Job costing, WIP, and cash, watched weekly
Make more money with the crew you already have
Level is the always-on finance team for contractors and service businesses. We run job costing, WIP, and the monthly close, then show you which jobs, crews, and customers make money and what to fix each week. Built by operators from the trades.
Finance & ops for contractors, restaurants, healthcare, ecommerce, staffing, cleaning & startups →
We kept hearing the same thing, so we built Level
“I'm past the stage where I just need someone categorizing transactions.”
Growing service business
Works with your existing software
QuickBooks, Stripe, Gusto, Ramp, spreadsheets, we connect to all of it
Real operator outcomes
The same crew. More gross profit per hour
A good senior tech is almost impossible to find, and you can't scale forever by adding more of them. The real growth lever is making more gross profit from the techs you already have.
Scarce Labor Wasted
- ×Senior techs pulled into low-margin work
- ×Callbacks and revisits consuming capacity
- ×Add-on work left on the table during service visits
Margin Blind Spots
- ×Highest-revenue customer running 11% margin
- ×Rest of the business averaging 34%
- ×No weekly view of gross profit per labor hour
Cash Trapped in Open Jobs
- ×Completed jobs with cost posted but no invoice sent
- ×Closeout steps lagging long after field work was done
- ×$340K in unbilled work found in the first 30 days
How the same crew earns more
Lift gross profit / hour
Right work routed to the right crew
Capture the upsell
Top operators earn 29.6% add-on revenue on recurring visits vs an 8.7% median
Reduce callbacks
Revisits tracked as margin and capacity drain
Act this week
Each office gets the next actions, not another report
Real examples
Same problem. Different leak.
Service businesses don't just need more people. They need to stop wasting the skilled labor they already have.
Electrical contractor
11% margin on the biggest customer
A $40M electrical contractor found its highest-revenue client was running 11% margin while the rest of the business averaged 34%. Revenue was hiding labor waste.
Mechanical contractor
Month-end Excel finally replaced
A $75M mechanical contractor was reconciling field data and ERP data in Excel every month. Level unified the operating layer so margin could be reviewed while there was still time to act.
Service contractor
$340K in unbilled work
Completed work had cost in the system but had not turned into cash. Level surfaced the stuck jobs and the office actions required to move them forward.
Skilled trades
AI for work AI cannot replace
AI cannot do your best people's work. Level uses AI to orchestrate the jobs, billing, follow-up, and exceptions around that scarce skilled labor.
How We Work
The CLEAR Framework
We analyze service businesses across five pillars, Cash, Labor, Earnings, Accounts, and Risk, to find where scarce skilled labor turns into margin, gets wasted, or gets stuck before cash comes back.
Cash
Is completed work turning into cash?
Labor
Is scarce skilled time producing margin?
Earnings
Which work actually makes money?
Accounts
Which customers deserve your best people?
Risk
Where will margin or cash break next?
Benchmarked against 2,200+ service businesses
What we do
Grow without losing control of the numbers
Growth is where the numbers get away from you. Level connects your operations, payroll, billing, and books so you can see margin, cash, and job profitability in real time, and know which levers to pull to grow revenue without the chaos.
Metric
Gross profit per labor hour
See which jobs, customers, crews, and workflows turn scarce labor into margin, and which ones quietly consume your best people.
Proof
Cash trapped in open jobs
Find completed work that has cost in the system but has not become cash yet: unbilled work, slow billing, missing closeout steps, and collection delays.
Mechanism
Weekly AI agents
Custom agents monitor operations and finance, flag margin and cash leakage, and surface the actions each office should take this week.
Plus bookkeeping, job costing, WIP schedules, retainage & collections, payroll, and AI-native workflows, all pointed at one outcome: more profit from the crew you already have.
From flying blind to real-time numbers you trust
Most owners run on numbers that are months old and hard to trust. Level connects the work to the money so you can see it as it happens.
Where scarce labor gets wasted
What Level delivers
↑
GP / Labor Hour
$340K
Cash Trapped
↓
Rework Drain
7d
Open Job Lag
Next-day
Billing Speed
12
Weekly Actions
How your numbers turn into faster decisions
Every engagement starts by finding where your money is being made, wasted, or trapped, then turns that into the few moves that grow revenue, margin, and cash.
Connect your systems. See where labor turns into margin.
We connect operations, labor, billing, and finance, then show where your team's time is producing profit, getting wasted, or getting stuck before cash comes back.
- Read-only connection, 15 min setup
- Gross profit per labor hour
- Cash trapped in open jobs
- Top weekly actions for each office
Free. No commitment.
Data Validation
We prove the numbers are right.
- Map data across operations, labor, billing, and finance
- Every number validated against source records
- Your team confirms accuracy before we go further
We prove the data is right. Then we build on it.
Agents Deployed
The operating layer starts watching the work.
- Weekly alerts for margin and cash leakage
- Callback, billing, and open-job exceptions
- Office-level action lists
AI agents, reviewed by Level's finance team.
Actions Taken
Things get done, not just reported.
- Unbilled work surfaced and chased
- Low-yield customers and jobs flagged
- Writes to your systems with your approval
More profit from the crew you have.
How Level works
A finance team with better operating data
Level connects your systems, validates the numbers, and turns the messy work between operations and finance into weekly actions.
Finance operators who understand the work
Level reviews jobs, labor, billing, WIP, rework, and the messy handoff between operations and finance.
Delivered actions, not another dashboard
Most owners already have countless reports nobody opens. Level hands you a few numbers you can act on, then surfaces stuck jobs, chases billing gaps, and lands weekly actions with the people who can fix them.
Verified numbers from source systems
Every metric is tied back to source data before it reaches you. Gross profit per labor hour should be an operating number, not a rough estimate.
AI where it helps the operator
AI watches for exceptions, missing handoffs, billing gaps, and margin leakage so people can focus on the decisions that actually require judgment.
Built for service businesses whose best people need clean numbers, faster feedback, and fewer hidden leaks between the field and the books.
Meet the teamField software, dashboards, your CPA vs. Level
Your field software runs the jobs. Your dashboards chart the past. Your CPA files the taxes. None of them connect the work to the money. Level is the weekly operating layer in between.
| Capability | Field Software | BI Dashboard | CPA / Accountant | Level |
|---|---|---|---|---|
| Runs dispatch and job activity | ✓ | — | — | ✓ |
| Records the books and shows accounting after it posts | — | ✓ | ✓ | ✓ |
| Files taxes and year-end | — | — | ✓ | ✓ |
| Connects operations, labor, billing, and finance | — | Manual | — | ✓ |
| Tracks gross profit per labor hour | — | — | — | ✓ |
| Finds cash trapped in open jobs | — | Late | — | ✓ |
| Flags rework and revisits as margin drain | — | — | — | ✓ |
| Shows customers wasting scarce skilled labor | — | — | — | ✓ |
| Benchmarks against 2,200+ service businesses | — | — | — | ✓ |
| Surfaces weekly actions by office | — | — | — | ✓ |
| Deploys custom AI agents | — | — | — | ✓ |
Not another dashboard. A weekly system for making more money with the crew you already have.
What owners are saying
From owners who stopped wasting scarce skilled labor.
“We were doing $8M and I honestly couldn't tell you which jobs made money. They broke it down by job, by crew, by customer. Turns out our biggest commercial account was underwater. We dropped them and margins went up 6 points.”
Owner
$8M commercial HVAC, service & install
“We run four locations and I could see total sales but not which stores actually made money after labor and food cost. They broke it down by location and daypart, two stores were carrying the other two. We re-cut schedules and menu prices and picked up about 5 points of margin.”
Owner
4-unit fast-casual group
“We had completed jobs sitting open because nobody owned the handoff from field to billing. They found $340K in unbilled work in the first month. The work was done. The cash just hadn't moved.”
COO
$30M specialty contractor
“Almost missed payroll in March. Twice. Now I have a rolling 6-week cash forecast and I can see the gaps coming. Haven't had a surprise since. That alone pays for everything.”
President
$5M residential & commercial plumbing
“Revenue was up 40% year over year and the bank balance hadn't moved. They showed me how much cash was buried in inventory and in ad spend that never turned into contribution margin. First time I actually understood our unit economics by SKU.”
Founder
$6M ecommerce / DTC brand
“Our highest revenue customer was actually our worst margin account. They were eating our best crew and producing 11% margin while the rest of the business averaged 34%. We finally had the data to act.”
Owner
$40M electrical contractor
“We were doing $8M and I honestly couldn't tell you which jobs made money. They broke it down by job, by crew, by customer. Turns out our biggest commercial account was underwater. We dropped them and margins went up 6 points.”
Owner
$8M commercial HVAC, service & install
“We run four locations and I could see total sales but not which stores actually made money after labor and food cost. They broke it down by location and daypart, two stores were carrying the other two. We re-cut schedules and menu prices and picked up about 5 points of margin.”
Owner
4-unit fast-casual group
“We had completed jobs sitting open because nobody owned the handoff from field to billing. They found $340K in unbilled work in the first month. The work was done. The cash just hadn't moved.”
COO
$30M specialty contractor
“Almost missed payroll in March. Twice. Now I have a rolling 6-week cash forecast and I can see the gaps coming. Haven't had a surprise since. That alone pays for everything.”
President
$5M residential & commercial plumbing
“Revenue was up 40% year over year and the bank balance hadn't moved. They showed me how much cash was buried in inventory and in ad spend that never turned into contribution margin. First time I actually understood our unit economics by SKU.”
Founder
$6M ecommerce / DTC brand
“Our highest revenue customer was actually our worst margin account. They were eating our best crew and producing 11% margin while the rest of the business averaged 34%. We finally had the data to act.”
Owner
$40M electrical contractor
“We were doing $8M and I honestly couldn't tell you which jobs made money. They broke it down by job, by crew, by customer. Turns out our biggest commercial account was underwater. We dropped them and margins went up 6 points.”
Owner
$8M commercial HVAC, service & install
“We run four locations and I could see total sales but not which stores actually made money after labor and food cost. They broke it down by location and daypart, two stores were carrying the other two. We re-cut schedules and menu prices and picked up about 5 points of margin.”
Owner
4-unit fast-casual group
“We had completed jobs sitting open because nobody owned the handoff from field to billing. They found $340K in unbilled work in the first month. The work was done. The cash just hadn't moved.”
COO
$30M specialty contractor
“Almost missed payroll in March. Twice. Now I have a rolling 6-week cash forecast and I can see the gaps coming. Haven't had a surprise since. That alone pays for everything.”
President
$5M residential & commercial plumbing
“Revenue was up 40% year over year and the bank balance hadn't moved. They showed me how much cash was buried in inventory and in ad spend that never turned into contribution margin. First time I actually understood our unit economics by SKU.”
Founder
$6M ecommerce / DTC brand
“Our highest revenue customer was actually our worst margin account. They were eating our best crew and producing 11% margin while the rest of the business averaged 34%. We finally had the data to act.”
Owner
$40M electrical contractor
“We were doing $8M and I honestly couldn't tell you which jobs made money. They broke it down by job, by crew, by customer. Turns out our biggest commercial account was underwater. We dropped them and margins went up 6 points.”
Owner
$8M commercial HVAC, service & install
“We run four locations and I could see total sales but not which stores actually made money after labor and food cost. They broke it down by location and daypart, two stores were carrying the other two. We re-cut schedules and menu prices and picked up about 5 points of margin.”
Owner
4-unit fast-casual group
“We had completed jobs sitting open because nobody owned the handoff from field to billing. They found $340K in unbilled work in the first month. The work was done. The cash just hadn't moved.”
COO
$30M specialty contractor
“Almost missed payroll in March. Twice. Now I have a rolling 6-week cash forecast and I can see the gaps coming. Haven't had a surprise since. That alone pays for everything.”
President
$5M residential & commercial plumbing
“Revenue was up 40% year over year and the bank balance hadn't moved. They showed me how much cash was buried in inventory and in ad spend that never turned into contribution margin. First time I actually understood our unit economics by SKU.”
Founder
$6M ecommerce / DTC brand
“Our highest revenue customer was actually our worst margin account. They were eating our best crew and producing 11% margin while the rest of the business averaged 34%. We finally had the data to act.”
Owner
$40M electrical contractor
“My CPA is great at taxes. But nobody was actually looking at the business. They found $140K in overhead we were eating on service calls because our flat rates were 3 years old.”
CEO
$12M commercial electrical contractor
“I thought we were running 20% margins. Real number was 11 after overhead allocation. Hard to hear but I'm glad someone finally told me. We've been repricing every job since.”
Owner
$6M residential roofing & exteriors
“Our PMs knew what happened in the field. Finance knew what posted. Nobody could explain why WIP and margins never matched until Level connected the operating layer.”
CFO
$75M mechanical contractor
“Great providers, but nobody was running the business side. Collections were slow and our payer mix was quietly killing margin on certain visit types. They put a weekly read on provider productivity and what each visit actually nets after collections.”
Administrator
Multi-site dental group
“We were getting ready to sell and the books were a disaster. They cleaned up 3 years of QuickBooks, rebuilt the chart of accounts, and put together the reporting package. Buyer's diligence took 2 weeks instead of 3 months.”
Former Owner
$15M general contractor, restoration
“They pulled a report and found 47 jobs that were completed but never invoiced. $87K sitting there. That's not a rounding error, that's two months of payroll we just forgot to bill.”
Owner
$3M commercial landscaping & maintenance
“My CPA is great at taxes. But nobody was actually looking at the business. They found $140K in overhead we were eating on service calls because our flat rates were 3 years old.”
CEO
$12M commercial electrical contractor
“I thought we were running 20% margins. Real number was 11 after overhead allocation. Hard to hear but I'm glad someone finally told me. We've been repricing every job since.”
Owner
$6M residential roofing & exteriors
“Our PMs knew what happened in the field. Finance knew what posted. Nobody could explain why WIP and margins never matched until Level connected the operating layer.”
CFO
$75M mechanical contractor
“Great providers, but nobody was running the business side. Collections were slow and our payer mix was quietly killing margin on certain visit types. They put a weekly read on provider productivity and what each visit actually nets after collections.”
Administrator
Multi-site dental group
“We were getting ready to sell and the books were a disaster. They cleaned up 3 years of QuickBooks, rebuilt the chart of accounts, and put together the reporting package. Buyer's diligence took 2 weeks instead of 3 months.”
Former Owner
$15M general contractor, restoration
“They pulled a report and found 47 jobs that were completed but never invoiced. $87K sitting there. That's not a rounding error, that's two months of payroll we just forgot to bill.”
Owner
$3M commercial landscaping & maintenance
“My CPA is great at taxes. But nobody was actually looking at the business. They found $140K in overhead we were eating on service calls because our flat rates were 3 years old.”
CEO
$12M commercial electrical contractor
“I thought we were running 20% margins. Real number was 11 after overhead allocation. Hard to hear but I'm glad someone finally told me. We've been repricing every job since.”
Owner
$6M residential roofing & exteriors
“Our PMs knew what happened in the field. Finance knew what posted. Nobody could explain why WIP and margins never matched until Level connected the operating layer.”
CFO
$75M mechanical contractor
“Great providers, but nobody was running the business side. Collections were slow and our payer mix was quietly killing margin on certain visit types. They put a weekly read on provider productivity and what each visit actually nets after collections.”
Administrator
Multi-site dental group
“We were getting ready to sell and the books were a disaster. They cleaned up 3 years of QuickBooks, rebuilt the chart of accounts, and put together the reporting package. Buyer's diligence took 2 weeks instead of 3 months.”
Former Owner
$15M general contractor, restoration
“They pulled a report and found 47 jobs that were completed but never invoiced. $87K sitting there. That's not a rounding error, that's two months of payroll we just forgot to bill.”
Owner
$3M commercial landscaping & maintenance
“My CPA is great at taxes. But nobody was actually looking at the business. They found $140K in overhead we were eating on service calls because our flat rates were 3 years old.”
CEO
$12M commercial electrical contractor
“I thought we were running 20% margins. Real number was 11 after overhead allocation. Hard to hear but I'm glad someone finally told me. We've been repricing every job since.”
Owner
$6M residential roofing & exteriors
“Our PMs knew what happened in the field. Finance knew what posted. Nobody could explain why WIP and margins never matched until Level connected the operating layer.”
CFO
$75M mechanical contractor
“Great providers, but nobody was running the business side. Collections were slow and our payer mix was quietly killing margin on certain visit types. They put a weekly read on provider productivity and what each visit actually nets after collections.”
Administrator
Multi-site dental group
“We were getting ready to sell and the books were a disaster. They cleaned up 3 years of QuickBooks, rebuilt the chart of accounts, and put together the reporting package. Buyer's diligence took 2 weeks instead of 3 months.”
Former Owner
$15M general contractor, restoration
“They pulled a report and found 47 jobs that were completed but never invoiced. $87K sitting there. That's not a rounding error, that's two months of payroll we just forgot to bill.”
Owner
$3M commercial landscaping & maintenance
Operations analytics from 2,200+ benchmarked service businesses across the trades, field services, and beyond. We know what good looks like, and we’ll help you get there.
Level works across contractors, restaurants, healthcare practices, ecommerce, staffing, cleaning, and venture-backed startups.
See who we serveCommon questions
Level helps service businesses increase gross profit per labor hour and reduce cash trapped in open jobs. Clean books are the sensor. The product is better weekly decisions: which jobs to reprice, which customers to fix, which invoices to chase, and where your best people should go.
QuickBooks, Sage, Spectrum, ServiceTitan, BuildOps, Jobber, Housecall Pro, Procore, and other operations systems. Level connects operations, labor, billing, and finance data into one operating layer.
Level starts with a free profit audit, then $99-$500/month Bookkeeping for clean books and a clean data layer. Scale adds CFO operating-layer work for $5M-$100M service businesses. It's strongest when skilled labor is scarce, job volume is high, and margin and cash leakage hide in the noise.
No. Level deploys custom AI agents that monitor the work between operations and finance, find margin and cash leakage, and surface the actions each office should take each week.
Gross profit per labor hour and cash trapped in open jobs. The first shows whether scarce skilled labor is turning into margin. The second shows whether completed work is becoming cash fast enough.
AI watches for exceptions, missing handoffs, billing gaps, and margin leakage across your operating and finance systems. Level's finance team reviews the numbers and turns the signal into weekly actions.
Level's finance team reviews your books, payroll, billing, job, and operating data. Automation helps find exceptions faster, but the recommendations come from people who understand the link between field work, margin, and cash.
The first step is a profit snapshot. Level shows where your team's time is turning into margin, where it is getting wasted, and where cash is trapped in open jobs.
Contractors and skilled trades are our core, HVAC, plumbing, electrical, mechanical, refrigeration, roofing, general contracting, landscaping, and field service. But the same operating layer works for any labor-heavy business where scarce skilled time is the constraint: restaurants, healthcare practices, staffing, cleaning, and venture-backed startups. Visit our Who We Serve page to find your industry.
Yes. Your data is never used to train AI models and never mixed with other clients' data. Read-only integrations, end-to-end encryption, and NDAs with every client.
Level is not built for companies that only need tax filing, basic bookkeeping, or a generic dashboard. It fits best when skilled labor is scarce, job volume is high, and owners need weekly action across margin, labor, billing, and cash.
Make more money with the crew you already have
AI for the skilled work AI cannot replace.
Drop your info and we’ll show where your team’s time is turning into margin, where it is getting wasted, and where cash is trapped in open jobs. Free audit included.
No commitment. Real numbers, not generic advice.