“When we see payments come in faster, it’s because with Levelset we’re no longer failing to submit our waivers. It’s a really simple process.”
Louie Trujillo, Director of Project Controls at CSI Electrical
Waivers that work
Collaborate in one place to get a signature
Involve every tier for full transparency
See where everything stands
Consolidate waivers in a centralized place
See all requested or incoming waivers in a unique waiver inbox, and use filters to easily search for past waivers and organize your files.
Send waivers in one click
Connect to accounts receivable data on jobs in Levelset to send waivers fast, and get paid even faster.
Create waivers quickly
Use a standardized Levelset template, create your own template, or simply drag and drop the info you need onto a PDF.
Connect waivers to cash
Sync the waiver process with the payment process. As you exchange documents, make payments or accept payments through Levelset Pay or your other accounting software.
- Automate necessary waiver actions
- Enable ACH payments
- Integrate with your other platforms
Streamline your waiver requests
Use a branded waiver portal
Your customers can access a list of their jobs from a unique link with your company branding, and request waivers fast.
Simplify the customer experience
Through the portal, customers can download past waivers or request new ones quickly and securely.
Centralized e-signature
Waiver requests are routed to your waiver inbox from the portal for an online signature and receipt tracking.
Standardize your waiver forms
Make your business look more professional and ensure you’re using the correct forms based on state regulations where required.
- Lawyer-approved templates for every state
- Use your own forms or our templates
- Predetermined filters based on job factors
Make informed decisions
Real-time data insights
Receive notifications about payment actions occuring on jobs and gain insights about liens filed and other financial issues.
Expert education and training
Access free, online courses on lien waiver fundamentals, mechanics lien basics, and credit management to help you and your team succeed.
Discover how contractors have improved their payment paperwork process
