Billtrust vs. Knowify vs. Levelset

For a simple invoice-based organization, especially with multiple stores, Billtrust is an appropriate fit. While lacking in design and intuitive functionality, Billtrust got the job done as far as receiving payments from customers. However, if you are in a subscription-based business or one that invoices on a frequent repetitive manner, Billtrust may not be the best solution.

Incentivized

This is great if only used for job costing.

Incentivized

Levelset has completely revolutionized our lien process and protecting our rights.

Incentivized

• Billtrust's customer service always replies within 24 hours, leaving the case open until it is verified to be resolved.
• The customer portal our credit managers access is exceptionally well designed, allowing us to see when an invoice was delivered, and even when the end-user opened it. There are built-in reports to answer almost any question.

Incentivized

• Job costing.
• Job tracking.
• Progressive invoicing.

Incentivized

• Digital signing process is very easy
• Ability to collect waivers from vendors
• Scout research for specific areas and locations
• Fantastic resources for particular laws relating to lien waivers

Incentivized

• Search feature of PO or invoice #, etc. when logged in as the dealer.
• When logged in to Client Connect, would like to choose page number easily, instead of clicking Next Page as many times as needed.
• Have to scroll to right to display all columns when it looks like there is plenty of room to display them without a scroll bar.

Incentivized

• Syncing with QuickBooks could be a little better, only syncs to main customer and not projects.
• Does not have the ability to be used in the field.
• Cannot collect payment or invoice from the field, only office staff can do this which makes for a lot of missed money collection.

Incentivized

• We had a lot of issues with the customer set up. With the way the integration worked, we had 3-4 owners on a job, when it should have just been one. We were paying a large amount on postage. We sent one GC 9 monthly notices, in one month.
• I've been trying to get an understanding of what areas in Levelset we AREN'T using and it's been difficult to get an answer. I know we are missing projected revenue and that is a pretty big piece.

Incentivized

We have a longstanding good record of invoice delivery and a high number of customers who are accustomed to the look and feel for logging to make payments

Incentivized

Not too busy or elaborate, able to quickly log in & start using right away

Incentivized

All of the information is there at your fingertips. If I think it's odd that we are submitting a lien on a job, there is an information button that will tell me exactly why and 99.9% of the time, I was misunderstanding something and Levelset was right.

Incentivized

We deal with our customer's AR personnel to help resolve issues with our open invoices. They can help us but seem to be lacking in the overall understanding of the Billtrust software and why things may work the way they do. We have some accounts that are active that we have been unable to add to our corporate account, and as a result, these bills must be paid via check, and we are not currently receiving statements. It would be great if they had more robust customer service or maybe different criteria for creating accounts.

Incentivized

I was not here for the implementation

Incentivized

For a less tech-educated workforce, Billtrust did the job and required minimal developer resources on our end. Also, while Billtrust lacked in several arenas relative to Stripe, it was good for us since we were not a subscription-based business. For the price, Billtrust was a good solution for our invoice-to-pay business.

Incentivized

Knowify does job costing which HouseCall Pro does not, it syncs with QuickBooks a little better than HouseCall Pro but does not allow our technicians to invoice from the field which is crucial.

Incentivized

Levelset is a Procore software, but we did consider it AFTER we got Levelset. We implemented Procore on our project side and chose to stay with Levelset. It's easy to set up, make changes, and understand.

Incentivized

• 10 day reduction in our DSO resulting in increased cash flow
• Savings in printing, ink, folding, stuffing, and postage over in-house production, and additional savings with every customer that changes from paper to electronic delivery methods
• Increased payment application by batching payment types by day into one file
• Enhanced knowledge base for staff through webinars, Twitterviews, conferences, classes, and contact with customer support allow our staff to utilize our tools fully

Incentivized

• Keeps good track of all bills and expenses.
• It would be nice to be able to see a list of all bills and not have to look under each project/job.
• Allows us to see if a job is headed south and quickly correct it.

Incentivized

• Faster collection times
• Reduced risk
• Better organization

Incentivized