Levelset

Payment help is here.

Key benefits

  • Manage all lien waivers, preliminary notices, legal notices, mechanics liens, and pay apps in one place by syncing your accounting data with the Levelset platform.
  • Speed up your Accounts Receivable & Accounts Payable processes by leveraging the Levelset platform to easily generate, electronically execute, and exchange payment and compliance documents.
  • Leverage the Levelset team and resources to improve your in-house lien process, eliminate the need to research project data, and grow your business confidently. Our team is here for you to set up best practices and avoid bad outcomes.

How it works with QuickBooks

Levelset integrates with your Quickbooks system to sync the necessary AR/AP data to keep your company protected from the risks of construction payment. The QB-Levelset integration eliminates data entry and allows your company to automate many of the time-draining tasks associated with document preparation, research, and fulfillment. Never again worry about pay apps, lien waivers, preliminary notices, legal notices, or mechanics liens. The QB-Levelset integration empowers your company with a process to enhance cash flow and be protected from bad financial outcomes.

Details

Levelset makes construction payment stress-free. Protect receivables and accelerate collections by leveraging lien rights through the Levelset platform. Remove the risk of double payment or the threat of mechanics liens on your projects by collecting lien waivers and having better back-office collaboration for your projects.

Information

DEVELOPER
zlien

LEGAL
Terms and Conditions
Privacy Policy

All plans are subscription model pricing with significant discounts for annual plans. Levelset also offers a free account and STARTER plan without integration capabilities. Contact zlien for additional details.


PLAN PRICE USERS DETAILS
ESSENTIAL $279 paid monthly ($3,348/yr); $2,259 paid annually Unlimited For contractors who want to start exchanging documents, tracking deadlines, want to utilize a QB integration for data entry, and need property research.
COMPLETE $589 paid monthly ($7,068/yr); $4,759 paid annually Unlimited For contractors who want the benefits of the ESSENTIAL plan and the ability to set up workflows to automate documents, data imports, or want unlimited liens.
Other tbd Unlimited There are plans for smaller and larger contractors depending on your needs. Contact us to see what best fits your company's needs.

You can reach us by phone or live chat during normal work hours. We also have in-app support, a community and training blog, and an online help center.

Contacts

866-720-5436
Online support:
https://www.levelset.com/contact-us/


FAQ

Is Levelset for GCs, Subs, or Distributors?
All of the above! If you need to make payments on a project, or if you need to get paid for your work, then Levelset is for you. Over 25,000 contractors and distributors are using the Levelset platform to make payments stress-free.
How exactly does Levelset help us with lien waivers?
The Levelset app helps you with lien waivers in 3 primary ways. First, though you can set up your own waiver templates, the app contains accurate and fair waiver templates drafted by construction attorneys. Second, you can prepare lien waivers FAST with your project data, and send those waivers with your signature or with a request for signature. And third, you can keep track of everything you send or receive through the Waivers Inbox.™
Can I really send an unlimited number of preliminary notices?
Yes. You can send as many preliminary notices through Levelset as you'd like - all for the same flat fee!
Is Levelset able to research the property owner and other project participants, and generate, print, and mail all of our documents the correct way?
Yes. You'll never need to fill-in, print, or mail a notice, waiver, or lien document again. The Levelset app calculates your deadlines, generates your documents, and delivers or files them as required by the state laws. Plus, Levelset's research team and technology obtains all of the data insight it needs to properly send notices and provide a more complete view of who is working on your projects.