Product Releases
Risk Reports are Now Available Within the Levelset Platform
November 13, 2022
Beginning November 13, 2022, you can access Risk Reports directly within the Levelset Platform. Job Radar will now be accessible through the Risk Management menu.
These reports provide in-depth summaries of a company’s stability and willingness to pay. This helps contractors and suppliers assess risk, avoid payment issues, and determine who to work with.
Once logged into the platform, navigate to the left menu and click Risk Management. Then, click Risk Reports to access information about the contractor you want to learn more about.
Risk Reports will include:
- Risk Score: An overall assessment of payment risk
- Job Growth: Total job volume and growth rate
- Payment Speed: Active jobs, a comparison of healthy vs. distressed ratios, and the average days to pay based on invoices and payment documents
- Dispute Index: A measure of distressed projects based on the frequency of payment disputes
- Network and Social: A proprietary understanding of construction relationships and their dependencies across various jobs
Risk Reports will be refreshed with new data on the first of every month. Each view of the report counts as one purchase.
To unlock and learn more about Risk Reports, please reach out to your sales representative.
You’re now able to filter for different insights in the Job Radar feed
September 19, 2022
Having trouble filtering for specific job insights? With the new filtering feature, you can now control what type of information they see in their feed; saving time, enabling easier decision processes, and optimizing daily tasks.
Payment Alerts will be grouped in the following categories:
- Liens and notices of intent
- Payment delays
- Preliminary notices
- Successful payments: This includes lien cancellations and other successful payments
- Notices of completion
On September 25, Contractor Risk will be grouped in the following categories:
- Bankruptcies
- License issues
- Tax liens
- Payment Reviews
- Other: [License] Bond Cancellations, Claims Against [License] Bonds, Worker Comp Account Closed, Reseller Permit Expiration, Corporate Status Inactive
Once you filter the feed, the filtering will be stored so that every time you check the feed, you’ll see the last filter’s contents. There is an option to “Show all” to remove the filter and show all alerts.
Your Custom Spreadsheet Import Process Just Got a Makeover!
August 31, 2022
Thanks to your feedback, we’ve added a tab to the data import page that will allow you to easily access your upload history.
Transparency into the upload process will allow you to understand how imports have impacted your account.
With this update, you will see a list of your imports from the past 30 days. In those imports, you’ll have the option to view both the original file provided and the actual file, as well as:
- Import date
- Upload type
- Link to the uploaded file
- Number of items provided
- Number of items created
- Number of items updated
- Number of jobs archived
- Jobs with missing or incomplete information
How Does it Work?
After uploading a file, you will receive an in-app notification and a confirmation email linking directly to the file’s upload history.
The confirmation email will include a summary of the upload, including information about which jobs have incomplete information and are impacting your document requirements.
You can click directly on the link to swiftly correct the information in the application.
Levelset welcomes your feedback. If you have any questions or comments, please contact your account manager.
Tracking waivers just got faster and easier!
August 11, 2022
Simplify the monitoring and fulfillment of waivers with new waiver tracking in Levelset!
Now you can track the status of all waivers in a single place and quickly take necessary actions, leading to faster payment.
We have added a “Waivers” tab on jobs so you can track all waivers associated with a job in one place and:
- Get a birds-eye view of all waivers you send and vendor waivers you need to collect.
- Easily identify incomplete waivers and review completed waivers.
- Customize your view with filters by company or through dates.
- Save time by taking bulk action to request, send, or mark waivers complete.
How Does it Work?
Open a Job and click on the “Waivers” tab. Toggle to view “My Waivers” or “Vendor Waivers” and filter to customize your view. If your role on the project is as a supplier, you will only see “My Waivers.”
Track Your Waivers
- From the “Waivers” tab on a job, select “My Waivers” on the toggle.
- Levelset will automatically track and group waivers as “sent” or “not sent” according to the through date.
- Use the progress bar to monitor the status of all progress conditional and progress unconditional waivers for this job based on your filters.
- Select all waivers which you want to take the same action. Then select “Send,” “Mark Completed,” or “Export” for all of the selected waivers.
Track Vendor Waivers
- From the “Waivers” tab on a job, select “Vendor Waivers” on the toggle.
- Levelset will automatically track waivers as “completed” or “incomplete” or as “requested” or “not requested” according to the through date.
- Select all waivers which you want to take the same action. Then select “Send,” “Mark Completed,” or “Export” for all of the selected waivers.
If you have questions or want to learn more about the new and improved Waiver features, contact your account manager or reach us at levelset.com/lien-waiver-management.
Want to customize waivers? Quickly create custom waiver templates from a PDF.
July 11, 2022
Now Waiver Management users can upload PDFs to easily create custom waiver templates. That means you get to spend less time creating waivers and more time handling other important tasks.
How to Create a PDF Waiver Template:
- From the left navigation, go to All Items > Templates.
- Click New Template in the upper right corner, and select Lien Waiver.
- Enter a template name and select the type of Lien Waiver (for example, Final Conditional). Click Upload your own, then click Browse files to select and add the PDF.
- Complete “Which jobs should use this template?” > Start editing
5. Drag and drop variables onto the PDF and save the template.
Once you’ve created a custom waiver template, you can assign your preferred templates to a job or company so that the correct template is always used.
How to Assign a Preferred Waiver Template to a Company
- Search for a company or click on a company name within Levelset.
- Go to Details.
- In the Waiver Templates section, set the preferred templates for the customer company.
How to Assign a Preferred Waiver Template to a Job
- Go to a job Summary page.
- Scroll down to find the Waiver Templates section on the right side.
- Set the preferred templates for the job. The preferred templates set for the job take priority over the preferred templates set for the company.
If you have questions or want to learn more, reach out to your account manager or visit levelset.com/lien-waiver-management.
You Can Now Request Risk Reports within Job Radar
May 25, 2022
Managing and assessing project risk before and throughout a job just got even better. Job Radar has always allowed users (free and paid accounts) to search for jobs or companies for real-time payment alerts. Now, when you search for a company, you can follow them to receive those alerts and request a Risk Report.
Using both Risk Reports and Job Radar alerts will enable you to be in the know about payment activity on your job, as well as full visibility into the financial status of the contractors attached to your jobs.
After requesting your risk report through Job Radar, your Account Manager will contact you. If you’re interested in learning more about what Risk Reports are and how they can help keep your company safe, please visit here.
Want to know more about this new feature? Contact our customer support team with questions.
It’s Easier to Find and Load Your Job Radar Notifications
May 16, 2022
The payment alerts, contractor risk, and suggested contacts notifications you receive from Job Radar will now each have its own page. That means every user (free and paid accounts) will be able to see up to 15 alerts simultaneously.
Additionally, the bottom of each page will have a “load more” link so users with more than 15 alerts can easily view all of them in one place.
Need help? Contact our customer support team with questions.
Request Risk Reports Directly within Job Radar
May 9, 2022
Are you a Job Radar and Risk Report user? If so, we have great news for you.
We’ve simplified your risk management process even further.
You can now request Risk Reports directly within Job Radar.
Yep, that’s right! Managing and assessing project risk before and throughout a job just became simpler.
Requests won’t be available for direct download but instead will be sent to our expert team and handled swiftly.
If you’re interested in learning more about what Risk Reports are and how they can help keep your company safe, please visit levelset.com/contractor-pay-history.
Payment Problem Monitor Update: View the 5 Most Recent Payment Issues on a Job
April 19, 2022
Payment Problem Monitor is getting an update!
Instead of seeing “they are having payment problems” on your monitor, you’ll now see the details of the 5 most recent payment issues on a job .
These detailed insights will include:
✔️ Any liens
✔️ Notices of Intent to Lien
✔️ Payment delays
✔️ Notices of Completion filed
If you’re still enjoying a free account but want to upgrade and experience the benefits of Job Radar Premium, reach out to your Account Manager.
Need help? Contact our customer support team with questions.
Job Radar Users in Washington State Now Have Access to 5 Additional Alerts
April 4, 2022
We’re excited to announce that Job Radar users in Washington state with now have access to 5 additional alert features 🥳
New alerts include:
1. A bond has been cancelled
2. When a Lawsuit has been filed against a bond
3. A Workers comp account has closed
4. Once a reseller’s permit has expired
5. When a status becomes inactive
This means that Job radar users will have even more insights regarding the 10,000+ (and growing) contractors monitored by Levelset in Washington state.
This will be automatically included for users with Premium accounts, but fret not–
If you don’t have a Premium account just yet, you’ll still get one free insight as a special sneak peak into all that Job Radar Premium has to offer.
Need help? Contact our customer support team with questions.
Setting the send deadlines for documents in your Queue just got easier
March 15, 2022
We know it can be difficult to set up documents for an automatic send when you have to calculate backwards from a deadline – in fact, no one wants to do that. That’s why we’ve updated your settings in the Queue so that you can simply set a desired send date.
Here’s what you need to know:
- For your existing document rules, the timing for send dates will be automatically updated based on your current settings.
- This will speed up the process and ensure that documents added to your Queue close to a deadline are adequately reviewed and sent on time.
- Because documents are added to the Queue earlier and not when scheduled, you’ll also now have more visibility into everything that needs to be sent on a job and when.
This should allow you and your teams to have more control over when your documents are sent and help you to more easily set document rules without the help of your Levelset team. This will also provide visibility about what documents will be sent on your jobs and when, by having them in your Queue earlier.
Need help? Contact our customer support team with questions.
Request and send waivers without leaving Procore
February 1, 2022
You can now request and send waivers without leaving Procore via a new embedded application!
From the new embedded application you can:
- Send and request waivers and notices based on commitments and invoices
- View and manage your requested and sent lien waivers and notices
- Easily exchange waivers and notices on every job
And if it didn’t get any easier, any received notices and waivers will still be sent to your Procore Documents.
Visit our integrations page to learn more or contact customer support with questions.
What’s new in January 2022
Introducing Segments and Playbooks
New year, new queue: A faster and more efficient way to group and automate your documents.
What’s new in October 2021
Navigation Menu
The updated navigation menu makes it even easier for you to access the tools you use the most.
What’s new in September 2021
Waivers and Navigation
We’ve revamped our waiver tool so you can sign any waiver with Levelset and speed up your waiver process with document rules. We’ve also made an update to our navigation to make it even easier for you to find the tools you need to get paid faster!
What’s new in June 2021
Job Tree Insights
When you’re entering a new job, you’ll now see insights about project type and contacts in real time, so you can fill in your job details with confidence.
Queues and Scout Research Updates
The updated queues and research alert pages bring a whole new level of clarity around actions and next steps for your projects and documents.
Documents From Others List
Your Documents page now makes it easier than ever to organize and view the documents you’ve sent. With one glance, see what’s been recently returned and what’s still waiting on a signature so you can follow up check things off your list.
What’s new in May 2021
“Documents I’ve Sent” List
Your Documents page now makes it easier than ever to organize and view the documents you’ve sent. Add unlimited columns to your view, bulk download files, and keep your actions front and center.
Pay Now Tool
You can now receive payment on projects through your Levelset Account. All you need to do is connect your bank account in-app and you can start getting paid instantly.
Improvements to Jobs List
Your Jobs List has some exciting new improvements, making it easier than ever to organize & view all your jobs. You can now have unlimited columns to your view, bulk select & archive jobs, and have an improved view of your actions front and center.
What’s new in April 2021
Simplified Document Experience
Our most recent improvements to your account interface highlight the most important aspects of the the documents you exchange with Levelset, making it easier to stay on top of your jobs and their payment status.
What’s new in March 2021
Scout Research Alert Improvements
It has never been easier to stay on top of your document’s research. This update to the Scout interface simplifies interacting with approaching deadlines and pending document notifications.
What’s new in February 2021
Navigation & Notifications Improvements
With this release, we’ve simplified and updated the design of your home page to make navigating which jobs, notifications and deadlines need your attention easier and more intuitive.
Create Document Flow
It has never been easier to find and select the notice option you’re looking for. With this update, we’ve streamlined how you send your notices in app with a document search bar!
What’s new in January 2021
Insights Feed
A one-stop hub for insights into who’s working on your jobs, projects’ financial health, and suggestions for jobs you might not be tracking proactively.
What’s new in December 2020
Create & Save Filters to Find Exactly What You Need
Scout Research Preferences by Region
Introducing Contact Hints and Updates to Creating Documents
What’s new in October 2020
Get Alerted When Others are Having Payment Issues – Even if You Haven’t Added the Job to Your Account
Scout Research Preferences by Region
What’s new in September 2020
Assign User Roles and Email Preferences
Make anyone at your company a payment hero! With admin controls, your company’s users will have even more flexibility and control of your Levelset account and job settings.
What’s new in August 2020
Contractor Insights
With Levelset’s contractor profiles, you can now assess payment risk with hiring parties and contractors more effectively than ever before. These profiles provide payment history, user reviews and much more to help provide you with payment transparency.
Early Project Research
Request research early to help make informed notice sending decisions. Early Project Research gives you the option to request project information for jobs you’d like to know more about before you send any notices or documents within your account.
What’s New in July 2020
Scout Research Logs
Now you can see to what lengths the Scout Research Team went to find your missing job information. See which databases we checked, who was called and emailed, and what other efforts we made to track down information – all wrapped into a convenient reference point to help you resolve document notifications. It’s never been easier to see where your research comes from!
Updates to your Scout alerts
Easier payment conversations with your customers
Now when you send documents like Notices of Intent, Liens, and Pay Apps, your customers will be prompted to “Pay Now” and start a conversation with you so you can get paid faster.
Introducing new Scout Research highlights!
It’s now easier than ever to see what needs your attention. You can now see Scout highlights about how soon we need a reply from you so you know how time-sensitive each alert is. If you’re working on a specific project’s page, check out the “Actions to Take Right Now” bulletin. We’ve added flags in this section to highlight pending alerts that need your attention. “Confirm Details” here will take you straight into the new Scout Research Slider. Log in to your Levelset account to see what jobs need your attention.
Stay one step ahead on payments with the Lien Monitor tool
Stay one step ahead on your payment with the new Lien Monitor Tool. Now you can find out if a lien or Notice of Intent to Lien has been filed by other contractors and suppliers at the job you’re also on. That way you can be the first to know if payment issues are possible so you can take every step to protect your payment. Log in to your Levelset account to see which of your jobs might be facing payment issues.
Log in to see what else is new!
What’s New in June 2020
New deadline alerts
Never miss a deadline again so you’re always protected. We can let you know via email when you have a deadline approaching so you don’t miss a thing. Opt in to receiving these updates on a project-by-project basis by checking the “Email Notifications” box on the job summary page, or log into your account, go to Companies and Users > Email Notifications > and select your preferences!
FAQs
- Alerts are sent 10 days before your deadline so you have enough time to collect what you need and take next steps.
- You’ll only get alerted on jobs that you add to your account manually (without an integration or spreadsheet import)
- If you’d like to get alerts on all of your jobs, follow the email preference steps above
- If you only want to keep up with certain jobs, you can opt-in on a case-by-case bases like this:
“Protected” & “Not Protected” statuses on jobs
Each one of your jobs now comes with a “protected” or “not protected” status so you know which are most at risk of nonpayment. You can also export a list of jobs considered unprotected (see video below). Log in to see which of your jobs are at risk!
FAQs
- These statuses are primarily based on the dates you enter into your account, the deadlines generated from those dates, and the documents sent from your Levelset account. If you sent a required document outside of Levelset, it might say your payment isn’t protected when it actually is.
Scout Ultimate on demand
Now you can get an extra set of eyes on your jobs using Scout Ultimate on demand when you need more advanced research. Looking for a general contractor, lender, or bonding company? We’ve got you covered.
FAQs
- This is found on Step 5 when ordering a document within your account
Moved: Add File/Attachments Section
It’s been moved to a more intuitive place – in the project’s Research tab!
Try the new look!
We’ve been working on a new, cleaner experience. You can try it out in your settings menu.
FAQs
- You can switch back to the old view by clicking the wheel again and then “Return to Classic View”
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