Getting started

Set up your account

Create your Lever account and get to your first quote in about five minutes.

About 3 minUpdated Jul 2026

Getting started takes about five minutes. You’ll create your account, add a few business details, and be ready to send your first quote. Here’s the whole path.

Create your account

  1. Start your free trial

    Head to the signup page and enter your email. You’ll get a 6-digit code to confirm it’s you — pop that in and you’re in.

    app.getlever.ai
    Email
    mike@reliableplumbing.co
    We sent a 6-digit code to your email.
    4821
  2. Add your card

    We ask for a card so your account rolls straight into a plan when your 7-day trial ends. You’re not charged today — cancel any time before the trial ends and you won’t pay a cent.

  3. Set your password

    Choose a password so you can sign back in any time. That’s the account done.

Finish your profile

Before your quotes look their best, add your business name, logo, and payment terms. It takes two minutes and it’s what makes a quote look like it came from a real business. Walk through it in Add your logo, business info & payment terms.

Send your first quote

The fastest way to learn Lever is to make a real quote. Grab a job you’re working on and follow Send your first quote — you’ll have it out the door in under a minute.

Common snags

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Email support@getlever.ai