Lever360 Release Information

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Updates In Lever360

Summer might be winding down, but Lever360 is heating up with a wave of improvements that make payments smarter, job management easier, and system navigation smoother. This release includes better tax handling, stronger payment tools, improved call and communication options, and fixes that make your daily workflow a lot less bumpy. Let’s dig in!

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Improvements Addressed

Focused development resolving and improving on bugs, issues, and requests reported by users and internal team. The following items can be found included in release:

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WEB

Here’s what’s new on the web platform:

New Features & Enhancements

• Jobs -> Jobs Details -> Billing tab -> Revenue – Estimate section -> Revenue - Estimate Items -> Revenue – Multi-Line Details: We have moved the taxable checkbox for multi-scope line items to the line items detail screen so that you can get more granular with you sales tax needs. This will carry up to consolidated line items on your invoices for taxable and non-taxable line items.

• Jobs -> Jobs Details -> Billing tab -> Payments: Payment tracking is clearer—payment method and status are now shown separately, and Stripe payments display as “Stripe” for full transparency. Yes, you can accept Credit Cards directly in Lever360, now!

• Settings -> Company Settings -> Twilio: Multi-forwarding and pagination were added to the call and phone system, making large call logs easier to navigate.

• Job Detail > Equipment tab: This section now allows proper editing of equipment sets and pull times.

• The Sign Now page is now mobile responsive, with scrolling support for previewing PDFs.

• Jobs -> Jobs Details -> Billing tab: Added smarter logging: if QuickBooks isn’t integrated, invoice and payment log history won’t just vanish—it’ll display correctly.

• All sections: Tabs now automatically rename themselves to match the page you’re on for better navigation.

• Jobs -> Jobs Details -> Billing tab -> Invoice enviroment for payments: The Pay Now page includes a back button after entering amounts, so you can fix mistakes without starting over.

• Jobs -> Jobs Details -> Billing tab -> Credit Memo Section: New “Memo” fields let you add context when creating payments or credit memos.

• Jobs -> Jobs Details -> Billing tab -> Invoice: The Invoice table now shows an open balance column alongside totals.

• Jobs -> Jobs Details -> Rooms Tab: Rooms in lists are now sorted alphabetically for easier searching.

• Jobs: Clicking a job name from the Job Board now opens it in a new tab for faster multitasking.

• Jobs -> Jobs Details -> Billing tab -> Invoice Section: A new arrow in the Invoice Details page lets you expand multi-items and see all included scopes.

• Jobs -> Jobs Details -> Billing tab -> Invoice Section: When an invoice is created for a revenue, its status now automatically updates to Contracted.

• Phone System section if Twilio is connected: Twilio SMS integration is live for inbound text messaging. If you have an inbound text message, you can see it in the buttons next to “Phone System”

• Equipment management improvements:

• Added a confirmation pop-up if you try to add equipment that already exists elsewhere.

• Introduced new equipment logic to simplify setup and reduce errors.

• Jobs -> Jobs Details -> Contacts: Customer and contact links now update jobs consistently, ensuring the Customer Details section matches what’s in Contacts.

• Settings -> Company Settings -> Twilio: Phone numbers are now formatted in standard U.S. style and sorted numerically for easier editing.

• Home Page: The Call and Text buttons now appear in the sidebar for all users (with disabled state if not available).

• Phone System (If you have the Twilio connection active): My Call Log tab is here—so you can track your own calls directly in Lever360.

• Jobs -> Jobs Details -> Billing tab -> Payments: You can now generate and send receipts for system-created payments.

• Several quality-of-life improvements to phone call modals, search, and keypads for smoother Twilio calling.

• Left Side Menu: Unread message counter - You’ll now see how many messages you haven’t opened yet—making it easy to spot what needs your attention.

• Jobs -> Jobs Details -> Billing tab -> Payments: New payment option - ACH payments are now supported through our integration with Stripe.

• Phone System section if Twilio is connected: Improved voicemail & call flow - Users will now hear the entire voicemail greeting when calls are forwarded, and we changed the annoying music to rings per customer demand!

• Job Details -> Billing Tab : Smarter QuickBooks sync - If a job is pushed to QuickBooks with a company but no contact, the system now uses the company name automatically to prevent confusion.

• Routes -> Route Details: You can now remove companies directly from Route Details, keeping your routes clean and relevant.

Bug Fixes

• Jobs -> Jobs Details -> Billing tab -> Invoice Details: Fixed a glitch where a Stripe-integrated Collect Now button incorrectly displayed a toast on hover.

• Company Settings → Resource Setup: Resolved an issue where deleted resources still showed up in dropdowns and settings.

• Jobs -> Jobs Details -> Billing tab -> Invoice Section: Fixed invoice email attachment issues when selecting Attach Invoice.

• Jobs -> Jobs Details -> Billing tab -> Invoice Section: Corrected multi-item invoice totals on Pay Now—the system no longer assumes 100% amounts.

• Job Details -> Contacts Tab: Disabled “Add Customer to Contact” button after first click to prevent duplicates.

• Jobs -> Jobs Details -> Billing tab -> Invoice Section: Fixed incorrect row displays when repeatedly adding items in invoices.

• Jobs -> Jobs Details -> Billing tab -> Invoice Section: Taxable scope items now properly display in the Invoice Details modal.

• Equipment Section: Equipment with pulled times now correctly shows up in transfer lists.

• Jobs -> Jobs Details -> Billing tab -> Invoice Section: Invoices now include separate buttons for taxable and non-taxable multi-items, making edits much clearer.

• Jobs -> Jobs Details -> Billing tab -> Invoice Section: Fixed the broken edit page for items and multi-items in invoices.

• Jobs -> Jobs Details -> Billing tab -> Invoice Section: Corrected rounding errors in multi-item invoices that sometimes showed a strange “-0.01.”

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Mobile Updates will be coming in the next few days!

Web Date Released: 08/26/2025

Web Version: “v.2.11.0”

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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/

*mobile apps can be downloaded from app store – search “Lever360”

Thank you for choosing Lever360!

We value your feedback and appreciate your continued support.

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