Integrations
Setting up and using integrations
15 articles
Encircle IntegrationSetting up Encircle Integration in Lever360
Email Integrations - Outlook & Gmail
Integrate Outlook or Gmail to send and track job emails, sync replies, use templates, and deliver reports—all from the job file.
Email Integration - Setup Outlook & GmailThis article describes how to integrate Lever360 with Outlook 365 or Google / Gmail email systems.
Resolving “Access Is Denied” Email Errors (Outlook)Troubleshoot Lever360 email sending errors for Outlook/Microsoft accounts: MFA, app permissions, cache clear, and reconnect steps.
Gmail Authorization Error Handling - Google Admin PermissionsTroubleshoot Lever360 email sending errors for Gmail / Google Mail accounts: app permissions
QuickBooks Online Integration
Topics to cover Lever360 and QuickBooks Online Integration
Connecting QuickBooksFollow these steps to connect QuickBooks to Lever360 using the QuickBooks Connector.
QuickBooks Integration: Setting Revenue Items in Lever360Learn how revenue items link to QuickBooks Products/Services and flow through invoices, payments, and credit memos.
Pushing a Job to QuickBooksFollow these steps to create a Job/Customer in QuickBooks from a job in Lever360.
Creating Invoices and Payments and Sending them to QuickBooksA quick overview of the billing process and how Estimates/Revenues connect to Invoices, which then become Payments.
QuickBooks: Default QB Items to Revenue Items by Job TypeSet default QuickBooks items to revenue items by job type so revenue, invoices, and payments sync to the correct chart of accounts.
Twillio / Phone System - Calling and Messages
This collection covers Phone Number setup, number management, assignment options, and how calls, texts, and logs work.
Phone Number “Assign To” FieldExplains how the “Assign To” field works for Twilio phone numbers in Lever360.
Tracking Job Referrals with Twilio Phone NumbersLearn how to assign referral companies and contacts to phone numbers for automatic job tracking.
Porting Your Lever360 Phone Numbers to a Different Phone ServicePorting a number from Lever360 to another carrier
Stripe - Payment Processing
Lever360 Payment Processing Integration via Stripe
Checking Payments and Payouts from StripeIn this video, we go over how you can find your payments and payout information from the Stripe integration with Lever360. This includes payment details, when payout can be expected,…
Payment Processing Setup with Lever360 and Stripe 💳Integrates Stripe with Lever360 for secure payments, invoice syncing, and easy setup—all while maintaining PCI compliance.
Stripe Payment NotificationsReceive email alerts when Stripe payments are processed on your jobs.