What's New in Levelset

In the past, users who chose to automate lien waivers were limited to using Levelset templates.

However...

Users will now be able to set their Preferred Progress Conditional and Progress Unconditional waiver templates for each job, and use them in the automation process!

Users can also set their preferred waiver templates at the customer company level. 🥳

The designated template will be used whenever:

• A user manually creates a waiver
• Users manually request a waiver from a vendor
• The system creates waivers & waiver requests via Playbook

You’ll find these new preferences on the Job Summary page and on the Company Details page.