Version 2.22.0 delivers two upgrades built around how restoration work actually happens in the field. A complete rebuild of the photo and media pipeline makes uploads faster and more reliable — stronger documentation for every job and every claim. A new mobile Document Library brings SOPs, safety data sheets, best practices, and operations checklists into the Lever360 app, accessible from any job, without calling the office or searching a shared drive. This release also includes persistent column customization for Task List and Job List views, a platform-wide performance upgrade, and a Propelr refund accuracy fix. Mobile users should sync their app before updating.
Lisa Lavender
CEO & Partner
April 22, 2026
5 min read
How Are You Tracking Job Referrals?
In restoration, a lot of work comes through relationships.
A plumber calls in a water loss. An adjuster sends a job your way. A campaign number starts getting calls after a marketing push. The work is coming in, but later, when it is time to ask which source actually produced the job — and what revenue came from it — the answer is not always easy to prove.
That is why tracking job referrals matters.
When calls come through different numbers, campaigns, and partner relationships, your team needs a clean way to tie those calls back to the right source.
Without that connection, business development becomes harder to measure. You may know a relationship is active, but not whether it is consistently creating jobs, revenue, or follow-up opportunities.
Lever360 helps make that connection clearer.
With referral tracking tied to Twilio phone numbers, you can assign referral companies and contacts to specific phone lines inside Lever360. When a call comes through that number, the referral information is tied to the call record. If a job is created from that call, the referral company and contact can carry into the job automatically.
That gives your team a better way to connect:
the phone number that received the call
the campaign or partner tied to that number
the job created from the call
the revenue connected to that referral source
The value is not just cleaner records. It is better decision-making.
Why Referral Tracking Matters in Restoration
Referral relationships are too important to manage by memory alone.
Agencies, TPAs, plumbers, adjusters, commercial partners, and marketing campaigns can all influence where work comes from. But if those relationships are not tracked in a structured way, owners and sales teams can end up making decisions based on assumptions instead of actual performance.
With referral tracking in Lever360, your team can start answering questions like:
Which referral partners are sending jobs?
Which campaign numbers are producing calls?
Which sources are generating revenue?
Where should the sales team focus next?
That is the shift: from “we think this source sends us work” to “we can see what this source is producing.”
How Referral Tracking Works in Lever360
Referral tracking is managed inside:
From there, you can select a phone number, assign a referral company, add a referral contact if needed, and save.
Once that number is connected to a referral source, incoming calls can carry that information into the call record and into the job creation workflow. That means your team can track marketing numbers separately from referral partners, attribute jobs to the right company or contact, and review the details later through call logs and tied job records.
For cleaner reporting, the help material recommends using unique Twilio numbers for marketing campaigns or referral partners so referral performance and ROI are easier to measure.
What You Gain From Tracking Referrals
A lot of restoration companies put time into business development every week. They visit partners, follow up with adjusters, run campaigns, and work to stay visible in the market.
The harder part is proving what those efforts produce.
Referral tracking in Lever360 helps connect relationships, calls, jobs, and revenue in one reviewable path. That gives leadership a clearer view of what is working, where revenue is coming from, and which relationships deserve more attention.
For owners, that means better visibility.
For sales teams, it means clearer follow-up priorities.
For managers, it means less guessing when it is time to evaluate which sources are actually helping the business grow.
Start Tracking Referred Jobs Inside Lever360
Lever360 · Referral Tracking · Walkthrough
Need help setting up referral tracking?
Request a walkthrough and see how to start tracking referred jobs inside Lever360.
Learn how Lever360 helps restoration companies connect referral sources, incoming calls, jobs, and revenue with cleaner tracking and better visibility.
Restoration companies can track job referrals by connecting calls, referral sources, jobs, and revenue in one system. In Lever360, referral companies and contacts can be assigned to specific Twilio phone numbers so incoming calls and jobs can be tied back to the right source.
Referral tracking is managed under Settings → Company Settings → Twilio, where a company can assign a referral company and optional referral contact to a specific phone number.
Yes. Lever360 connects referral sources to jobs and supports revenue attribution, helping teams see which companies, contacts, campaigns, or partners are producing work and revenue.
Unique phone numbers help separate campaigns, partners, or referral sources so calls, jobs, and revenue can be reviewed with cleaner attribution.
Three levers. Pull all three and the whole company moves.
Lever360 is three products built around the same restoration job. Software runs the operation. Learning Lever trains the team. RTI certifies the trade. Use one. Use all three — they compound.
Software is one lever
You're running the company here. The other two make it compound.
Software runs the operation — every job, crew, dollar and conversation lives here. Add Learning Lever and RTI and the same techs ramp faster, bill higher, and stay longer. One lever moves the company. Three move it harder.
Learning Lever is one lever
You're training the team here. The other two make the training stick.
Learning Lever onboards faster and keeps the whole team sharp. Software is where that training shows up in the work. RTI is where it becomes a credential customers trust. Pull one — pull all three and the math compounds.
RTI is one lever
You're certifying the trade here. The other two carry the credential to the field.
RTI certifies the trade — IICRC WRT, ASD, AMRT, FSRT and beyond. Software runs the company those certified techs work for. Learning Lever ramps everyone in between. One lever moves things. Three move the whole crew.
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