How to Roll Out a Notice Process to Your Team & Customers
What are visibility documents and notices?
Visibility documents make sure you are seen on the job while communicating important information to payment stakeholders. Visibility documents include preliminary notices, project awareness letters, requests for information, notices of completion, and other mailed or electronic documents that promote visibility.
Levelset helps contractors send these documents to improve communication, increase visibility, and secure lien rights.
Why should I send visibility documents?
Sending notices and other visibility documents is best practice on every job – big and small. It not only helps general contractors and property owners see who is contracted to ensure everyone is paid, but benefits everyone else on the job by:
- Increasing visibility & communication
- Ensuring jobs run smoothly
- Getting everyone paid quickly
Whether you’re sending your first notice, or if you’re about to send notices on all your jobs to create visibility and build better relationships, we’re here to help. We’ve made it easy by outlining the steps and resources you need to ensure smooth jobs every time with visibility documents.
How to Roll Out a Process to Send Notices on Every Job
Step 1: Communicate with your team.
It’s imperative to convey how notices improve customer relationships and speed up payment to your customer-facing teams so they can set expectations with customers clearly and early and answer questions if they arise. Here are resources for communicating your new process internally:
Step 2: Set expectations with customers.
We recommend you let long-term customers know that they’ll be receiving notices going forward and set up-front expectations for any new ones. Here are resources for communicating your new process with customers:
Customer Communication Template
Use to communicate your notice process when you exchange invoices or contracts as a cover sheet or email template during preliminary interactions with your customers.
So you can make sure your customers know what to keep an eye out for.
How Notices Improve the Payment Process for Everyone
Send to any customers that want more information on what notices are and how they ensure smooth jobs and payment.
Step 3: Just start sending them!
Sign in to your Levelset account to get started. There are many ways to easily add all your jobs to Levelset, including spreadsheet import, software integrations, and more. If you need any help, don’t hesitate to reach out to our 5-star support team.