Skip to main content

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
Adding Equipment to JobsThis document and video demonstrates how to add equipment to a job
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.
Create Estimates / Revenues in Lever360Track and manage job revenues through manual entries or detailed estimates tied to scope items via multi-items
Customizing Your Estimates and InvoicesCustomize your Estimates to show as much or as little information as you need.
Converting multiple Revenues to use with one InvoiceHow to handle consolidating multiple Job Estimates/Revenues into one single invoice.
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.
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…