The best next job is often someone you’ve already worked for. Every customer’s page keeps their whole story — what you did, what they paid, when you last spoke — so you walk into every call already knowing them.
Open a customer
Tap a name in your customer list
Their page shows every quote and job you’ve done together, with totals and dates — a clean timeline of the relationship.
app.getlever.aiDRRepeatDave Reynolds3 jobs · $1,560 lifetimeJob history- Water heater replacement· Jul 2026$1,240
- Faucet repair· Mar 2026$180
- Drain unclog· Nov 2025$140
Read the signals
Lever flags each customer as new, repeat, or at-risk based on your history with them. An at-risk regular is a great reason to pick up the phone before they drift to someone else.
Before you quote a repeat customer, glance at what they paid last time. It helps you price consistently and reminds you of anything worth mentioning.
Common snags
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