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!

Server Migration

We’re excited to share an infrastructure upgrade to Lever360 that enhances performance across the platform.

As usage, reporting volume, communications, and overall system activity continue to grow, we’ve strengthened part of our server architecture to best support high-demand of background processing. Part of this update is transitioning of select servers to Amazon AWS from Microsoft Azure.

This upgrade improves how Lever360 handles complex workloads — helping maintain fast, consistent performance across many areas of the system.

What This Enhances

Lever360 powers more than just what happens instantly in your browser. It continuously processes:

- Job Reports (dry log, picture reports and more)

- Billing Reports (Estimates, Invoices, Receipts, P.O.s)

- System Reports

- Email and SMS communications

- Calling workflows and transcriptions

- Data calculations and background processing

These processes now operate within a dynamically scalable environment that automatically adjusts based on demand. Delivering more than optimal performance even during the highest of peaks!

What You’ll Notice

- Stronger, more consistent system speeds
- Faster generation of complex reports
- Improved handling of higher activity periods
- Smoother processing of communications and data

In short, this upgrade reinforces Lever360’s ability to stay responsive as your operations scale.

Release Timing

This infrastructure enhancement will be deployed on February 15.
We do not anticipate any disruption. If Lever360 is open during deployment, a simple browser refresh may be required.

What You Need To Do

Nothing.

This is a back-end performance enhancement. No changes, updates, or actions are required from your team.

This upgrade reinforces our commitment to delivering a powerful platform that performs consistently and reliably. The enhancement strengthens the foundation of Lever360 and supports the speed and responsiveness your teams rely on every day.

- Thank you for being a part of Lever360,

Lever360 Support Team

Lever360 Release Information

Updates In Lever360

This release focuses on targeted bug fixes and reliability improvements across web and mobile. The updates below address specific issues that could cause incorrect display or inconsistent behavior—particularly around payments, reports, calls, forms, and mobile stability.

No major workflows were changed, but several areas should now behave more consistently and predictably.

Web Updates

Reporting & Documents

• The Email button in Picture Reports now behaves consistently with the same button in other reports.
• Dry Log reports now include Material and Meter details, even when a user does not have access to Company Settings.
• Estimate PDFs now include a Breakdown column to provide clearer visibility into totals.

Payments & Billing

• Payments submitted through Pay Now now appear in Job Billing while they are still in a Processing status.
• Resolved an issue where Stripe payments could become blocked after applying a system payment to multiple invoices.

Calls & Phone System

• Call logs no longer display outdated contact names when calling a previously unassigned phone number.
• If system settings temporarily fail to load, the company name in the menu now remains accurate.
• The company switcher no longer displays “Lever360” as the company name on first login of the day.

Collections

• The Collections Board now updated Aging Days logic to show how long balances have been outstanding.

Messaging: Emails & SMS

• Initiating an SMS without a valid recipient now displays a clear error message.
• After sending email, the toast message must say "Your email has been added to the sending queue" – properly describing the action taking place

Stability

• Internal improvements to support more reliable behavior during heavier usage.

Mobile Updates

Usability

• The Call and Message buttons on the Home screen are now the same size.
• Equipment lists now display the full Related Job name without truncation.

Forms & Signatures

• The Form Recipient Full Name field now populates correctly on mobile when signing forms or using Sign Right Now.
• After sending an email, users now see a confirmation message indicating it has been added to the sending queue.

Sync & Stability

• Improvements to mobile sync reliability between the app and the web platform.
• Addressed multiple Firebase-related crashes to improve overall app stability.

Login & Navigation

• After logging out, users are now correctly returned to the Select Company screen when logging back in, without needing to restart the app.

Versions:

Web Version:
Lever360 Web – February 3, 2026 Release

Mobile Version:
Lever360 Mobile – February 3, 2026 Release

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.

Lever360 Release Information

Updates In Lever360

This release focuses on email reliability, Kanban board consistency, and targeted quality-of-life improvements across web and mobile. The changes below address specific issues that could affect visibility, loading behavior, or data accuracy—especially when working with emails, Kanban workflows, and integrations.

Several internal improvements were also made to support more reliable behavior under heavier usage, without changing core workflows.

Web Updates

Email Reliability & Visibility

• Emails sent from the mobile app while offline are now queued and sent automatically once connectivity is restored.
• Job-related emails are now visible even if the user is not currently connected to Gmail or Outlook.
• The email list now supports pagination, making long email histories easier to load and navigate.
• The email table has been updated to match the layout used in billing tables for consistency.
• A new From column and clearer send-status indicators have been added to the email list.
• Emails that fail to send are now clearly marked and disabled to prevent confusion.

Microsoft & Google Email Integration

• Improved handling when Microsoft or Google email permissions expire, including clearer messages in the UI.
• Email tokens now refresh automatically in the background when possible.
• If user action is required, a banner is displayed with a direct link to Email Settings.

Kanban Board Improvements

• Jobs now remain visible in the correct columns after status changes, including drag-and-drop updates.
• The Kanban board now refreshes after job status changes without resetting active filters.
• Closed-state columns now calculate date ranges consistently up to the current date.
• Kanban loading behavior has been updated to use job-count-based loading (10 / 25 / 50 jobs) instead of date-based loading.
• Search by Job ID has been added to the Kanban board.

Calls & Communication

• A new Cancelled status has been added to call logs for improved tracking.
• Active jobs now appear more consistently in dropdowns where expected.

Additional Fixes & Stability

• Resolved issues where jobs disappeared from Kanban columns after using Show More while in closed type status
• Fixed incorrect date calculations when switching Kanban date filters.
• Addressed email-related UI issues, including missing loaders, incorrect empty states, and failed sends.
• Fixed estimate PDF generation errors.
• Resolved cases where totals displayed as $0.00 under specific conditions.
• Improved table loading behavior to prevent flickering or misplaced empty states.
• Internal performance and reliability improvements related to email handling and data loading.

Mobile Updates

Email & Messaging

• Improved how emails are saved and synced on mobile.
• Mobile now uses the same email handling logic as the web platform.
• Users can now send Invoice and Estimate PDFs directly from the mobile app.
• SMS sending now uses the same delivery method as web for consistency.
• After sending an SMS, the app no longer blocks the screen with a full-screen loader.

Tasks & Scheduling

• Tasks can now be sorted by Due Date.
• The End Date field has been renamed to Due Date for clarity.
• Overdue tasks are now displayed with bold red due dates for better visibility.

Bug Fixes

• Fixed cases where closed jobs did not appear correctly on the Kanban board.
• Resolved SMS timeout issues.
• Fixed missing custom email templates on mobile.
• Improved time accuracy in form footers based on the user’s local device.

Versions:

Web Date Released: 01/15/2026

Web Version: version “v. 2.18.0”

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/

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

Thank you for choosing Lever360!

We value your feedback and appreciate your continued support.

We’ve released new form signing enhancements in Lever360 to give you more control and flexibility when sending documents like Service Authorizations.

Learn more via our helpdocs, hyperlinked to each feature below!

What’s New

• Form Initials
  Require customers to initial specific sections before completing a form.
• Form Sender Signature (Employee Signature)
  Capture an employee’s signature before the form is sent to the customer.
• Company Signature on Forms
  Apply a static company-level signature that appears on every form.

These options can be used individually or together to support clearer acknowledgements and more complete form workflows

Learn about all forms in our form helpdocs!

Lever360 Release Information

Updates In Lever360

This month we gave Lever360 a voice (well, technically, a text bubble 🗨️). You can now send and manage text messages directly inside the platform (pending A2P 10DLC compliance), with live notifications, unread counts, and sleek UI that ties conversations to jobs and contacts. In addition, job reports, billing, and equipment workflows got sharper, while mobile picked up billing functionality and photo upgrades. Simply put—whether you’re chatting, invoicing, or snapping pics, Lever360 just got way more convenient.

We have another update being released today and we will send the release notes for it next week. Even more improvements have been made!

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:

WEB

New Features & Enhancements

Note: You may notice some SMS-related features available in the platform. These are currently in a supervised rollout phase as we work through A2P 10DLC compliance requirements. Each company will need to complete an A2P 10DLC compliance application to send SMS text messages. While the interface is visible, certain texting capabilities may not be fully functional yet. We’ll notify you as soon as these features are officially ready for use.

Phone system upgrades:

Conversations are now integrated with calls, plus updated referral logic and clearer call logs.

• Number purchase is now available, so you can provision new phone numbers directly in Lever360.

• You can change linkages for non-my call logs, giving more flexibility in assigning calls.

• Most importantly: the double call issue should now be fixed. Please test this on your devices—outgoing calls may still briefly play the bot, but that will be removed with the upcoming timecard approval deployment.

• Active call modals were refreshed for a cleaner, more intuitive experience.

• Addressed Twilio call stability issues that affected a few specific edge cases. Continue to work on edge cases.

Smarter job management:

• Drag and drop job statuses to reorder them however you like.

• Job reports got a facelift—cleaner columns, updated design, and improved back-end logic.

• Referrals now tie neatly into Twilio numbers for a smoother workflow.

• Fractional line items in estimates now display correctly.

• Dates of loss now show on forms without unnecessary time stamps.

• QuickBooks sync now ignores accidental extra spaces in records.

Tax management upgrades:

• Added a “Tax” checkbox to Scope Line Items and Settings → Scope Line Items add/edit modals. Each revenue or estimate scope item can now be taxed individually. Added a Sales Tax field to Scope Line Items for full transparency.

• New columns and calculations have been added to the Revenue-Estimate Scope Details page.

Billing & payments:

• The “To” field in email modals now autofills from customer emails and lets you pick from your contact list for To/CC—no more copy-pasting.

• You can now delete or edit payments made with Credit Card via Stripe.

• Stripe improvement: an automatic email notification now sends to the Collector and Project Manager on a job whenever a Stripe payment is collected.
  ​

Reporting tweaks:

• Fractional line items in estimates now display correctly.
• Dates of loss now show on Forms without unnecessary times.
• Data syncing to QuickBooks ignores accidental extra spaces.

Performance polish:

• General speed improvements across Contacts, Companies, Related Contacts, Job List, Job Details, Call Logs, and Text Messages.

Performance polish:

• Tax statuses now sort numerically after strings for easier browsing.

• Users now hear full voicemail greetings when calls forward, with a cleaner ringback tone.

• Fixed sorting and stability in the Tasks and Schedule Resource Grid pages.

Other Bug Fixes:

• Fixed an issue where pictures uploaded offline didn’t appear in the Picture Report after syncing.

• Resolved various reporting glitches and job status issues.

• Squashed multiple Twilio SMS bugs across both front-end and back-end.

• Corrected a typo in the Jobs Report.

MOBILE

Main Updates:

• Mobile billing upgrade: Billing logic now runs directly on mobile with a refreshed UI, so you can handle charges without relying on the server.

• Texting on the go: Twilio SMS is now fully supported in the mobile app, connected to the new back-end.

• Picture grid refresh: Browsing your job photos is faster and easier thanks to a redesigned picture grid.

Bug Fixes:

• Fixed slow picture uploads in dryout logs—your photos should now save quickly and reliably.

Mobile Updates will be coming in the next few days!

Web Date Released: 10/14/2025

Web Version: version” 2.14.0”

Mobile Date Released: 09/22/2025

Mobile Version: version “2.1.6 (48.59)”

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.

Stay informed when payments are processed.

We’ve added a new automation for Stripe payments in Lever360!
Whenever a payment is processed on a job, an email notification will now be sent to the assigned Project Manager and/or Collector.

This ensures your team is instantly aware when payments are received — keeping cash flow transparent and communication timely.

To receive notifications, confirm your Preferred Email is set under:
Settings → User Settings → Preferred Email (right-hand side)

Did you know you can adjust which photos appear in your Job Picture Report?

Whether you’re sending it to a customer, referral partner, adjuster, or carrier, you can tailor what’s shown using albums, rooms, and the public toggle.

Apply filters and sorting options to refine the view, then save your report to Job Documents — and email it directly from Lever360 when it’s ready to share.

See a helpdoc guide via the button below with a video to check out!

Lever360 just got a whole lot faster! We’ve tackled the slow spots you told us about. Now, most key screens load in under 1 second while active in the Web system (under 2 seconds on first login).

✅ What’s Faster Now:

• Job List + Job Detail (tabs, notes, contacts, billing, pictures)
• Company List & Contact List
• Schedule
• Phone System call logs (main + job/company/contact logs)
• Task List

🔜 Up Next:

• Editing & creating new schedule records (coming soon)
• Deeper Billing screens (Revenue Details, Estimate Scope, Invoices, Payments, POs)
• Mobile synchronization

👉 Still notice something slow? Tell us — your feedback drives our next round of speed wins: help@lever360.com

Your experience drives our focus. Thanks for helping us make Lever360 faster and smoother every day!