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Level
LEVEL DATA LAYER

Integrations

Field service + accounting, on the same page

Level builds and operates the data layer between the operational platform your team uses every day (BuildOps, ServiceTitan, Jobber, Housecall Pro) and the accounting or ERP system that holds the books (QuickBooks, Sage Intacct, Spectrum, Foundation, Vista, Acumatica, more).

24integrations documented
6FSM hubs
Real API researchno marketing fluff

Every page below covers the real API capabilities, the documented failure modes of the native sync, and how Level's unified data layer fixes them.

Free data-layer audit

Your stack does not need another dashboard. It needs one trusted operating record.

We review the path from field work to invoice to payroll to books, then show where margin disappears because job, customer, class, item, or labor dimensions do not survive the sync.

We check for:

  • • missing job, account, class, location, and item dimensions
  • • payroll hours that cannot be tied back to billed work
  • • quote, invoice, payment, retainage, and revenue-recognition drift
  • • AI automation opportunities worth building first
See how Level works →

The reason owners call

The system went live. WIP, job costing, project budgets, and KPIs still do not reconcile.

That is usually not a vendor failure. It is an operating-model gap: job, customer, property, cost code, labor, billing, retainage, and revenue-recognition rules need one finance-ready model across the stack. That is the layer Level builds.

Real API research

Each page documents what the native sync actually does — not what marketing claims it does. Capability matrix grounded in public API docs and Level's hands-on integration work.

Documented failure modes

Specific failure modes by integration — cost-code mapping drift, retainage distortion, membership revenue, job-cost dimension loss. Factual, not editorial.

Unified data layer

How Level's data layer fits between systems — preserved hierarchy, dimension fill, retainage as managed liability, AI-assisted reconciliation, agentic workflows.

Browse by field service platform

Start at the FSM hub for the system your team uses, then drill into the specific accounting / ERP destination.

All integration pairs

24 productized integrations across 6 field service platforms.

BuildOps

See hub →

Field Service Management for commercial mechanical, electrical, plumbing, fire/sprinkler contractors

BuildOpsHighRadius

Order-to-Cash / AR automation platform

BuildOps + HighRadius integration: what works, what breaks, and how Level's unified data layer makes commercial AR automation work for $20M+ contractors.

BuildOpsSpectrum

Construction ERP (Viewpoint / Trimble)

BuildOps and Spectrum (Viewpoint/Trimble) are not a 2-way sync. Spectrum owns payment + invoice status; BuildOps owns operations. Level's data layer stitches the two sources of truth so finance and operators get one pane of glass.

BuildOpsQuickBooks

SMB accounting (Online and Desktop/Enterprise)

BuildOps + QuickBooks Online: the most common contractor stack. Native sync handles invoices but breaks on job costing, retainage, and service agreement P&L. Level's data layer fixes it.

BuildOpsSage Intacct

Mid-market cloud accounting / multi-entity GL

BuildOps + Sage Intacct: the right stack for $10M+ commercial contractors. Native sync drops dimensions; Level preserves the full job/cost-code/property chain.

BuildOpsNetSuite

Mid-market ERP with field service and project accounting workflows

BuildOps + NetSuite integration for commercial contractors: why NetSuite migrations still fail on job costing, WIP, project budgets, and KPI reporting unless the data layer is designed first.

BuildOpsBill.com

AP automation (with adjacent AR + spend)

BuildOps + Bill.com for commercial contractors — job-aware bill coding, 3-way PO matching, sub compliance gating. The right way to automate AP without losing job-cost detail.

BuildOpsFoundation

Construction accounting ERP for GCs + specialty subs

BuildOps + Foundation: no native connector, structural one-way for payment status, same SoT-stitching problem as BuildOps + Spectrum — with Foundation's contractor-native cost code grid and certified-payroll-heavy workflow layered on top.

BuildOpsVista (Viewpoint)

Construction ERP for heavy commercial GCs (Trimble)

BuildOps + Vista (Viewpoint, Trimble) for heavy commercial GCs and heavy-civil contractors running trade service alongside major project work. Same one-way-payment-sync pattern as BuildOps + Spectrum, with Vista's project-first orientation and prevailing-wage payroll demands layered on top.

BuildOpsAcumatica

Mid-market cloud ERP with Construction Edition

BuildOps + Acumatica Construction Edition: a partner connector exists but uses a subset of Acumatica's rich sub-account segmentation. Level extends the connector so every dimension Acumatica is designed to track actually gets filled.

NetSuite Field Service Management

See hub →

Field Service Management native to the NetSuite ecosystem

ServiceTitan

See hub →

Field Service Management for residential + light commercial trades

Field Service Management for residential / small commercial home services

Housecall Pro

See hub →

Field Service Management for residential home-service businesses

FieldEdge

See hub →

Field Service Management for residential HVAC, plumbing, electrical

How Level's integrations work

One unified data layer behind every integration

Level operates a single data layer that ingests data from your field service platform and your accounting / ERP system, normalizes against a shared canonical model, and posts the right data back so your month-end close runs fast and your CFO reports are trustworthy.

Custom integration work is included in most Level engagements — it isn't a separate paid implementation gated behind a premium tier. We scope your specific setup on a call and stand up the data layer as part of your monthly engagement.

Simple pricing

Three tiers, one ladder.

$99-$500/mo

Bookkeeping

The clean data layer: monthly books, reconciliations, and organized financials AI can work with.

$1,500-$5,000/mo

Scale

The full AI operating layer — custom agents, weekly actions, and benchmarks to grow margin per hour.

Custom

Platform / Multi-Office

Multi-branch benchmarking and scorecards for PE-backed and multi-location groups.

Let's get your stack on the same page

Free profitability audit — the Level team will review your current FSM + accounting setup and show you what's breaking down. Free audit included.

2,200+ service businesses benchmarked$13.25B in revenue analyzedWeekly action cadence

No credit card. 15-min audit. We only follow up if we can actually help.

No commitment. Real numbers, not generic advice.