Getting started

Send your first quote

Describe a job in plain English and send a professional quote in under a minute. This is the whole loop, start to finish.

About 4 minUpdated Jul 2026

This is the heart of Lever: describe a job the way you’d say it out loud, and get back a real quote with line items and pricing you can send in seconds. Let’s make your first one.

Describe the job

  1. Start a new quote

    Tap the New quote button. You’ll get a simple box to describe the work.

    app.getlever.ai
    Quotes New quote
    Sarah K. · faucet swap$289Sent
    Dave R. · water heater$1,240Accepted
  2. Say what the job is

    Type it like you’d tell a mate — the trade, the rough scope, anything that affects price. For example:

    “Replace a 40-gallon water heater, haul the old one away, half-day job.”

    The more detail you give, the sharper the first draft. You’ll get a quote with line items and pricing back in a few seconds.

    app.getlever.ai
    Describe the job
    Replace a 40-gallon water heater, haul the old one away, half-day job.
    Create quote
    Plain English in — a structured quote out.

Review and adjust

The draft is a starting point, not the final word — it’s your quote. Tweak any line item, change a price, add or remove work. Everything’s editable. Full detail in Turn a job description into a quote.

Add the customer’s name and contact while you’re here — it keeps your work organised and lets you send straight to them in the next step.

Send it

  1. Hit send

    When it looks right, tap Send. Choose to send by text or email, and Lever delivers a clean, tappable quote link to your customer.

    app.getlever.ai
    Water heater replacement
    • 40-gal water heater (supply)$620
    • Labor — 4 hrs$360
    • Haul away old unit$60
    • Permit$200
    Total$1,240
    💡 Similar jobs in your area won at $1,150–$1,320. You’re in the sweet spot.
  2. Watch it land

    You’ll see the quote move to Sent, and later to Viewed once they open it. See What your customer sees on a quote for their side of it.

Common snags

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