You can now assign referral companies and contacts to specific Twilio phone numbers in Lever360.

This means:

• Calls and jobs are automatically linked to campaigns or partners
• Referral info is logged with no extra steps
• You can quickly view and report on referral performance

👉 Click Learn More to watch the video and see step-by-step instructions.

We’re excited to announce a new series of Lever360 Spotlights!

These updates will:

• Highlight new feature releases
• Put a spotlight on key focus features
• Share helpful tips to get the most out of Lever360

This will be in addition to our regular release notes, giving your team more insights and ways to maximize Lever360.

👉 Keep an eye out—our first spotlight is coming soon!

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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Lever360 Release Information

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Updates In Lever360

We’re loading up Lever360 with performance boosts, cleaner visuals, and a handful of helpful fixes! This release focuses on better login speed, clearer connections between tasks and jobs, and improvements in the mobile experience—especially around dryout logs and job creation. Let’s dive into what’s new this week!

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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:

---

WEB

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

New Features & Enhancements

• Added a setting to control call wait time before timeout

• Built skeleton templates for invoice, revenue, payment, and credit memo pages

• Optimized backend login requests to reduce wait time on logins

Bug Fixes

• Fixed an issue where the “Job” field appeared empty when creating a task from the Job Details page, but still connected correctly after creation

• Ensured that when creating an appointment from a Task that’s linked to a Job, the job info now autofills properly

• Speed Optimization

• Dev. Team continues to work on optimizing the load speed of lists and jobs. The latest update includes a speed boost in job load time. More to come!

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MOBILE

Here’s what’s improved on mobile:

New Features & Enhancements

• Implemented CRM search for Job Customer fields, allowing you to quickly add existing contacts and companies as job customers!

• Improved how dry out log data transfers across rooms and days, including atmosphere readings and moisture points

• Sorted insurance companies alphabetically when creating/editing a job to simplify the process

• Introduced a new “capture room” feature to help streamline room dimension capture

• Sped up login, job list, and job detail loading times for a much smoother experience

Bug Fixes

• Fixed an infinite loading loop on login when entering an incorrect password

• Resolved Face ID issues on iOS for smoother authentication

• Fixed the grain depression calculation on additional atmospheric readings while view in app

• Removed “Debug” from the app name

• Adjusted the appearance of “Unaffected - Pictures” so it no longer looks like a placeholder

• Fixed: Form signing - form preview showing cached data

Minor Mobile Fixes:

• Fixed error when job is being edited and no routes exists

• Select contact address on job now displays title

• Auto apply newly created contact/company when created in job customer field

• Fixed display issue where company as customer does not show on job card in my jobs

• Fixed job bulk edit > update address > now applies as expected

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Mobile Date Released: 07/29/2025

Mobile Version: 2.1.5(48.59)”

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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.

---

Lever360 Release Information

Updates In Lever360

Here at Lever360 we are kicking off Q3 with performance boosts, cleaner visuals, and a handful of helpful fixes! This release focuses on better login speed, clearer connections between tasks and jobs, and improvements in the mobile experience—especially around dryout logs and job creation. Let’s dive into what’s new this week!

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

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

• Main Updates:

• On the calls environment we added a setting to control call wait time before timeout.

• Built skeleton templates for invoice, revenue, payment, and credit memo pages.

• Optimized the login process to reduce wait times.

• Bug Fixes:

• Fixed an issue where the “Job” field appeared empty when creating a task from the Job Details page. It will still be connected correctly after creation.

• Ensured that when creating an appointment from a Task that’s linked to a Job, the job info now autofills properly.

MOBILE

Here’s what’s improved on mobile:

• Main Updates:

• Improved how dryout log data transfers across rooms and days, including atmosphere readings and moisture points.

• Sorted insurance companies alphabetically when creating/editing a job to simplify the process.

• Introduced a new “capture room” feature to help streamline moisture tracking.

• Sped up login, job list, and job detail loading times for a much smoother experience.

• Bug Fixes:

• Fixed an infinite loading loop on login when entering an incorrect password.

• Resolved Face ID issues on iOS for smoother authentication.

• Removed “Debug” from the app name on the Adroid store.

• Adjusted the appearance of “Unaffected - Pictures” so it no longer looks like a placeholder.

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Web Date Released: 07/01/2025

Web Version: version” 2.8.1”

Mobile Date Released: 07/01/2025

Mobile Version: version IOS “2.1.3” | Android “2.1.3”

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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

If you have any questions or encounter any issues, please contact our support team here: help@lever360.com

If you already have access to the system, you can log in via the web here:

https://irestore.lever360.com/Authorize/Login

*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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Lever360 Team

W www.lever360.com