Level + Spectrum
Level for Spectrum users
Spectrum (Viewpoint/Trimble) is the right ERP for many $20M+ commercial contractors. Level is the CFO and operational layer on top: dashboards owners actually use, FSM-to-Spectrum integrations done right, monthly close acceleration, and peer benchmarks.
Construction ERP (Viewpoint / Trimble), full project accounting for commercial contractors
Partnership means working alongside your existing systems. Formal vendor affiliations are identified separately. Connections depend on edition, permissions and agreed scope.
What Spectrum does
- Project accounting with cost type × cost code taxonomy
- AIA G702/G703 billing native
- Retainage handling (held-back tracking)
- Subcontractor compliance (COI, lien waiver, W-9, 1099)
- Equipment / mechanic module (relevant for mechanical contractors)
- Service Management module (service tickets, agreements, dispatch)
- Multi-state and certified payroll, prevailing wage, union
Workflows to verify in your Spectrum setup
Check your edition, configuration, people and connected tools. This list is a review scope, not a vendor-wide capability exclusion.
- Guarantee a direct connector to BuildOps, ServiceTitan, or Jobber for hybrid service+project firms; check current Trimble/Viewpoint and partner listings
- Produce executive-friendly dashboards without internal analyst work
- Provide a fractional CFO advisory layer
- Benchmark you against peer contractors externally
- Always preserve cost coding cleanly through FSM-side integrations
What Level adds on top
- FSM-to-Spectrum data layer that carries cost code, cost type, job, property, and customer where source exports supply each field and Spectrum import or API paths accept it; unmatched records held for review
- Cost code mapping table maintained centrally with drift alerts
- Source-of-truth routing per job (FSM for service, Spectrum for project)
- Retainage parity between FSM AR and Spectrum AR; AR aging net of retainage
- Sub compliance gates on AP release where each system's workflow and permissions support a hold, per signed scope
- Owner-facing dashboards on top of Spectrum; reviewed monthly
- Level Index benchmarks where a matched metric exists (2,200+ contractors in the research universe; sample size and definition stated per metric)
What you see with Spectrum alone vs. with Level on top
Spectrum remains the system of record for the work it manages. Your accounting ledger remains the books of record. Level adds financial insight across the records connected in your engagement.
| Capability | Spectrum alone | Spectrum + Level |
|---|---|---|
| FSM integration (BuildOps/ServiceTitan) | Direct connectors vary; check current Trimble/Viewpoint and partner listings for BuildOps or ServiceTitan | ✓Data layer implemented per engagement, mapping cost code and cost type |
| Cost code mapping | Per-tenant table; drifts over time | ✓Centrally maintained, drift alerts, monthly review |
| Source-of-truth routing | Manual classification per job | ✓Deterministic by job type |
| Service ticket sub-ledger | Summary post or full detail, both have costs | ✓Spectrum gets clean summary AR with drill-down to ticket-level in Level's reporting |
| Owner dashboards | Spectrum reports serve controller and project-accounting workflows; owner views need a separate layout | ✓Owner-facing dashboards built and reviewed monthly |
| Benchmarks | Internal trends | ✓Level Index metrics applied monthly where a matched definition exists; each metric carries its own sample size |
Spectrum is built for project. Hybrid firms need a bridge.
If you're commercial mechanical/electrical/plumbing with both service ticket volume and big-project AIA work, Spectrum includes a Service Management module, but if your service tickets live in BuildOps or ServiceTitan, a direct sync to Spectrum is custom-build territory unless a current connector is listed.
Spectrum's reporting is for the controller. Owners need different dashboards.
Spectrum's reports are accurate and rich but designed for finance team workflows. Owners need a different view: cash, backlog, margin, utilization, hire pipeline. Data refresh frequency depends on the source connections set in your engagement; Level reviews the dashboard with you monthly.
Spectrum integrations
Integration pairs supported by our reporting and reconciliation work. Each guide explains documented vendor capabilities, known failure modes and the installed records to verify. Built workflows are scoped to the engagement, licensed products and permissions; a listed pair is not a promise of a universal connector.
Frequently Asked Questions
Does Level replace our Spectrum controller?
No. Spectrum power users (controllers, project accountants) keep doing what they do. Level adds the CFO advisory + owner dashboards + FSM integration layer on top.
Will Level customize Spectrum modules?
Configuration and workflow adjustments, yes. Code-level customization is typically vendor / partner work; Level coordinates.
Related pages
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.
The Level team can read your Spectrum data fluently
Free profitability audit. Start with your priorities and the records needed. A connected review of Spectrum follows where edition, access and agreed scope allow.
No commitment. Real numbers, not generic advice.