Every quote you send builds your customer list automatically. Over time that becomes a tidy record of who you’ve worked for, what you did, and what it was worth — your book of business, without the bookkeeping.
Add a customer
Add them as you quote
The easiest way is to add a customer’s name and contact right when you’re making their quote — they’re saved for next time automatically.
app.getlever.aiCustomersDRDave Reynolds3 jobs · $4,120RepeatSKSarah Klein1 job · $289NewKPKen PatelLast job 8 mo agoAt-riskOr add one directly
You can also add a customer from your customer list any time — handy for logging someone before you’ve quoted them.
See their history
Open any customer to see every quote and job you’ve done with them, and what they’ve paid. It’s the context that turns a one-off into a regular.
Lever flags customers as new, repeat, or at-risk so you can spot who’s worth a check-in call. Your best next job is often someone you’ve already worked for.
Common snags
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