Every home, every key, every payment.
Text it after each job. It keeps your weekly clients, the alarm codes and pet notes, who paid and who still owes, so nothing lives only in your head.
New client Ruth Palmer, 8 Oak St apt 3, every Thursday 10 AM, 3 hours, $150
Tap a message to see it happen
From the notebook to a CRM, without learning one
Every home’s notes, one text away.
Today
Codes, keys and pet notes on your phone’s notes app.Who owes what, always up to date.
Today
Forgetting who paid last week.Your week, moved by text.
Today
Rescheduling by memory.
A day with your agent
What it looks like from your phone, from the first job to the last.
- Who’s first, and where the key is
Today’s homes with their access notes: the key, the alarm code, the dog’s name.
- Done, with a photo
Send a photo when you finish. It goes on the client’s record with the date.
- The week, moved by text
“Move the Lewises to Tuesday this week.” Your calendar and their row both change.
- Who owes
A short list of unpaid visits, with how much and since when.
Your CRM is ready the moment you say what you do
These tables are set up for you, with the fields your work needs. Rename, add or remove anything by text.
15 fields
- Name
- Phone
- StatusActiveLeadInactive
- Notes
- Address
- City
- Access codes and keys
- Pets
- Rooms
- FrequencyWeeklyEvery 2 weeksMonthly
- Rate
- Preferences
- Next visit
- How they found youReferralInstagramFacebook
Get paid from the same chat
Ask for a payment link and forward it to your client. They pay from their phone, and the job is marked paid in your table.
- Card, Apple Pay and Google Pay, through your own Stripe account
- Deposits, partial payments and what’s still owed, per client
- A receipt for your client, and nothing to chase by hand
What your clients get
When you send a client a link, this is the page they open on their phone. Your name and colors, in their language, nothing to install.
Things you can text it
Write like you’d text a friend who works for you. It knows your clients, your schedule and what’s owed.
- Who’s on Thursday?
- Ruth wants to switch to Friday
- Who owes me money?
- How much did I make in October?
- Remind me to buy supplies Sunday
- Make me an invoice for the office
- Cancel next week at the Lewises
- How many hours did I work this week?
No setup. You just text.
- 1Text your agent
Sign up with your phone number and save the agent’s number. That’s the whole setup.
- 2It builds your CRM
Every client, job and payment you mention lands in the right table, with the fields your business needs.
- 3See it all in one place
Open app.lvlz.ai any time to browse, edit or export. Or never open it and keep texting.
Available today
- Tell it about a client and it lands in the right table
- Tables with any fields, built for your trade
- Notes, photos and files on every client
- Send photos and files by text
- Reminders and updates before you forget
- Your Google Calendar, booked and kept in sync
- Quotes, invoices and PDFs in your brand
- Emails to clients, sent only after your OK
- Recurring jobs and follow-ups
- Bring your old Excel or CSV list in one message
- Voice notes instead of typing
- Set up for your trade the moment you say what you do
- Session and package cards that count down by themselves
- Stock that warns when it runs low, and supplier orders with your markup
- A booking page your clients can use
- Payment links and receipts
- A live tracking link for your customers
Questions
Are the alarm codes safe?
They stay in your private workspace. Only you, and people you invite, can see them.
Can it handle every-other-week clients?
Yes. Weekly, every two weeks or monthly, and it reminds you the day before.
I have a helper. Can she use it too?
Invite her to your workspace and she can text the same agent.
Your business, in order, from your phone
No forms, no training, no new app to learn. Text it and it’s done.
Less than one missed appointment a month Plans start at $19 a month, with 7 days free. Cancel any time by text.