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Lever360 Software · Guided Tour

See Lever360 the way your team would actually use it.

A 30 to 60-minute guided walk-through of the platform — from first notice of loss through final invoice. We tailor each tour to your roles, your job mix, and the integrations you live in today.

01
Walk the job file
Scope, schedule, costs, comms and crews against one record.
02
Step into the field
Watch a tech clock in, log a dry-out and push photos to the office.
03
Close out the loop
Estimate, invoice, collect — with live job-level margin.
30 - 60 min
Live walk-through
30 - 60 min
Tailored to your roles
No pressure
Live walk-through
Pick a time that works
Lever360 Software · 30-60 minute live demo
Live availability
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What you'll see on the tour

Five stops. One job, end to end.

We don’t do feature demos. We follow a real water-loss job from the call to the closeout — through every role on your team — so you see exactly where Lever360 fits.

Stop 01
Center of gravity

The Job File

Every loss lives on one record — scope, schedule, photos, comms and costs side-by-side. We’ll show how a single job moves from first notice through paid invoice on both web and mobile.

Customer + job details on one screen
Rooms, photos, tasks pinned to the file
Same record visible to office and field
IN PROGRESSJob #25-1097-WTRPat Murray412 Maple St · Denver, COClock inMore ▾GeneralTasksPicturesBillingCommsCUSTOMERPat Murray(303) 555-0184 · pat@…INSURANCEState Farm · Claim 8421Adjuster: J. OlsenRooms3 affectedKitchenAFFECTED10×10×8Living RoomAFFECTED14×12×8UtilityUNAFFECTED8×6×8JOB 25-1097-WTRPat Murray412 Maple StREVENUE$18,420MARGIN61%Clock In+ NoteRoomsTasksPhotosKitchenAFFECTEDLivingAFFECTEDUtilityUNAFF.
ScheduleWeek of Mar 18 · Drag to assignBy crew ▾MonTueWedThuFriCrew APack-outRebuild startCrew BMit Day 2Site visitCrew CDry day 3TasksJob 25-1097-WTR3 / 6Day 1 dry log readingsDay 2 dry log readingsTODAYCustomer signature — COSTODAYSchedule rebuild walkthroughAuto fromWater Mittemplate
Stop 02
Plan the day, work the list

Schedule & Tasks

See the calendar and the task list working together. Schedule a job, auto-create the tasks that come with it, and watch them flow to the right person’s phone before they leave the shop.

Drag-and-drop calendar across crews and resources
Templated task lists per loss type — nothing missed
Each tech sees only their own tasks for the day
Stop 03
Phone & tablet

Field Apps

Drop into the mobile app from a tech’s perspective. Clock-in, photo docs, dry logs and moisture points, signatures — all syncing back to the same job file.

iOS + Android apps for techs and supers
Atmospheric + moisture-point dry logs
Photos, signatures, scope tied to room
Field activity · TodayClocked in · 412 Maple St.Marcus T.07:42Moisture point #1 · 65 MRMarcus T.09:14Photos: 14 · Living roomSasha P.10:02COS signed by homeownerMarcus T.11:38Equipment moved → Maple St.Devon L.12:10LIVING ROOMDay 3 dry logATMOSPHERE78°FTemp32%RH55gppGPPMOISTURE POINTS165 MRWET252 MRWET322 MRDRY418 MRDRY+ Add reading
PMPat MurrayJob #25-1097-WTR · Maple St.You · 10:42Hi Pat — crew’s on the way, ETA 11:30.Can we confirm gate code?Pat (homeowner) · 10:44Yes — 4421#. The basement door is unlocked.Day 3 dry log uploaded · 3 readings logged · 13:18Adjuster · 15:09Estimate looks good. Approving now.Reply via SMSTemplates
Stop 04
Unified inbox

Communications

Every loss lives on one record — scope, schedule, photos, comms and costs side-by-side. We’ll show how a single job moves from first notice through paid invoice on both web and mobile.

Two-way SMS and voice on each job
Templates + automated nudges
Email + SMS to homeowner and adjuster
Stop 05
Estimate → cash

Billing & Profitability

Estimate, invoice, reconcile — with margin tracked at the line-item level. Generate the estimate PDF and email it from the field, or send the job to QuickBooks in one click.

Revenue, Invoiced, Remaining — always live
Sale, Labor, Material → Gross Profit %
One-click QuickBooks sync; PDF estimate from mobile
Job 25-1097-WTRPat Murray · Water mit + rebuildMargin 64%Revenue$18,420Invoiced$12,200Collected$8,450Remaining$6,220Profitability breakdownSale amount$18,420Labor cost− $4,380Material cost− $1,120Gross profit$11,240Send to QuickBooksGenerate PDFESTIMATE · PDF25-1097-WTRESTIMATEBridgeport RestorationL360Pat Murray412 Maple St · Denver, COLine itemsWater extraction$1,420Equipment · 4 days$2,160Antimicrobial treatment$640Drywall demo + dispose$880Total$5,100Email to customer
If a demo isn't where you're at

Two other ways to start.

Some teams want to talk first. Others already know — and want to get on the system this quarter. Either path works.

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Have a quick question, want pricing context, or need to loop in IT or ops first? Send a note — a real person responds within one business day.

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Skip the demo. Start onboarding now and have your crew running on Lever360 Software!

Step 1
Kickoff & data import
We migrate jobs, contacts, equipment from your current system.
Step 2
Workspace configured
Roles, branches, billing rules and integrations live.
Step 3
Team training
Role-based sessions for office, production and field.
Step 4
Go live
First jobs running on Lever360 with white-glove support.