🏢 Getting Started with Companies
This guide will help you add and manage company accounts in your Lever360 iRestore system. These companies can include insurance agencies, contractors, or any referral partners involved in your workflow.
🎥 Video Walkthrough:
👇 Watch this video for a hands-on walkthrough of how to add and manage company accounts
📋 What You’ll See in This Video
✅ Accessing the Company Section
Navigate to the left-hand menu and select "Companies" to view existing company records.
✅ Adding a New Company
Click the "+" button in the top right-hand corner to start a new entry.
✅ Entering Company Details
Add the company name and select the appropriate company type (e.g., Insurance Agency).
✅ Assigning an Account Representative
Choose the internal staff member who will manage this account.
✅ Adding Contact Information
Include mobile, office phone numbers, and multiple emails. You can label emails and phones (e.g., Business, Personal).
✅ Setting Preferred Contact Methods
Mark which email and phone number the company prefers to be contacted through.
✅ Assigning Routes and Tags
If applicable, attach the company to a route or add tags for filtering and tracking.
✅ Logging Visit Details
Record last visit date, notes, and mark if it’s a hot lead. Revenue and marketing expenses are auto-calculated based on future activity.
✅ Adding the Physical & Mailing Address
Start typing the address and let the system auto-fill city, state, and ZIP. Country code can also be added.
💡 Quick Tips
🏷 Use tags like 'Hot Lead' or 'Top Referral' to sort companies easily.
📍 Use accurate addresses so job locations are mapped correctly.
🔄 You can update a company’s details at any time from the Companies tab.
📞 Preferred contact info helps streamline communication for your team.
📊 Revenue and marketing expenses auto-update as jobs are completed and tracked.
📋 Frequently Asked Questions (FAQ)
Q: Can I add more than one contact email or phone number?
A: Yes! You can add and label multiple emails and phone numbers.
Q: What happens if the company has multiple addresses?
A: You can add additional addresses using the ‘Add Address’ feature.
Q: Can I assign a company to more than one route?
A: At this time, only one route can be selected per company.
Q: How do I track total revenue for a company?
A: The system will auto-calculate revenue based on completed jobs associated with that company.
🆘 Support
💡 Need help? Reach out anytime:
📧 Support Email: [email protected]
📞 Help Desk: 561.337.2900
📚 More Guides: https://docs.lever360.com/en/