CRM for service businesses
We are the engine that brings your company to the Next Level
Give the office and the field crew a shared view of each job, from the first customer call to the invoice. Manage clients, estimates, schedules and service reports in NextLevelize.
From a service request to an invoice
Here’s how the work passes between a customer, the office and a technician.
- Client requestA customer requests service. The office checks the location, the best contact and who will receive the invoice.
- EstimateThe office writes up the work and records the customer’s approval.
- WorkorderThe office schedules the visit and assigns a technician.
- Service reportThe technician records the work, adds photos and completes the workorder.
- InvoiceThe office reviews the completed job and prepares the invoice.
Follow a job through NextLevelize
Start with the client
Keep contacts, service locations and notes together so the office has the information it needs when a request comes in.
Get the work on the calendar
Prepare the estimate, record approval and schedule the workorder. Give the technician the job details before the visit.
Finish the job and bill for it
Record the work completed and prepare the service report. The office can create an invoice through the applicable billing workflow.
What makes us different
The real test of a service CRM is what happens between the customer’s first call, the technician’s visit, and the invoice. NextLevelize keeps those handoffs connected so each person can pick up where the last one left off.
Win and book the work
Give customers a useful answer sooner.
With Instant Estimates, customers answer questions about the work they need. You decide which services can show a fixed price or range and which requests need a closer look from your team.
Bundle services to make the visit more valuable.
Offer a discount when customers book services that make sense together. You decide which combinations qualify, so you can give customers a reason to book more work on the same visit.
Offer relevant extras to make each job more profitable.
Suggest an add-on while the customer answers questions or reviews the estimate. When they accept, the extra becomes its own line item, so the customer can see what they’re paying for and the crew knows to include it.
Let customers book while they’re ready.
For eligible jobs, customers can choose an appointment from an approved estimate or use a secure invitation to schedule an existing workorder. Your company sets the appointment options they can choose from.
Deliver the work with fewer handoff gaps
Keep customer conversations in one place.
The centralized Message Centre brings configured email and eligible SMS conversations together. When someone else in the office takes over, they can see what’s already been discussed and reply without asking the customer to explain it again.
Keep the service address and billing contact straight.
One customer can have several service locations. Keep the job history with the right property and give the office the right contact for access, approval, and billing.
Give the crew the scope the customer approved.
Carry an approved estimate into a linked workorder. The technician can see what was agreed, then record what actually happened on site. The office has those details when it prepares the invoice or answers a customer’s question.
Keep repeat service organized.
Plan recurring visits while keeping a separate record of what happened each time. If a customer calls about last Tuesday’s visit, the office can pull up that specific job.
Close out the job and earn the next one
Show customers what was done.
Technicians can document completed work with notes and before-and-after photos. The office can share a service report, including a PDF when email delivery is configured, so the customer has a clear record of the visit.
Bill several jobs together when it makes sense.
Combine eligible workorders into one invoice while retaining the individual service records. A customer with several properties can receive one bill, and the office can still see what happened at each site.
Give good follow-up work somewhere to go.
Identify a future service during an online estimate or capture it with notes and photos during a technician’s visit. The office can follow up separately while the current estimate or approved work keeps its original scope.
Show future customers the quality of your work.
Turn selected workorder photos into a shareable Showcase. When a prospect asks what a finished job looks like, you can show them before-and-after examples from work your team has completed.
What does it mean to NextLevelize?
- NextLevelize verb
- To bring a business to the next level of its industry, where it can set the pace for others.
Before you set up your team
Can customers book their own service visits?
When enabled and eligible, customers can book from an approved estimate or use a scheduling invitation for an existing workorder. Your company sets the appointment options.
Can we handle repeat visits?
Yes. Use recurring workorders for repeated service and retain the details of individual visits.
Can we connect QuickBooks Online?
Yes, when your licence includes it and your company connects QuickBooks Online successfully. Supported records can then synchronize.
We are the engine that brings your company to the Next Level
NextLevelize your business by giving the office and field team a clear handoff at every step.