BriskLevel

Every job, from the first call to the last payment.

One system for contractors who show up and build something — the lead, the measurement, the proposal, the crew, the invoice, and the money landing. Between the steps it does the chasing itself, so nothing waits on somebody remembering — and it is one subscription, not four.

The difference

Nothing gets missed on the way through.

Most systems hand you a to-do list and hope somebody keeps it honest. Brisk runs on rules you set once. A task appears because something happened, goes to whoever holds that seat, and closes itself when the thing it was waiting for actually occurs. Nobody ticks anything off.

That is the part worth slowing down on, because it is what nobody else does. Other tools are a shared checklist you still have to keep honest. This is the shop running in the background — the deposit invoice raised when a proposal is signed and cleared when it is paid, the material order nudged the day a job is scheduled, the warranty registered the moment the last payment lands. You write the rules once; the jobs move themselves.

Rule
Follow up on the proposal
Starts
When the proposal is sent to the customer
Due
48 hours later — then again at 7 days
Goes to
The salesperson named on that job
Closes on
signeddeclinedvoided

Every rule is yours to change — the hours, the seat, the trigger. An emergency lead gets one hour where an ordinary one gets four, because you said so and not because we shipped it that way.

What it runs

A job has stages. So does the software.

  1. 01 Lead Off the website, the phone, or a referral — with the source kept, so you know what is working.
  2. 02 Opportunity Measured, priced and proposed. Signed by the customer on their phone.
  3. 03 Job Scheduled, ordered, crewed. Everyone sees the same day.
  4. 04 Post-job Invoiced, paid, warrantied — and what it actually cost against what you quoted.

What it does

Everything a job touches, in one place.

Open whichever part of the work you came to read about.

Estimating and proposals Takeoffs, your own calculators, good-better-best, signed on a phone

Measure what your trade actually measures, price it off your own material costs and margin, and a number comes out the end instead of a spreadsheet. Add a measurement field and it flows into the calculator, the proposal and the order.

Put good, better and best on one proposal and let the customer pick on their phone. Upgrades and add‑ons are line items they can turn on themselves — the gutter guards, the heavier shingle, the longer warranty — so the bigger job is a tap rather than a second conversation. Whatever they choose is what flows into the contract, the schedule and the invoice.

  • Job calculators Squares and pitch, linear feet of fence, gallons and coats — whatever your trade counts, with your costs and your margin.
  • Custom measurements Your fields, feeding the calculator, the proposal and the order.
  • Signing included Proposals, contracts and change orders signed on a phone and countersigned by you, with the executed copy stored on the job. Not a separate bill per envelope.
  • Approval before it goes Set who has to say yes to a discount or a price, and an estimate cannot leave the building until they have.
Scheduling, crews and the handoff Nobody waits to be told it is their turn

No one person carries a job start to finish — it moves from whoever sells it to whoever prices it to the crew to whoever bills it, and every handoff is a place the work stalls while someone waits to be told. The engine does the telling. The estimate is approved and the project manager’s task is already there; the crew finishes and the invoice is already someone’s to send.

And the owner sees the whole board — who is carrying what, which jobs are waiting on which person, what is overdue and what should jump the line. A job that is stuck reads as stuck, instead of quietly going cold until the customer calls to ask.

  • Your own roles Build the seats your company really has and say what each one can see and do — not a fixed set of four we guessed at.
  • Crews and subcontractors Assign the work, send the order, and let a sub see their visit without giving them the run of your CRM.
  • Purchase orders and deliveries Order to the job, against your vendor’s price, and know what arrived.
  • Permits and inspections Tracked on the job with the dates that matter, so nothing is discovered on the morning of.
Your customer’s own portal Where they choose, sign, ask and pay — under your name

Every customer gets a portal at your address, and there is no password to forget: they sign in from a link you email them, or a six‑digit code if they would rather type one. It works on the phone they are holding.

Once they are in, they see their own job and nothing else:

  • Messages A thread with your office. What they send arrives on the job, next to everything else about it, rather than in somebody’s inbox.
  • Estimates and change orders What was quoted, what they chose, what they signed — and anything still waiting on their signature.
  • Schedule What is booked and when, so “which day are you coming?” stops being a phone call.
  • Invoices and balance What is owed, what is paid, and a card or bank payment from the same page.
  • Warranty Registered against the job, so it can still be found in five years.

Two things need no sign-in at all, because asking somebody to log in to answer a question is how you stop getting answers: the link that lets them choose between good, better and best, and the link that lets them pay an invoice.

Texting and email Your words, your number, sent because the job reached that point

The same engine that assigns the next task sends the next message — because the job reached the point that calls for it, not because somebody found a minute. No separate texting tool, no email platform bolted on the side.

Email you write, on the events you choose. Around forty things that happen on a job can start a message: a proposal sent, an estimate signed, a visit booked, an invoice gone overdue, a payment received. You write the subject and the body. Narrow a rule to one visit type, one stage of the job, or one kind of customer, attach the document, include a link to their portal, and copy your own people if they should see it. Each rule sends once per job, so two events arriving together cannot send the same message twice.

Text from your own number. Bring your own Twilio account and the texts come from your company’s number — which means the carrier bills you directly, at cost, and we do not sit in the middle marking up a message. Your customer gets their visit reminder by text, the one that stops a wasted trip. Your own staff can be texted for the events they each subscribe to, so a signed proposal reaches a salesperson who is not at a desk.

If somebody replies STOP, that is recorded and honored and they are not texted again — and you can see that it happened, rather than wondering why a reminder never arrived.

Invoicing, payments and job costing What it actually cost, against what you quoted

Invoice the whole job or draw against it as the work lands, take a card or a bank payment from a link, and see what is owed without opening anything else. A deposit invoice can raise itself when a proposal is signed and clear itself when it is paid.

Job costing is the part most shops never get to. Material off the purchase orders, labor off the crews, and — if you run QuickBooks — the bills and payments that actually cleared, so the margin on a job is real money rather than an estimate of it.

Your name on it, not ours Logo, colors and your own domain

Upload your logo, set your two colors, and they follow the job everywhere a customer looks — the proposal they sign, the portal they log into, the emails and texts they get, the receipt at the end. Run it on your own domain and the address in their browser reads yours too. The software does the work; your company gets the credit.

Fits what you already run Every integration optional, each with an answer if you have none

Every integration is optional, and each one has an answer for the shop that does not have it. That is the whole argument for the price: nothing on this list is a second subscription you have to go buy first.

  • QuickBooks Two‑way. Customers, jobs, estimates, invoices, vendors and purchase orders go over; payments and bills come back, so job costing is real money rather than an estimate of it. Brisk keeps the books itself, and the margin still works.
  • Twilio Your own account and your own number, so texts come from your company and the carrier bills you at cost with nobody marking it up. Everything still goes by email, written by you on the events you pick.
  • CompanyCam If your crews already shoot there, the album is linked to the job and the photos show up beside everything else. Photograph straight into Brisk from the phone on site.
  • Stripe Card and ACH from a link on the invoice. The customer pays from their portal and it lands against the job. Invoice the way you always have; Brisk still tracks what is owed.
  • Document signing Proposals, contracts and change orders signed on a phone, countersigned by you, with the executed copy stored on the job. Nothing to buy — it is part of the product.

What you get

One subscription, not five.

CRM, estimating and takeoffs, good‑better‑best proposals and contracts with document signing built in, automated text and email to customers and staff, a scheduling calendar, crew and subcontractor management, purchase orders, invoicing, card and ACH payments, a customer portal, job photos, job costing, and warranties — in one product.

No module to add on. No tier that unlocks the part you actually needed. Signing is included rather than a separate bill per envelope. Priced for value on purpose: contractors of every size have been paying enterprise rates for four tools that do not talk to each other, and one affordable system that does all of it is the better deal.

Trades

The job is the same shape whatever the material.

A roof, a fence and a repaint are all a measurement, a price, a crew and a day. We built the hardest version of that job first — insurance scopes, material takeoffs, weather — on the principle that everything else is the same job with different materials.

The name

Brisk, and level.

Brisk is the pace — the lead answered, the proposal out, the crew told, the invoice sent, without the wait in between. Level is the tool in every van and the standard it stands for: true and plumb, the details right. Fast is easy to promise and easy to botch; level is what keeps the speed honest. The product is the two together — quickly, and correctly.

Where we are

In private testing with working contractors, on real jobs. Not open for signup yet.

If you run a field service company and want to see it early — or you are a contractor whose software is costing you more than it saves — write to us. A person reads it.

[email protected]