Getting Started with Levelset
Welcome to our community of thousands of contractors and suppliers making construction payment fast, easy, and friendly.
Sign into your Levelset account to get started
6 Easy steps to Account Success
Here at Levelset, we aim to make complex things simple. Our educational resources will help you to understand the ins and outs of your Levelset account, so that you can stay on top of your projects. Follow the steps below to jump start your account, whether you are a long time user looking for a refresher, or a new user utilizing your company’s Levelset account for the first time.
Update Company Settings
Company information and a payment method must be entered before you can take full advantage of your Levelset account
Setup Research Preferences
Research preferences must be configured before creating documents, so that our research team knows when to alert you with important information.
Know Where to Get Support
Take advantage of our various training guides, as well as live classes, and reach out to us for additional support when needed.
Create a Job
Once you have collected key information you need for a project, plug that information into our system for the best lien rights management experience.
Track Project Deadlines & Manage Workflows
Once a job has been entered into Levelset, a Job Summary page will be generated, where you can keep up to date with deadlines and requirements.
Order a Document
Order documents from your summary page or by setting up document automation. Continue tracking jobs and alerts for additional requirements.