Major upgrades to mobile photo capture, a refreshed QuickBooks integration, and a round of refinements across Job List search, invoicing defaults, and mobile workflows.

This release brings meaningful upgrades to mobile — making field photo capture significantly faster and more flexible — alongside an updated QuickBooks integration and a round of targeted refinements across both web and mobile. Here's what's new.

New Feature!

Faster, More Flexible Mobile Photo Capture (Headline Update)

Field documentation just got a lot smoother. Two big improvements to the mobile photo gallery:

Multi-take photo capture

You can now take multiple photos in succession without having to confirm each one individually. Snap a series of photos rapidly while walking a job site, and they'll all be captured in one flow.

Learn more via our helpdoc

Removed per-job upload limit on iOS

The previous photo upload limit on iOS has been lifted. Capture as much job documentation as the work requires — there's no longer a cap.

Together, these changes make mobile photo workflows dramatically faster for technicians, estimators, and project managers documenting jobs in the field. (LD-457)

General Platform Improvements

QuickBooks integration aligned with Intuit's latest webhook standard

We've migrated Lever360's QuickBooks integration to Intuit's new CloudEvents webhook format. This keeps your QuickBooks Online sync running reliably and on the latest supported infrastructure, with no action required on your end. (LD-268)

Web Improvements

Default Invoice Percentage now set to 100%

When creating a new invoice, the default percentage now starts at 100% — matching the most common use case and reducing manual entry for full-value invoices. (LD-426)

Job List search now works alongside Customer Name sort

Searching the Job List while sorted by Customer Name now returns results immediately — no need to toggle filters or re-trigger anything to surface matches. (LD-492)

Assignees field search is now case-insensitive

The Assignees field search now matches names regardless of capitalization, so you can find people quickly without worrying about how their name was entered. (LD-487)

Additional Mobile Improvements

QB Sub Customer ID now preserved when editing Jobs on mobile

When editing a Job from the mobile app, the QuickBooks Sub Customer ID and associated QB fields are now preserved — keeping your QuickBooks data intact whether changes are made on web or mobile. (LD-499)

Referral Companies save on mobile

Setting a referral company or referral contact on a Job from the mobile app now saves and displays as expected on the Job Detail view. (LD-419)

Last Visit Date now updates automatically with Communications notes — Adding notes to Company Communications on the mobile app now updates the company's Last Visit Date automatically — no more manual updating required. (LD-435)

How to Update

Web: Updates are automatic. If you don't see the changes right away, refresh your browser or clear your cache.

Mobile: Update to the latest version from the App Store or Google Play (search "Lever360").

💡 Need help?

📧 help@lever360.com

📞 561.337.2900 x 2 📚 https://docs.lever360.com/en/

We value your feedback and appreciate your continued support.

— The Lever360 Team

Backend platform modernization, improved diagnostics on the Revenue Estimate Scope details page, and a round of refinements across job assignments, invoice files, and form template tags.

This release lays important groundwork on the Lever360 platform — restructuring our backend architecture to support faster feature delivery going forward — alongside a focused set of refinements that improve everyday workflows. Here's what's new.

General Platform Improvements

Backend modernized to a multi-project architecture

We restructured the backend solution into a modular, multi-project layout. This is foundational work that prepares the platform for faster feature delivery, microservice expansion, and cloud-native capabilities going forward. No changes to how the app behaves — but a meaningful step forward under the hood. (LD-467)

Improved diagnostics on the Revenue Estimate Scope details page

We expanded backend logging across Revenue Estimate Scope and Room Line Item activity. When questions come up about scope changes, our support and engineering teams now have richer visibility to investigate and resolve them faster. (LD-471)

Job.EstimateAmount tag on Form Templates now populates accurately

Estimate amounts now flow through correctly into contracts and other generated documents using the Job.EstimateAmount form tag. Your contracts will reflect the right estimate value every time. (LD-443)

Web Improvements

Cleaner Assignee and Account Rep dropdowns

Inactive employees are now properly excluded from selection lists across the app — including Job → Assignees, Company → Account Rep, Contact → Account Rep, and Task → Assigned To. Your dropdowns now show only active team members, keeping assignment workflows clean and accurate. (LD-189)

Refined invoice file naming on Payment Links

Invoice files attached to Payment Link emails now download with a clean, single .pdf extension — making the file presentation more professional when customers receive them. (LD-441)

How to Update

Web: Updates are automatic. If you don't see the changes right away, refresh your browser or clear your cache.

Mobile: No mobile-specific updates in this release, but make sure you're on the latest version from the App Store or Google Play (search "Lever360").

💡 Need help?

📧 help@lever360.com

📞 561.337.2900 x 2 📚 https://docs.lever360.com/en/

This release is headlined by a major backend upgrade to how Lever360 handles photos and media, along with new customization options for the Task List and Job List, a new Document Library on mobile, and a number of refinements across the platform.

🚨 Action Needed — Sync Your Mobile App Before Updating

Because this release reworks how photos and media are uploaded and processed, we're asking every mobile user to confirm their app is fully synced before installing the update. The release will take place 3 am eastern 4/27. The sync confirmation takes no more than 30 seconds:

• Open the Lever360 mobile app.
• Look for a purple bar at the top of the screen. The purple bar is our sync indicator — if it's showing any orange, the app is actively syncing. Let it finish.
• To trigger a manual sync, swipe down on the main menu, or tap More (bottom menu) → Resync.
• Wait for the purple bar to show in full, no orange. Once it's no orange is shown, everything on your device is safely uploaded and you're good to update.

Major Feature — Redesigned Media Upload & Processing Pipeline

What it is: A complete rebuild of how Lever360 handles photos and media behind the scenes — from your mobile device through to processing, thumbnail generation, and PDF output on the web.

What this delivers:

• Faster, more reliable photo uploads from the field
• More efficient processing and thumbnail generation
• Smoother PDF generation using pre-built thumbnails
• A unified upload system across every area of the platform
• A modernized storage backend powered by AWS S3

This is a foundational upgrade that sets the stage for future performance and improvements around media. Everything works the same on your end once you've completed the sync step above — just better underneath.

General Platform Enhancement

• Upgraded database connection — The core database connection has been upgraded for faster, more reliable performance platform-wide.
• Refined Propelr refund handling — Current Remaining Balance calculations have been refined to reflect Propelr refunds accurately across payment scenarios.
• Additional Revenue Estimate safeguards — Added further validation and safeguards around Revenue Estimate Scope Details to strengthen save reliability and display consistency, including for edge-case scenarios with partially filled scope breakdowns.

Web Enhancement

• User-persistent column customization for Task List and Job List — Your column customization on both the Task List and Job List is now saved to your user profile. Set your preferred columns once and they'll stay exactly how you like them every time you log in, on any device.

Mobile Enhancement

• Document Library — A new Document Library page is now available under More in the bottom menu, giving you quick mobile access to your documents. See Helpdoc >

• Revenue Details auto-open — After creating a revenue, the Revenue Details view now opens automatically so you can jump straight into the next step.
• Refined image handling — Additional safeguards added to image editing in the mobile app to ensure smooth upload and display when edits are made before syncing.

How to Update

Web: The update rolls out automatically. If you don't see the changes right away, a browser refresh or cache clear will pull them in.

Mobile: Update via the App Store (iOS) or Google Play (Android) — search for "Lever360" and tap Update. Please complete the sync step at the top of this post first.

💡 Need Help?

📧 help@lever360.com

📞 561.337.2900 x 2

📚 https://docs.lever360.com/en/

Thanks as always for your continued trust in Lever360.

— The Lever360 Team

Version 2.21.0 is live. This release adds Propelr as a payment processing option alongside Stripe, along with a solid round of improvements across the platform, web, and mobile. Here's everything that's new.

🆕 Propelr Payment Processing — Now Available

Lever360 has supported Stripe for payment processing, and we're now adding Propelr as a second option. Both are fully supported and clearly organized in your Payment Gateway settings — whichever processor works best for your business, Lever360 has you covered.

Payment Gateway — Reorganized The Payment Gateway settings have been restructured to clearly separate Stripe and Propelr with a new dedicated Payment Gateway block. Setup instructions and direct links to Propelr resources are now available right on the Payment Gateway page. Organizations using separate Propelr accounts can store individual login credentials securely with full encryption.

To get started: Settings → Company Settings → Payment Gateway

Collect Now — Card & ACH Your team can now collect card and ACH payments directly from a job. The Collect Now flow supports method switching, validation, an open balance check, and clear messaging for declined cards, invalid routing numbers, insufficient funds, and other edge cases.

Pay Now Page — Card & ACH The Pay Now page now supports both card and ACH with full method switching, state management, and user-friendly messaging throughout the payment flow.

Payment Details — Refunds & Partial Voids From the Payment Details page, your team can now process refunds and partial voids directly inside Lever360, with validation, edge case handling, and clear success and error states at every step. If a refund isn't available because a transaction hasn't settled yet, the platform will let you know.

Balance & Transaction History Once your Propelr account is connected, your payment balance and full transaction history are visible directly inside Lever360. Payment details are accessible right from the history view.

Transaction Timeline Every transaction now has a full timeline tracking status changes and completed operations — so your team always knows exactly where a payment stands.

Receipt PDFs Receipts now support both Stripe and Propelr. Whichever processor you use, receipts generate correctly.

Additional Propelr Updates

• Billing address label and phone number format updated in Estimate and Invoice Reports
• Payment status now updates reliably after a payment is processed
• Address fields pass correctly in all payment requests
• Payments entered by card owner vs. by phone are now distinguished
• Popup text updated and displays only when relevant data is present
• Payment link and Collect Now tooltips updated
• Account initialization logic for separate accounts refined

🔧 General Platform Improvements

These updates apply across the platform — backend, web, and mobile.

• Email To and CC field validation — special characters that could prevent delivery are now blocked across web and mobile
• Percent (%) values on tasks now display accurately
• Payment method in declined transaction modal now accurately reflects the method used when a transaction is not completed
• Active employee list now displays all active employees reliably — employees will appear correctly across all views without additional steps
• Billing address label and phone number format in Estimate and Invoice Reports updated
• Public pages — payment links and public job pages now open reliably regardless of which company account is active in the same browser session

💻 Web Improvements

• Resources on Schedule now display in the sort order defined in your Resource Setup
• Attachment previewing on invoices — attachments can now be previewed consistent with the Estimate PDF experience
• Schedule Date/Time update logic refined for more predictable behavior
• Clock Out confirmation modal improvements
• Stripe settings page now refreshes automatically after credentials are entered
• Company name on load now displays correctly and consistently on initial load
• Validation updated to handle hidden characters
• Task Schedule checkbox now stays in sync with the associated schedule record
• Time picker manual entry — editing time values directly in time picker fields now works smoothly alongside the standard picker controls
• Placeholder description text removed from under report headers in the Reports section
• "AUTHORIZATION" label in User Settings refined
• "Date" field on the Create Invoice screen now reads "Due Date"

📱 Mobile Improvements

• AM/PM time format when creating appointments from Task Details now displays accurately
• Schedule Date/Time update logic refined, consistent with the web experience
• Propelr compatibility — mobile payment flows fully aligned with the latest integration

🔄 How to Update

Web: Updates are automatic. If you're not seeing the latest version, clear your browser cache and reload.

Mobile: Update via the Apple App Store or Google Play Store — search "Lever360."

💡 Need help? 📧 help@lever360.com 📞 561.337.2900 x 2 📚 https://docs.lever360.com/en/

We value your feedback and appreciate your continued support.

— The Lever360 Team

New Feature Spotlight

Payment Processing on the Lever360 Mobile App

Collect payments and send payment links directly from a job — right from your phone.

We're excited to introduce mobile payment processing in the Lever360 app. Your team can now collect payments from customer on the spot — no laptop, no office, no waiting.

Here's what's new:

• Collect Now — Process a customer's card or ACH payment in real time, directly from the invoice on a job.
• Send Payment Link — Email a secure payment link to the homeowner so they can pay via card or ACH from their browser at their convenience.

Both options are available directly from the invoice screen on any job in the mobile app

Learn More via the helpdoc

Requirements

To use mobile payment processing, your account must have Billing access enabled and your company must have an active payment processor configured.

This release was focused on the platform foundation — strengthening Twilio infrastructure, optimizing backend performance, and improving the Android build pipeline. Much of this work runs beneath the surface, but it directly improves the speed, reliability, and scalability of everything you interact with in Lever360.

v2.20.0 · March 17, 2026

v2.20.0 · March 17, 2026

🖥️ Web

Collect Now — Performance Enhancement

The Collect Now payment flow has been optimized at the backend level to ensure the open balance check step processes consistently — keeping the full collection experience smooth from start to finish.

Employee SMS

Sending an SMS to an employee now works smoothly across the platform, with improvements made to how conversation participants are registered through the Twilio Conversations API.

📱 Mobile

Android Build Migration to Linux

The Android app's build and release pipeline has been migrated to a Linux build machine — improving build reliability and laying the groundwork for faster, more consistent Android releases going forward.

⚙️ Platform & Infrastructure

Twilio Webhook Management

All Twilio webhooks have been updated across the platform, and a new management method has been added to handle them programmatically going forward — improving the reliability of phone and SMS communication at scale.

Twilio Cache — Upgraded to Redis

Twilio's caching layer has been upgraded from in-memory to Redis — a shared, persistent cache that works consistently across all backend instances. This means faster, more reliable Twilio operations under load.

Backend Resource Optimization

A broad optimization pass across backend services covering email sync efficiency for both Gmail and Outlook, HTTP connection pooling for external services, and database interaction patterns — resulting in reduced infrastructure overhead and a more efficient platform overall.

Notification & Company Switching Performance

Database queries behind notification delivery and company switching have been optimized — resulting in faster load times and more responsive behavior, particularly for users working across multiple companies.

Versions Web Date Released: 03/17/2026 Web Version: v2.20.0

How to Update to the Latest Version:

Web Updates: Automatic Updates - Lever360 will automatically update the Web to the latest version. If you believe you are not running the latest version, then clear your browser cache and reload the page.

Mobile Version: Run update from the Apple App Store or the Google Play Store.

Support

💡 Need help? Contact support or reach out through Lever360’s help resources.

📧 Support Email: help@lever360.com

📞 Help Desk: 561.337.2900 x 2

📚 More Guides: https://docs.lever360.com/en/

We value your feedback and appreciate your continued support.

A focused release building on the reliability work from v2.19.0 — with targeted improvements to email delivery and picture report generation.

v2.19.1 · February 27, 2026

🖥️ Web

Picture Report Generation Resilience

Picture Report generation now completes with all available images every time. Any images that haven't fully synced yet are skipped automatically so the report can finish — and once those images sync, regenerating the report will pull them in.

📱 Mobile

Email Display — Estimate & Invoice PDFs

Emails sent from the mobile app that include Estimate or Invoice PDFs now display with full body content and attachments in the Web UI — giving you a consistent view of every email sent, regardless of where it originated.

⚙️ Platform & Infrastructure

Email Authorization Token Management

The platform now automatically detects and resolves duplicate email authorization tokens on re-authorization — ensuring only the valid token is active and that emails flow through reliably. Standard delivery time is approximately 2 minutes, with automatic recovery in place if a background delay occurs.

Versions Web Date Released: 02/27/2026 Web Version: v2.19.1

How to Update to the Latest Version:

Web Updates: Automatic Updates - Lever360 will automatically update the Web to the latest version. If you believe you are not running the latest version, then clear your browser cache and reload the page.

Mobile Version: Run update from the Apple App Store or the Google Play Store.

Support

💡 Need help? Contact support or reach out through Lever360’s help resources.

📧 Support Email: help@lever360.com

📞 Help Desk: 561.337.2900 x 2

📚 More Guides: https://docs.lever360.com/en/

We value your feedback and appreciate your continued support.

This release brought improvements across email, payments, and reporting — with several enhancements landing on mobile as well. A significant amount of work went into making communication through Lever360 more reliable, transparent, and consistent end to end.

v2.19.0 · February 19, 2026

✨Spotlight Coming Soon

Mobile Payments is now live You can now collect payments and send payment links directly from the mobile app — no web log in required. Feature Spotlight coming soon

Web

Email Sync Upgrade

The email sync engine has been reinforce with a smarter, more efficient approach — using a unique identifier per message and syncing only the most recent 24 hours of activity. The result is faster syncing, no duplicate emails appearing in threads, and better consistency between what Lever360 shows and what's in your Gmail or Outlook inbox.

Email Format Validation

All email input fields across the platform — To, CC, Billing Email, and contact/job/employee details — now validate the address format before allowing a send. You'll see an inline error immediately if something looks off, keeping your communications moving without interruption.

Auto-Trim on Email Fields

Leading and trailing spaces are now automatically removed from every email field across the platform. Clean inputs, cleaner delivery.

Email Error Visibility

When an email doesn't go out as expected, you'll now see a clear error icon in Communications → Emails with a tooltip that surfaces the exact reason — giving you the information you need to act on it right away.

Email Status Display

The email status shown in Communications → Emails now reflects the true backend delivery state — sent, pending, or requiring attention — accurately and consistently across both web and mobile.

Email Integration Token Handling

When an email integration token needs to be refreshed, the platform now surfaces a clear prompt and temporarily disables email actions until re-authorization is complete — keeping your team informed and preventing any confusion in the meantime.

Processing Payment Visibility

Payments initiated through the Pay Now page now appear immediately in Job Details → Billing → Payments — including those in "Processing" status. You'll have a complete, up-to-date view of payment activity on every job.

Picture Report Progress Bar

The Picture Report PDF generation modal now displays a live progress bar showing Processed: X / Y (Z%) — so you always have a clear sense of where generation stands.

Billing Reports — Report By Filter

The "Report By" grouping filter in Billing Reports now works correctly across all four report types: QB Sync, Invoice By, Payment List, and Rev. Est. List. Grouping by Adjuster, Insurance Company, Referred By, Third Party, and other job-level fields all apply correctly. Jobs with no value assigned are grouped under No + [Group Name] and grouping carries through to exports.

📱 Mobile

Collect Now

The full Collect Now experience is now available in the mobile app. Select the payer, enter the amount, review invoice details, and initiate a Stripe payment — all from the field. The Stripe form pre-fills automatically with the selected contact's information.

Send Payment Link

A new Send Payment Link action is now available on Invoice Details. It opens the email composer pre-filled with the billing email and your configured payment link template — with the invoice PDF attached and ready to go.

Image Description Editing During Sync

You can now add or edit an image description right after uploading without waiting for the sync to complete. The platform handles the sequencing automatically, so your images and their details arrive together.

⚙️ Platform & Infrastructure

Conversation Participant Reliability

Improvements to how Twilio conversation participants are registered ensure that participants are added consistently across all conversation types — so the right people are always included from the start while ensuring restriction still hold in place!

Versions:

Web Date Released: 02/19/2026

Web Version: v2.19.0

How to Update to the Latest Version:

Web Updates: Automatic Updates - Lever360 will automatically update the Web to the latest version. If you believe you are not running the latest version, then clear your browser cache and reload the page.

Mobile Version: Run update from the Apple App Store or the Google Play Store.

Support

💡 Need help? Contact support or reach out through Lever360’s help resources.

📧 Support Email: help@lever360.com

📞 Help Desk: 561.337.2900 x 2

📚 More Guides: https://docs.lever360.com/en/

We value your feedback and appreciate your continued support.

On Sunday, March 1st at 6:00 PM Eastern, we will be performing a scheduled infrastructure update as part of our ongoing infrastructure transition to AWS.

During this window, you may notice brief service refreshes or short periods of limited responsiveness while systems are updated.

This update is part of our continued platform evolution and long-term optimization plan. Our team will be actively monitoring throughout the process.

Thank you for your continued partnership!

We’re excited to share the Lever360 Product Roadmap, a high-level view of the features and improvements we’re building, planning, and exploring across the platform.

The roadmap is designed to give visibility into our current focus and overall direction—while staying flexible as we learn from customer feedback and continue improving Lever360.

Access the Roadmap via the button below

You may access this anytime via our helpdocs as well! Lever360 Feature Roadmap | Lever360 Help Center

For detailed information on newly released features, be sure to check out our regular Release Notes in the News section and via email updates.

We’re looking forward to continuing to work with you and supporting your growth with better tools every step of the way!