Getting Started with the Lever360 iRestore Mobile App
This is a general guide to help you get familiar with the Lever360 mobile app. It’s designed as a starting point — a rough overview showing how to navigate and work within the app during day-to-day field use.
Video Walk Through:
👇 Watch this video for a walkthrough of key features and navigation of the mobile app
This video gives you the structure for how to move through the app — from syncing and clocking in, to using rooms, tasks, and more. You don’t need to memorize everything — it’s just to get comfortable with the app’s layout and possibilities.
What You'll See in This Video
✅ Syncing & Offline Mode
Learn how the app syncs with the web and how to check your sync status (purple vs. orange bar). You’ll also see how to manually force a sync.
Quick Tip:
🟠 Orange = not fully synced
🟣 Purple = full sync
➡️ Pull down on the home screen to force a sync
✅ The Home Screen
The home screen shows what job you’re clocked into, or if you’re on general shop time. You’ll also see where to find notifications, your job list, agenda, and tasks.
Quick Tip:
Use the bottom navigation bar to jump between Home, Agenda, Tasks, Job List, and More
Sales & CRM (Companies, Contacts, Routes) can be accessed from the Home screen or under “More”
✅ Agenda, Tasks & Job Navigation
Understand how to check your schedule, view assigned tasks and quickly get into job records from either your task list or agenda.
Quick Tip:
Tap on a task or agenda block to go directly to its linked job or task — no backtracking needed.
✅ Working Within Jobs: Rooms, Notes & Scope
Each job can have multiple rooms. This section covers how to:
Add and manage rooms
Upload photos
Assign equipment
Add scope line items
Record atmospheric and moisture readings
Quick Tip:
Use rooms to keep everything job-related organized — each room holds its own Photos, Equipment, Scope and Dry Log
Document Signing on the Job
You'll see how to access digital forms, get them signed on-site, and send a copy to the customer — all from your mobile device.
Quick Tip:
After signature, the document is saved to the job and auto-emailed to the signer — no extra steps needed.
📋 Frequently Asked Questions (FAQ)
Q: Why is there a purple or orange bar at the top of the app?
A: The purple bar means you're fully synced with the web. If it's orange, some data may still be syncing. Pull down on the screen to force a manual sync.
Q: How do I know if I’m clocked in?
A: The home screen shows what job you’re currently clocked into and links to that job. If you’re not clocked into a job, it will show blank. If you are not clocked into anything, clocking in on the home screen will clock you into "Shop Time". Clocking in/out is one tap away.
Q: Can I view my schedule for the week or month?
A: Yes. Tap the calendar icon on the agenda screen to switch between list, week, or month views.
Q: What are “rooms” and why do I use them?
A: Rooms organize job-related data (photos, notes, equipment, scopes, and logs) by physical space. It keeps field documentation tidy and easy to reference.
Q: Can I get documents signed in the app?
A: Yes! Use the “Sign Document” option under the job’s “More” > go to documents > Sign button > Sign now > fill and collect signature and done! App will automatically email a copy to the signer and add form to the job documents.
Support
💡 Need help? Contact support or reach out through Lever360’s help resources.
📧 Support Email: [email protected]
📞 Help Desk: 561.337.2900
📚 More Guides: https://docs.lever360.com/en/