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
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
What Spectrum can't do alone
- Connect natively to BuildOps, ServiceTitan, or Jobber for hybrid service+project firms
- 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 preserves cost code, cost type, job, property, and customer end-to-end
- 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 across both systems
- Owner-facing dashboards on top of Spectrum; reviewed monthly
- Peer benchmarks across Level's 2,200-contractor dataset
What you see with Spectrum alone vs. with Level on top
Spectrum is the operations system of record. Level is the financial system of insight that sits on top.
| Capability | Spectrum alone | Spectrum + Level |
|---|---|---|
| FSM integration (BuildOps/ServiceTitan) | No native; custom build or middleware required | ✓Productized data layer; cost code + cost type preserved |
| 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's reporting is functional; not designed for executive use | ✓Owner-facing dashboards built and reviewed monthly |
| Benchmarks | Internal trends | ✓2,200-contractor peer benchmarks monthly |
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 handles the project side but not the service side. A direct sync to BuildOps or ServiceTitan is custom-build territory.
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 — refreshed daily. Level builds that layer.
Spectrum integrations
Specific integration pairs we've built or productized. Each links to a deep page covering the API, the failure modes of the native sync, and how Level's data layer makes it work.
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.
$99/mo
Books
Clean monthly books, tax-ready year-end. Same flat rate for catch-up.
$1,500+/mo
Fractional CFO
Cash forecasting, profitability analysis, monthly strategy calls.
$3,000+/mo
CFO + Operations
Dedicated CFO, AI-native workflows, dashboards, and integrations.
A Level CFO can read your Spectrum data fluently
Free profitability audit — we'll connect to Spectrum and show you what's hiding in your numbers. Free audit included.
No commitment. Real numbers, not generic advice.