Getting Started
Getting Started with LienWaiver.pro
Learn how to generate your first lien waiver, understand the four waiver types, and navigate the LienWaiver.pro dashboard.
4 min read
Help Center
Step-by-step guides for getting the most out of LienWaiver.pro
Getting Started
Getting Started
Understanding Lien Waivers by State
Which states require statutory lien waiver forms, what happens if you use the wrong form, and how state requirements affect your waivers.
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Getting Started
Setting Up Your Company Profile
How to set up your company profile to automatically pre-fill your company information on every lien waiver you generate.
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Getting Started
Organizing with Saved Projects
Use Saved Projects to store project details like address, owner, and property description — and pre-fill them on every waiver for that job.
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Pro Features
Pro Features
Send & Sign: Sending Waivers for E-Signature
Step-by-step guide to sending lien waivers for electronic signature, tracking request status, and downloading signed waivers.
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Pro Features
Managing Your Contacts
How to add and manage subcontractor contacts to speed up the Send & Sign workflow with pre-filled recipient information.
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Pro Features
Automatic Reminders
How automatic follow-up reminders work for unsigned waiver requests, including timing, email content, and how to turn them on or off.
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Pro Features
Waiver Inbox
How to use the Waiver Inbox to receive, store, and audit lien waivers from your subcontractors via email forwarding or direct upload.
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Pro Features
Team Management
How to invite team members, manage roles, and share contacts, projects, and waiver history across your organization.
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QuickBooks Integration
Enterprise
Connecting QuickBooks Online
Step-by-step guide to connecting your QuickBooks Online account, choosing sync settings, and understanding what data gets synced.
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Enterprise
Matching QBO Vendors to Contacts
How to match your QuickBooks Online vendors to LienWaiver.pro contacts for seamless waiver generation from bills.
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Enterprise
Generating Waivers from QBO Bills
How to select QuickBooks bills, generate waiver requests from bill data, and track waiver status on your bills.
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Enterprise
Project Mapping (QBO Classes & Customer Jobs)
How to map QuickBooks Online Classes and Customer Jobs to your Saved Projects for automatic project selection when generating waivers from bills.
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Enterprise
Signed Waiver PDF Sync to QBO Bills
When a signed waiver PDF is available — from e-signing or manual upload — it's automatically uploaded to each linked QBO bill as an attachment in QuickBooks.
4 min read
Need help? Contact our support team →