Case Study: R&L Plumbing

How a Plumbing Company Used NOI’s to Recover Lost Funds

R&L Plumbing has served property managers and commercial clients of the San Francisco area for over 20 years. Since partnering with Levelset in 2019, the company has successfully collected debts they'd previously written off and added greater protection to their finances.

Request a demo
About R&L Plumbing
Industry: Plumbing
California
25 to 50 Employees

The History

When the pandemic hit in 2020, Senior Account Executive Saul Zelaya knew that he needed to find a way to ensure R&L’s continued success. He decided that collecting what the company had previously deemed as “lost funds” would be the best way to do so, but wasn’t sure where to begin. Luckily, he’d already been working with Levelset to better manage the preliminary notice process due to the growth R&L had experienced before the pandemic. Saul made a call to figure out how exactly Levelset could help, and hasn’t looked back since. 

The Changes

With Levelset’s help, Saul has been able to reduce R&L’s financial risk, incite faster payments, and leave job detail research up to Levelset’s expert research team– all while simplifying the overall process. Most notably, though, is the fact that he was also able to recover almost $200,000 in debts owed to the company using NOI’s (Notice of Intent). He believes Levelset is an essential tool, as it’s been able to make sending NOI’s a breeze and has ensured that the company is taken seriously, protected, and is making the most of their time. 

With Levelset, I was able to go back about two years and recover nearly $200,000. At that time, the company only had around 25 employees, so that was big money for a small company.”

Saul Zelaya, Senior Account Executive at R&L Plumbing

The Results

210

Projects Managed in 3 Years

198

Documents Sent in 3 Years

446

Job Details Confirmed in 3 Years

The Solutions

If you're being ignored, Levelset has the resources to get you to the right person, and get you paid."

Saul Zelaya, Senior Account Executive at R&L Plumbing

Ready to try the leading construction cash flow solution?

Levelset offers a variety of financial and legal solutions and services to help construction companies succeed. Talk to our team today to learn more.
Request a demo