Billing & Job Profitability

From price list to
‍live profit.
On the job.

Your own pricing driving every estimate. Invoicing and payment processing baked in. Purchase orders and labor feeding live profit — with a final P&L that matches the books.

Schedule a tour See more

What you get

Everything for billing on the job file.

EstimatesYour price list, revisions, money map

InvoicesWhat you’ve billed — what’s left

PaymentsEmail, web, ACH — collected

Purchase OrdersMaterials, subs, permits — approved

LaborClock-events at burdened rate

Live job profitOne number, refreshed every hour

EstimatesYour price list, revisions, money map

InvoicesWhat you’ve billed — what’s left

PaymentsEmail, web, ACH — collected

Purchase OrdersMaterials, subs, permits — approved

LaborClock-events at burdened rate

Live job profitOne number, refreshed every hour

Everything for one job

Every billing piece for the job — in one place.

Estimates with revisions. Revenue tracked through every status. Invoices with what’s left to bill. Receivables with what to do about them. Payments your customer can make from email, web or mobile. All on the same job — so production, accounting and ownership see the same number.

What billing actually does

Every billing capability, all on the job — tour any of them.

Estimates, field scopes, revenue, invoices, payments, purchase orders, labor cost, live profit and accounting sync — pick a tab to see how each one looks on the web and on mobile.

Accounting Sync

Estimates

Field Scopes

Estimates

Field Scopes

Revenue Status

Invoices

Payments & AR

Purchase Orders

Labor Cost

Live Profit

Accounting Sync

Estimate is how revenue gets booked

Estimates

Book revenue by building an estimate from your own price list — line items, kits, templates you control — or by recognizing revenue from an estimate built outside Lever. The estimate becomes a sale when its status moves to Contracted, pulls into an invoice when it’s time to bill, and ships to the customer as a branded report with custom opening and closing statements.

Pricing control end-to-end. The estimate is how revenue gets onto the job.

On the web · office view

Convert estimate to revenue

Estimate #24-1893-W · Richwood Water Loss

Lines to convert

Water mitigation — base contract$32,400.00

Drying & monitoring · 6 days$8,520.00

Content manipulation$3,200.00

Anti-microbial · 420 SF$273.00

+ 10 more lines$4,527.00

Becomes contracted revenue$48,920.00

Cancel

invoice · $48,920

On mobile · field view

9:41

Estimate · Richwood

#24-1893-W

Estimate total

$48,920

Approved

Rooms

Basement

8 lines

$3,168

Living Room

5 lines

$1,442

Hallway

4 lines

$884

Convert to invoice

Scope in the field, estimate in the office

Field Scopes

Crews scope rooms on mobile — measurements, photos, line items. One tap converts the field scope into a draft estimate back at the office, with the right line items pre-filled.

Stop rebuilding the same scope every job — and stop re-keying what the field already captured.

On the web · office view

Basement · Cat 2 water scope

6 line items · reused on 23 jobs

Line itemsQty · Unit · Rate · Amount

Detach · reset base trim48LF$1.85$88.80

Remove drywall · up to 2 ft96SF$0.92$88.32

Cat 2 antimicrobial treatment420SF$0.65$273.00

Air mover · daily24DY$28.00$672.00

LGR dehumidifier · daily6DY$185.00$1,110.00

Daily monitoring · tech labor6EA$167.00$1,002.00

Scope subtotal$3,234.12

Duplicate

Pull to job

On mobile · field view

9:41

Basement · add to scope

Cat 2 water

Scope3 added

$450.12

Detach · reset base trim$1.85/LFAdded

Remove drywall · 2 ft$0.92/SFAdded

Antimicrobial treatment$0.65/SFAdded

Air mover · daily$28.00/DYAdd

LGR dehumidifier · daily$185/DYAdd

Daily monitoring labor$167/EAAdd

Save room scope

Every dollar has a status

Revenue Status

Track revenue through Estimating → Pending → Contracted → Archived → Lost. Outside estimates? Use revenue recognition to bring them onto the job and forecast against them like the rest.

Forecast that reflects the pipeline. Recognize revenue the moment it actually happens.

On the web · office view

Revenue · Richwood

Estimates moving Estimating → Pending → Contracted

Estimating

$5,400

1 estimate

Pending

$24,400

1 estimate

Contracted

$48,920

1 estimate

Estimates on this job

EstimateStatusTotalInvoicedLeft

Mitigation v3

EST-1059

Contracted$48,920$32,820$16,100

Reconstruction draft

EST-1062

Pending$24,400—$24,400

Initial assessment

EST-1051

Estimating$5,400—$5,400

On mobile · field view

9:41

Revenue

Richwood · 24-1893-W

Estimating

$5.4k

Pending

$24.4k

Contracted

$48.9k

Estimates on this job

Mitigation v3

EST-1059

Contracted

Total

$48,920

Invoiced

$32,820

Left

$16,100

Reconstruction draft

EST-1062

Pending

Total

$24,400

Invoiced

—

Left

$24,400

Initial assessment

EST-1051

Estimating

Total

$5,400

Invoiced

—

Left

$5,400

Bill the way the job was sold

Invoices

Convert contracted revenue into invoices or percentage draws, generate the PDF, email it, save it to job docs. The remaining-to-invoice number lives on the job so production always knows what’s left to bill.

Faster cycles, less leakage, every invoice traceable back to the revenue it billed.

On the web · office view

PDF · 1 of 1

Pacific Restoration LLC

1402 Industrial Way
Sandpoint, ID 83864

Invoice

INV-1058

Bill to

Acme Insurance

Adj: Sarah Khoury
Job 24-1893-W · Richwood

Issued · Due

Aug 04, 2024

Sep 03, 2024

DescriptionQtyRateAmount

LGR Dehumidifier · daily6$185.00$1,110.00

Air Mover · daily36$28.00$1,008.00

Daily monitoring labor6$1,067.00$6,402.00

Total due$8,520.00

Synced to QuickBooks

On mobile · field view

9:41

Invoice INV-1058

Invoice

INV-1058

Invoiced

Bill to

Acme Insurance

Job 24-1893-W · Richwood

Drying daily6$1,067$6,402

LGR Dehu6$185$1,110

Air Mover36$28$1,008

Total due$8,520.00

Synced QB

Send

Pay link

Collect anywhere · work the worklist

Payments & AR

Customers pay from the invoice email, the web portal, or the PM in the field. Receivables show up as a real worklist — who to remind, who to call, who to escalate — not a static aging report.

Where the money is, and the work to get it. AR you can act on.

On the web · office view

Send pay link

INV-1058 · $8,520 · Acme Insurance

Send to customer via

skhoury@acme.com

Text

(303) 555-0142

Mobile

PM in the field

Customer can pay with

CardACHSaved on file

What the customer sees

From: Pacific Restoration

Invoice INV-1058 · $8,520

Hi Sarah, your equipment + monitoring invoice for the Richwood job is ready. Pay below — takes about 30 seconds.

Pay $8,520

Card or ACH · receipt emailed automatically

Cancel

Send link

On mobile · field view

9:41

Take payment

INV-1058 · Drying

Amount

$8,520.00

Will sync to QuickBooks

Method

Card on file · ····4421

ACH transfer

Check

Charge $8,520

Spend tied to the job, not floating

Purchase Orders

Approval workflow with vendor and PM assignment. Every line item rolls straight into job cost so margin reflects spend the moment a PO is approved.

Spend that always ties back to the job. No surprises at close.

On the web · office view

Purchase orders · Richwood

3 POs on the job · PO-2231 awaiting approval

Job cost budget$8,440 of $11,500 (73%)

Cascade SupplyMaterials

PO-2228

Closed · paid

Total

$2,640

vs Budget$4,000 cap

Receipt

ServPro SubcontractSub

PO-2229

Open

Total

$3,800

vs Budget$5,000 cap

Receipt

Northwest ElectricSub

PO-2231

Needs approval

Total

$2,000

vs Budget$2,500 cap

No receipt

Reject PO-2231

Approve PO-2231

On mobile · field view

9:41

POs · Richwood

3 active · 1 to approve

Job cost budget$8.4k / $11.5k

Cascade Supply

PO-2228 · Materials

Paid

$2,640 / $4,000Receipt

ServPro Sub

PO-2229 · Sub

Open

$3,800 / $5,000Receipt

Northwest Electric

PO-2231 · Sub

Approve

$2,000 / $2,500No receipt

Reject

Approve

Live labor cost on the job

Labor Cost

Crews clock in and out from the field app — each entry writes to the right job at the assigned burdened labor rate. Aggregate labor cost is live, so live job profit reflects what the crew is doing right now, not at next payroll.

Labor cost the moment the clock starts — not at next payroll.

On the web · office view

Labor cost · 24-1893-W

Live · refreshes on every clock-event

Today · burdened

$847.20

4 on the clock · burning $146/hr

Live

Marcus T.

Lead tech

$58/hr5h 42m

Elena R.

Tech

$42/hr5h 38m

Jordan B.

Tech

$42/hr5h 30m

Priya S.

Helper

$28/hr3h 14m

Feeds live margin

42.7% · $23,180

On mobile · field view

9:41

Clocked in

Richwood · #24-1893-W

On the clockLive

5h 42m

$58/hr lead tech · $329.60 today

Clock out

Your timecards today

Maple Ridge

24-1902-F · Mitigation

2h 44m

07:58 – 10:42

Cedar Mill

24-1888-S · Inspection

1h 15m

11:15 – 12:30

RichwoodLive

24-1893-W · Mitigation

5h 42m

13:18 – now

Your hours today

9h 41m · 3 jobs

Margin that updates in real time

Live Profit

Aggregate revenue, labor, materials, equipment and subs against the same job. Margin updates as field clock-ins and POs land — visible in the office and in the truck.

Margin today, not at month-end. Risk caught while the job is still live.

On the web · office view

Live margin · 24-1893-W

Updated 2 min ago · refreshes every 5 min

Margin

$23,180

42.7% · on track

vs Forecast

−$1,650

3 days from close

Cost $31,140Margin $23,180Revenue $54,320

Where the cost is

Labor4 on clock · burdened rates

$14,820

Costs (paid POs)8 closed · 2 open

$16,320

PO categories (materials · subs · equipment · permits) live inside each PO.

On mobile · field view

9:41

Live margin

24-1893-W · refreshes 5m

Margin

$23,180

42.7%

vs Forecast

−$1,650

Cost $31.1kRevenue $54.3k

Where the cost is

Labor$14,820

4 on clock

Costs (paid POs)$16,320

8 closed

PO categories live inside each PO.

One bridge to QuickBooks

Accounting Sync

Two-way QuickBooks sync moves customers, invoices, payments and vendor bills both directions. Sage Intacct, Acumatica and an open API for everyone else. Books match the job — without re-keying.

Lever360 stays the source of truth on the job. The GL stays clean on the books.

On the web · office view

Two-way sync · 24-1893-W

Job → QuickBooks → Job

Lever360

Source of truth · job file

Send

Get

QuickBooks

Books match the job

Customer · Acme InsuranceCUST-2812Synced

INV-1058 (Drying)INV-9112Synced

Payment · #1402PMT-4421Synced

PO-2228 → BillBILL-7782Synced

On mobile · field view

9:41

Sync · 24-1893-W

Auto · last 2m ago

14 of 14 records synced

All clean · 0 failed

Recent

INV-1058

2m ago

Synced

Payment #1402

14m ago

Synced

Customer refresh

1h ago

Synced

PO-2228 → Bill

Yesterday

Synced

Start with the end in mind

Two numbers tell you a job is winning. Everything else feeds them.

Revenue tracked through every status, and live job profit updating on every clock-event. The five sections below show how each billing piece rolls up here.

Every estimate. Every status.

Estimating

$3.9k

1 est

Pending

$84.5k

1 est

Contracted

$54.3k

1 est

$54.3k contracted · $32.8k invoiced — $21.5k remaining to invoice

Refreshed on every event.

Live

42.7% $23,180

Forecast at close: 40.3% · -2.4 pts vs plan

Labor $14.8kMat. $6.9kSubs $5.2kEquip $4.1kMargin $23.2k

What feeds those two numbers

Money in

Estimates, invoices and payments — the records that bring dollars in.

Feeds revenue tracking

Money out

Purchase orders and labor — every dollar leaving the job.

Feeds live cost

Live profit

Revenue and cost side by side, refreshed every event.

Always live

Income side

Money in.

Three records that put dollars on the job — in the order they happen.

Estimates what you’ll billInvoices what you billPayments what’s collectedFeeds revenue tracking

01 · Estimates

Estimates that follow the money — from pending to paid.

Every estimate carries its own financial roll-up: how much was contracted, how much has been invoiced, how much is left to invoice, how much of what’s been invoiced is still receivable, and how much has actually come in. The estimate is the dashboard.

Build your own price list

Line items, kits, room templates — pricing you control

Revisions tracked

v1 → v2 → v3 with full audit trail

Five statuses

Estimating, Pending, Contracted, Archived, Lost

Per-estimate money map

Contracted · invoiced · remaining · receivable · paid

Branded PDF + email

Auto-saved to job docs

Outside estimate? Recognize it

Bring external bids onto the job and track them the same way

See an estimate end-to-end

02 · Invoices

Bill the way the job was actually sold.

One click converts contracted estimate value into invoices — lump sum, progress draws, or time-and-materials. PDF generated, emailed to the customer, saved to job docs, synced to QuickBooks. Every invoice carries its own collected/open/overdue status so the office and the field see the same number.

Convert from contracted estimate

No re-keying line items

Lump sum, progress draws, or T&M

Schedule draws against milestones

Branded PDF + auto-email

Saved to job docs, sent in your name

Per-invoice status

Sent · Partial · Paid · Overdue

Remaining-to-invoice

Always visible on the job tab

Two-way QB sync

AR in QB reflects the job in Lever360

See the invoice flow

03 · Payments

Get paid from anywhere — and apply it correctly.

Customers tap the pay link in the invoice email, log into the web portal, or hand a card to the PM in the field. ACH or card, receipt emailed, applied back to the right job and synced to QuickBooks automatically.

Email pay link

In the invoice PDF and the auto-email

Web portal

Self-serve, saved card on file

Mobile field collection

PM takes payment before the truck leaves

ACH and card

Customer picks — you pay one rate

Auto-receipt & AR apply

Right job, right invoice, every time

Two-way QB sync

AR in QB clears with the payment

See the payment flow

Cost side

Money out.

Two records for every dollar leaving the job — controlled before they post.

Purchase Orders materials, subs, permitsLabor clock-events at burdened rateFeeds live job cost

04 · Purchase Orders

Materials, subs and permits — approved before money leaves.

Every PO created on the job, with the vendor and PM assigned. Approval thresholds route POs to the right person. Approved POs roll straight into job cost. Budgets enforce hard caps so a junior PM can’t accidentally blow the margin.

Materials, subs and permits

All three in one PO type

Vendor + PM assignment

Who owns it, who pays for it

Approve / deny / send back

Routed by tier and dollar threshold

Budgets enforce caps

Per-category caps block over-budget POs

Auto-roll into job cost

Margin updates on approval

Vendor bill in QuickBooks

PO becomes bill on receipt

See PO approval

05 · Labor & Live Profit

Labor cost lands on the job the moment the clock starts.

Crews clock in and out from the field app. Each entry writes to the right job at the assigned labor rate — with burden — and the aggregate cost is live. That’s what makes live job profit a real number: revenue from estimates and invoices, less labor and POs landing in the same hour.

GPS clock-in · clock-out

From the field app, to the right job

Assigned labor rates

Per role and per employee

Burdened rate

Rate + payroll burden % built in

Live cost aggregation

Refreshes every clock-event

Feeds live margin

Revenue − (labor + POs + equip) = margin

Forecast at close

Extrapolates from today’s burn rate

See live profit

One place

Every job’s financials in one place.

One job record. Contracted, invoiced, paid, receivable, materials, labor, live profit — all on the same screen, updated the hour it happens. Not in a spreadsheet you’ll rebuild Friday night.

Where it lives today

Six places. None of them agree.

—A job-cost spreadsheet that’s a week behind

—QuickBooks — right on revenue, blind on cost

—Invoices in one tool, POs in another, receipts in a glovebox

—Labor hours on paper timesheets — or somebody’s memory

—A WIP report your bookkeeper builds on Mondays

—And the number the PM actually quotes? In their head.

Where it lives in Lever360

One job. One screen. Live.

Every dollar on the job

Contracted, invoiced, paid, receivable, remaining

Every dollar leaving the job

Materials, subs, permits, burdened labor

Live margin, every hour

Not Monday’s number. This hour’s number.

Same record the PM sees

No re-keying, no reconciliation, no Friday spreadsheet

If you’re finding out a job lost money after it’s done, you’re already paying for this.

Just not to us. You’re paying for it in margin you can’t recover, change orders you didn’t catch, and Sundays rebuilding a spreadsheet.

See it on one of your jobs

Questions, answered on the job

The conversation between production, accounting and ownership — running on the same record.

These are the questions that get asked every week. Lever360 answers them on the job, not in a meeting.

Production team

PMs running live jobs

“What’s left to bill on this job?”

Every contracted dollar carries a remaining-to-invoice number on the job tab. PMs see it in the field — no spreadsheet, no asking accounting.

“Did the change order get approved?”

Revisions live on the estimate itself with status pills — Estimating, Pending, Contracted, Archived, Lost — and revenue moves with them.

“Why did this job lose 6 margin points?”

Labor clock-ins and approved POs roll into job cost in the same hour. PMs see margin drift while the crew is still on site, not at close.

Accounting & ownership

Closing the books, watching the numbers

“Where is the money on each invoice?”

AR aging is a real worklist — reminder list, call list, escalation list. Collections work to do, not collections data to read.

“Are the books going to match the field?”

Two-way QuickBooks sync moves customers, invoices, payments and POs both directions. No re-keying, no end-of-month surprises.

“What’s the real revenue this month?”

Revenue recognizes when contracted — and outside estimates can be brought onto the job so the forecast reflects every dollar in play.

Field & customers

Where the job — and the payment — happens

“Can the customer pay me from email?”

Every invoice carries a pay link. Card or ACH, applied back to the right job and synced to QB.

“Can the PM collect on-site?”

Mobile payments from the field app — receipt emailed, AR cleared before the crew leaves the driveway.

“Can I turn this field scope into a bid?”

Tap a field scope to convert its line items into a draft estimate. No re-keying back at the office.

Book it

Lever runs the job. Accounting books the records.

Customer info, invoices, payments, purchase orders, timecards — everything that needs to be on your books goes there automatically. The final P&L pulls back into Lever so leadership compares the production view to the booked view.

Customers

Master record kept in sync

Invoices

Posted on issue · GL coded

Payments

ACH, card, check, applied

POs → bills

Spend ties back to the job

Timecards

Burdened labor → payroll

Final P&L back

For compare to live view

Impact

What changes the first quarter you turn it on.

These aren’t aspirational numbers — they’re the operating leverage that comes from putting financial control inside the job, not after it.

4–7d

Faster billing cycles

Draws auto-build at production milestones — invoicing stops waiting on Friday meetings.

<24h

Cost-to-job lag

Field clock-ins, POs and equipment writes are visible against revenue the same day.

+8 pts

Margin lift on managed jobs

Live profitability lets PMs adjust crew or scope before a job slips its plan.

Re-keying between systems

Two-way accounting sync makes Lever360 the source of truth on the job, GL on the books.

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.

See the whole platform

You are here

The System of Record

Lever360 Software

Run the company. Every job, crew, dollar and conversation lives here.

Jobs & scheduling

Billing & job cost

Field apps · offline

Explore Software

You are here

The System of Growth

Learning Lever

Onboard faster, upskill your team, and keep everyone sharp — on the same platform.

Role-based tracks

On-demand modules

Full LMS + reporting

Explore Learning Lever

You are here

The System of Certification

Restoration Technical Institute

IICRC-approved instruction — WRT, ASD, AMRT, FSRT and more — live and online.

IICRC WRT · ASD · AMRT

Live + online formats

Continuing education

Browse courses

Bundled Pricing

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

Bundle pricing

Talk to sales

See it on a real job

Bring us a job. We’ll show you the margin you’d have seen.

30-60 minutes, your numbers, your accounting tool. We’ll wire one job into Lever360 and walk through what changes for your PMs, your bookkeeper, and your bottom line.

Schedule a demo Back to Software

30-60 minute walk-through

Your data stays yours

You leave with a one-page margin diagnostic

From price list to ‍live profit.On the job.

Every billing piece for the job — in one place.

Every billing capability, all on the job — tour any of them.

Estimates

Field Scopes

Revenue Status

Invoices

Payments & AR

Purchase Orders

Labor Cost

Live Profit

Accounting Sync

Two numbers tell you a job is winning. Everything else feeds them.

Money in.

Estimates that follow the money — from pending to paid.

Bill the way the job was actually sold.

Get paid from anywhere — and apply it correctly.

Money out.

Materials, subs and permits — approved before money leaves.

Labor cost lands on the job the moment the clock starts.

Every job’s financials in one place.

The conversation between production, accounting and ownership — running on the same record.

Lever runs the job. Accounting books the records.

What changes the first quarter you turn it on.

Three levers. Pull all three and the whole company moves.

You're running the company here. The other two make it compound.

You're training the team here. The other two make the training stick.

You're certifying the trade here. The other two carry the credential to the field.

Bring us a job. We’ll show you the margin you’d have seen.

Get restoration success tips.

From price list to
‍live profit.
On the job.