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Three Ways to Save Time Protecting Your Lien Rights

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Protecting your lien rights is an important piece of the construction payment process, but we know that it feels easier to pick and choose the jobs you’re protecting due to the amount of extra work the process adds to your plate.

Join us for a live webinar where three of our construction payment experts discuss three simple things you can do to save time on your lien rights process and make sure all of your revenue is protected.

Register for this webinar to learn:

  • Steps that construction companies are taking to successfully protect lien rights on all their jobs
  • Solutions to your everyday payment problems
  • How lien rights software makes the notice process more efficient

Speaker 1 (00:03):
Welcome to today’s webinar. You know, we’re excited to talk about what it looks like for y’all to all manage your lean rights your lean rights process. Also more efficiently save time. I’m guessing there are a number of, you know, there are different number of reasons. We have people wellness webinar day, but you might already have a process for creating and sending notices. And it, it might take you a lot of time, right? Some people are doing you know, have a process in place to protect their lean rights, but maybe they’re printing things off, they’re tracking deadlines themselves. You know, it can be a very cumber, cumbersome process or you might, you know, send out a, a notice late sometimes, you know, it happens. We’re all, we’re all human, we all have lives. You know, things can get crazy.

Speaker 1 (00:46):
And I know a lot of these notices are time sensitive. And maybe you’re here because you’re exploring ways to protect lean rights more regularly, or maybe you have a complete completely you know, different reason for attending. But no matter why you’re here, I, and guarantee that you’ll lead today’s sessions, knowing exactly some steps that you can take to protect those lean rights more efficiently and you know, manage your, your paperwork in less time. Before moving forward. I did mention this earlier, we are recording this, so you’re gonna get a link to the recording. I believe it’ll be sent out tomorrow if you’d like to watch it again or share with your team. And then of course, as I mentioned, if you guys have any questions, throw ’em in the Q and a box, we’re gonna have some time set aside at the end and we’ll be able to, you know, address all those questions here. So just a quick introduction we have we have Alex and Laurie here with us as well. Today. I am a senior payment expert here at level set, been here for almost four years, go three and a half years. I work with business like, like y’alls to help you get paid faster, you know, without payment problems. And then co-hosting with me today, like I said, is Laura and Alex here, if y’all wanna go ahead and, and introduce yourself. That’d be great.

Speaker 2 (02:07):
Sure. I’ll go. I’m Laura Williams, I’m our strategic client success manager here at level set. I’ve been here about three and a half years as well, based from Houston, Texas. But right now I’m coming to you from Val Rezo, Indiana, right on the tip of lake Michigan down here. And I work with our large enterprise national customers

Speaker 3 (02:31):
And my name’s Alex Kohler. I am a senior customer success manager here at level set coming to live from new Orleans, Louisiana. I have been on the customer success team in level set here years next week. And I work with a lot of contractors and suppliers, just making sure that they’re staying protected on their jobs and getting that money they’ve earned in a timely fashion.

Speaker 1 (02:55):
Awesome. Thank you’all. We’re gonna go ahead and, and now just jump right into it. Get the party started. First I just wanna introduce like a little bit more about level set, you know, first, a quick overview of level set for those of you’re attending that maybe maybe it’s your first webinar. Maybe there’s not so much, you know, about level set. You know, first off we all know that con the construction industry can present all sorts of problems when it comes to getting paid. Or there’s a lot of red tape, right? The reason why people have to protect their lean rights or send these notices is cuz of the red tape that the industry brings and level set. We’re here to make the, all that more efficient we’re help. We’re here to help you get paid faster. Our lean rights management software helps you track mechanics, lean deadlines, send out notices, verified job site information be notified if if a payment alerts arise, say if another contractor were to file a lien on a project, you’re, you’re gonna be notified.

Speaker 1 (03:58):
We, you know, we even provide additional services like construction attorneys and, and other legal services. And then additionally, we have all you know, a bunch of resources and information on our website and you know, even information about contractors and their payment histories or specific specific projects where maybe liens have been filed. So I just wanted to give that brief introduction. I know it’s a, a lot we do a lot, it is kind of like a whole toolbox to help you at the end of the day, protect yourself and get paid faster. You know, that’s really the common theme here. So just to jump right into the presentation with any operational processes, you know, there is, there’s always multiple ways you can go about your task, some ways more efficient than others, right? Obviously, and in managing your lean paperworks, managing your lean rights, paperwork is the same.

Speaker 1 (04:55):
And there are a lot of ways you can tackle this process, but what we’re sharing today are the three ways that customers have found are the most for creating, sending, and tracking lie rights paperwork. You know, the first is sending notices on all jobs, as you know, you never really know when a when a payment issue is gonna occur. You never know. So we’re big proponents of just sending that notice on all those jobs. And maybe it’s not so much when we say no, maybe it’s not a threatening document at all. It could be a simple preliminary notice, you know, the, the general term preliminary notice that basically just sets the right expectations, lets the, lets all the parties know that you’re on the job and you know, maybe what your process is, processes to payment. And as we know in some states, which I see, we had a couple of people in here, I know we had someone from California, they’re probably familiar with the, you know, that 20 day prelim, which is required.

Speaker 1 (05:53):
And then the second going into the second point here is just having access to the right job site and materials not the job site details, sorry. So the owner, the lender the legal property description, you know, you know, all that correct information. And then additionally say if another, if an issue comes up on that project, say if a lien’s filed on project, maybe you’re on a commercial job with a lot of contractors and suppliers and a leans filed. We want you to have that information. And then last is just having, you know, being able to have those productive conversations with your customers. You know, we see that people that send these notices that there’s a flow of paperwork and information being sent on these jobs and our customer that have all the right information, they’re able to have productive conversations and really help, not only themselves get paid, but help everyone get paid, help their vendors get paid.

Speaker 1 (06:49):
So that’s just a, just a, just a brief overview of the steps that we’ve seen again, that the, how people are really saving time. And then again, level set helps assist in streamlining that whole process. So just to talk about that first notice setting notices on every job if you’ve attended one of our webinars about, we we’ve actually hosted a webinar called why it pays to send notices on every job, then you’re probably, then you probably know the importance of notices. But would you consider you probably, you look at that and you’re like, would you consider sending notice on every job be a time saver, right. It sounds kind of counterintuitive, but actually when you make the notices to send, send notices on every job, you’re not wasting time to try determine which jobs need to send notices and which ones don’t.

Speaker 1 (07:43):
So, you know, maybe I talk to a lot of people and maybe maybe it’s oh, we don’t send notices on this customer and we don’t send notices on this amount or this type of job or whatever the criteria is rather than having to look through that and go over that to turn, to send a notice, you know, we’re, we, we see that it just, it makes the most time saving sense just to go ahead and get that notice out on every job. And again, it might not be like the, a threatening document or notice at all. It could be just a simple, Hey, we’re on this job, we’re, we’re here to get paid. So the question is really about how to do a lot more and less time, you know, again, one way to do this is to use like a paper notice service. So there are a lot of services out there where you can, you know, pay per notice and get it taken care of for you. I’m curious, I’m just cur actually, could we does anybody here in the chat I’m just curious of a roll call of any people that have, that have used notice services in the past. Maybe not level set, but just like a notice service

Speaker 1 (08:57):
Raise hand. Yeah. If you just wanna go in and raise your hand, I’m just, just a little bit curious about that. Cool. A lot.

Speaker 1 (09:09):
Great. So awesome, Elizabeth and that’s great. You know, that’s awesome that y’all have already taken those steps to make it easier on yourselves, right? Those services are, they’re great companies. They, they you know, they help contractors with this process and that’s great that you are Elizabeth, that you’re, you know, taking initiative and doing, doing this as, as well. And this is why, and, and this is kind of why you’re here with me today, right? Obviously, cuz you wanna learn more about that. You wanna to take this initiative and you want to and save time with it. The number one most efficient way to send USS on your jobs. Really what we’ve seen is to hook it up with your accounting software, with the lean right software and you know, with level set, I know you’re probably thinking, oh, that’s what you guys do.

Speaker 1 (10:00):
You know, it definitely is. That’s so we’ve seen, has actually saves a lot of time, you know, whether you have information coming from QuickBooks directly into you know, into a software to help send these out you can literally just streamline all your paperwork, right? From there, you get full control without, you know, all the baggage and, and, and paperwork that comes along with doing it yourself. And that is something that level set does here. And I’m not here to like just push specifically level set, just talking about in general, you know, we’ve seen that people that do have their softwares hooked up with some kind of lean right software, they’re able to really streamline that paperwork. So back to the point, you’re probably thinking, you know, that sounds great, but doesn’t more notices take more time, not necessarily cuz it’s just gonna be flowing straight from your accounting software. So just to,

Speaker 1 (10:58):
Okay. And that’s, that’s just summarizes the point I just mentioned. So, you know, no more back and forth between like spreadsheets and calendars. I talked to a lot of people at it’s crazy. I’ve seen I, I talked to one person and they had a whiteboard with like post-it notes and they would like remove the post-it notes and it just, it, it, you know, it got messy. So no more going back and forth, whether it’s between a whiteboard or a, or a spreadsheet or calendars, you know, no more manual data entry, you don’t have to plug in all the information on every note

Speaker 1 (11:31):
You know, and no more trips to the post office. Right. No one wants to do that. I don’t think anyone enjoys going to the post office. I know you guys like getting outta the office who doesn’t, but I don’t know if anybody wants to spend that time in the post office. And Laura, you were one thing to talk, Laura. I like to, for you to met and you’re working with our customers who have some of the largest job volumes, you know, working with a larger companies, you know, all day, every day, I’m sure you have a million stories to share about the impact, you know, of adding in some automation to the notice process, you know, how it’s, how it’s affected people’s businesses. Can you share, I’d like to hear some insight on, you know, from you as well on that.

Speaker 2 (12:11):
Yeah. I would say 99% of the companies I work for, and these are, these are vendors, these are suppliers, subs. They are using the automation tool in level set to, to automatically send or tee up their notices for them. And this is exceptional because these are large national companies, right? There’s there’s hundreds of credit managers or credit associates. There are hundreds of branches and locations that supplies are being sold from. And they’re able to basically those individual credit managers are BA basically able to automatically have those notices sent and they can see just that they don’t have to worry if they’re just in California, they don’t have to worry about what’s going on elsewhere. So it, it helps them very easily get those notices out so that they can spend their time elsewhere in their day instead of having to wait in line at the post office or you know, deal with their customer reactions. It’s an expectation that they’ve set and it’s their business practice process in preference to do that.

Speaker 1 (13:30):
Awesome. Yeah. Thank you for sharing that. And you work with some of the highest volume and customers something.

Speaker 2 (13:37):
Yeah. And when I was, when I was speaking, I’m thinking of one of the largest national plumbing and lighting suppliers primarily in the nation. And so chances are, if you’re in town, they’ve got a store. So yeah, it’s it’s hundred of thousands of projects a year or jobs you might call them that are coming into level set that are being noticed and managed automatically to protect those lean rights.

Speaker 1 (14:07):
Yeah, that’s awesome. And we will we’re gonna do a, a insight into into the actual program. I’ll jump into that once we kind of talk about all these, all these points I’ll, I’ll jump into level set and show everyone just like a brief overview quickly. So we can get a little bit more of an understanding of what we’re all talking about here. But no appreciate you sharing out with us, Laura, and then the next, the next you know, point that we, we mentioned the, the three points here to save time is, you know, having a good research process. So maybe if you’re working residential projects, you’re working direct with the homeowner, you know, you probably know maybe who the homeowner is, right? But some people, they work on large jobs where it’s a commercial project, or maybe they’re a subcontractor, or maybe they’re even a sub subcontractor.

Speaker 1 (15:03):
Maybe they’re a supplier. I know we have some suppliers or vendors in here as well. And the one thing that the next thing you can do to really save time with sending all this paperwork is to making sure you always have the right information and that you have it quickly and easy, right. You know, tracking down certain things like job site, address, legal property description, owner and lender, you know, it’s important that obviously that, that you have the correct information for the valid notices. But also that you’re not having to spend a lot of time finding that. So there are a few things ways to do this. Most people I speak with grab proper info from like the contract or they get it maybe from their sales team or they actually call their GC you to get the owner or lender info.

Speaker 1 (15:55):
You know, here’s the catch though, whether or not doing that takes a ton of ton of time. Sometimes it does sometimes it doesn’t. We’ve seen that when you don’t have the job info validated for accuracy, there’s about a 78% chance of having incorrect or maybe just incomplete job information. And basically when we all know with that, it’s going to effect effectively invalidate a contractor’s lie rights if they don’t have the correct info on that, on that notice, especially if it’s a required document, you know, really talking here when you have to send a required, maybe preliminary notice and there’s wrong information on that. So whatever time you spent trying to protect your pro your, your payments on that, you know, whatever time you spent trying to protect your payments on that job is for nothing basically. So another, another perk of doing your lean rights paperwork using a, a software is the instant project research verification basically already baked into the software itself.

Speaker 1 (16:52):
So as far as time saving goes, you have, you know, you have to love instant. Basically you send a notice, you create a document it’s gonna is to instantly you know, verify that property own information. And then also we do have a team, most companies do level set. We have a team we call ’em scout research where they actually are going to look over the information and find any missing information themselves. We will actually call, pick up the phone and, and find, find the lender information for you. But we have a, we, we have a interesting you know, there’s some pretty creative ways we go about finding this information. But a lot of it, we can also very or instantly, so, you know, and I, and Alex who’s here with us. Can you share an example of a customer? You know, maybe you’ve worked with that used to spend a ton of time on job research. And I think you mentioned, I know you mentioned to me before and what their life is now that they’re able to basically just check a box and the prove descriptions verified.

Speaker 3 (17:58):
Yeah, for sure. And like Liam said, when it comes to research and confirming data on a job, there’s unfortunately so much room for error that can occur. And a lot of times people come to us is either because they’re wearing a ton of hats and need help taking stuff off their plate, or they have a proactive process in place. But something like that happened where something slipped through the cracks, maybe they weren’t able to confirm some hidden vendor information on a job or something like that. And a lean is now challenged in court. And it actually brings a specific supplier that with based out of California, to mind, they have been using us for preliminary notices for a couple years now. And before that they were spending hours each week trying to compose these notices in house, trying to do research up the chain to confirm that job data.

Speaker 3 (18:46):
And it just so happened that they weren’t actually sending these notices to lenders on the jobs. And as I’m sure many of, you know, in California, if there is a lender on that job, they are required to receive that preliminary notice at the start of the job. And since they weren’t including this lender on those notices, they didn’t have full lean rights on a lot of those jobs. And weren’t necessarily protected from start to finish their so really key to make sure that you are confirming that data. And that’s something that our research team is able to assist with, like Liam said, by accessing county databases to confirm some of that job site data calling customers up the chain, just to make sure that we can confirm that data, make sure that everything is proper in there. And one of the, of really big benefits of our scout research team as well is if you do have any questions about any of the data or anything arises, you can communicate with our team directly through the level set platform, and they’re able to help show you where that data came from and just confirm any questions that you may have there to help streamline that.

Speaker 1 (19:50):
Awesome. Thank you, Alex. Appreciate that. And that, yeah. And this slide here is just basically kind of summarizing that as well. So going into the next point we talked about, so just to, you know, summarize, we talked about saying no is, and all the jobs we’re from Laura about her know higher volume customers that she works works with that are saving a lot of time. The second point which we just spoke about was just the research component, having all that information available. Another thing too about the research that I do wanna touch on that wasn’t mentioned is we’re gonna level set. What we do is we’re gonna track your projects for any also potential issue use. So if another, if a lie is maybe filed on a project that you’re on, or if, you know, whatever, if there’s any actual pro problems mainly specifically with liens or you know, intent to liens or whatever, just, just slow payment, we’re gonna notify you.

Speaker 1 (20:52):
So you can have that information. So not only information about the, the, the owner, the lender and the legal prior ships, you know, all that good stuff. We’re also gonna tell you about any potential issues. And even tell you maybe how that contractor pays. If you’re working with the general a contractor, we have contractor profiles. So we’re gonna tell you, you know, how that contractor pays as well. So, you know, that really goes into the last point and it’s being able to communicate with customers efficiently. You know, the last thing, the last, the last thing I wanna touch on is, you know, being able to have those productive conversations with your customer when maybe a payment issue arises or not having to go back and forth about any, like maybe overdue payments, like sending emails saying, Hey, where’s this payment at, oh, it’s been 30 days.

Speaker 1 (21:38):
It’s been 15 days. You know, whatever it is, you know, being able to send those reminders I have been do that. I know no one likes to, to hound and hound for payment. You, I totally understand that. I don’t like to have my brother to pay me back on when he owes me when he owes me money. But but you have to do it right. You know, calling and emailing and trying to find about PA payments or maybe explaining what you did on a job, you know, not only that takes time away from your day, but I, I, like I said, I know it can be frustrating. So you can cut down on the time you spend on payment conversations with customers by creating that streamlined process and, and creating a better customer experience around payments. You know, whether it’s sending these notices, having reminders, being, going out, gone out, having level set, sort of take, take that, take that communication off your plate. So speaking back to Laura and Alex, I’d love to hear from both you here. Could you share some examples of ways that your customers have been able to cut time spent on, on any maybe like native negative customer encounters since using level set? You know, maybe how has level set helped cut, cut that time out of the picture and maybe, maybe you’ve eliminated some negative customer encounters, whatever it may be.

Speaker 2 (22:58):
Yeah. I’ll jump in something that’s pretty slick about the way level set can work and that the, the, you know, the national companies that I work with use is they can create segments of customers that they want notices to go to, or that they wanna send invoice reminders to, for example, and that allows them the control to communicate what they need to communicate when they need to communicate it. So it’s not just about protecting the lie rights. It’s about, you know, at the beginning, you know, Liams saying, send notices on all jobs and we’ve had a webinar on this. Sometimes the circumstances in real life, like that’s the dream, but sometimes that doesn’t happen and sometimes yeah, it just doesn’t happen. And so they’re able to control that. So that keeps these longstanding, maybe relationships, those customers happy and not confused.

Speaker 2 (23:56):
And, you know, nothing’s sort of changed in the relationship. But they can also, they, they also have the ability when they need to, to, to send something friendly, like a friendly invoice reminder, like, Hey, this, this, this kind is slid by it’s it’s time to go. And if, if more time passes, they can sort of escalate the language on that to the point of demanding payment, sending a notice of intent or sending a lien. So it makes it really easy to, to manage the relationship in that way and, and set expectations. There are opportunities to communicate where maybe previously you hadn’t thought about that, or, you know, these larger scale companies some of them weren’t sending payment reminders. So that’s really helpful. And I, I do have kind of like a small case study that I’d like to bring attention to.

Speaker 2 (24:49):
So I work with a one of my customers is a large insulation supplier, and they do a lot of business in Texas. So they have two branches located in the same city that operate a little differently. One of inches has been a little slower to adopt the help of the software, and they have some of the oldest open invoices in the company. And they’re also doing the most work reaching out to customers say, Hey, can you pay us alternatively, that other location in the same city in Texas it just automatically sends these notices and these reminders, and they have the highest return for DSO in the entire organization nationwide. So that is the perfect little case study there all within the same enterprise company of, of how the notice is not only spend time also kind of gives you that return to shorten that that DSO or the days sales outstanding for you. So that’s, that’s a win, you know, the, the, the customers are happy because they’re not being, you know, hounded payments not being demanded. You’re happy because you’re getting paid. And so it’s, it’s a win-win for everyone in that situation.

Speaker 3 (26:14):
Yeah. And I can kind of touch on what Laura was saying is really one of the big, common misconceptions with notices that calls those negative customer encounters is that people fear that sending that notice is going to lead to negativity and just bad feedback from their customers. And that’s not necessarily the case. People see the word notice and lean and get confused about that. And that’s where a lot of that comes from and level set is actually designed their notices with that in mind to make sure you’re being protected upfront, but also a strong emphasis on making sure you maintain that customer relationship and communication is really the key thing there. And they allow you to customize these notices with your company logo, custom messaging, things like that. And one of the biggest components is, well, L is you have the ability to communicate with your customers in the app directly, which allows some more of that as it would be face to face communication where you’re not having to spend hours each week with fielding phone calls and emails from your customers when they receive these notices, takes that aspect out of it and are able to communicate one on one directly in app, get things taken care of there.

Speaker 3 (27:27):
So it’s more of a streamlined process. And one of the other really big benefits that a lot of the companies I work with is some kind of standard rollout collateral that level set provides. And it’s some letters, descriptions, things like that, that you can share with your internal team and with your customers. Whenever you do begin a notice process like this, it helps to explain that new process you’re taking on front. That way people aren’t reaching out to you, either in app or directly via phone or email at work with all kind of questions about what next steps you should be taking.

Speaker 1 (28:05):
Awesome. Thanks. Y’all appreciate sharing that. And then just to to kind of summarize everything here, I do want to go into the actual program and show y’all a couple of the, you know, some, the three things that we discussed here and the things that Alex and Laura have been mentioning and how, and how level set can really save you that time and make it more streamlined and, you know, take care of research and automate and streamline, you know, maybe even payment minors or whatever it may be. And then afterwards we’ll do a Q and a, so just straight off the bat, this is the dashboard I know we mentioned about first connecting. Oops.

Speaker 1 (28:53):
So back to here, I wanna show you here integrations and partners. This is where people can directly integrate, you know, maybe QuickBooks. I know that’s the, one of the more common ones. But you’ll also see data importing. We can import that data. So you’re not having to, you know, double in, you know, manually enter projects that you’re not having to think about, oh, we need to send ’em on this job. You can really pull over the projects you need to send nos on or all of them, of course, and get those notices send out. So I just wanted start with that. And then just, and I’ll, I’ll make this brief here. I just wanted to show you all a little bit of into the, to the, into the program itself. If I were to go to notices, that’s sort of the main theme here is how to save time with all these notices, but I’ll understand that when we’re talking about lean rights, it might be lean waivers as well.

Speaker 1 (29:49):
So, you know, you have, you can streamline lean waivers, lean waiver request. If you’re a general contractor and needs to request those lean waivers, you can queue all those up and streamline ’em as well. But what I’m gonna do, I’m gonna go to deadline tracking and you’ll see you know, next deadline information. So this would be like a universal view of all your projects. So you have file your lean in three months. You have a preliminary notice in progress, deliver your prelim preliminary notice in six days. Now you can add filters you know, customize these columns here, but essentially this is like a universal view of all those projects. You you’re gonna be notified. Also, additionally, like through an email, you can choose to be notified even more frequently, maybe like seven days before a notice or, or whatever, but you’ll get in also an email every Monday of upcoming notices that are maybe queued up here.

Speaker 1 (30:42):
And, and also that need to be sent out with like any important deadlines. So what I’m gonna do, I’ll just click on a project. We’ll do this here. So if I were to click on that project, it takes you the project itself has a summary of the information here. So just to notice, and this is again, little bit more of little bit more steps that are actually need to send a notices. I’ll show you how we can just cue. ’em All up here with this queue here, right here, where it says has, has a little nine there. We’re gonna be able to really queue up all the notices for you to where you don’t even need to jump into level set or really at all. And you can be as hand on or hands off as needed to be, but just right off the bat, I wanna show you all the research verification in North Carolina, there’s something called a notice to lean agent that must be filed.

Speaker 1 (31:35):
And this is also that cover letter that you know, Alex was mentioning, we have a nice, you know, it’s gonna say, you know, your company name is on your job, a bio out your company, your company logo who you were hired by any other stakeholders and then the statutory information there. And this is actually a notice that I believe needs to be sent, but also I know it has to be filed. So we’ll, we’ll take care of all those steps. So to send it, what’s really cool is you can send it without having to know that information. So just click, I don’t know. And we will verify that for you, our research team is gonna get to work Scott research, and we’re gonna have all that found and all prepared. And, you know, it’s as easy as hitting next create document, and then we’re gonna send it out.

Speaker 1 (32:31):
And then that’s, and that’s just a preliminary notice. You know, there’s so much that we can, that we can help you send. We mentioned like invoice reminders. So you got, you know, the, the preliminary notices, if you’re not paid on time, maybe an intent to lean, we even have, you know, reminders. I’m not gonna go through and show you all these, but just wanted to show you, you know, really how flexible level set is. We have friendly demand letters, threat, demand, letters, more serious demand letters. It can, you can really, you know, create that process to where you’re being as respectful to, as respectful to the relationship, but also firm in, in your collection process, in your lean rights process. So all these notices really, once we get your project information, we can queue all up for you to where, you know, maybe you just come in here for the week.

Speaker 1 (33:24):
You see you got nine notes to send out, check that box, hit a approve, and it’s sent out, or maybe, you know, you have a specific one. You wanna snooze, you can snooze that or cancel it. And again, like, maybe you don’t even want maybe you’re going on vacation or they’re other things to do, then log the level set for that week, whatever we can have it be fully automated to where, you know, it’s just sent out, you know, whatever combinations, different flavors of automation you want. We can make it as hands on or hands off as you need it to be. So that’s just a little bit of some insight into level set for people that maybe aren’t familiar with the program, happy to also, you’re gonna get our contact information. I’m happy to walk through it specifically with you to show you maybe what would look like for your business specifically, and go into a little bit more detail, but I did just wanna show you all that. Just so you can kind of get a you know, an understanding of what we’re all talking about here. I think that goes into our last section here we have about maybe eight minutes or so for any questions, any Q and a, so feel free to throw ’em in here and we will get to answering ’em and it can be anything.

Speaker 4 (34:50):
Hey Liam. Yeah. Piper Piper here from level set. Hi everyone. I was just gonna tell you two questions that we had in the chat earlier in the presentation, cuz I’d love for y’all to, to speak on them. The first one is from Victoria and she asked we are a supplier and our customers don’t always give us the job information. Can we use inventory or warehouse as job information? How does that work?

Speaker 1 (35:20):
Yeah, that’s a good question. So I’m assuming basically your supply, you know, you create the, you create the, you get the product, you get the, the product order and basically you’re not, you don’t have like job information. I’d be curious to hear Lauren, Alex, I know that you probably, you deal with this more so directly at this stage. I mean, I’m curious to know what maybe y’all’s thoughts would be on this question. This is a little bit further down the line,

Speaker 2 (35:50):
Right? Yeah. I see this, I see this every so often. Especially when bringing a new level set partner on board they’ll have the jobs where they’re sending it say to a development and they know what that develop that like say a subdivision and they know what that subdivision is and they know what lots are involved and they know that each one is gonna get a hot water heater. For example, and those might have serial numbers on them. So all that can be tracked. And ultimately, what is so important about sending notices and protecting lie rights is knowing where that’s going. So the warehouse and inventory thing presents a challenge in which there may be a, a business process switch when placing the order asking where is this to be installed? Because my customers too, they’ll their, their their customers will do bulk orders and stash it in a warehouse. And they’ll never know what happened to that, but when they say, okay, so you’re making this bulk order, where’s it going? Or how is it being allocated then there’s a better idea for that. So it is a challenge and it’s a challenge that we work with our partners to kind of pivot the, the point of sale a little bit to ask that additional question, where is this going? Because that property where it’s to be installed or used is, is key to the underlying lean right protection.

Speaker 3 (37:35):
Yeah. And I can piggyback off what Laura said. That’s a lot of the customers I work with that situation that they’re in. And as Laura said, having that core job site information, so where it’s actually being installed is gonna be what’s key. Cuz if you were to happen to run into any payment issues down the line and did have to escalate with the mechanics lie, the lean itself would be filed against the property where it was an installed, not necessarily where you delivered the materials to. So a little bit of a change of pace to get that information up front. But just that job site information is really the key thing that you would need cuz with our scout research team, like we touched on a little earlier, once we have that key information, we’re able to help you locate things like the property owner, legal property description, to make sure that you are being fully protected on those.

Speaker 2 (38:26):
I will say too, because of Victoria, I see your follow up comment that you sell the road construction companies and there’s no specific property to list if there is ever. And this applies to any kind of company where maybe you don’t know specifics. If you have any sorts of landmarks, cross streets, whatever information you can get from your customer. Our scout research team uses that if you’ve been on another webinar from us, you may have heard that one time. We found a property based on a really human unique tree. And they were just like, there’s our, our partners told us, Hey, there’s this tree and it’s sort of here somewhere. And we were able to identify the property so that they could protect their, their their lien. So, you know, there are, there are gonna be pieces of highway that are gonna be worked on. There are gonna be you know, know like sidewalks and stuff like that. All of that can be researched so long as we know something like if it’s a public job, it, it might have like a, a public bid or job number, something like that. And that’s something that our research team can go research.

Speaker 4 (39:36):
Another question came in earlier who was it from? I think it was from Laurie. Yeah. Laurie asked, can you pick and choose which notices are actually prepared and send, I know we touched on this a little bit, but can you elaborate again on some of the customization options when it comes to automation?

Speaker 1 (39:56):
Yeah. I, I can touch on that a little bit. So I know specifically also with QuickBooks and I don’t wanna just talk about QuickBooks here. I know there’s so many different kind softwares, but we, you know, level set is a, the program itself. We make it very easy for y’all to, you know, your account manager, you’re training an onboarding manager. They’re gonna sit down with you. And if there is any specific job that you don’t wanna notice to be sent out on, or maybe you don’t want it even pulled over into level set, they can set the, they can set customizations to where those jobs are, are not engaged or they’re not even being pulled over in level set. If they are pulled over, we can delete ’em. Like that’s one of the with, you know, I think with our training and onboarding team one of the benefits beauties, that’s kind of an interesting word choice benefits of having our training and onboarding team is that we really sit down with you and it really is a really testimony to why our reviews are, what they are is because that training onboarding manager is gonna sit down on with you.

Speaker 1 (40:59):
They’re gonna get this set up for you. So if there is any of those specific jobs that you don’t want pulled over or don’t want send notices on, they’ll make sure that that’s the case. So I know we, we spoke about, you know, saying nos in all jobs, we’re big, big fans of that. We think it is PO we see the value in it, but I know Laura even mentioned, you know, maybe sometimes it’s not in a perfect world. It may not ha it might not come up and, you know, we get that. We’re not gonna force you to, to do that. So you know, we’ll, we’ll work with you. That’s a good question. Do we have any more, I didn’t didn’t know if Laura and Alex wanted to touch on that, but I don’t know if we have any more questions,

Speaker 2 (41:41):
I’ll just say real quick that, you know, Liam and his, when he was showing you the software, he showed you the cue. And even in that, that gives you some control over whether or not you wanna send a particular notice that it’s set to go out. So that’s a beautiful example or that is maybe to help Liam the beauty of yeah. The way the automation is set up.

Speaker 4 (42:09):
All right. I think that brings us to time, Liam, if you wanna close us out.

Speaker 1 (42:13):
Yeah, no, I appreciate I appreciate everyone here, here for attending. Again. We were, we will send you a recording. I believe our information is gonna be on that email as well. If not, you can reply to that email. We’ll get it. If you guys have any specific questions or you wanna see how specifically level set would work for you. I know there’s a lot of information we threw out here today. We wanted to make it as beautiful as possible, show you the beauty of it all. But but no, I appreciate y’all attending and you know, continue to look into more webinars. We host, we host webinars from anywhere between you know, credit manage, you know, managers suppliers you know, legal webinars with the construction attorneys. You know, we have a lot that we host that we do. So always come back to us. You know, we love hosting these and I appreciate y’all’s time. And thank you, Alex and Laura again for joining in here as well and giving those insights about your customers.