The place for learning all things zlien
Send Visibility Docs
Most contractors and suppliers send visibility documents at the start of every job. Typically, this document is the first and only step you need to take in order to get paid. Read more here: What is a Visibility Doc and Why Should I Send One?
First, figure out if you have a preliminary notice requirement on your job.
This depends on the state where you’re working, your role on the job, and the type of job you’re working on.
An easy way to figure this out is to pull up the project in Levelset (type the project name or project number in the search bar at the top of the page) and see if there is a Preliminary Notice section in the Deadlines area of the project summary page:
If you see a place to track your Preliminary Notice deadline, that means it’s required. Enter whatever date Levelset is asking for (usually the Date Labor or Materials First Delivered) to calculate your deadline to send a notice.
Helpful Hint: If you enter a trigger date to calculate your preliminary notice deadline and the deadline quickly disappears, this means the deadline has passed. You can switch the filter on the Deadlines section from “Upcoming” to “All” to see expired deadlines.
Usually, sending a preliminary notice is still beneficial even if the deadline has passed. Look up the rules for your state here and read more in this article: What Do I Do If I Miss My Preliminary Notice Deadline?
If you aren’t required to send a preliminary notice, it’s still good practice to send a visibility doc (read why here). You can click the green button Let others know you’re on the job (top right corner of the project page) to send a voluntary Project Awareness Letter to other project stakeholders. Click here to read more about Project Awareness Letters.
Start your document order. Click the Create Document button from the Deadline section on the project page.
Helpful Hint: If you don’t have an active preliminary notice deadline, you can still order a preliminary notice. Hover over the Create button in the blue navigation menu on the left side of the page and select Document/Waiver. Then select Preliminary Notice and click Create.
Levelset will walk you through the steps of ordering the notice, including choosing which project you want to protect, choosing the right kind of preliminary notice, and filling in required project details.
On the last step, select the document recipients you wish to receive a copy of the notice. All required notice recipients will be selected by default.
Documents will be sent to required parties in accordance with the state statute (usually certified mail or certified mail return receipt) and non-required parties can receive the notice by email or first class mail.
Finally, check the estimated mailing date (calculated above the document preview) and turn on one-business day Rush processing if you need it to get out the door faster than 2-5 business days.
When you’re ready, click Create Document.
Next Steps: You can track your order under the Documents tab of the navigation menu. You should also keep an eye out for research alerts pertaining to your order. Learn more about research alerts here.