Quote from the van. Get paid on time.
Text it from the job. It logs the job, makes the quote and the invoice, keeps the photos, and chases what’s still unpaid, while you get on with the work.
New job: Ada Nolan, 12 Maple Ave, Queens, blocked drain, Tuesday 8am
Tap a message to see it happen
From the notebook to a CRM, without learning one
A branded quote in one text, from the job.
Today
Quotes written at night after a full day.Every unpaid job, with a reminder to chase it.
Today
Invoices nobody follows up on.Photos saved to the job and the customer.
Today
Job photos lost in the camera roll.
A day with your agent
What it looks like from your phone, from the first job to the last.
- On the way to the first job
The address, the customer’s number and what you quoted, in one text.
- A quote from the van
“Quote for Greg: 4 outlets, 2 hours, parts 60.” A branded PDF comes back, ready to forward.
- Before and after
The photos you send land on the job, so the invoice and any warranty call have them.
- What’s still owed
Unpaid jobs older than a week, with the amount and the date, so you know who to call.
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.
9 fields
- Name
- Phone
- StatusActiveLeadInactive
- Notes
- Address
- City
- PropertyHouseApartmentOffice
- 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.
- What’s on tomorrow?
- Make an invoice for Ada’s job
- What did I quote Greg?
- How much is outstanding?
- Remind me to follow up on quotes on Friday
- Which jobs did I do on Maple Ave?
- How much did I make this month?
- Turn Greg’s quote into an invoice
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
Will quotes and invoices have my logo?
Yes. Send your logo once and every document comes out in your brand.
Does it send anything to customers on its own?
Never. It always shows you the email or document first and waits for your OK.
Can I start from my old Excel?
Yes. Send the file and it maps your columns into your jobs and customers.
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.