Web Settings
Tutorials on what is in your Lever360 Setting Menu
5 articles
Setting Up & Using Job Statuses in Lever360 iRestoreSet up and manage job statuses in Lever360 to track progress, customize workflows, and keep teams aligned from intake to close.
Setting Your Job & Invoice Numbers in Lever360Set your next job and invoice numbers in Lever360 to keep records organized and ensure each job and invoice is uniquely tracked.
Setting or Resetting Purchase Order (PO) Numbers in Lever360A short guide to ensure your PO numbering is aligned with QuickBooks to avoid duplication and keep your records in sync.
Lever360 Email Templates Guide: Default & Custom OptionsCreate and manage default and custom email templates to streamline job communications in Lever360 w/ samples
Opening & Closing Statements for Estimates and InvoicesSet default or custom opening and closing statements on estimates and invoices to personalize your documents.