Educational Classes
Learn with Levelset
Before these training sessions please make sure you’ve logged into your Levelset account because we’re going to hit the ground running. Each training class will focus on a different set of tools or settings in your Levelset account. Whether you’re new to Levelset or looking to level up your account use, we can’t wait to work with you!
We’re really looking forward to working together to empower you get what you earned!
Training & Onboarding Class Schedule:
Collections: Join our Collections Class to learn about the effectiveness of voluntary docs like Payment Demands, Invoice Reminders, and NOIs. Learn how to set up your Playbooks and Import Cadences so Levelset can work in the background for you!
- Tuesdays 10am CT | Every other week | Register >
Customization: Ready to take your templates and messaging to the next level? Join us to learn this and more, like how to create customized templates (and how to automate sending them)!
- Thursdays 3pm CT | Every other week | Register >
Texas Monthly Notices: Understanding the Texas Monthly Notice process can be a Texas sized challenge. Our team of Levelset experts will teach you everything you need to know about notices in Texas, and two-step you through the automations and optimization workflows needed to make notice day, your favorite day.
- Thursdays 10am CT| Every other week | Register >
Waivers: Levelset’s Waivers Webinar covers everything about setting up and adopting the Levelset waiver solution in your account; sending and requesting releases, how to customize, automate, and share your waivers, and how to keep the request moving down the payment chain and consolidated in your account.
- Fridays 1pm CT | Register >
Quickbooks: Our Quickbooks Integrations allow for a quick and easy way to bring your job, customer, and invoice information into Levelset. These webinars cover how to install the integration as a QB Desktop or Online user and how to configure the settings to properly sync data between the two platforms.
Quickbooks Online
- Mondays 1pm CT | Register >
Quickbooks Desktop
- Wednesdays 1pm CT | Register >
Procore: If you’re a Procore customer, sync your Procore account with Levelset. This webinar walks you through setting up the integration and explains how sharing your financial data across both systems streamlines exchanging waivers and speeds up time to payment.
- Thursdays 1pm CT | Register >
Levelset 101: Everything you need to get started with Levelset! Our team of payment experts will walk you through account setup, automations and more.
- Mondays 10am CT | Register >
- Wednesdays 3pm CT | Register >
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