Case Study: R&L Plumbing
How a Plumbing Company Used NOIs to Recover Lost Funds
R&L Plumbing has served property managers and commercial clients of the San Francisco area for over 20 years. Since partnering with Levelset in 2019, the company has successfully collected debts they'd previously written off and added greater protection to their finances.
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The History
When the pandemic hit in 2020, Senior Account Executive Saul Zelaya knew that he needed to find a way to ensure R&L’s continued success. He decided that collecting what the company had previously deemed as “lost funds” would be the best way to do so, but wasn’t sure where to begin. Luckily, he’d already been working with Levelset to better manage the preliminary notice process due to the growth R&L had experienced before the pandemic. Saul made a call to figure out how exactly Levelset could help, and hasn’t looked back since.
The Changes
With Levelset’s help, Saul has been able to reduce R&L’s financial risk, incite faster payments, and leave job detail research up to Levelset’s expert research team– all while simplifying the overall process. Most notably, though, is the fact that he was also able to recover almost $200,000 in debts owed to the company using NOI’s (Notice of Intent). He believes Levelset is an essential tool, as it’s been able to make sending NOI’s a breeze and has ensured that the company is taken seriously, protected, and is making the most of their time.
With Levelset, I was able to go back about two years and recover nearly $200,000. At that time, the company only had around 25 employees, so that was big money for a small company.”
Saul Zelaya, Senior Account Executive at R&L Plumbing
The Results
210
Projects Managed in 3 Years
198
Documents Sent in 3 Years
446
Job Details Confirmed in 3 Years
The Solutions
Lien Rights Management
Our cloud-based, lien rights management platform allows you to seamlessly protect lien rights, track deadlines, file paperwork, and ultimately ensure payment on every job.
- Send your notices and lien waivers in bulk
- Receive alerts about upcoming paperwork deadlines
- Track all documents in a centralized, online location
Scout Research
Ensure your documents are sent to the right people, confirm your documents have accurate job information, and skip the hassle of tracking down job details.
- Access the most comprehensive job database in construction
- Get instant updates about who is on your jobs
- Partner with an expert research team to verify property information
If you're being ignored, Levelset has the resources to get you to the right person, and get you paid."
Saul Zelaya, Senior Account Executive at R&L Plumbing
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