The place for learning all things zlien
To add a project to your Levelset account, hover over the Create button in the blue navigation menu on the left side of the screen and select Project.
A pop-up window will appear where you can enter basic project information. Click Save when you’re done.
Location: If you have multiple company names, branches, or locations, select which Location is associated with this project. Instructions for setting up multiple Company Locations in your settings can be found here.
Project Address: Enter the address of the property where work is taking place. If you don’t have an exact address and you have Scout Research included in your subscription, follow these tips for what to do if you don’t know have an exact job site address.
Project Type, Your Role, and Your Customer’s Role: Most states have specific requirements for securing lien rights depending on if you are a general contractor, subcontractor, sub-subcontractor, supplier, or equipment lessor. Enter one of these values for your role and your hiring party’s role to get the most accurate deadlines. For example: Was your customer a property management company? You may still want to input your customer’s role as “Property Owner.” Click here to read why.
Description of Labor/Material Provided: Save time by setting up a default description of work for all your projects. Edit this under Company and Users > Line of Business in your Settings.