You run your jobs — your jobs don’t run you. Tasks lay out the day’s work with a clear owner, clear expectations, and a due date, so the whole company is working from the same list instead of a pile of texts and phone calls.
Why it matters
If the work isn’t laid out and organized, you’re reacting — you might still be finishing jobs, but you aren’t running them. Tasks are how a property restoration company goes from flying by the seat of its pants to operating like an actual business.
From “who’s got that?” → it’s on the board.
Close the communication gap
The work lives in scattered texts, calls, and emails, and people dig around for what they’re supposed to do. Now it’s assigned and visible in one place.
Stop dropping balls
Tasks get updated and marked complete, so you see what’s done, what isn’t, and what stalled before it costs you.
Keep the pipeline moving
Work has dependencies. Visibility on the step before is what keeps the chain moving.
Real accountability
If a task isn’t complete, someone can follow up — maybe there was a good reason, maybe it slipped.
Where they live
A task is assigned work with a clear owner, clear expectations, and a due date. It never sits off in a separate to-do app — it attaches to the record it belongs to and shows up on that record.
Statuses
Open a job to see everything outstanding on it. Open your own board to see everything on you.
Open a job, see what's left
Every loose end on that job is right there, instead of living in somebody’s head.
Never drop a relationship
The property manager follow-up and the sub’s handoff sit on the company, not in a text thread.
The homeowner gets called back
Callbacks and missing signatures stay attached to the person until somebody closes them.
Everyone starts the day knowing
One board per person: what’s theirs, what’s late, and how far along it already is.
One checkbox
My Tasks is where each person starts the day. Uncheck it and the same board becomes the operational picture — every task in the company, who owns it, how far along it is, and what’s past due.
Your crew’s day, already in order
Each person sees only their own work — past due first, then today. Nothing to sort through.
See the whole company at once
One board, every task. Filter by job, person, status, or due date to find where it’s stuck.
Progress you can actually see
How far along the work really is — a number you can act on, not a guess.
Inside a task
A one-line reminder isn’t an instruction. A task carries what you expect, who owns it, when it’s due, and how far along the work is — read on site, not relayed secondhand.
Progress updates
Progress updates turn a task into a live back-and-forth. The person doing the work posts where it stands and moves the percentage, and the people who need to know are notified — context stays with the work.
Watch it move
The percentage moves as the work happens, so you never have to ask for a status.
Pull in whoever can unblock it
@ mention the office, a lead, or the estimator and they’re notified on the spot.
No more “who told you that?”
Every update in order, with who said it and when.
See who’s actually delivering
Completion and past-due rates roll up by person, so the pattern is visible.
Tasks + Schedule
The task carries the work and the expectations; a schedule puts it on a day, with a person. One task can carry as many schedules as the work takes.
Interconnected
A task’s schedules stay linked to the job, the company, the contact, and the users involved. From a schedule block on the board, go straight to the task or straight to the job — no hunting, no re-searching.
On mobile
The mobile navigation bar — Home, Agenda, Tasks, Jobs, More — is reserved for what field crews use every day. Tasks sits right in it, with the full list one tap away.
The list is always in their pocket
The whole task list on the phone — theirs, the team’s, or by job.
On site, see what this job needs
Open the job on the phone and every task attached to it is right there.
Updates while it’s still fresh
Post progress and move the percentage from the site, not at 7pm from memory.
The office hears it as it happens
Text talk right on the task, so nobody has to remember to relay it.
Who it’s for
Everyone knows what they’ve got to do and by when. Expectations are clear, updates come back as the work moves, and the whole company is ready to adjust the moment the next emergency lands.
What they’ve got, and by when
Every person opens their own list and sees exactly what they own today, this week, and what’s already past due.
Expectations, not guesswork
The standard you expect rides along with the work, so nobody has to interpret a one-line reminder.
Ready for the next emergency
When the call comes in, you can see what’s done, what can wait, and what has to move.

Short answers on how Tasks works day to day — what it replaces, what your crews see, and how you know something got done.
Because a text isn't an assignment — it's a message someone has to remember. When the work lives in scattered texts, calls, and emails, people dig around for what they're supposed to be doing, and the only way to know if something happened is to ask. A task has an owner, a due date, and a written expectation, and it sits on the record it belongs to. You stop chasing and start seeing.
Most start with texts, calls, and a whiteboard, and that works right up until the day it doesn't. The alternative is assigning the work itself. Every job carries tasks with an owner, a due date, and a written expectation, attached to the job, company, or contact they belong to. Each person opens their own board and sees what's theirs today, what's this week, and what's already past due — and you open the same board to see the whole company at once.
The task is the what; the schedule is the when. A task carries the work and the expectations. A schedule puts it on a day, with a person. One task can carry as many schedules as the work takes — "monitor for three days" is one task and three visits. Something small like "cut drywall to two feet" is one task, scheduled once, done once, closed. All of a task's schedules list right on it, so you see the whole run of work in one place.
Yes. Tasks has its own tab in the mobile navigation bar, alongside Home, Agenda, Jobs and More, so it's one tap from anywhere in the app. A tech opens a task on site, posts an update, and moves the percent complete right there. The people who need to know are notified, and if you need the office, a lead, or the estimator, you @ mention them and they're pulled in. Open a job on mobile and every task attached to it is right there.
Every task carries a status — not started, in progress, deferred, completed — plus a percent complete, so progress is a number rather than somebody's word for it. Updates come back from the field as the work moves, with who posted and when, so there's a record instead of a memory. Past-due work sorts to the top of each person's board, and completion and past-due rates roll up by person, so a pattern shows up before it costs you a job.
Keeping it in one system is the whole point. A standalone to-do app is one more thing to remember to check, and the work ends up disconnected from the job it belongs to. Here a task attaches to the record — a job, a company, or a contact — and shows up on that record's Tasks tab, so opening a job shows everything outstanding on it. From the task you're one click from the job, the company, or the contact behind it.
Lever Software · Tasks
See what it looks like when every person in your property restoration company knows what they’re doing, what’s expected, and when it’s due.
The Lever360 Platform
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
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
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
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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