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.

How to automate it

How to automate “prepare pay applications and progress billing”

Here are 2 ways to spend less time on this, best first. Each comes with steps you can follow today and, for AI fixes, a prompt to copy.

180 min

typically, once a month

45%

of the time can be automated

Some setup

to set up

Fix 1 of 2

Software featureBest fix

Run RFIs, change orders and pay apps through the project software's workflows

Procore, Autodesk Build and Buildertrend track who owes what, send reminders, collect e-signatures and build pay apps from the schedule of values. You stop chasing by email and rebuilding spreadsheets.

Typically saves about 35% of the time2 h to set up

1Check which of these modules your company already pays for: RFIs, submittals, change events, invoicing.
2Set up ball-in-court and due-date reminders.
3Use e-signature on change orders so they get signed on a phone.
4Build pay apps from the schedule of values in the system instead of a separate spreadsheet.

Tools: Procore · Autodesk Build · Buildertrend · Siteline or GCPay for pay apps

Fix 2 of 2

Let AI build the formulas, pivots and summary

Copilot in Excel, Gemini in Sheets, or uploading the file to ChatGPT or Claude can build the pivot, the chart and the commentary in minutes.

Typically saves about 50% of the time10 min to set up

1Export or open the data.
2Ask Copilot in Excel or Gemini in Sheets, or upload the file to an approved AI assistant.
3Describe the report you want, including the breakdowns.
4Check the totals against the source before you share.

Prompt to copy

Here is [DESCRIBE THE DATA]. Build a summary that shows [THE NUMBERS YOUR MANAGER WANTS] by [BREAKDOWN], compared with [LAST PERIOD]. Give me the Excel formulas or pivot setup to reproduce it, and three sentences on what changed and why it matters.

Tools: Copilot in Excel · Gemini in Google Sheets · ChatGPT or Claude with file upload

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 project manager Construction office admin / project coordinator

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