Name: Levelset
Rating: 7.6 (6 reviews)
Author: Procore Technologies

Help Desk

Web and Video Conferencing

Customer Support

Kubernetes Monitoring

Development

Career Center

Education

Association Management

Barcode

Business Intelligence (BI)

Business Process Management (BPM)

Calibration Management

Collaboration

Corporate Performance Management (CPM)

Interactive Voice Response (IVR)

Project Portfolio Management

Unified Communications as a Service (UCaaS)

Enterprise

Accounting

FinTech

Finance and Accounting

Applicant Tracking

Benefits Administration

Corporate Learning Management

Credentialing

HR Management

International Payroll

Payroll

Stock Option Plan Administration

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Change Management

Cloud Storage

Complex Event Processing

File Sync and Share

Fraud Detection

Infrastructure Capacity Planning

Integration Platform as a Service (iPaaS)

Internet Performance Monitoring

Modular Storage Area Network (SAN)

Network Access Control (NAC)

Network Performance Monitoring

Remote Desktop

Routers

SSL Certificate

Telecom Expense Management (TEM)

Unified Endpoint Management (UEM)

VoIP Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Conversion Rate Optimization

Customer Success

Digital Signage

Email Marketing

Employee Advocacy

Graphics

Marketing Automation

Presentation

Search Marketing Intelligence

Social Login

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Field Sales Software

Sales Pipeline

Sales

Data Loss Prevention

Security

Automotive

Awards Management

Car Rental

Emergency Notification

Legal Research

PCB Design

Real Estate Property Management

Vertical-Specific

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### Lien Management
User sentiment about Levelset's lien management capabilities varies widely. Some users appreciate the ease of creating new projects and sending out notices within minutes, along with the reminder feature that helps track important dates. However, there are concerns about the accuracy of liens generated through the software, leading to legal issues. The confusion surrounding the verbiage used in the system has also been highlighted as a drawback. Despite these mixed reviews, Levelset's lien management functionality seems to offer a blend of efficiency and challenges for users.

### Payment Applications
User feedback on Levelset's pay application automation varies, with some praising its time-saving benefits while others find the initial setup process cumbersome. Despite the mixed opinions, many users appreciate the automation of pay application and lien waiver requests, which streamlines the process for subcontractors and reduces the burden on project teams. The system's ability to generate requests with clear instructions and error indications is highlighted as a significant advantage, leading to increased efficiency in managing payment applications. However, the complexity of the initial setup is noted as a drawback, requiring time and effort to configure the system properly.

### Payment Enforcement
While some users appreciate Levelset's payment enforcement features for their ability to streamline the process and provide timely reminders, others have raised concerns about inaccuracies in lien placements and the need for more comprehensive research options. The platform's reminder system and support for creating necessary documents are highlighted as beneficial aspects, but the varying levels of research available have led to mixed feedback regarding the effectiveness of payment protection. Users emphasize the importance of accurate information and reliable support in ensuring successful payment enforcement through Levelset.

### Project Tracking
Users consistently appreciate Levelset's project tracking feature for its user-friendly interface and efficiency in managing project details. The tool's ability to streamline the project tracking process, provide transparency in the lien process, and offer support in sending out notices garners positive feedback from users. Additionally, the platform's scout research functionality is commended for saving time and enhancing the accuracy of project information.

### Document Management
The reviews highlight that users appreciate Levelset's document management capabilities for simplifying the process of creating and sending out various documents, such as certified mail and preliminary notices. Users find the platform user-friendly, with features like reminder notifications for important dates and the ability to rate payment speed of general contractors. Additionally, the customer support team based in New Orleans is commended for their helpfulness in guiding users through the lien process. The scout research feature is also praised for streamlining research efforts and keeping users informed throughout the document management process.

### Subcontractor Coordination
Users consistently praise Levelset for its efficient management of subcontractor coordination tasks. The platform streamlines the process of sending pre-lien notices and requesting releases from subcontractors, making it a valuable tool for project teams. Additionally, Levelset's automated pay application and lien waiver process for subcontractors receive positive feedback for simplifying what can be a time-consuming and error-prone task. However, some users express concerns about the level of research provided by Levelset, suggesting that improvements in this area could further enhance the effectiveness of subcontractor coordination within the platform.

Cons:
1. Lack of automation for lien release requests: Some users have mentioned that the software does not automate the lien release request process based on the payment date, which can be inconvenient and time-consuming.
2. Errors in lien placement leading to legal issues: One user had a negative experience where the software generated an incorrect lien, resulting in a lawsuit due to Levelset's error. This issue highlights the importance of accurate and reliable lien processing.
3. Insufficient email notifications for monthly notices: Several users expressed dissatisfaction with the lack of email notifications for monthly notices, which can make it difficult to stay updated on important deadlines and actions required for projects.

Note: The word count is 100 words without context or title, but includes section headers

Intuitive and Easy to Use: Many users have found the software very intuitive and easy to navigate, making it simple to create new projects and fill out required information. The inclusion of drop-down menus and linked databases further enhance the ease of use. Some reviewers have mentioned that despite a slight learning curve, once they became familiar with the website, they found it to be a breeze to use.

Time-Saving Features: Several users have praised the time-saving features of the software. The reminder feature is highly valued by users as it alerts them when their lien date is approaching, providing ample time to send important notices. Additionally, the scout research feature reduces personal research time on projects by providing all necessary information in one place. Users appreciate being able to track, send, and store all waivers in one place, eliminating manual input for each waiver.

Excellent Customer Support: Users have had positive experiences with the software's customer support team. They find them helpful and knowledgeable, particularly in guiding them through the lien process step by step. The support team's dedication to customer success has been commended by multiple reviewers.

Levelset, formerly known as zlien, has been praised by users for its positive impact on their construction projects. Customers have reported that the product is easy to use and implement, saving them a significant amount of time. With Levelset, users have experienced simplified tasks such as sub pay application review and reviewing lien waivers, making time management for project teams much easier. This streamlined process has been a true time saver for many users.

One key use case of Levelset is its ability to help users get paid or initiate the payment process by sending out a notice to intent to lien as a last-minute resort. This feature has proven to be invaluable in ensuring timely payments. Additionally, customers have appreciated the transparency and helpfulness of Levelset in getting all the necessary right to lien notices on time. The research team behind the product has also received high praise for their assistance in gathering missing information for complete notices.

Technical support is another aspect of Levelset that users have found to be highly beneficial. They have praised the support team for always being available and providing prompt answers from real people. The level of satisfaction with the support received has been consistently high.

Zlien, now rebranded as Levelset, has made several improvements to streamline the lien process for subcontractors and those acting as General Contractors. These enhancements include QuickBooks integration, which adds an element of excitement for users. Overall, customers have had a positive experience with Levelset, with some minor implementation hiccups that were resolved in a timely manner.

Another notable use case of Levelset is in collecting, tracking, and storing waivers for projects and subcontractors. The product has made this process simpler and faster, greatly benefiting users in their day-to-day operations.

In summary, Levelset has proven itself to be a valuable tool for construction professionals. It saves time by simplifying tasks such as sub pay application review and reviewing lien waivers. It also assists in sending out important notices and provides excellent technical support. With its streamlined lien process and integration capabilities, Levelset has become an indispensable asset for users in the construction industry.

Levelset, a Procore company, helps contractors and suppliers get payment under control. Contractors and suppliers can connect on Levelset’s cloud-based platform to improve payment processes.

File a Lien

Lien Cancellation

Send a Notice

Send a Warning

Send a Lien Waiver

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Levelset

Accounts Receivable

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Procore Technologies, Inc., provides construction management software that is widely used worldwide. Procore aims to help firms drastically increase project efficiency and accountability by streamlining and mobilizing project communication and documentation. Ultimately, Procore aims to boost customers' profits. Procore enables construction professionals to collaborate on projects from any Internet-connected device with access to all project documents, contracts, RFIs, submittals, schedules, and drawings and more. The company was founded in 2003 and is headquartered in Carpinteria, CA.

Procore Technologies

Functionality differs depending on the complexity of the product, and whether it’s a point solution or part of a Sales technology suite. Features may include:

Invoice Control

Allows users to create and send invoices to customers for payment.

Payment Tracking

Enables users to track and record customer payments and apply them to the appropriate invoices

Credit Management

Provides tools for managing credit limits, monitoring customer creditworthiness, and setting credit terms.

Aging Reports

Generates reports that show the age of outstanding invoices, helping users identify and prioritize collections efforts.

Customer Statements

Allows users to generate and send periodic statements to customers detailing outstanding balances.

Automatic Reminders

Sends automated reminders to customers with overdue invoices to prompt payment.

Payment Reconciliation

Streamlines the process of matching incoming payments with outstanding invoices.

Dispute Resolution

Provides tools for managing and resolving disputes with customers regarding invoices or payments.

Financial Reports

Generates reports that provide an overview of accounts receivable, allowing users to analyze trends and make informed decisions.

Integration with Accounting Systems:

Allows for seamless integration with other accounting software, enabling a smooth flow of data between systems.

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Systems Manager

Levelset 2022-09-09 08:32:17

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Accounts Receivable Software

We use it for sending pre-liens as well as 1st and 2nd tier lien waivers. Our biggest issue is we work nationwide and usually with new subcontractors on each job. Levelset makes it extremely easy to collect waivers from subs that we aren't accustomed to working with as well as making sure we are protected when paying our subs.

Digital signing process is very easy
Ability to collect waivers from vendors
Scout research for specific areas and locations
Fantastic resources for particular laws relating to lien waivers

I don't particularly like the layout of the software when viewing subs and the waivers they have turned in

Faster collection times
Reduced risk
Better organization

Levelset
Formerly Zlien

Overview

What is Levelset?