Lever360 News Center

Nov 4 to 6 in Reading, PA.

What does a hot dog stand have in common with your property restoration company?

More than you'd think.

Both need customers, people who know their station, and prices that cover the real cost of the work.

That's the idea behind this year's

Owners & Managers Retreat

Nov 5 to 6 in Reading, PA.

If you're on Lever360, come a day early for

Lever360 Power Day

on Nov 4.

Who it's for: owners and managers alike. The goal is simple: bring something back to your company that helps you move the ball forward.

Seats are limited, so secure yours now.

🛠️ Lever360 Power Day

Wednesday, Nov 4

Come a day early. We'll open up the cart.

A full day inside Lever360 with our team, starting at 8am. No slides-for-the-sake-of-slides; this one runs on your questions.

What we'll get into:

• Tips and tricks across web and mobile
• What we're building next
• AI and Lever360
• How other teams run their day in the system
• Your ideas, out loud, with the people who build it

🌭 Owners & Managers Retreat

Thursday to Friday, Nov 5 to 6

Two days to take a closer look at your operation. Sales, leadership, responsibilities and operating costs, all through one simple lens: running your company like a hot dog stand, with every station laid out on the cart.

You'll leave with:

• A clearer view of your own operation, every station laid out
• A better handle on your numbers
• A room full of owners and managers who get it

Speakers include Scott Miller, Todd Pulley, Mike Irelan and Erik Berglund.

See it running for real. The retreat is held in our Restoration Technical Institute classroom, inside our own operating property restoration company. On top of the presenters, you'll get a preview of how we use Lever360 at our own company and how it all comes together for the business, from operations to the office to the field staff.

Hear from the room. This is a collaborative setting. Expect plenty of back-and-forth, feedback and ideas from other restorers and people across the industry.

Bring the team. Five people, five stations on the cart. It lands better when the people running each station hear it together.

The details:

• 📅 Thu to Fri, Nov 5 to 6 · 8am to 5pm EST (registration opens at 7:30)
• 📍 1145 Commons Blvd, Reading, PA 19605
• 🍽️ Breakfast, lunch, dinner and cocktails on Nov 5; breakfast and lunch on Nov 6
• 🎓 14 IICRC CECs (hosted through RTI, an IICRC Approved School)
• 💵 $995 per person
• Open to all owners and managers, whether or not you use Lever360

How to sign up

Seats are limited, so grab yours now.

1. Register for the retreat: 2026 Owners & Managers Retreat
2. Lever360 user? Add Power Day (free): Lever360 Power Day 2026

Power Day is only open to retreat attendees, so do step 1 first.

Travel

• Hotel: Fairfield Inn & Suites Wyomissing, 21 Meridian Blvd, Reading, PA 19610. Group rate $99 to $114 + tax; email info@lever360.com for the booking code.
• Airports: Philadelphia (PHL), Harrisburg (MDT) or Allentown (ABE)
• More travel info: rtilearning.com/prepare-for-class

Same building, one day earlier. Worth the earlier flight.

Event questions:

info@lever360.com · 610-926-0223

💡 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

Sync your Lever360 schedule to your phone's calendar, including Google and Outlook, plus a refreshed Agenda and updated Job Contacts and Notifications.

This mobile release brings your Lever360 schedule into the calendar you already use. Calendar Sync puts your appointments on your phone's calendar, and in Google or Outlook when they're connected to your phone. The Agenda, Job Contacts and Notifications screens also got a cleaner, updated look.

🔄 Phone Calendar Sync

Your Lever360 appointments can now show up in any calendar linked on your phone: your phone's own calendar, Google Calendar or Outlook. Your whole day lives in one place.

• Choose which calendar to sync to, and how far ahead: the next 30 days, 90 days or 6 months

• Reminders come through with your synced appointments

• With Two-Way Sync on, changes to a synced appointment's time, title or notes flow back to Lever360

How to start

Go to More → Settings → Calendar Sync and turn on Sync Appointments. Our guide walks through every option.

📚 How to Sync Your Lever360 Schedule with Outlook or Gmail on Mobile

(LD-859, LD-887)

📅 A Refreshed Agenda (MOBILE)

The Agenda has a new look across List, Week and Month views, with tighter, cleaner appointment cards.

• Swipe an appointment with a location to open it in your maps app

• Time conflicts are flagged as you schedule

• Clearer date pickers for moving through your schedule

(LD-887, LD-859)

📱 Mobile Improvements

Job Contacts

• An updated Job Contacts screen with search, sort and filters, plus filter chips you can clear in one tap

• Call or text any contact right from the list

(LD-855)

Notifications

• All and Unread tabs, with search, filters and sorting

• Read all, or mark any notification read or unread

• Tap a notification to open the job, task or appointment it belongs to

(LD-856)

Lists and interactions

• Refreshed list cards, swipe actions, search bars and empty states across Jobs, Tasks, Contacts, Notifications and the Agenda

• Long names and labels display cleanly, with smoother animations as lists and screens appear

(LD-854)

⚡ Quick Hit

• When you start a new dry log day, unaffected fields save on the first save and carry into the dry log report (LD-886

How to Update

Web: Updates automatically. Refresh, and clear your cache if needed.

Mobile: Update 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

Early access to connecting Lever360 with AI assistants, starting with Claude.

This release opens early access to connecting Lever360 with AI assistants, starting with Claude. Once it's connected, you can ask about your jobs in plain English and have Claude handle some of the routine work for you. It also includes a round of small optimizations across the platform.

🤖 AI Connection (Early Access)

Lever360 connects to AI assistants through the Model Context Protocol (MCP). Our focus right now is Claude, with support for other assistants to follow.

What it can do

• Look up jobs, tasks, rooms, equipment, contacts, companies, notes, appointments and forms for signature

• Read finance records: invoices, payments, credit memos, estimates, purchase orders, revenue items and sales taxes

• Take a short list of actions: create a job, create a company, create an appointment, update an appointment, and change a job's status

📚 Lever360 MCP Capabilities

Access is set up by your admin.

MCP access is controlled by its own user group, separate from your regular Lever360 permissions. An admin creates the MCP group, chooses what data it can reach, and adds the people who can connect.

📚 Setting Up MCP Access for Your Team

How to start

Once you've been given access, follow our setup guide to connect Lever360 to Claude.

📚 Connecting Lever360 to Claude (Early Access)

This is an early-access release for teams comfortable setting up AI tools. If you'd like help getting connected, email help@lever360.com.

(LD-609, LD-614, LD-618)

⚡ Quick Hits

• Small optimizations to how referral fees apply on jobs (LD-857, LD-858)

• Text messaging and in-app calling optimizations (LD-897, LD-891, LD-890)

• Outlook email connections refresh and retry more smoothly (LD-894)

• Back-end optimizations to how task updates save (LD-866, LD-885)

• Payment optimizations, including the credit card surcharge disclosure on the CardPointe payment screen (LD-587, LD-889)

How to Update

Web: Updates automatically. Refresh, and clear your cache if needed.

Mobile: Update 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

Deeper search on the Focus and Collection Boards, faster mobile lists with built-in quick actions, and a sharper camera.

This release makes it faster to find what you need. Board search now covers job addresses and assigned staff, and the mobile app's lists, quick actions, filters and camera all got a full refresh.

💻 Web Improvements

• Focus and Collection Boards: Search both boards by any text, including the job address. The Collection Board also searches and sorts by Account Rep, Lead Technician, Project Manager and Estimator, with unassigned jobs listed first so they're easy to pick up.

• Note types: Company Note Types and Contact Note Types are now their own editable lists, so each can match how your team works, and your custom note types carry over to the mobile app. Mark which note types count toward a company's or contact's Last Visit Date. (LD-781)

• Tasks: Labor Hours now sits in the Status block on the task card, next to completion percentage and priority. (LD-839)

• Reports: The Job Contacts Report has a new Email column, showing the contact's email or the company's address for a company. (LD-717)

📱 Mobile Improvements

The mobile app's lists got a full refresh, with quick actions built in so you can act right from the list.

Quick actions

• Jobs: Swipe a job card to open directions in your maps app, call or text

• Companies and contacts: Call or text the primary number right from the list

Find things faster

• An alphabet quick-scroll down the right side of job, company, contact and route lists

• A floating search bar that stays out of the way while you scroll, and dedicated Sort & Filter screens for jobs, companies and routes

• An active filters bar where any filter comes off with a tap

• Pinned section headers, and helpful empty states when nothing matches

📚 Tips & Tricks: Quick Actions in the Lever360 Mobile App

Camera and photos

• A 2x zoom stop on phones that support it (digital zoom on phones without a telephoto lens), pinch to zoom up to 10x, and a clearer zoom and flash display

• Edit photos in the 24h report, and Point Location Ref previews update as soon as you save

• On iOS, the app offers to delete the original after you edit a photo

Switching companies

• Switch companies in a simple popup that works smoothly, even during a sync. The button only appears for people with access to more than one company. (LD-852)

⚡ Quick Hits

• Propelr payments apply to their invoice automatically across Collect Now, Pay Now and Send Payment Link (LD-824)

• Deactivated employees come off every text conversation right away (LD-848)

• Links to a removed job or an expired signature request open a clear "not found" page (LD-850)

• Closed job statuses offer a simple Paid or Lost choice

• Dropdowns on iOS handle typed values and clearing smoothly, including on timecards

How to Update

Web: Updates automatically. Refresh, and clear your cache if needed.

Mobile: Update 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

Full background sync, a new camera with zoom and flash, built-in photo editing, and complete visibility into who's signed in to your account.

This is a big one for the field. The mobile app now syncs in the background — data, photos, and documents — so your crew's work moves to the office while they get on with the next job. There's also a new native camera with zoom and flash controls, photo editing built right into the app, and full visibility and control over every session on your account.

🔄 Full Background Sync

This is the headline of the release. The Lever360 mobile app now synchronizes in the background.

What that means for your crew

A tech finishes documenting a room, closes the app, and moves to the next unit. The app keeps working — pushing job data, photos, and documents to the server on its own. No one has to sit and watch a progress bar, and nobody has to remember to come back and check.

What's included

• Background data sync — job records, notes, and edits continue syncing while the app is closed
• Background media upload — photos and documents upload in the background too, which is where most of the volume lives on a real job
• Connectivity awareness — the app recognizes when a usable connection is available and works with it

Why it matters

Photo volume is the single biggest thing standing between a job being documented and that documentation being usable by the office. Moving it to the background means the office sees the work sooner, and the tech stays focused on the job.

📸 A New Camera and Photo Editing

Two upgrades to how your crews capture and finish photos on site.

A native camera built for job sites

Lever360 now uses native camera support on both iOS and Android, with a capture interface built for the conditions your crews actually work in:

• Pinch to zoom — get a usable shot of a ceiling stain or a meter reading without climbing
• Flash controls — right in the top corner of the camera, for crawlspaces, attics, basements, and behind-the-appliance shots
• An expanded capture interface — more room and more control while shooting (.5 zoom)

This applies across the app's capture options, including Multi-Photo Capture — so a tech walking a property with the shutter camera gets zoom and flash on every shot in the run.

📚 New to Multi-Photo Capture? How to Use Multi-Photo Capture in Lever360

Photo editing built in

Photos can now be adjusted right in the app, with no exporting to another tool:

• Rotate — set the orientation
• Reflect — flip horizontally or vertically
• Crop — frame the shot on what matters
• An expanded viewer and editor — more space to review what you captured before it goes out

Switch photo editing on first

Photo editing is a per-user setting, so each person turns it on for their own device. That means you can roll it out to a few techs first if you'd rather.

On the mobile app: tap More → Settings → find the Photo section → toggle on Image Editing.

Multi-Photo Capture lives in the same Photo section, if anyone on your team hasn't switched that on yet.

Together, a tech can capture a property with zoom and flash, frame and orient each photo on site, and background sync carries the whole set to the office from there.

📚 Step-by-step, with video: How to Rotate, Reflect, and Crop Photos in Lever360

Active Sessions and Access Control

What it is

You can now see every active session on your account — web and mobile, for every employee — in one place, and end any of them whenever you need to.

How to get started

Go to Settings → Company Settings → Revoke Tokens.

What you'll see

The screen opens with a count of how many people are currently signed in, and a list grouped by person. Expand anyone to see each device they're signed in on:

• Who's signed in — every employee with an active session, and how many sessions each one has
• What they're on — the actual device and browser, like "Edge 151 · Windows" or "Apple iPhone 17 Pro · iOS 26.6," with the mobile app version alongside it
• When they were last active — in plain relative time, like "1 minute ago" or "26 minutes ago"
• Your own device — marked with a This device badge, so you always know which session is the one you're sitting in

There's a search box at the top for finding a specific person or device.

What you can do

• Revoke a single device — end one session and leave the person's other devices signed in
• Revoke a person — sign someone out of everything at once
• Revoke All Tokens — end every session on the account in one action

Anyone you revoke is signed straight out of the system.

Why it matters

A phone gets left on a job site. A tablet gets retired. Someone moves on mid-week. You can see exactly what's connected to your account and end access in seconds, yourself.

📚 Full walkthrough, including how to pair this with deactivating an employee: Managing Active Sessions with Revoke Tokens

Employee Deactivation, End to End

Deactivating an employee now does the whole job at once.

Access ends immediately

They're signed out on both web and mobile, and their access ends the moment you deactivate them. A confirmation prompt appears first, so it's always a deliberate action.

They come off every assignment list

A deactivated employee is cleared from every place you'd assign new work:

• Job, task, company, and contact assignment
• Equipment and vehicle assignment
• Timecards
• The technician matrix and employee pickers
• The resource list
• Text message participants
• Any assigned phone number

Notifications stop as well.

Their history stays with you

Deactivation ends access and keeps records. Past jobs, schedules, tasks, notes, resource and schedule history, and every link to companies and contacts stay exactly where they are. You keep the full record of the work they did.

You'll know when access changes

You're notified when a password is changed or a session is revoked, so you always have visibility into access on your account.

Job Syncing

Mobile and the web app now coordinate edits field by field.

Field-level updates

When a tech changes something on a job, mobile sends that specific field. If someone in the office is working on the same job at the same time, both sets of changes come through together

Job Status and Next Step Notes

Job Status and Next Step Notes always show the most recent value, including across offline work that syncs later. Status changes flow through the dedicated status-change workflow on mobile, and status log entries from the field and the office are combined so you see the full sequence.

Edits in progress

Pending edits stay on the device through an app restart and remain queued until they've been sent, then clear on their own.

🔧 General Platform Improvements

• Session security — Refreshed authentication across the platform, including token handling, revocation, and multi-company switching
• Text messaging — Refinements to SMS history, delivery and status display, and participant management
• Last Visit Date you control — Last Visit Date tracks actual visits, and note types now carry an "Affects Last Visit Date" setting so you decide which notes count as one
• Technician matrix — Employee names and lists display consistently throughout the matrix
• Precise job data handling — Job updates apply exactly to the field they target, including nested details

💻 Web Improvements

• Continuous sign-in — Sessions refresh quietly in the background, keeping you signed in while you work
• Clear session hand-off — When a session ends, you're taken straight to sign-in with a clear message
• Editable lists — Editable lists handle empty states smoothly
• Revenue Item entry — Revenue values accept smoothly as you type
• Revocation modal — A clearer revoke access modal, with confirmation before access is ended

📱 Mobile Improvements

• Session check before sync — The app confirms your session before syncing, so uploads always land against a current login
• A snappier interface — The search bar responds instantly as you type, the app opens straight into your work, and job cells render cleanly in job lists
• Device details — Sessions carry rich device information, including recognizable Apple device names, so each one is easy to identify

HOW TO UPDATE

Web: The update is applied automatically. If you don't see the new options right away, refresh your browser or clear your cache.

Mobile: Update 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

The More tab on the mobile app is now a full status panel — connection quality, sync progress, and the status of every file in the upload queue, all in one place.

This release puts more information in your hands. Open the More tab and you can see how well your phone is reaching the Lever360 server, what each sync process is doing, and exactly where every photo in the queue stands. There's also a one-tap way to refresh your session whenever the app asks for it.

📶 Connection Quality at a Glance

A new Connection indicator at the top of the More tab shows how quickly your phone is reaching the Lever360 server, with a plain-language rating and the current response time in milliseconds.

• Good connection — the server is responding quickly and consistently
• Sync may be slow — the connection is working, with slower or uneven response times
• Sync may not complete — some requests aren't reaching the server; a stronger connection will move things along faster
• Offline — the server isn't reachable from this network right now

Two things worth knowing. Offline can appear on a full Wi-Fi signal — that usually means you're on a network that hasn't let you online yet, ex. a hotel or guest network waiting on a sign-in page is the classic case. And whatever the indicator says, your work stays queued safely on the device and uploads as soon as the connection is back.

Sync Status You Can Read

Database Sync and Upload Media Sync each have their own icon and a clear status, so you can see at a glance what's running and how much is left to send. There's also a shortcut button that opens the Upload Media list directly.

Database Sync shows Offline, Stopped, Busy, Connecting, or Idle. Upload Media Sync shows Offline, Busy, or Idle.

Force Sync is now a single animated tap that runs once through to completion, which keeps things smooth across every device including older phones.

The Pending count tracks the queue in real time and clears as soon as sync reaches Idle.

File Status on the Upload Media Page

Every file on the Upload Media page now carries additional l status icon, so you can see exactly where each one stands:

• A crossed-out photo icon means the file is no longer on the device, so there's nothing for the app to send
• A photo icon with a lock means the app needs photo or file permissions granted in your device settings

Grant the permissions and the page refreshes to show each file's individual status. Worth knowing: while permissions are pending, every file shows the lock icon — granting access lets the app read each one and report on it individually.

This operates on top of the existing sync icons:

• Cloud when full synced
• Phone icon when only local and pending sync

Find it under More → Settings → Upload Media.

One-Tap Session Refresh

Your session is secured with tokens that refresh automatically in the background. If yours ever needs a manual refresh, the app now tells you right away — with an on-screen message and a red sync bar, so you can see at a glance that it wants your attention.

Tap Sign In, enter your password, and you're back. With Face ID it takes seconds.

• Your local data stays exactly where it is
• Everything queued uploads as soon as you're signed back in
• Sync picks up from where it left off

Dismiss the message and a Sign In button stays at the top of the More page, so you can come back to it whenever suits you.

HOW TO UPDATE

Mobile: Update 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

A faster way to upload multiple photos on web, a new Twilio settings safeguard, and mobile sync improvements including a sync-status notification.

This release adds a quicker way to upload multiple photos on web, a new safeguard in your Twilio settings, and mobile sync improvements, including a notification that keeps you informed when syncing pauses.

Web Improvements

Upload multiple photos at once

In the Pictures tab, you can now select and upload multiple photos in one action. Hold Ctrl to pick individual files or Shift to select a range. Available across the Job List and Job Details upload flow.

Twilio settings safeguard

A new validation in your Twilio settings prevents call-forwarding loops, whether a number is set to forward to itself or forms a chain that circles back to it. It applies as you set forwarding up and again when the configuration is saved.

Mobile Improvements

Sync status notification

If syncing pauses because the app is closed or the screen is locked, you'll now receive a push notification reminding you to keep the app open until syncing finishes.

Mobile photo sync optimization

We've made under-the-hood improvements to session handling on the mobile app that support photo syncing in the field.

The mobile portion of this release is pending App Store and Google Play approval. You'll be prompted to update once it's available.

HOW TO UPDATE

Web: updates automatically, just refresh, and clear your cache if you don't see the changes right away.

Mobile: this portion is pending App Store and Google Play approval. You'll be prompted to update once it's available.

💡 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

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?

📧 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

DESCRIPTION

QuickBooks Purchase Order, Vendor, and Item Sync is here, connect your purchasing directly to QuickBooks, plus a full round of refinements across purchase orders, web, and mobile.

This release brings one of our most requested accounting capabilities: your purchase orders, vendors, and items now sync directly between Lever360 and QuickBooks. Enter your purchasing data once and let it flow straight through to QuickBooks. Alongside it, we've refined how purchase orders sort and navigate, optimized the purchase order screens, and made a set of mobile performance enhancements.

Featured: QuickBooks Purchase Order, Vendor & Item Sync

Your purchasing workflow now flows straight into QuickBooks. Here's what you can do:

Pull your Product/Service list from QuickBooks

Assign items right inside Lever360, so your purchase orders use the same catalog your books do.

Push a purchase order to QuickBooks with one button

Re-push it if anything changes, with a clear sync status so you always know where each PO stands.

Vendors are matched or created automatically

When you push a PO, vendors are matched or created in QuickBooks, keeping your vendor records aligned across both systems.

See QuickBooks vendor details in Company Details

A simple re-match option lets you reconnect a vendor to the right QuickBooks record whenever you need to.

Bill Paid status syncs back to Lever360

Your job billing and your books stay aligned.

Clear guidance when the integration is off

When your QuickBooks integration is inactive, the related actions are clearly indicated, so you always know what's connected.

QuickBooks fields carry through on mobile

Your QuickBooks fields are preserved during sync, so the connection works in the field too.

Getting started: open your QuickBooks integration in Company Details to connect your Product/Service list and start pushing purchase orders.

Learn more

Step-by-step guides for purchase orders and QuickBooks:

- QuickBooks & Purchase Orders

- How to Create and Manage Purchase Orders

-Add a Vendor Company

-Purchase Order Statuses, Approval & Job Costs

General Platform Improvements

Optimized purchase order screens

We've optimized job loading in the purchase order list for faster performance.

Web Improvements

Sort your purchase orders your way

Purchase orders now sort newest-to-oldest by default, and you can sort by P.O. Number ascending or descending, both in the list and on the Job Details Billing tab.

Quick links to Vendor and Job

New redirect buttons on the Purchase Order Details page take you directly to the linked Vendor or Job Name.

Item lines shown by name

Purchase order item lines display by name in Settings and on Purchase Order Details.

Refined scope reordering

Reorder scopes in the Revenue Estimate Scope Details with a clean drag-and-drop interaction.

Permission prompts right where you expect them

Access permission prompts appear right after you sign in, so granting access is quick and clear.

Mobile Improvements

Mobile performance enhancements

We've made a range of under-the-hood improvements across the mobile app, including faster photo uploads from your gallery

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?

📧 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

My Timecards comes to mobile, plus customer name search on the Job List and a round of platform and web refinements.

This release brings full timecard management to the mobile app, adds customer name search to the Job List, and includes a set of refinements across web and mobile. Here's everything that's new.

My Timecards — Now on Mobile

Your team can now manage timecards directly from the Lever360 mobile app, with the same capabilities available on web. No more waiting to get back to a computer to view time for the week.

From the mobile menu, employees can now:

• Select a week and view their list of timecards

• Edit an existing timecard
• Submit timecards for approval
• Jump straight to the related job from any timecard

Timecard status is shown at a glance (Not Submitted / Submitted), and everything stays in sync with the web version automatically. (LD-418)

For a full step-by-step walkthrough, see the help guide: My Timecards in the Lever360 Mobile App

General Platform Improvements

• Customer Name Search on the Job List — You can now search the Job List by customer name, making it faster to find the exact job you're looking for. (LD-536)
• Faster, more efficient performance — We refined the platform's underlying database indexing to keep things running smoothly and efficiently as your data grows. (LD-525)
• Clearer Select All confirmation on timecards — When submitting timecards using Select All, the confirmation message now clearly states that all timecards will be submitted, so the action you're confirming is always accurate. (LD-568)

Web Improvements

• Updated Job Profit labels — On Job Details → Billings, the Job Profit table labels have been refined for clarity: "Labor Cost" now reads "Labor" and "Material Cost" now reads "Cost." Sale Amount and Gross Profit are unchanged. (LD-551)
• Improved dropdown and selector behavior on create forms — On web create forms, dropdown and entity selector arrows (such as Assignee, Company, and Contact) now respond to a direct click. The list opens whether you click the field or the arrow itself. (LD-566)

Mobile Improvements

• Clearer photo and camera permission guidance — When the app needs access to your camera or photo library to upload photos, it now displays clear, persistent guidance to enable full access in your device Settings. The reminder disappears automatically once access is granted. (LD-567)

How to Update

Web: Updates are applied automatically. If you don't see the changes, clear your browser cache and refresh.

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