LEVER SOFTWARE

Communications

All job communication. One connected place.

Calls, texts, emails, recordings, and internal notes stay attached to the job, so your team always has the full story.

Give every team member the context they need to respond faster, reduce missed messages, and keep customers informed from the first call to the final invoice.

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THE PROBLEM

Stop chasing conversations across phones, inboxes, and notes.

Restoration jobs move quickly. Customers call, adjusters email, referral partners text, and field teams need answers fast. When those conversations are scattered, details get missed and customers wait longer.

Calls get lost

Important call details often stay in personal phone logs or someone’s memory.

Texts stay trapped

Customer text conversations can live on one employee’s device — hard for the rest of the team to help.

Emails get buried

Approvals, updates, and document requests can get stuck inside individual inboxes.

Teams lose context

Office, field, sales, production, and management waste time asking what happened.

THE SOLUTION

Bring every conversation back to the job.

Lever 360 organizes communication around the records your team already works from: jobs, contacts, companies, and referral sources. Every call, text, email, recording, and internal note can become part of one connected communication history.

When communication lives with the job, anyone on your team can understand what happened, who was involved, and what needs to happen next.

JOB TIMELINE

See the full story at a glance.

The job communication timeline gives your team one place to review customer-facing and internal activity without switching between systems.

Faster handoffs

Another team member can pick up the conversation without starting over.

Clearer accountability

Calls, texts, emails, and notes create a reliable activity history.

Less system switching

The team can work from the job instead of hunting across tools.

PHONE CALLING

Calls that stay connected to the job.

Make and receive calls from web or mobile while keeping call history connected to the right job, contact, company, or referral source.

Web & mobile calling

Call customers from the office or from the field.

Call recording

Review important conversations and confirm details.

Forwarding numbers

Route calls through forwarding numbers, tied to Lever 360.

Automatic call logs

Activity connects to jobs, companies, contacts, and referrals.

TWO-WAY SMS

Team-based texting without losing context.

Customers often respond fastest by text. Lever 360 makes SMS visible to the team, so conversations do not stay locked on one person’s phone.

Two-way SMS

Send and receive customer text messages from Lever 360.

Shared team visibility

Authorized users see the thread and continue the conversation.

Web & mobile access

Respond from the office, in the field, or on the go.

Job-based history

Text conversations stay with the job, contact, and company.

EMAIL & TEMPLATES

Job emails without inbox hunting.

Connect Outlook or Gmail so job-related emails and replies track back to Lever 360. Send consistent updates, pull responses into the job file, and quickly select related contacts.

Outlook & Gmail integration

Work with the inbox tools your team already uses.

Replies pulled back

Customer responses return to the job communication history.

Email templates

Standardize updates, requests, approvals, and follow-ups.

Quick To / Cc selection

Pull in contacts connected to the job for faster sending.

Starter templates

Send Invoice

Send Estimate

Document Sign

Feedback Request

Payment Reminder

Send Job Info

INTERNAL COMMUNICATION

Keep team conversations attached to the work.

Not every message needs to go to the customer. Lever 360 lets users leave internal notes and mention team members directly on the job.

Team mentions

Tag the right teammate when their attention is needed.

Internal notes

Job-specific team discussions — never sent to customer.

User notifications

Notify users when mentioned or action is needed.

Cross-team visibility

Keep office, field, sales, and production aligned.

NOTIFICATIONS

Know when communication needs attention.

Lever 360 helps notify users when important communication activity happens — new text replies, email responses, missed calls, team mentions, and follow-ups.

New SMS received

A customer has replied to a job-related text thread.

Missed call

A job-related call needs follow-up from your team.

Team mention

A teammate tagged you in an internal note on a job.

Follow-up needed - task assigned

A communication item requires your attention today.

CONNECTED RECORDS

Communication follows the relationship.

Calls, texts, emails, and notes can be associated with the records that matter most — so your team understands the full relationship, not just isolated messages.

Jobs

View the full communication history for active work.

Contacts

Understand customer and stakeholder conversations over time.

Companies

Track property managers, commercial accounts, and partners.

Referral sources

Connect conversations to referral contacts and numbers.

BUSINESS IMPACT

Less searching. Faster responses. Better customer experience.

Respond faster

Team members can reply with the full context already on-screen.

Reduce missed messages

Calls, texts, and emails are captured in one place.

Improve accountability

Communication history creates a clear activity record.

Keep teams aligned

Everyone can see what has already happened — office, field, and management.

Save time

Reduce inbox digging, phone tag, and repeated explanations.

Look more professional

Customers get informed responses from an organized team.

HOW IT WORKS

How it looks on a real job.

Every step builds one clear job history — nothing scattered across people or systems.

Customer calls

A customer calls and the call is connected to the customer or job.

Call is recorded

The conversation is logged with playback for authorized users.

Customer texts back

The SMS appears in the job communication timeline.

Team replies

Another team member responds with full context.

Email update sent

A template is used to send a professional job update.

Customer responds

The reply is pulled back into the job file.

Team member tagged

An internal mention notifies the right person to act.

History stays with the job

The full history remains through the job lifecycle.

LEVER SOFTWARE · COMMUNICATIONS

Give your team one place to manage every job conversation.

Lever 360 Communications helps restoration teams bring calls, texts, emails, internal notes, recordings, and notifications into one connected job communication hub.

Schedule a tour Explore Lever 360 Features →

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

All job communication. One connected place.

Stop chasing conversations across phones, inboxes, and notes.

Calls get lost

Texts stay trapped

Emails get buried

Teams lose context

Bring every conversation back to the job.

See the full story at a glance.

Calls that stay connected to the job.

Team-based texting without losing context.

Job emails without inbox hunting.

Keep team conversations attached to the work.

Know when communication needs attention.

Communication follows the relationship.

Jobs

Contacts

Companies

Referral sources

Less searching. Faster responses. Better customer experience.

Respond faster

Reduce missed messages

Improve accountability

Keep teams aligned

Save time

Look more professional

How it looks on a real job.

Give your team one place to manage every job conversation.

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.

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