Smarter Week

How to automate it

How to automate “collect lien waivers before paying subs and suppliers”

Here is the best way to spend less time on this, best first. Each comes with steps you can follow today.

60 min
typically, once a month
70%
of the time can be automated
Some setup
to set up

Fix 1 of 1

Software feature

Collect lien waivers electronically with each payment

Lien waiver tools request the right conditional or unconditional waiver for each state with every payment, collect e-signatures, and hold payment until the waiver is in.

Typically saves about 60% of the time2 h to set up
  1. 1Check whether your pay app or project software handles waivers (Procore Pay, Siteline, GCPay).
  2. 2Set up state-specific waiver forms once.
  3. 3Send waiver requests automatically with each pay cycle.
  4. 4Release payment only when the waiver is signed; keep them on the job file.

Tools: Procore Pay · Siteline · GCPay

Quick wins

Have you tried…

Do lien waivers get requested and signed electronically with each payment?
Tools like Procore Pay, Siteline or GCPay send the right waiver with every payment and hold the money until it is signed.

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Construction office admin / project coordinator

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Other common tasks for Construction office admin / project coordinators