What you can do in NextLevelize
Explore the CRM by the work your team does, from the first customer conversation to the final invoice.
Explore the tools your team uses
Clients, estimates and approvals
Keep work history with the right property and keep the contacts for site access, approval and billing easy to find. Reuse catalogue prices and tax treatment, and retain estimate revisions and approval history. With the appropriate setup, publish online estimates with conditional questions, exact or range pricing, or a staff review step.
Scheduling and field service
Coordinate one-time and recurring workorders and assign the crew. For eligible work, let customers book from an approved estimate or send a secure scheduling invitation for an existing workorder. Technicians record services, notes and photos for the office and customer report.
Invoicing and accounting
Preview line items, taxes and terms before invoicing. Combine eligible workorders into one invoice and retain the individual service records, including jobs completed at different sites for the same customer where eligible. Use direct estimate and standalone invoicing when enabled. Synchronize supported records with a verified QuickBooks Online connection.
Messaging and feedback
Bring configured email and eligible SMS conversations into the centralized Message Centre. Staff can pick up the conversation with its history. After service, request a rating and collect private feedback using the company’s review workflow.
Team permissions and audit history
Invite staff and give them access through permission groups.
Account and service controls
See how sign-in, licensing and connected services work.
Historical conversations
Bring supported historical conversations into NextLevelize. Preview the import and resolve ambiguous contacts before importing eligible messages and media.
Reporting and follow-up
Use reports and Excel exports where available. Track work that needs attention with To Dos, including scheduled follow-ups.
Showcases
Build shareable Showcases from selected workorder photos, including before-and-after examples, so prospective customers can see finished jobs.
Connected services
See what your company can connect and what setup is required.
Instant Estimates
Let customers tell you about the job while your team is on another call or out in the field. Publish an estimate form for eligible services, ask different questions based on the answers, and capture the details staff need to follow up.
Show a price when the work can be priced upfront
Offer an exact price or a range for the services you configure. Route work that needs a closer look to staff pricing. The team gets the customer’s answers with the estimate so it can pick up the conversation.
Upsells and bundles
Suggest a relevant extra while customers answer service questions or review the estimate. Accepted extras become their own estimate lines. Offer a bundle discount for a required combination or a configured number of eligible services.
Future opportunities
Use opportunity forecasting to flag a service that might make sense later. It creates an opportunity and can schedule a follow-up To Do without changing the current estimate.
Approval, changes and booking
Keep the customer’s decision and requested revisions with the estimate. Eligible approved estimates can move into customer booking when the company has enabled that workflow.
Customer Scheduling
Give customers a way to choose an eligible appointment without a call back to the office.
Booking from an approved estimate
When enabled and eligible, the customer can book from an approved estimate. A successful booking creates a linked workorder.
Scheduling an existing workorder
Send a secure invitation for an eligible workorder. The customer can keep the current appointment or select an available option within company rules.
Workorders
Give the office and technician a shared record of what the customer approved, when the work will happen, and what was completed.
Create, assign and repeat the work
Carry an eligible approved estimate into a linked workorder so the technician can see the approved scope. Set the location, schedule the visit and assign the technician. Recurring workorders give each visit its own record.
Document each service
Technicians can update services and record what was completed, with notes and before-and-after photos where appropriate. The office can review the same workorder before following up with the customer.
Record an upsell opportunity on site
If the technician spots a possible follow-up service, complete the Opportunities step with a description and photo for each proposed line item, or skip the step when there is no follow-up work. The office can review the opportunity for a future visit.
Share the service report and bill for the work
Use completion notes and before-and-after photos to document what was done. Share a customer service report, including a PDF when email delivery is configured. Create a workorder invoice or combine eligible workorders into one bill while keeping their individual service records.
Office Follow-Up and Reporting
Keep track of the work that still needs a decision after a request, estimate or visit.
Leads, opportunities and sales documents
Review incoming leads, match or convert contacts, and track opportunities. Use estimates, proposals and contracts as appropriate to the job.
To Dos, reports and exports
Use manual and scheduled follow-ups and review the available reports. Export supported reports to Excel when you need to work with the data outside NextLevelize.
Customer communication and proof of work
Follow up through the Message Centre and collect customer feedback. Create service reports and build shareable showcases from selected workorder photos.
Data, Branding and Access
Set up the workspace around your company and the people who use it.
Historical conversations
Preview eligible historical contacts, messages and media from the supported export before importing them. Resolve ambiguous contact matches before the import proceeds.
Branding and connected services
Use company colours, logos and available templates. Connect supported accounting, communications, address and storage services after setup and verification.
Control who can see or change records
Use group permissions, sign-in verification and audit history. Feature availability depends on company licensing and the services required for each workflow.
We are the engine that brings your company to the Next Level
NextLevelize your workflow by connecting the tools your team uses from the first request to the final invoice.