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Set Up Your Levelset Account

Getting Started


Welcome to our community of thousands of contractors and suppliers making construction payment fast, easy, and friendly. Now that you have access to your new account, follow these five easy steps to start using Levelset.


ADD A PROJECT

The first step of using Levelset is to start adding projects. Check out our tutorial on How to Add a Project.

KNOW YOUR NEXT STEPS

Once you add a project, you can input dates to calculate your required deadlines based on the state where you’re working, your role on the job, and the type of job you’re working on. Tutorial: How to Track Deadlines

Helpful Hint: If the deadline quickly disappears after you enter a date,  this means the deadline has already past. Adjust the filters on the Deadlines section to see all deadlines, rather than just upcoming deadlines. Sending a preliminary notice is still good practice even if the deadline has already passed. (Article: What Do I Do If I Miss My Preliminary Notice Deadline?)

CREATE YOUR FIRST DOCUMENT

Click the Create Document button in the Deadline box or follow these steps to place an order.

CONFIRM YOUR SCOUT RESEARCH SETTINGS

All Levelset customers have some level of Scout Research included in their plan. When you place your first order, you can customize your Scout Research settings. Tutorial: Set your Scout Research settings

TRACK YOUR ORDER

Once Levelset mails and/or emails your document,  we will upload USPS tracking information and PDF copies of the final documents to your account. Tutorial: How to Track Order Status

ADDITIONAL ACCOUNT SETTINGS

ADD ADDITIONAL USERS

Go to Settings (click the gear icon in the top right corner of the page) and choose Company and Users from the dropdown menu to take care of these items. Click Add New User. Make sure they’re associated with all locations and lines of business if they need to see all projects in Levelset.

 

SET UP YOUR LINES OF BUSINESS

Lines of Business are optional, but they save you time when adding projects to Levelset, allowing you to set defaults for your project role, customer role, project type, and description of work. You can set up multiple lines of business if you want to segment your projects in Levelset for reporting purposes. Within your Settings for Company and Users, navigate to Lines of Business and click Add New LOB.

 

SET UP YOUR COMPANY LOCATIONS

Does your company have multiple company names, addresses, DBAs, or branches? Set up multiple locations to allow for segmentation of projects by unique location and customize the company info that appears on your documents. Within your Settings for Company and Users, navigate to Locations and click Add New Location.

(Optional) Use the Alternative Name field to customize the company name that will appear on your documents. The “Alternative Name” will only appear on external documents; the “Location Name” will be used internally in Levelset and on external documents if the Alternative Name field is left blank.

(Optional) Customize whose signature appears on your documents by selecting a Location Document Signer.

(Optional) Customize the Location Message to apply a custom message to the top right corner of your notice documents.