Spend more time on your trade and less time on paperwork

Less paper, more profit

Get organized by consolidating your project binders, spreadsheets, whiteboard schedules, post-it notes and emails into a single online source that is available to your team both in the office and on the job site. See what’s happening on all of your projects in seconds and gain greater visibility into your business.

Streamline employee schedules, material ordering, timesheets and receipt tracking to ensure every hour and dollar is accurately tracked. Use this data to quickly generate detailed bids and invoices that your clients will love.

How it works

Explore LevelStory

To Do

Do more with a helpful to-do list

Focus on the most important details of your work day. See when your tasks are scheduled, map where to go, check if materials and tools are ready, stay on top of purchases, messages, and alerts.

Projects

Organize everything into one place

Create a project for your remodel to centralize the calendar, task details, materials, messages, invoices, files, and photos so work can be coordinated across your team. Know who is responsible for what, when it should be done, and any updates.

Budget

Check your budget and margins

Was your estimate at the start of the project accurate? Review your current costs, billable amounts, and how much has been paid. Quickly see if you are getting the margins you expect.

Materials

Monitor materials and never forget a purchase

LevelStory can track if a material is available, where to buy it, receipts of purchase, manuals, and what tasks are dependent on it. Get notified when to buy the material so it’s never forgotten and your timeline stays accurate.

Messaging

Remember every conversation

Keep a record of messages with your team and clients using the messaging area of a project. LevelStory can even log messages sent from outside email clients. Team members can subscribe to messages to stay informed on decisions or issues.

Invoices

Send beautiful, itemized invoices and get paid faster

As your project progresses, with one click you can create an itemized invoice for a client that has links to the details of tasks and materials. Get notified when a client has opened your email.

Calendar

Maximize your calendar

Easily see all of your project schedules, who is working and when. Schedule manually or let LevelStory’s auto scheduler create an optimized schedule based off of work hours, employee availability, task dependencies, and materials.

LevelStory at a Glance