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Getting Started with Lever360

Learn the basics of the Lever360 system, from creating an account to configuring your settings. This collection is your starting point for making the most of Lever360’s powerful tools.

12 articles
Job Management

Explore how to manage jobs efficiently with Lever360, including job creation, tracking, estimating, and scheduling. Get everything you need to streamline your operations.

9 articles
Lever360 Mobile App

Get familiar with the Lever360 mobile app

8 articles
CRM & Relationship Management

Discover how to manage companies, contacts, and referral sources in Lever360 while organizing sales activities and routes. This collection highlights tools and best practices for building relationships, tracking interactions, and leveraging CRM data to drive business growth

1 article
Integrations

Setting up and using integrations

15 articles
Web Settings

Tutorials on what is in your Lever360 Setting Menu

5 articles
Assets: Equipment, Vehicle, Employees

Learning on how to manage your assets in Lever360

2 articles
System Configuration

Set up and customize key features in Lever360 to fit your team's workflow. This section includes tools like barcode tagging, storage locations, user roles, and other optional system settings that can be configured at any point — whether you're just getting started or optimizing later.

2 articles
Data Management

Learn how to manage, recover, and organize your data in Lever360.

3 articles
Company Resources

Product roadmap, updates, company announcements, and strategic insights.

1 article