Case Studies
Real results from real contractors
Every engagement starts with data. These studies are based on real Level engagements: cash surfaced and collected faster, credit scoped, and visibility built where there was none. Names are withheld and figures are adjusted for client confidentiality, so read each one as a single business's result, not a typical or promised outcome.
How a $20M mechanical contractor lifted crew profit and surfaced $1.3M
A multi-state specialty contractor with a full backlog and a busy crew, but its best techs were on the lowest-margin work and finished jobs weren't turning into cash. Level mapped gross profit per tech hour and the cash cycle across four systems, and delivered a full plan in 48 hours.
$1.3M+
Crew-margin opportunity plus open-job balances and quotes, not all profit
↑ GP/hr
More margin from the same crew
100+
Completed jobs not yet cash
48 hrs
From connection to findings
How an $8M HVAC contractor uncovered $140K in misallocated overhead
A commercial HVAC shop doing $8M with no job-level visibility. A Level profit audit showed its largest customer by revenue ranked third by margin after overhead allocation. After AR follow-up changes, invoice-to-payment time fell by 16 days.
$140K
Misallocated overhead identified
34 → 18
Days invoice to payment
48 hrs
Full audit delivered
28
Data points in live dashboard
How a specialty HVAC contractor survived their first large commercial job
A residential contractor won a $2M commercial installation and didn't know what it would cost to fund. Level modeled the cash gap, right-sized the LoC, and built a 13-week forecast before payroll #1 went out.
~$300K
Peak cash gap modeled
$180K
LoC as one funding component (vs. $500K ask)
$320K
Less committed credit than the $500K ask
13 wk
Rolling weekly forecast through completion
Simple pricing
Three tiers, one ladder.
$500+/mo
Bookkeeping
The clean data layer: monthly books, reconciliations, and organized financials AI can work with.
$1,500-$5,000/mo
Scale
The full AI operating layer: custom agents, weekly actions, and benchmarks to grow margin per hour.
Custom
Platform / Multi-Office
Multi-branch benchmarking and scorecards for PE-backed and multi-location groups.
Grow without losing control of the numbers
Drop your info and we’ll show your real margin across jobs, crews, products, and customers, where profit leaks to rework or hidden costs, and how much cash is sitting in unbilled work or inventory.
No commitment. Real numbers, not generic advice.