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Getting Started

Everything you need for the first hour in Even Level. Work through these five in order and you will be sending AI-drafted emails, logging calls, and watching invoices collect themselves by the end.

  1. Welcome to Even Level
    A quick tour of what Even Level does and how to orient yourself in the app.
  2. Connecting QuickBooks
    OAuth in two minutes, pick which companies sync, and understand what Even Level pulls.
  3. Your first collection workflow
    Pick an aging invoice, send an AI-drafted follow-up email, log a note, and set a promise to pay.
  4. Setting up email
    Gmail OAuth vs SMTP, reply-to handling, per-user sender names, and sending a test.
  5. Inviting your team
    Add users, understand Specialist / Manager / Admin roles, and flag your collections reps.