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.
9 articles
New Job + Customer Intake in Lever360 (First Notice of Loss)Learn how to create a new job and perform customer intake in Lever360, managing the First Notice of Loss process with ease
Accessing Lever360 Web AppLog in to the Lever360 web app for complete access to restoration tools. Manage jobs, CRM, and reports from your desktop.
Mobile Lever360 App DownloadLearn how to download the Lever360 mobile app for iOS and Android. Access powerful restoration tools anytime, anywhere.
Task and Scheduling BasicsLearn a simple, start-to-finish process for creating, scheduling and completing tasks in Lever360, from office setup to field updates.
Saving Login Information on AndroidHow to use a Password Manager to log in quickly on the Android Lever360 App
Adding Resources to the SchedulerResources are an important foundation of the Lever360 Schedule, and here is a video on how they can be added to your system.
Forms & Signatures
Manage forms in Lever360, from creation to collecting signatures via email or mobile. Learn how to track, send, and store signed forms.
Creating a Form in Lever360Create and manage forms in Lever360 to collect customer signatures for authorizations and approvals via email or mobile signing.
Getting Forms Signed on the Mobile App in Lever360Collect customer signatures on-site using the Lever360 mobile app. Signed forms auto-save to the job file and email to the customer.
Getting Forms Signed on the Web in Lever360 via EmailLever360 lets you email forms for signatures. Customers get a secure link to sign, and completed forms auto-save to the job file.