Clients, services, and estimates
Start with reliable records and plan the work ahead.
NextLevelize connects client and site information with your products and services catalogue, estimates, approvals, and linked operational work.
Client and site records
Keep customer details in an authoritative record.
Maintain client identity, contacts, addresses, notes, status, and service history in one place. Address verification is available when an address service is configured and available.
Record the details that support service
- Client identity and contacts
- Client and site addresses
- Notes and status
- Service history
Catalogue and estimating
Build estimates from maintained products and services.
Maintain product and service descriptions, prices, tax treatment, and supported accounting mappings. Accounting mappings depend on an authenticated and available accounting connection.
A maintained catalogue
Keep the descriptions, prices, and tax treatment for products and services together in a catalogue used for commercial planning.
Estimates with supporting detail
Create estimates with products, services, tax handling, revisions, customer approval records, and linked operational work.
Revision and approval history
Retain estimate revisions and customer approval records as commercial work moves toward delivery.
NextLevelize the path from client record to planned work.
Bring customer details, catalogue information, estimates, approvals, and linked work into connected areas of operation.