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Lever360 Software · Field apps

For the tech and the rep. One app, one job file.

Native iOS & Android for restoration crews and outside sales. Photos, dry logs, scope, time, equipment, estimates, payments, route stops — captured where the work is done, not re-typed at a desk.

Works offline — syncs when you reconnect
Photos & readings stay tied to the room
Estimate, invoice and collect from the curb
Sales reps run their route in the same app
9:4124-1013-WTR · Karen WalshKitchen14' × 12' · 168 sq ft18PHOTOS6READINGS3NOTES2/5TASKSAll 18Before 6Progress 8After 4BEFOREBEFOREPROGRESSPROGRESSPROGRESSBEFOREHomeAgendaTasksJobsMore9:41WED · APR 22TodayM20T21W22T23F24S25S26JOBS3HOURS6.5hCLOCKED IN1h 24m8:0010:3024-1013-WTRWaterKaren Walsh412 Oak Ridge Dr · Denver, COEn routeDry day 311:0012:3024-1027-WTRWaterDana Foster88 Oak Ave · Denver, COScheduledInitial scope2:004:0024-1019-RBRebuildMarcus Reed2310 Birch Rd · Lakewood, COHomeAgendaTasksJobsMore
Synced
18 photos · Kitchen
On the clock
1h 24m · 24-1013-WTR
Hours back
Reclaimed from end-of-week catch-up between field and office
One job file
Photos, scope, time and billing on the same record
No re-entry
What the tech captures is what the office already has
In your hand
Native iOS & Android, online or off, same in either
Field ↔ Office · in real time

What the tech captures, the office sees the moment it happens.

One job file. One data model. No re-keying, no email attachments, no end-of-day catch-up.

9:41Kitchen · Dry logDay 3 of 411:42 AMDrying progressON TRACKDry goal 16%DAY 1DAY 2DAY 3DAY 4DAY 5TODAY'S READINGS+ AddDrywall · N wallDelmhorst BD-210024.2%WETDrywall · E wallDelmhorst BD-210019.8%ELEVSubfloor · centerDelmhorst BD-210014.1%DRYAmbientTherm-hygrometer62 gppDRYAdd moisture readingHomeAgendaTasksJobsMore
Field app
Tech logs day-3 moisture readings in the kitchen.
Photos · 18
Readings · 6 · Day 3
Signed work auth
Clock: 1h 24m
LEVER360 CLOUD
app.lever360.com/jobs/24-1013-WTR24-1013-WTR · WATERKaren Walsh — KitchenLIVEDrying curveUpdated 11:42 AM18 photos · KitchenDay 3 readings capturedM. Reyes clocked in · 1h 24m
Job file
PM sees the readings, photos and time update live in the browser.
Offline-first
Capture on the job, sync when connection returns.
Encrypted end-to-end
Data is encrypted at rest and in transit.
Full audit trail
Every edit, signature and reading is timestamped and attributed.
Built for the truck, the crawlspace, and the loss

Every tap turns into something the whole job can use.

Four workflows that separate structured field work from the notes-apps, camera-rolls, and carbon-copy paperwork techs have lived with forever.

Photo management

Photos that belong to a room, not a dropbox.

Every photo is tagged to the job, the room, and the phase — Before, Progress, or After. No scrolling a 900-photo camera roll. No forwarding email threads. When it’s time to pull a loss package, the album is already organized.

Room-specific albums with auto-classification
HDR/flash optimized for low-light restoration work
Background upload — crew never waits
Metadata preserved: GPS, time, device, and tech ID
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9:4124-1013-WTR · Karen WalshKitchen14' × 12' · 168 sq ft18PHOTOS6READINGS3NOTES2/5TASKSAll 18Before 6Progress 8After 4BEFOREBEFOREPROGRESSPROGRESSPROGRESSBEFOREAFTERPROGRESSBEFOREPROGRESSAFTERBEFOREHomeAgendaTasksJobsMore
Dry logs & moisture

Defensible dry-out docs, captured in 30 seconds.

Structured atmospheric and material-moisture readings, on a schedule, against a drying goal. The curve tells you whether the job is on track before you leave the driveway. If it isn’t, you know why.

Configurable reading templates per material and phase
Instant drying-goal math — no spreadsheets
Exception alerts when a reading doesn’t move
Exportable as a carrier-ready PDF from the job file
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9:41Kitchen · Dry logDay 3 of 411:42 AMDrying progressON TRACKDry goal 16%DAY 1DAY 2DAY 3DAY 4DAY 5TODAY'S READINGS+ AddDrywall · N wallDelmhorst BD-210024.2%WETDrywall · E wallDelmhorst BD-210019.8%ELEVSubfloor · centerDelmhorst BD-210014.1%DRYAmbientTherm-hygrometer62 gppDRYAdd moisture readingHomeAgendaTasksJobsMore
Forms & digital signatures

Authorization while you're still in the living room.

Work authorizations, COCs, change orders, and customer agreements sent, completed, and signed on-device. No more ‘we’ll email that later.’ No more lost paperwork. The signed PDF drops onto the job file automatically — and a copy goes to the customer by email.

Pre-filled from the job record — no re-typing
On-device signature capture with witness support
Bundled PDF generated and attached automatically
Required-field logic prevents half-finished forms
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9:41Forms · 24-1013-WTRWork authorizationCustomer: Karen WalshSCOPE OF WORKWater mitigation — Category 2. Removesaturated drywall and insulation in kitchen,extract from subfloor, install dry-outequipment, monitor daily to dry standard.AGREEMENTI authorize Lever360 Restoration toperform the described scope.I authorize direction of payment to thecontractor from my insurance.SIGN HEREClearKaren WalshApr 22, 2026Submit & email copyHomeAgendaTasksJobsMore
Time tracking

Hours belong to a job, not a timesheet.

One tap. Clocked in to the job, not to ‘Site A.’ Hours post to the job cost the second they’re logged, so your whole team sees labor margin in real time — not at the end of the week, not at the end of the month.

One-tap clock-in with GPS and photo verification
Hours post directly to the correct phase and cost code
Automatic lunch and overtime handling per your rules
Payroll-ready reports — no reconciliation
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9:41TIMEClocked inACTIVE · 24-1013-WTR01:24:38Started 10:18 AM · KitchenClock outTHIS WEEK · 32.4hMON24-1027-WTR7.8hTUE24-1013-WTR8.1hWEDMultiple (2)Today6.5hTHUHomeAgendaTasksJobsMore
Mobile agenda

The day, blocked. The rooms, already in your hand.

The first thing a tech sees in the morning is their day — every job, every window, color-coded by division. Tap a job and the room blocks they need are already laid out: photos, readings, scope, equipment. No scrolling. No searching. No phone calls to dispatch.

Personal and crew schedules in one view
En-route / on-site status auto-updates from GPS
Job opens to its rooms — not a generic detail screen
Tap to call, navigate, or clock in from the same card
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9:41WED · APR 22TodayM20T21W22T23F24S25S26JOBS3HOURS6.5hCLOCKED IN1h 24m8:0010:3024-1013-WTRWaterKaren Walsh412 Oak Ridge Dr · Denver, COEn routeDry day 311:0012:3024-1027-WTRWaterDana Foster88 Oak Ave · Denver, COScheduledInitial scope2:004:0024-1019-RBRebuildMarcus Reed2310 Birch Rd · Lakewood, COHomeAgendaTasksJobsMore
Room dimensions

Scan the room. Dimensions, instantly.

LIDAR-capable iPhones and iPads can map a room in seconds — walls, ceiling, openings, square footage and cubic footage. The numbers drop straight onto the room record so scope, dry-out math and equipment placement all start from real geometry, not a sketched tape measure.

Length, width, height captured to a tenth of an inch
Auto-computed sqft and cuft per room
Walls, doorways and openings preserved as a wireframe
Saved as a versioned scan — re-scan after demo
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9:41KitchenSCANNING14'-2"12'-0"9'-0"168.0 SQFT · 1,512 CUFTROOM CAPTUREDiPhone 15 Pro · LIDARLENGTH14'-2"WIDTH12'-0"HEIGHT9'-0"Re-scanSave to roomHomeAgendaTasksJobsMore
Field scoping

A field scope the office can actually estimate from.

Techs capture what's needed in the field — line items, quantities, the room they belong to. Pricing stays out of the field app entirely; the office layer overlays rates and produces the estimate. No more ‘guess what they meant’ phone calls between scopers and estimators.

Room-scoped line items with quantity and unit
No pricing exposure to the tech — clean separation
Quickly add line items to any scope
Send-to-office posts directly to the estimate queue
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9:41Scope · KitchenField scope12 x 12 x 8Remove drywall — 2' up32 lfRemove wet insulation32 lfExtract water — subfloor168 sfApply antimicrobial168 sfSet air mover3 eaSet dehu — LGR1 eaAdd line itemHomeAgendaTasksJobsMore
Tasks & progress

Update a task with your voice. Move the slider with your thumb.

Every task carries a percent-complete and a running note. Techs talk into the phone — ‘Three air movers on the north wall, drywall still wet’ — and the app transcribes and time-stamps it onto the task. A thumb-drag updates progress. Hands stay free for the actual work.

Voice-to-text dictation with auto room/job tagging
Percent-complete updates
Inline checklist for sub-tasks under each step
Every update flows to the office task board in real time
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9:41Tasks · 24-1013-WTRSet dry-out equipmentM. Reyes · Due today 5:00 PMPROGRESS65%0%25%50%75%100%NOTE · TEXT-TO-TALKSpeak“Three air movers placed against thenorth wall, one LGR running. Drywallon the north side is still reading wet”CHECKLIST · 5 of 8Extract standing waterRemove wet drywallApply antimicrobialSet 3 air moversIN PROGRESSVerify ambient < 60 gppHomeAgendaTasksJobsMore
Equipment

Scan an asset. It’s on the job.

Point the camera at the barcode on a dehu or air mover and it’s logged to the job, the room, and the timestamp. Set-time and pull-time become real data instead of clipboard chicken-scratch — and equipment rental lines on the invoice match the hours the asset was actually on site.

One-scan add — no manual SKU lookups
Set-time + pull-time captured automatically
Asset routes by room within the job
Equipment line items reconcile to scanned events
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9:41EQUIPMENTOn this jobREADY TO SCANScan asset barcode5 ASSETSSETPULLPhoenix R150EQ-1207Apr 2010:14 AMAir mover · AxialEQ-0834Apr 2010:18 AMAir mover · AxialEQ-0835Apr 2010:21 AMHEPA scrubberEQ-0617Apr 2010:24 AMAir mover · AxialEQ-0836Apr 192:30 PMApr 2211:42 AMHomeAgendaTasksJobsMore
Mobile job communications

Every word said about this job, on this device.

Notes, calls, texts, emails — every communication on a job lives in one place, on the same job file the office sees. Nothing in personal text threads. Nothing buried in someone’s inbox.

9:4124-1013-WTR · Karen WalshCommunications32 totalAll 32Notes 8Calls 5SMS 14Email 5NOTE · VOICE2:48 PMM. ReyesDrywall behind the sink is still readingwet. Extending dry-out one more day.@Sarahcan you tell the owner?SMS · IN1:32 PMKaren WalshWill the techs be here by 9 tomorrow?I have to leave by 9:30.SMS · OUT1:34 PMYouYes ma’am, on our way. ETA 8:45.CALL · 4:22 · RECORDED11:18 AMBlueSky AdjustersSpoke with adjuster Brett.Claim approved to $4,500 — saved.Play recording · View transcriptEMAIL · SENT9:02 AMYou → karen@walsh.comDry-out daily report — Day 3 readings.Note, @mention, SMS, email…HomeAgendaTasksJobsMore
Job notes
Voice + @mentions
Voice-to-text dictation
@mention to notify any team member
Auto-tagged to the job
Call recording
With transcript
Call duration + outcome captured
Text transcript
One-tap play-backof recording
2-way SMS
On the company number
Conversation threads per contact
Pick up a conversation anywhere
All context logged to the job
Email
From the job
Attachments pulled from the job file
Replies thread back to the job
Email Templates ready to send
Field billing

From a tech’s pocket: estimate, invoice, paid — before they leave the curb.

Small jobs don’t need an office round-trip. Build the estimate on-site from the scope you just captured, convert it to an invoice the customer can sign, and capture payment by card, link, or ACH — all in the same app, all on the same job file.

1
Estimate
9:41BillingEstimate #1248DRAFTKaren Walsh · 24-1013-WTRWater extraction168 sf$ 285.60Remove drywall 2′ up32 lf$ 224.00Antimicrobial application168 sf$ 100.80Equipment · 3-day rate3 days$ 540.00Labor — water tech6.5 h$ 487.50Subtotal$ 1,637.90Tax 6.5%$ 106.46TOTAL$ 1,744.36PreviewSend to customerHomeAgendaTasksJobsMore

Pull from the field scope. Apply rates and equipment-day math. Preview, then send to the customer for review.

Subtotal
$1,637.90
Tax
$106.46
Total
$1,744.36
2
Invoice
9:41BillingInvoice #4421READYBALANCE DUE$ 1,744.36Due Apr 29 · Net 7Collect paymentEmail PDFLINES · 5Water extraction$ 285.60Remove drywall$ 224.00Equipment 3-day rental$ 540.00Labor — water tech$ 487.50+ 1 more line itemKWKaren Walshkaren@walsh.com · (303) 555-0142HomeAgendaTasksJobsMore

Customer approves — estimate converts to an invoice with terms, due date and balance. Email PDF or hand it over signed in person.

Status
READY
Terms
Net 7
Balance
$1,744.36
3
Payment
9:41Invoice #4421Collect paymentPAYMENT CAPTURED$ 1,744.36Visa ending 4421 · Apr 22, 12:48 PMMETHODSend pay link via emailACH / bank transferCredit / debit cardEmail receiptHomeAgendaTasksJobsMore

Capture by credit card, send a pay-link via email, or run ACH. Receipts email automatically and post to job cost the moment funds clear.

Captured
$1,744.36
Method
Visa · 4421
Cleared
Apr 22
Same job file, same audit trail.
Every estimate, invoice and payment captured in the field posts to the job file instantly — no end-of-week reconciliation, no “we’ll enter it later.”
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NEXT · MOBILE SALES

CRM for the field sales rep.

Log the activity, manage the accounts, see the revenue the relationship has driven, and walk into the next check-in with context. All from the same device the production techs are using.

Companies
Sales activity
Routes & rounds
Companies & contacts

Every account, with the whole relationship behind it.

Tap a company and you see what matters: the contacts you know there, every past activity, open tasks, the jobs you’ve run for them, and the jobs they’ve referred. A clean A / B / C / D rating filter keeps the book sorted by where you actually want to spend the day.

A / B / C / D account rating
Contacts, past activity and open tasks on one screen
Related and referred jobs surfaced on the company
Same record the office sees in the desktop CRM
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9:41SALES · DENVER REGIONCompaniesSearch companies, contacts…All-142A-18B-46C-62D-16AAspen Property MgmtAspen, CO · 14 contacts · Last 2dClass AABlueSky AdjustersDenver, CO · 8 contacts · Last 5dCarrierBHilton Cherry CreekDenver, CO · 6 contacts · Last 9dHospitalityBMountain Edge RealtyBoulder, CO · 11 contacts · Last 14dPMCIliff ApartmentsAurora, CO · 4 contacts · Last 21dClass BHomeAgendaTasksJobsMore
Sales activity

Log it, attribute it, and see what it’s worth.

Every visit, call, meeting and email logged in seconds — type with a thumb or talk into the phone, whichever’s faster. Each activity is attached to the company so the next time you walk in you know where you left off, and revenue earned from that relationship ties back to the account.

Activity types: visit, meeting, call, email, note
Expense capture with category and receipt
Revenue earned attributed back to the company
Context from the last activity surfaces on the next check-in
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9:41Aspen Property MgmtLog activityWed Apr 22 · 2:34 PMRATINGAREVENUE YTD$84.2kLAST ACTIVITY12d agoACTIVITY TYPEVisitMeetingCallEmailNoteNOTESTalk to textMet withKaren Wei, regionaldirector. Rolling 4 new towers in Q3 —wants a preferred-vendor walkthrough.Pain point: after-hours water response.Send SLA sheet by FridayEXPENSECoffee + lunch with Karen$42.18MealsTravelMarketingOtherReceiptSave activityHomeAgendaTasksJobsMore
Routes & rounds

The accounts you’re working this round, in order.

Routes aren’t just today’s drive — they’re the accounts you’re committed to seeing this month, this quarter, or whatever cadence the book runs on. Build a list, segment it any way you want, and the app keeps it organized so nothing slides past its check-in.

Routes for monthly, quarterly or custom rounds
Segment accounts into named lists
Last-activity date visible on every stop
One tap to Maps, one tap to log the visit
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9:41ROUTE · WED APR 22Denver LoopSTOPS6DONE2NEXT#3Aspen Property Mgmt412 Maple StLast 2dMapLog activityBlueSky Adjusters88 LarimerLast 5dMapLog activity3Hilton Cherry Creek2310 1st AveLast 9dMapLog activity4Mountain Edge Realty140 Pearl StLast 14dMapLog activity5Iliff Apartments2200 Iliff AveLast 21dMapLog activity6Front Range Builders502 Park BlvdLast 30d+HomeAgendaTasksJobsMore
The full field toolkit

Everything a tech or rep needs, pointed at the same job file.

Five chapters of mobile capability — field documentation, workflow, billing, sales — part of one native app, not a suite of bolt-ons.

Platform
Field documentation
Workflow
Mobile billing
Mobile sales
Part of Lever360 Software

Field apps are one piece. They work because the rest does.

Everything a tech touches lands on the same job file the office works in — and flows into the same billing, scheduling and reporting. Explore the other areas:

Every area of Lever360 Software will have its own deep-dive page. Check back as we roll them out.

The Lever360 Platform

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.

Bundled Pricing

Customers who run Software + Learning Lever together save 22% and onboard techs 3× faster.

See it on your own device

Put the app in your techs’ hands. Watch the office go quiet.

Book a walkthrough — we’ll set up a sandbox with your divisions, your forms, and your typical jobs so you can see exactly how Field Apps works with the rest of Lever360 Software.