Getting Started

Welcome to our community of thousands of contractors and suppliers making construction payment fast, easy, and friendly.

Here at Levelset, we aim to make complex things simple. Our educational resources will help you to understand the ins and outs of your Levelset account, so that you can stay on top of your projects. Throughout this page, you will find all the information needed to manage your  Levelset account, whether you are a long time user looking for a refresher, or a new user utilizing your company’s Levelset account for the first time.

Sign into your Levelset account to get started

Levelset Account Overview

View the video below for a quick overview on managing your Levelset account. In this overview, you will learn how to log into your account to add jobs, track deadlines, order documents, and resolve research alerts.

Learn More

For a more in-depth view of all features and best practices, consider attending our Levelset 101 webinar hosted by our team of implementation experts. These recurring educational webinars provide a deep dive into your account, which teaches best practices to ensure jobs run smoothly.

Resources

• Levelset 101 Training Guide
• State by State Resources

Setting Up Your Levelset Account

Setting up your Levelset account, and configuring your preferences to work for you, is an essential step in making the most out of your account. For a more in-depth view of configuring your account settings and preferences, view the resources below.

Resources

• • Levelset Account Configuration & Preferences Guide

Inputting Job data

There’s lots of ways you can get jobs into your account. You can add it manually every time you accept a job or set up an integration, import, or other methods to get it in faster! Here we’ll talk about how to add one manually, but please reach out to our support team if you have any questions about other methods!

Direct Entry

Video Resources

Step-by-step Instructions

• How to Add a Job into Your Levelset Account

Do-it-Yourself Imports

You can easily upload your spreadsheets into Levelset on your own! Doing this, along with managing your preferences on how we work with your data, can help save you time and ensure accuracy for your document sending process. Log on to your account, click the settings wheel in the top-right and select “Data Importing” in the drop-down. Follow the on-page instructions on that page to import your jobs super fast and simply!

AR, AP, and Project Imports

Don’t have enough time to enter all your jobs yourself?  Add a custom spreadsheet import to your plan, pull reports, and send them to us whenever is convenient, and we’ll handle the rest! Use these sample spreadsheets as a guide:

• Sample project sheet
• Levelset Sample AR Import Template
• Sample AP import

Integrations

We also have integrations with common tools like Quickbooks Online, Quickbooks Desktop, Procore, and Redteam. If you’d like to learn more about how to get those integrations set up, please visit the integrations tab.

Managing Projects through Levelset

Track Your Deadlines

Adding important dates to your jobs is imperative for tracking your deadlines!

Keeping track of what is legally required of you on a construction project is a real headache because it changes depending on the state, project type, and who you were hired by. Then, keeping track of when the different documents are due is another added layer of confusion! Luckily, you have Levelset to do all that for you so that you can be sure your jobs are protected and your payments are prompt.

Let Levelset walk you through each step of a job with Project Milestones. Find out what is required of you based on the job details and state you’re working in while also seeing optional documents that are helpful in prompting and speeding up payment.

Adding and updating dates to your jobs is very important! It helps us calculate your deadlines so you’re sending the right document at the right time. Sign in now to add dates to a job in Levelset so you can stay on top of your deadlines.

Step-by-step Instructions

• Send the Right Document at the Right Time with Project Milestones

Send a Document

Once you have your dates and know your deadlines, sending a document is easy!

Sign in now to send a document and secure your lien rights.

Add Your Invoices

Adding your invoices into Levelset is crucial for ensuring your documents go out at the right time for the right amount (especially if you do work in Texas). Here’s how you can easily keep track of your AR and AP:

Sign in now to add invoices to a job you can get suggestions on documents that can speed up payment!

Set Up Your Queue

If you’ve setup Document Rules in Levelset, you’re on the path towards simplifying and automating your document ordering process. Your documents now pull into one area of your account – the Queue – where you can approve, snooze, or cancel them as needed.

Queue FAQs & Resources

Step-by-step Instructions

• How to Use the Queue to Send Documents