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.
10 articles
Adding Equipment to JobsThis document and video demonstrates how to add equipment to a job
Job Reports
Guides for creating and managing job-related reports in Lever360.
Picture Report Variations - WebCreate and send customized picture reports using filters, grouping, and album settings in Lever360 Web system
Customizing the Photo Report by Room, Album, and StateUsing the Filters on the Job Pictures tab you can customize exactly what you need out of the photo report by Room, Album, and if the Pictures are set to…
Job Billing
All things on billing for job management
How to Discount an InvoiceUsing negative Revenue Items to discount Invoiced Amounts in Lever.
How to handle the QuickBooks CustomerRefId Error due to a Job Missing a Sub-CustomerFixing an uncommon bug that occurs for jobs that have been previously connected to QB but have lost their Sub-Customer ID.
Converting multiple Revenues to use with one InvoiceHow to handle consolidating multiple Job Estimates/Revenues into one single invoice.
Customizing Your Estimates and InvoicesCustomize your Estimates to show as much or as little information as you need.
Create Estimates / Revenues in Lever360Track and manage job revenues through manual entries or detailed estimates tied to scope items via multi-items
How to Add and Manage Scope Line ItemsA step-by-step guide to creating and editing scope line items in your Lever360 iRestore system for effective scoping and estimating.
Resolving a Duplicate Invoice Number Error in Lever360Two ways to fix a duplicate invoice number error in Lever360 — quick override on the invoice, or update the next invoice number sequence in Company Settings.