LEVER SOFTWAREEstimates

Property restoration estimating software

Build estimates with your own price list.

Price every job your way, build the estimate on site or in the office, and send it for approval in minutes. Already estimating somewhere else? Bring that dollar amount onto the job too. Either way you see what's pending, what's contracted, what's been invoiced and what's still owed.

Book a tour See billing & job costing

Your own price list

Web and mobile

Estimate to invoice

177 SFfrom the Kitchen

Scope it on site

Room dimensions fill in field quantities.

See how

InsuranceSelf-payCommercial

Price it your way

Your list, your codes, your price and cost.

See how

Estimate.pdf

Send it same day

A clean PDF, sent with your email template.

See how

PendingContracted

Track every status

From estimating to contracted, every job.

See how

$7,380 left to invoice

See where the money is

Invoiced, paid and still owed, per estimate.

See how

WHY IT MATTERS

The estimate is where the money on the job starts.

If pricing lives in someone else’s system, the scope lives on a notepad, and the contracted amount lives in an email, nobody can say for sure what the job is worth or what’s left to bill. Lever360 keeps the estimate on the job, built from your pricing, tied to the invoices and payments that follow.

THE SHIFT

From “what did we sell this job for?” → it’s on the estimate.

Your pricing, your call.

Your price list, with insurance, self-pay and commercial pricing each in its place.

Fast, right on site.

Build it in the field on your phone and send it before you leave the driveway.

Every dollar has a status.

See what’s estimating, pending approval, contracted, archived or lost, on every job.

One clean handoff.

Production sets the number and accounting invoices against it. Nothing gets lost.

FROM THE FIELD TO PAID

The field scope becomes the estimate, and the estimate becomes the invoice.

Scope.

The field scopes each room on mobile, no prices.

Estimate.

Pull the scope in, then price it from your list.

Send.

Email the customer report with the PDF attached.

Contract.

Once it’s approved, it’s contracted on the job.

Invoice.

Invoice the full amount or a percentage of it.

Collect.

Track every payment and what’s still owed on it.

See invoicing

24-1013-WTR

Scope· Kitchen scoped on site

FIELD SCOPES

Start the scope in the field. Finish the estimate in minutes.

Techs build a rough scope on the mobile app as they walk the job, using your line items, without ever seeing a price. Quantities based on room dimensions calculate on their own: square feet, linear feet, cubic feet and perimeter feet. When you build the estimate, pick which field scopes to pull in, then revise, add or remove until it’s exactly right.

See the Field Apps

No prices in the field.

Line items and quantities only. Prices stay on the estimate.

Room size does the math.

If the unit is square feet, the room’s square footage fills it.

You choose what comes in.

Pick which field scopes pull into the estimate, room by room.

A head start, not a final.

Refine every line once it’s in. The field sets the foundation.

24-1013-WTR

Estimate· Priced from your list

YOUR PRICE LIST

Control your own pricing. Then build the estimate fast.

Send your price list as a spreadsheet and it comes in all at once, or add line items one at a time, each with your own code, price and cost, organized by headers, categories and job types. Then filter to a header, select every line item you need and set quantities. Two air movers for two days is four, and the projected cost builds as you go.

One price list, organized your way

Insurance, self-pay and commercial, each in its own headers.

Filter by header, then select all

Grab everything under one header, then set units and days.

Your list, imported.

Send it as a spreadsheet and the whole list comes in at once.

Price and cost per line.

Set what you charge and what it costs you on every line.

Quantities that add up.

Count by units and days, and the line total does the math.

Notes on any line item.

Explain any line to the customer or office right where it sits.

See the projected cost while you build. Know what the job should cost before the work starts.

See a field scope turn into an estimate on a tour.

Bring your price list questions. We’ll walk it through start to finish.

Book a tour See billing & job costing

24-1013-WTR

Send· Sent to Karen Walsh

CUSTOMER REPORT

Send a clean, professional estimate the same day you walk the job.

Generate a branded PDF with your opening and closing statements, all the job details, and exactly the level of detail you want the customer to see. Then send it with your email template, report attached, without leaving the job.

Opening and closing statements from your templates, editable per estimate

Show every line item, or just headers and totals

All the job details, laid out clean

Sales tax applied from the rate you set

Quick send with your email template and the PDF attached

Send it the same day you walk the job.

24-1013-WTR

Contract· Contracted at $18,450

ESTIMATE STATUS

Know where every estimate stands.

Every estimate moves through a status: Estimating while you build it, Pending while you wait on approval, Contracted once it’s sold. Archive an old version after a major revision so the history stays. Mark it Lost when it doesn’t close. A job can carry more than one estimate, so you can try to sell additional work and still see the full history.

Estimating

Being built

Pending

Waiting on approval

Contracted

Sold and moving forward

ALONG THE WAY

Archived

Replaced, kept on record

Lost

Didn’t close

Multiple estimates per job.

Mitigation, contents and reconstruction can each have their own estimate.

Full estimate history.

See when each was created, every revision, and what was won or lost.

24-1013-WTR

Invoice· 60% invoiced, $11,070

FROM ESTIMATE TO INVOICE

From contracted to invoiced in a couple of clicks.

Once the work is sold, create the invoice right from the estimate. It starts at 100%: set a percentage on one header and the rest follow. The remaining-to-invoice number updates every time, so production and accounting are looking at the same figure and nothing falls through the handoff.

Starts at 100%, or set a percentage

Remaining to invoice always current

Payments tracked against the estimate

See invoicing

24-1013-WTR

Collect· $8,000 paid, $10,450 to go

REVENUE TRACKING

Every estimate answers: where’s the money?

Each estimate carries its own numbers: the total, how much has been invoiced, what’s left to invoice, what’s been paid, and what’s still receivable. That tells the office what to collect and tells production what work has to get done to bill more.

Water Mitigation v2 · Total estimate

$18,450

Contracted

Invoiced · 60%

$11,070

Remaining to invoice

$7,380

Payments received

$8,000

Receivable on the estimate

$10,450

Of that, $3,070 is receivable on invoices already sent.

Invoiced$11,070

Remaining to invoice$7,380

Payments received$8,000

Receivable on invoices$3,070

Receivable on estimate$10,450

Two kinds of receivable.

What’s owed on invoices you’ve sent, and on the estimate as a whole. You need both.

Remaining to invoice.

The number production and accounting both watch, so nothing sold goes unbilled.

Work that unlocks cash.

See what work has to get done before you can bill the next portion of the job.

Estimates feed straight into invoicing and payments.

See billing & job costing Book a tour

REVENUE RECOGNITION

Estimating somewhere else? Still track the revenue here.

If an estimate was built outside Lever360, enter its dollar amount on the job and attach the file. It gets the same statuses, the same money map and the same path to invoicing as every other estimate, so your revenue picture covers every job no matter where the pricing came from.

Enter the amount, attach the estimate file

Same statuses: Estimating, Pending, Contracted, Archived, Lost

Same invoicing and payment tracking

RESERVES & ROUGH ORDER OF MAGNITUDE

Know how big the job is before the full estimate is done.

Set a reserve or rough order of magnitude on the first visit. Track it like any estimate, move it toward invoicing, and size up every open job early.

Is this a $4,000 job or a $40,000 job?

Karen Walsh · first visit

~$4k

~$15k

~$40k

Rough order of magnitudePending

$15,000

WHO IT’S FOR

Everyone who touches the job’s money, working from the same estimate.

Estimators

Your price list, your line items, your pricing. Build it fast and get it out the door.

Emergency Services$1,655

Demolition$3,065

Drying Equipment$6,409

Project managers

See where every estimate stands, where it’s heading, and where the job’s money is at.

Water Mitigation v2Contracted

ReconstructionPending

Contents CleaningLost

Office and accounting

See exactly what’s on the estimate, invoice against it, and follow every adjustment.

Invoiced$11,070

Receivable on invoices$3,070

Remaining to invoice$7,380

QUESTIONS

Property restoration estimating software questions

Can I use my own price list?

Yes. Send it over as a spreadsheet and it comes in all at once, or add line items one at a time. Organize them by headers, categories and job types.

Can I track my costs, not just my prices?

Yes. Every line item can carry your own code, your price and your cost, so each estimate shows a projected cost alongside the total.

Can I price insurance, self-pay and commercial work differently?

Yes. Separate them out in your price list with headers and categories, and pick the line items that fit the job.

Will my field techs see our prices?

No. Field scopes never show prices. Prices show only on the estimate, and only for users you give access to.

What if we build our estimates in another program?

Enter the estimate’s dollar amount on the job and attach the file. It gets the same statuses, invoicing and payment tracking as any other estimate.

Can my techs scope the job in the field?

Yes. Field scopes on the mobile app use your line items, and quantities based on room dimensions calculate on their own. You choose which field scopes pull into the estimate.

Can I build an estimate on my phone?

Yes. Estimates work on web and mobile, so you can start on site and finish at the desk.

What does the customer see?

A PDF with your opening and closing statements and the job details. You choose whether it shows every line item or just headers and totals, and you can send it with your email template in one step.

Can a job have more than one estimate?

Yes. Mitigation, contents and reconstruction can each have their own estimate, and archived and lost estimates stay in the history.

How does an estimate turn into an invoice?

Once it’s contracted, invoice the full amount or a percentage right from the estimate. The remaining-to-invoice number updates every time.

Can I set a reserve or rough order of magnitude?

Yes. Put a number on the job early, before the full estimate is done, and track it like any other estimate.

LEVER SOFTWARE · ESTIMATES

See an estimate built from your own price list.

We’ll walk through a field scope, an estimate and a customer report on a sample job, then show you how it flows into invoicing. Built for property restoration professionals who set their own prices.

Book a tour See billing & job costing

Property restoration estimating software

The estimate is where the money on the job starts.

Your pricing, your call.

Fast, right on site.

Every dollar has a status.

One clean handoff.

The field scope becomes the estimate, and the estimate becomes the invoice.

Scope.

Estimate.

Send.

Contract.

Invoice.

Collect.

Start the scope in the field. Finish the estimate in minutes.

No prices in the field.

Room size does the math.

You choose what comes in.

A head start, not a final.

Control your own pricing. Then build the estimate fast.

One price list, organized your way

Filter by header, then select all

Your list, imported.

Price and cost per line.

Quantities that add up.

Notes on any line item.

Send a clean, professional estimate the same day you walk the job.

Know where every estimate stands.

Multiple estimates per job.

Full estimate history.

From contracted to invoiced in a couple of clicks.

Every estimate answers: where’s the money?

Two kinds of receivable.

Remaining to invoice.

Work that unlocks cash.

Estimating somewhere else? Still track the revenue here.

Know how big the job is before the full estimate is done.

Everyone who touches the job’s money, working from the same estimate.

Estimators

Project managers

Office and accounting

Property restoration estimating software questions

Can I use my own price list?

Can I track my costs, not just my prices?

Can I price insurance, self-pay and commercial work differently?

Will my field techs see our prices?

What if we build our estimates in another program?

Can my techs scope the job in the field?

Can I build an estimate on my phone?

What does the customer see?

Can a job have more than one estimate?

How does an estimate turn into an invoice?

Can I set a reserve or rough order of magnitude?

See an estimate built from your own price list.

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