Lien Waiver Software for Bookkeepers

Turn QuickBooks bill payments into finished lien waivers for your construction clients

Work as an authorized user inside each contractor-owned workspace. Help collect waivers from subcontractors and vendors using Bills and Bill Payments, or send customer-approved waivers using Invoices and Customer Payments. Preview, e-sign, track, and organize each completed record.

app.eazywaiver.net / dashboard
Current EazyWaiver Recent Payments view with Recent Payments, Waivers, Templates, Vendors, Reports, Activity, and Settings navigation
How EazyWaiver works with your clients
Built for QuickBooks Online
Contractor-owned workspaces
Company-approved lien waiver templates
Completed PDFs uploaded back to QuickBooks

Your client already entered the payment data. You shouldn't have to enter it again.

Vendor, project, check number, amount, and date are already recorded in QuickBooks Online. Rebuilding each lien waiver by hand repeats that work — and every manual re-entry is another chance for a mismatched amount, date, vendor, or project.

Where time gets lost
  • Payment details are retyped into Word documents that QuickBooks already holds
  • Every manual re-entry risks a mismatched amount, date, vendor, or project
  • Signed documents drift away from the payment they belong to
  • Follow-up emails to vendors get rewritten again and again
  • Closeout gets harder when waiver records are scattered across inboxes and folders
With EazyWaiver
  • Generate the waiver from an eligible QuickBooks bill payment
  • Keep the waiver tied to the correct contractor, vendor, project, and payment
  • Preview the finished PDF before sending
  • Track Draft, Sent, Overdue, Signed, and In QuickBooks status — and use automated reminders
  • Upload the completed PDF back to QuickBooks

From your client's QuickBooks payment to a signed and filed waiver

The contractor owns the workspace and the QuickBooks connection. You're invited in as a team member — then the waiver work happens where the payment data already lives.

1
The contractor creates and owns its EazyWaiver workspace
Each contractor client has its own separate workspace, with its own billing and records.
2
The contractor connects its QuickBooks Online company
The QuickBooks connection is authorized by the contractor and belongs to their workspace.
3
The contractor invites you as a team member
You work inside the client's workspace — no need to take ownership of their billing or accounting connection.
4
Choose the contractor's Collect or Send workflow
Review applicable Bills and Bill Payments for Collect, or Invoices and Customer Payments for Send.
5
Confirm payment context and the contractor-approved waiver form
Pick the eligible payment that needs a waiver and the waiver type that fits.
6
EazyWaiver generates the waiver from the client's approved template
The document is filled from the payment data. The contractor's waiver language is never changed.
7
Preview, track, and send for signature
Review the PDF, watch its status, and send a secure signing link with automated reminders while it's outstanding.
8
Upload the completed PDF back to the related QuickBooks payment
One click files the finished waiver against the payment it came from — and the status shows In QuickBooks.
app.eazywaiver.net
EazyWaiver Recent Payments view showing fictional vendor and payment context, two project rows, visible Progress and Final choices, and the Generate All Waivers action
Generate

Payment data in, completed waiver out

This is the actual product. Eligible bill payments from your client's QuickBooks Online appear with the details already attached — so the waiver is generated from data, not retyped into a blank document.

  • Vendor, project, check number, amount, and date pulled from the eligible payment
  • Confirm the Conditional Progress, Unconditional Progress, Conditional Final, or Unconditional Final form the contractor approved
  • The document fills from the contractor's configured DOCX template
  • The client's waiver language is never changed
app.eazywaiver.net
Professionally formatted fictional demonstration waiver showing aligned payment details, a clear sample disclosure, and blank signature and date fields
Preview

Review the finished waiver before anything is sent

Open the completed PDF and check it against the payment before it goes anywhere. What you see is the document generated from your client's own approved template.

  • Preview the completed PDF before downloading or sending
  • Confirm vendor, project, amount, and date against the payment
  • Download the PDF or continue to sending and tracking
app.eazywaiver.net
Current EazyWaiver Waivers workspace showing Draft, Sent, Overdue, Signed, and In QuickBooks status examples with fictional data
Track

See what is still waiting on a signature

Every generated waiver appears in one list with a visible status — Draft, Sent, Overdue, Signed, or In QuickBooks — so “did that waiver come back?” is answered by looking, not by searching an inbox. Want the deep dive? See lien waiver tracking software.

  • View Draft, Sent, Overdue, Signed, and In QuickBooks status at a glance
  • Search waivers and filter the list by status, project, or folder
  • A sent waiver that hasn't come back after 14 days is flagged Overdue
  • Completed records stay connected to their originating payment
app.eazywaiver.net
EazyWaiver vendor signing panel with Sign Electronically and Upload Signed Copy tabs, draw or type signature options, full name and title fields, and a Sign and Submit button
Sign & Follow Up

Let the system handle the repeat follow-up

Vendors receive a secure signing link, open it on any device, and sign electronically or upload a signed copy. Automated reminders follow up on unsigned waivers so you don't rewrite the same chase email for every vendor.

  • Vendors don't need an EazyWaiver account to sign
  • Secure signing links and the vendor signing portal are included in Starter, Core, and Pro
  • Automated reminder schedules are configurable per vendor
  • Reminders stop when the waiver is no longer outstanding

Your client keeps control of its workspace and records

EazyWaiver is built around contractor-owned workspaces. You're invited in as a team member to help manage the lien-waiver workflow — the client keeps ownership of everything that's theirs, and each contractor's workspace stays separate from your other clients.

Each client’s workspace stays separate. Each contractor keeps ownership of its workspace, billing, QuickBooks connection, templates, and records. Your bookkeeping team works inside each client’s workspace by invitation, keeping client data and account ownership clearly separated.

Book a Partner Walkthrough
What your client keeps
  • The workspace and billing. The contractor owns its EazyWaiver workspace and controls its own subscription.
  • The QuickBooks connection. The contractor authorizes and owns the connection to its QuickBooks Online company.
  • The templates. The contractor supplies and approves its own lien waiver templates — EazyWaiver never writes or edits waiver language.
  • The records. Vendors, waivers, and completed documents belong to the contractor's workspace.

Built for bookkeeping teams that support construction companies

If part of your month is turning a client's bill payments into waiver paperwork, EazyWaiver does the document work from the data you already manage.

Construction bookkeepers
Turn client payment data into completed waiver paperwork
Use QuickBooks transaction information for contractor-approved Collect + Send waivers, keep each one tied to its workflow, and see what is still outstanding.
Lien waiver tracking software
Accounting firms
Support contractor clients without taking ownership of their workspace
Team members join each contractor-owned workspace by invitation. The client keeps its billing, QuickBooks connection, templates, and records.
Construction lien waiver software
QuickBooks ProAdvisors
Add a construction-specific workflow to the QuickBooks services you already provide
EazyWaiver works from the bill payments recorded in a client's QuickBooks Online company — a natural extension of the books you already manage.
QuickBooks lien waiver automation

Help construction clients adopt EazyWaiver while they keep ownership of their workspace

For accounting firms, bookkeepers, and construction advisors introducing EazyWaiver to multiple contractor clients, the Partner Program is a private path to discuss rollout, demo support, and client onboarding.

Bookkeepers and accounting firms

Joining is optional — you can also simply be invited into a contractor's workspace as a team member without joining the Partner Program.

Explore the Partner Program

Simple, transparent pricing

Pricing is per contractor-owned workspace — each client company has its own workspace and subscription. Starter includes up to 20 waivers per applicable subscription period; Core includes up to 50; Pro includes unlimited waivers, with an explicit +10 waiver purchase for $29 when needed. Every plan starts with a 14-day free trial — card required, cancel anytime before you're charged.

Your firm does not need a separate multi-client subscription. Each contractor owns and pays for its own EazyWaiver workspace.

Starter
$79/mo
Up to 20 waivers per applicable subscription period · 1 included user
A complete core waiver workflow for a single company workspace.
  • Collect + Send; all four waiver categories
  • QuickBooks integration, generation and preview
  • Sending, e-signature and automated reminders
  • Tracking, basic activity and initial waiver setup included
Start Starter Trial
Core
$149/mo
Up to 50 waivers per applicable subscription period · 1 included user
A complete core waiver workflow for a single company workspace.
  • Collect + Send; all four waiver categories
  • QuickBooks integration, generation and preview
  • Sending, e-signature and automated reminders
  • Tracking, basic activity and initial waiver setup included
Start Core Trial

No long-term contract. Cancel anytime.

Initial waiver setup included with every plan

Most initial setups are configured within 1–2 business days after we receive usable DOCX files. Additional distinct waiver setups can be added as needed, and any applicable one-time setup cost is shown before you approve it. Additional users are $24.99/month each.

Not sure which plan fits a client? Book a Demo

Questions bookkeepers ask before signing up

Straight answers about how EazyWaiver works with contractor clients.

What is lien waiver software for bookkeepers?
Lien waiver software for bookkeepers organizes contractor-approved Collect + Send workflows from QuickBooks Online transaction information. Contractors select and review the approved setup, then track, sign, and file completed waivers.
Can a bookkeeper use EazyWaiver for multiple contractor clients?
Yes — by being invited into each contractor’s own workspace. Each contractor workspace stays separate, so your bookkeeping team works inside each client’s workspace individually while the contractor keeps ownership of its billing, QuickBooks connection, templates, and records.
Who owns each EazyWaiver workspace?
The contractor. Each workspace, its billing, its QuickBooks connection, its templates, and its waiver records belong to the contractor client. Bookkeepers are invited in as team members to help manage the workflow.
Does each contractor need its own workspace and subscription?
Yes. Pricing is per contractor-owned workspace, so each contractor client has its own workspace and its own subscription. One subscription does not cover multiple contractor clients.
Does EazyWaiver work with QuickBooks Online?
Yes. EazyWaiver connects to the contractor's QuickBooks Online company. Collect uses applicable Bills and Bill Payments; Send uses applicable Invoices and Customer Payments. Completed waiver PDFs can be attached back to the selected transaction where supported.
What information is pulled from QuickBooks?
Available company or recipient, project, reference, amount, and date information from the selected applicable transaction — Bills and Bill Payments for Collect, or Invoices and Customer Payments for Send.
Does EazyWaiver provide lien waiver forms?
No. EazyWaiver never provides or edits legal waiver language. Each contractor adds its company-approved waiver setup and decides whether it applies across states. EazyWaiver does not provide legal advice or determine legal applicability.
Can recipients sign without creating an account?
Yes. The selected recipient receives a secure signing link, opens it on any device, reviews the waiver, and signs electronically or uploads a signed copy — no account or software required.
Can EazyWaiver automatically remind vendors about unsigned waivers?
Yes. Automated vendor reminders help follow up on unsigned waivers without repeated manual emails. The reminder schedule is configurable per vendor, and reminders stop when the waiver is no longer outstanding.
Are signing and reminders included in Core?
Yes. Starter and Core include QuickBooks sync, waiver generation, preview, sending, e-signature, automated reminders, tracking, and basic activity. Pro adds unlimited volume, more included users, approvals, advanced reporting/exports, and management controls.
How long does template configuration take?
Most initial waiver setups are configured within 1–2 business days after we receive usable DOCX files. Initial waiver setup is included with every plan.
Is joining the Partner Program required?
No. The Partner Program is optional. A bookkeeper can simply be invited into a contractor's workspace as a team member without joining the Partner Program.

Stop rebuilding lien waivers from data already sitting in QuickBooks

Book a partner walkthrough to see how EazyWaiver fits into the lien-waiver workflow you already manage for construction clients, or see how client setup works first.

Initial waiver setup included
Cancel anytime
QuickBooks-connected