Platform Education Classes
Learn with Levelset
Each 30 minute, webinar styled class focuses on a different set of tools or settings in your Levelset account. Whether you’re new to Levelset or looking to level up your account use, we can’t wait to work with you! Click here to view and download our Platform Education Class Schedule for December 2024.
Collections
Collecting on Payment with Levelset
Looking for help to get paid the money you deserve? We cover everything you need to know to leverage the collections tools available in Levelset. We will discuss Payment Demands, Invoice Reminders, and escalation notices available. As well as, how to send, automate, and even customize those documents to best fit your company’s needs.
- Second Tuesday of every month | 10am CT | Register >
Levelset 101
Platform Basics
Beginning with an overview of lien rights fundamentals, we dive into the key actions and features of a Levelset account, including entering job information, sending documents, tracking deadlines, and general best practices for getting the most out of your account.
- Every Tuesday | 1pm CT | Register >
Levelset Foundations
Account Management Overview
New to Levelset or simply in need of a platform refresher? Our Levelset Foundations class is perfect for new users joining an established account. Our Payment Experts will dive into managing account features such as Scout Research alerts, document queues, account inbox, and so much more!
- Every Wednesday | 1pm CT| Register >
Texas Monthly Notices
Protecting Texas Lien Rights with Levelset
Overwhelmed by the complexities of Texas lien law? We are here to help! We will discuss leveraging your account to make Texas Notice Day easier, while sharing best practices to help you save time and get paid faster.
- Fourth Thursday of every month | 10am CT| Register >
Waivers
Exchanging Waivers through Levelset
Want to learn more about how to send and receive waivers through Levelset? We will cover all the basics of exchanging waivers through your account. After reviewing Lien Waiver fundamentals, we will walk through everything you need to know in order to create, send, request, customize, and even automate, waivers through Levelset.
- Every Thursday | 1pm CT | Register >