5 Fields and Features to Add to Your Digital Lien Waivers

Accelerate lien waiver distribution and processing with GoFormz

The lien waiver process is a common burden for construction teams. For subcontractors, lien waivers need to be completed, reviewed, and signed each and every month on a project. General contractors, meanwhile, are responsible for distributing, tracking, and processing lien waivers, to ensure their operation is protected from a lien and that the subcontractor can receive their payment. 

Digital forms can significantly accelerate the distribution, completion, and processing of lien waivers, resulting in more efficient billing and payment processes, improved communication, and simplified collaboration between GCs and subcontractors. With GoFormz, you can even maintain the formatting of your existing lien waivers, making it easy to collaborate with government agencies and larger organizations, and onboard new users.

Ready to get started with digital lien waivers? Here are the top five fields and features that can help:

  1. Share digital lien waivers with collaborators outside of your account
    With GoFormz, links to your digital lien waivers can be easily shared with others, even those outside of your GoFormz account. This means that a link to your digital lien waiver can be easily shared with subcontractors anywhere, for them to review, sign, and complete. This is accomplished using the Public Forms feature, which allows your operation to share links to lien waivers pre-filled with project information, with only select fields made editable to the recipient. For example, a digital lien waiver would be filled out by a general contractor and shared with a subcontractor with only the Signature field made editable. Once a subcontractor has completed their digital lien waiver, it can be instantly accessed by the general contractor and administrators – accelerating processing and resulting payments. 

  2. Instantly provide highly accurate totals
    Your digital form fields can be easily equipped with logic, enabling your forms to instantly provide highly accurate totals. Automatic Calculations rapidly present users with totals and can factor in taxes, discounts, and more. 

  3. Capture electronic Signatures
    Electronic Signature fields drastically simplify the collection of lien waiver authorizations. Rather than needing to collect Signatures in person, links to your digital lien waivers can be easily shared with subcontractors anywhere, for them to review, sign, and complete. Your electronic Signature fields can even be made Required, ensuring critical authorizations are input prior to form submission.
    Learn to add, optimize, and complete electronic Signature fields > 

  4. Auto-fill fields with information
    Rather than manually filling out project details, your digital lien waivers can be easily dispatched or shared pre-filled with project information. Similarly, when a user selects an option from a Database field, like a Drop Down menu, corresponding fields can be easily populated with project details. Your form fields can even be instantly populated with data pulled from integrated systems, like Procore or Salesforce. This functionality not only accelerates form completion but also eliminates redundant data entry and reduces opportunities for human error. 

  5. Automate form routing
    A common stumbling block when completing lien waivers is the need to mail, scan, fax, or physically collect completed forms. This process is time-consuming and can result in costly delays, miscommunications, and wasted administrative resources. With digital lien waivers, forms can be easily completed from any location and instantly routed to relevant contacts upon completion. For example, a PDF copy of a completed digital lien waiver could be instantly routed to the GC, the subcontractor, and instantly uploaded to the appropriate systems. This is accomplished using an Automated Workflow, which can be easily configured and customized to meet your operation’s unique needs. 

ProTip: Integrate your digital Lien Waivers with Procore, Salesforce, Bim 360, and more
Your digital lien waivers can even be directly integrated with your other business applications, like Procore, BIM 360, Salesforce, Microsoft 365, and more. Connecting the GoFormz mobile forms platform to your other systems enriches the entirety of your operation with real-time data. Data can be pushed and pulled between your digital forms and corresponding records, accelerating record-keeping, analytics, and common workflows like billing and payroll. 
Learn more about GoFormz integrations > 

To learn more about how GoFormz can help your operation improve its efficiency and workflow management, check out this customer success story or sign up for a free trial today!