Data Management
Learn how to manage, recover, and organize your data in Lever360.
3 articles
Recovering Deleted Records (Jobs, Contacts, Companies)Accidentally deleted a job, contact, or company record? Don’t worry – we can recover it. Learn how to restore deleted records quickly.
Creating Scope TemplatesLearn how to create and use scope templates in Lever360 for faster estimating and job scoping utilizing scope line item headers
Bulk Data Import
How to import data in bulk for Lever360 Including: Jobs, Companies, Contacts, Equipment, Scope Line items, and more
Bulk Equipment ImportQuickly load your equipment into Lever360 by submitting a spreadsheet to our team. Here's how to get started.