Set up an Integration with Levelset

Levelset integrates with several other tools you use to get paid and organize jobs. Integrations help you get things done faster!

Quickbooks FAQs & Resources:

Video Resources

Step-by-step Instructions

Procore Resources & Updates:

Have Procore? Read this Procore One Pager about the benefits of integrating it with Levelset!

January 2022 Integration Updates: 

You can now Request and Send Waivers without Leaving Procore via a New Embedded Application! 

From the new embedded application you can:

  • Send and request waivers and notices based on commitments and invoices
  • View and manage your requested and sent lien waivers and notices
  • Easily exchange waivers and notices on every job

And if it didn’t get any easier, any received notices and waivers will still be sent to your Procore Documents.

You’ll now be able to access Levelset from any project created in Procore. If you have questions, feel free to reach out to our support team for help!

Other Integration FAQs & Resources

Step-by-step Instructions



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