LienWaiver.pro

Managing Your Contacts

•4 min read•By LienWaiver.pro

Overview

Contacts is a Pro feature that stores your subcontractor (or "sub") roster inside LienWaiver.pro. Once a contact is saved, you can load it in the Send & Sign form with a single click, and the signer name, email, address, and phone will fill in automatically. No retyping the same sub's details on every request.

If you're on the free plan, navigating to Dashboard > Contacts will redirect you to the upgrade page.

Adding a contact manually

  1. Go to Dashboard > Contacts.
  2. Click New Contact.
  3. Fill in at minimum the Company Name (required). All other fields are optional.
  4. Click Add Contact.

The contact appears in your roster immediately.

Contact fields:

Field Notes
Company Name Required. The sub's business name.
Contact Name The individual to address the waiver to, e.g., the owner or AP contact.
Email Used to send the waiver request. The dashboard flags contacts without an email.
Phone Displayed in the contact list and pre-filled on the signing page.
Address The sub's business address. Pre-filled on the signing page so the sub can skip that step.
Trade Used for filtering, e.g., Electrical, Plumbing, Concrete.
Notes Internal only. Not shown on waivers or emails.

Importing contacts from a CSV

If you already have a sub list in a spreadsheet or accounting system, use Import CSV to bulk-load contacts.

  1. Go to Dashboard > Contacts.
  2. Click Import CSV.
  3. Upload your file. The importer maps your columns to contact fields and previews what it found. Common column names (Company, Vendor Name, Email Address, etc.) are recognized automatically.
  4. Review the preview for any errors, then confirm the import.

Duplicate detection runs on company name and email. Contacts that already exist will be flagged before you commit.

How contacts pre-fill Send & Sign

When creating a new waiver request, a "Load from saved contact..." dropdown appears in the Subcontractor Details section. Selecting a contact does 2 things:

  1. Fills the signer name and email. The contact name (or company name if no individual name is saved) and the email address are populated immediately.
  2. Pre-fills address and phone on the signing page. If the contact has an address and phone on file, the sub's information step on the signing page is auto-advanced. The sub skips that step entirely.

This reduces both your data entry on the request form and the sub's friction on the signing page.

Editing a contact

Click any contact in the list to open the detail page, then click Edit.

Update any field and click Save Changes. Changes apply going forward. Past waiver requests are not affected.

If a contact is synced from QuickBooks Online (QBO), company name, contact name, email, and phone are managed in QBO and sync automatically. Address edits must be made in QBO on those contacts.

Archiving and deleting contacts

Archive hides a contact from the active roster without deleting it. Use this for subs you no longer work with. Archived contacts are still accessible via the "archived" toggle on the contacts list.

Delete permanently removes a contact. This option is unavailable on QBO-synced contacts (manage those in QBO instead). You'll be asked to confirm before deletion.

Duplicate detection

LienWaiver.pro flags contacts with matching company names as potential duplicates. The warning appears both on the contact list and on the individual contact's detail page.

To dismiss a false positive, open the contact, find the duplicate warning, and click Not a duplicate of [Company Name]. The warning won't reappear for that pair.

Next steps

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