Latest News from the Lever360 team
Feature update
Release Notes — Version 2.29.0 | July 23, 2026
Shared by Lever360 Support
• July 28, 2026
DESCRIPTION
The new Statement Report joins the Billing tab on the job, alongside a wide set of enhancements across billing, payments, companies, email, and mobile.
This release adds a professional Statement Report to your Billing tab and delivers a broad set of enhancements across billing, payments, your Companies and Job List views, email, and mobile.
Featured: The New Statement Report
The Billing module now includes a Statement Report: a clean, branded account statement you can generate for a job and share with your customer. It brings together a shared header, job information, a full statement details table, and a closing balance, all in one professional document.
Getting started: open the Billing module and select the Statement Report button.
General Platform Improvements
QuickBooks Sync Report, with more context
The QuickBooks Sync Report now includes Job Name, Customer Name, and Job Status, giving you richer detail at a glance.
Updated phone number formatting in reports
Reports now display phone numbers in a standard US format.
Billing and receipts updates
Receipts and invoice balances reflect your latest changes across every scenario, including backdated payments and receipts tied to more than one invoice.
Signers stay in the loop
Signed form emails now automatically CC the signer, so everyone has a copy on file.
Optimized email attachment handling
We've optimized how email attachments upload and import for faster processing.
Propelr billing address support
Propelr payments now support billing address fields, including email and ZIP, for a more complete payment form.
Web Improvements
See more at a glance in your Companies list
The most recent note on each company now appears right in the Companies list, along with who created it and when, and it's included in your export. Your column customization on the Companies list persist between sessions.
Assignee roles in the Job List
New columns show assignee roles directly in the Job List.
Revenue in your Job List export
The Revenue column is now included in the Job List export.
Enhanced invoice creation
The Create Invoice modal now gives you greater visibility into revenue and items as you build an invoice.
Enhanced recipient picker
Addressing email To and CC is now faster with an enhanced recipient picker.
Picture Reports on large jobs
Picture Reports generate in the background on large jobs, so you can keep working while they process.
Focused Billing Report options
Billing Report menus show only the Report By and Group By values that apply, for a cleaner, more focused selection.
Created By in the Call Log
The Call Log report includes the Created By field for each entry.
Mobile Improvements
Smarter task updates
Task percent complete and status now move together intuitively, so updating one keeps the other in step.
Pending state while attachments send
You now see a pending state while email attachments send, and they sync through once sent.
Mobile email signature
Set your email signature on mobile and it applies across your mobile communications.
Updated receipts on mobile
Edit a payment on mobile and the receipt PDF reflects your latest changes.
HOW TO UPDATE
Web: updates automatically, just refresh, and clear your cache if you don't see the changes right away.
Mobile: update to the latest version from the App Store or Google Play (search "Lever360").
💡 Need help?
📞 561.337.2900 x 2
📚 https://docs.lever360.com/en/
We value your feedback and appreciate your continued support.
— The Lever360 Team