Payor Setup Guide

• Update General Information

• Enable Lien Waivers

• Enable First- and Sub-Tier Lien Waivers with Sworn Statements

• Enable Owner Waivers

Under the General Information section, enter the relevant project details to ensure they automatically populate on lien waivers generated for this project:

• Property Owner. Enter the property owner name to display on first-tier and sub-tier lien waivers for this project. Note: This required field becomes active when conditional or unconditional lien waivers are enabled.

• Lender. (Optional) Enter the lender company name to include on lien waivers for this project.

• Project Legal Property Description. (Optional) Enter the legal property description to include on lien waivers for this project.

1. Navigate to the Project level Invoicing tool.

2. Click the Settings icon. This opens the Invoicing tool's Settings page.

3. Click the Lien Waivers tab. Then choose from these options:

    Tips

   • Don't see any options? The lien waiver settings must be enabled for Procore Pay. See Enable Lien Waivers in the Company Payments Tool. See The project must have a 'State' selected in the Project level Admin tool on the General tab in the Project Location section.

   • What do the different lien waiver types mean? To learn about the types, see What types of lien waiver templates can you create?

   • Enable Conditional Lien Waivers. Mark this checkbox to enable the use of any conditional lien waiver templates created for use by your company. Clear the checkbox to disable the use of those templates. When you mark the checkbox, you also have the option to set the default template for the project:

     
      Tip

     • Why am I seeing a 'No template' message? If the 'No template' message appears, create a lien waiver template for the waiver type. See Create Lien Waiver Templates. To appear in this list, the 'State' defined for the template must match the Procore project's Project Location information.

     • How do I know if a lien waiver is compliant with State requirements? For states that mandate the use of a specific lien waiver form, Procore Pay's Levelset integration provides lien waiver templates that comply with state requirements. Best practices templates are available on the Levelset website. See Lien Waiver Release Forms - State by State . Your company must ensure that your lien waiver templates comply with all applicable laws and regulations. If you have questions, consult a legal advisor.

     • Why can't I select a template from the drop-down list? If the drop-down list is grayed out, that type of lien waiver is not available in the project's state, according to Levelset's lien waiver database.

     • Progress Conditional. Select the template to use as your project's default lien waiver template. Click Preview to download a PDF version of the template.

     • Final Conditional. Select the template to use as your project's default lien waiver template. Click Preview to download a PDF version of the template.

        Tip

       Why did the template open in a browser or third-party application? Your computer or browser settings are most likely configured to open PDF files automatically. To change your system's settings, search for instructions online or contact your company's IT department for assistance.

   • Enable Unconditional Lien Waivers. Mark this checkbox to enable the use of any conditional lien waiver templates created for your company. Clear the checkbox to disable the use of those templates. When you mark the checkbox, you also have the option to set the default template for the project:

     

     • Progress Unconditional. Select the template to use as your project's default lien waiver template. Click Preview to download a PDF version of the template.

     • Final Unconditional. Select the template to use as your project's default lien waiver template. Click Preview to download a PDF version of the template.

4. Click Save.

For payors who want to collect sworn statements, contact your Procore point of contact for assistance with adding the sworn statement table to your custom template the first time.

1. Navigate to the Project level Invoicing tool.

2. Click the Settings icon. This opens the Invoicing tool's Settings page.

3. Click the Lien Waivers tab.

4. Under First-Tier Waivers, choose one (1) or both of these options:

   • Enable Conditional Lien Waivers. Mark this checkbox to enable the use of any conditional lien waiver templates created for your company. Clear the checkbox to disable the use of those templates.

   • Enable Unconditional Lien Waivers. Mark this checkbox to enable the use of any conditional lien waiver templates created for your company. Clear the checkbox to disable the use of those templates.

      Tips

     • Are you planning to collect sworn statements in your lien waivers? Typically, users who enable sworn statement collection only choose the Enable Unconditional Lien Waivers option. To include sworn statements table in a custom template, contact your Procore point of contact.

     • What do the different lien waiver types mean? To learn about the types, see What types of lien waiver templates can you create?

5. Under When Should First Tier Lien Waivers be Requested, always choose the Request at Invoice Approval option. This option ensures Procore Pay only generates the project's lien waiver after your team has collected and/or input the required sub-tier information for the sworn statement.

6. Under Sub-Tiers, mark the Enable Sub-Tier Waivers check box.

7. Under How Should Sub-Tier Waivers be Collected on this Project?, always choose the Require Unconditional Waivers for the Current Invoice option.

8. Mark the Display Custom Instructions about Sub-Tier Waiver Submission check box.

9. Type any instructions in the Enter Custom Instructions box.

10. Mark the Require Collection of Extended Sub-Tier Information for Use on Sworn Statements or Contractor Affidavits box.

11. Under Templates, configure the desired lien waiver template for each enabled lien waiver type. Always select the lien waiver template that contains the sworn statement fields.

     Tip

    • Why am I seeing a 'No template' message? If the 'No template' message appears, create a lien waiver template for the waiver type. See Create Lien Waiver Templates. To appear in this list, the 'State' defined for the template must match the Procore project's Project Location information.

    • How do I know if a lien waiver is compliant with State requirements? For states that mandate the use of a specific lien waiver form, Procore Pay's Levelset integration provides lien waiver templates that comply with state requirements. Best practices templates are available on the Levelset website. See Lien Waiver Release Forms - State by State . Your company must ensure that your lien waiver templates comply with all applicable laws and regulations. If you have questions, consult a legal advisor.

    • Why can't I select a template from the drop-down list? If the drop-down list is grayed out, that type of lien waiver is not available in the project's state, according to Levelset's lien waiver database.

12. Click Save.

1. Navigate to the Project level Invoicing tool.

2. Click the Settings icon. This opens the Invoicing tool's Settings page.

3. Click the Lien Waivers tab.

4. Under Owner Waivers, choose one (1) or both of these options:

   • Enable Conditional Lien Waivers. Mark this checkbox to enable the use of any conditional lien waiver templates created for your company. Clear the checkbox to disable the use of those templates.

   • Enable Unconditional Lien Waivers. Mark this checkbox to enable the use of any conditional lien waiver templates created for your company. Clear the checkbox to disable the use of those templates.
     

     Note

     Sworn statements are not supported on Owner Waivers.