
Open a job and see site details, schedule, assigned staff, visit history, expenses, files, quotes, invoices and contracts without switching modules.
- Customer and site address
- Status from draft through complete
- Files and photos from field teams
- Commercial tabs for quotes and invoices
Field workflow on mobile
Engineers use My Jobs to travel, clock in, upload evidence and complete visits. The office sees the same status on web and reports.
Tasks and follow-ups
Operational tasks can attach to jobs so nothing falls through when a visit needs a callback or parts order.
Outcomes
What changes when Jobs management is part of your workflow
Fewer status calls
Managers see field progress without ringing every van.
Complete job history
Every visit and document stays searchable on one reference.
Customer confidence
Portal and updates reflect real on-site progress.
Related
Explore more of the platform.
See Jobs management in action
Walk through how LevelUp fits your business. We will show you the modules that matter most to your team.