Lien Waiver Tracking Software

Know exactly which lien waivers are still outstanding

Track Collect and Send waivers from Draft to Sent, Overdue, Signed, and In QuickBooks — tied to the transaction, company, and project information used to prepare them. Collect uses Bills and Bill Payments; Send uses Invoices and Customer Payments.

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app.eazywaiver.net / dashboard
Current EazyWaiver Waivers workspace showing Draft, Sent, Overdue, Signed, and In QuickBooks status examples with fictional data
What EazyWaiver tracks
Waivers tied to QuickBooks payments
Draft, Sent, Overdue, Signed & In QuickBooks status
Searchable vendor and project records
Reminders for unsigned waivers
THE TRACKING PROBLEM

Creating the waiver is only half the job

The harder half is knowing which vendor received a waiver, which one signed, which one still needs follow-up, whether the completed document was filed — and what's still missing before closeout.

Where tracking breaks down
  • Waiver status lives across emails, folders, and spreadsheets
  • Staff manually check whether vendors have responded
  • Follow-up emails get recreated again and again
  • Signed copies become separated from the original payment
  • Missing records surface late, during review or closeout
What organized looks like
  • Every waiver has a visible status — Draft, Sent, Overdue, Signed, or In QuickBooks
  • Records stay tied to the vendor, project, and payment
  • The team can see what still needs action in one list
  • Automated vendor reminders help follow up on unsigned waivers without repeated manual emails
  • Completed records remain searchable and can be filed in QuickBooks
HOW IT WORKS

From reviewed QuickBooks context to signed and filed — without losing the trail

Tracking starts when your team selects the applicable transaction and customer-approved setup, whether collecting a waiver after paying them or sending a waiver when they pay you.

1
Choose Collect or Send
Use Bills and Bill Payments for Collect, or Invoices and Customer Payments for Send.
2
Select the eligible payment in EazyWaiver
The payment appears with vendor, project, check number, amount, and date already attached.
3
Generate the approved waiver form
The waiver is generated from your company-approved template, filled with the payment data. Your waiver language is never changed.
4
Preview and send the waiver
Review the PDF, then send it to the vendor — the waiver's status moves from Draft to Sent.
5
The vendor signs electronically or uploads a signed copy
Vendors open a secure signing link on any device — no account needed on their end.
6
EazyWaiver tracks the waiver's current status
One list shows what's Draft, Sent, Overdue, or Signed — without checking inboxes or spreadsheets.
7
Reminders follow up while the waiver remains unsigned
Automated vendor reminders help follow up on unsigned waivers without repeated manual emails.
8
Upload the completed PDF back to QuickBooks
One click attaches the completed waiver to the related payment in QuickBooks — and the status shows In QuickBooks.
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How reminders behave
  • Configurable schedule. Reminder cadence is set per vendor — and can be turned off entirely.
  • About the outstanding waiver. Each reminder email relates to the specific waiver still awaiting signature.
  • Stops when done. Reminders stop when the waiver no longer needs them — they only go out while a waiver remains outstanding.
  • Included workflow. Automated reminders are included with Starter, Core, and Pro.
Follow up

Spend less time rewriting reminder emails

Automated vendor reminders help follow up on unsigned waivers without repeated manual emails. Set the schedule that fits each vendor, and let the follow-up run while your team works on something else.

  • Reminder schedules are configurable per vendor
  • Manual reminders can also be sent from the waiver record
  • Reminders stop when the waiver is no longer outstanding
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 & File

Collect the signature and keep the completed record connected

The vendor opens a secure signing link, reviews the waiver, and signs electronically or uploads a signed copy. The completed record stays in EazyWaiver, tied to the payment it came from.

  • Vendors don't need an EazyWaiver account to sign
  • Sign electronically or upload a signed copy
  • Signature activity recorded in the audit trail
  • Completed waivers remain stored in EazyWaiver
  • Completed PDFs can be attached back to the related QuickBooks payment
BEFORE & AFTER

The same waiver, two very different tracking systems

Manual tracking
  • Create the waiver from payment information
  • Email the document to the vendor
  • Search the inbox for a response
  • Rewrite follow-up emails
  • Update a spreadsheet or folder manually
  • Save the signed document somewhere findable
  • Search for it again during closeout
With EazyWaiver
  • Generate the waiver from the QuickBooks payment
  • Send and manage it from the related waiver record
  • See its current status in one list
  • Use reminders for outstanding waivers
  • Keep the completed document tied to the payment
  • Upload the PDF back to QuickBooks
  • Search the record later when it's needed
WHO IT’S FOR

Built for the people responsible for outstanding waiver paperwork

If your job includes knowing which waivers are signed and which are still out, EazyWaiver keeps that answer in one list. Specialty contractors fit too when they manage waivers for their own lower-tier subs and suppliers.

Construction office & AP teams
Know what still needs action
The person managing bill payments can see which matching waivers are Draft, Sent, Overdue, Signed, or filed — and work the list instead of the inbox.
QuickBooks lien waiver automation
General contractors
Avoid discovering missing waivers at closeout
Organized waiver records give you earlier visibility into missing or unsigned paperwork — while there's still time to chase it, not after the job is closing.
Lien waiver software for contractors
Bookkeepers & accounting firms
Track waivers inside contractor-owned workspaces
Each contractor owns their workspace, billing, QuickBooks connection, templates, and records. Bookkeepers can be invited into client workspaces to handle the waiver tracking.
Lien waiver software for bookkeepers

Want the bigger picture? See how EazyWaiver keeps every waiver tied to its payment, vendor, and project.

WHY EAZYWAIVER

Tracking built around the waiver — not another platform to manage

EazyWaiver doesn't replace QuickBooks, and it doesn't ask you to move your payment process into another platform. It focuses on one job: generating, tracking, signing, and filing lien waivers from the bill-payment data you already record in QuickBooks Online.

Your company keeps using its own approved waiver forms, with included waiver allowances and explicit additional-waiver purchases when needed.

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What stays yours
  • Your accounting system. QuickBooks Online stays the system of record for bills and payments.
  • Your payment process. Nothing about how you pay subs and suppliers changes.
  • Your waiver forms. You use your company-approved templates — EazyWaiver never writes or edits waiver language.
  • Clear pricing. Included waiver allowances, with an explicit +10 waiver purchase for $29 when needed.
PRICING

Simple, transparent pricing

Starter includes up to 20 waivers and 1 user per subscription period; Core includes up to 50 waivers and 1 user; Pro includes unlimited waivers and 3 users. Additional users are $24.99/month each. Additional waivers are an explicit $29 purchase for +10. Every plan starts with a 14-day free trial — card required, cancel anytime before you're charged.

Starter
$79/mo
Up to 20 waivers per subscription period · 1 included user
A complete core waiver workflow for a single company workspace.
  • QuickBooks Online integration and Collect + Send
  • All four waiver categories
  • Generation, preview, sending, e-signature, reminders, tracking and basic activity
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Core
$149/mo
Up to 50 waivers per subscription period · 1 included user
A complete core waiver workflow for a single company workspace.
  • QuickBooks Online integration and Collect + Send
  • All four waiver categories
  • Generation, preview, sending and e-signature
  • Reminders, tracking and basic activity
Start Core Trial
Pro Most popular
$249/mo
Unlimited waivers · 3 included users
For contractor teams that need higher volume, approvals, advanced reporting, exports, and management controls.
  • Everything in Core
  • Approvals and management controls
  • Additional users available for $24.99/month each
  • Advanced reporting and exports
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No long-term contract. Cancel anytime.

Setup included with every plan

Upload your company-approved waiver setup and connect QuickBooks — initial waiver setup is included, and most are configured within 1–2 business days after receiving 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.

Not sure which plan fits? Book a Demo

FAQ

Questions before you sign up

Straight answers about how EazyWaiver tracks lien waivers.

What is lien waiver tracking software?
Lien waiver tracking software shows the current status of every waiver — which are drafted, sent, overdue, signed, and filed — so nothing has to be tracked in inboxes or spreadsheets. EazyWaiver tracks each waiver from the selected applicable QuickBooks transaction through signature and filing.
What lien waiver statuses can EazyWaiver track?
Every waiver shows one of five stages: Draft, Sent, Overdue, Signed, or In QuickBooks. A sent waiver that hasn't come back after 14 days is flagged as Overdue so it stands out for follow-up.
Can I see which vendors have not signed?
Yes. The waiver list can be filtered to show only Sent or Overdue waivers, and you can search by vendor — so unsigned waivers are visible at a glance instead of buried in email threads.
Can EazyWaiver send reminders for 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 automated reminders included in Core?
Yes. Automated vendor reminders are included in Starter, Core, and Pro. Starter and Core also include waiver generation, PDF preview, QuickBooks upload, and the waiver status list.
Do recipients need an account to sign?
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.
Where are completed lien waivers stored?
Completed waivers stay stored in EazyWaiver — searchable and tied to the selected transaction — and can also be uploaded back to that transaction where supported.
Can completed waivers be uploaded back to QuickBooks?
Where supported, you can attach the completed waiver PDF to the selected applicable QuickBooks transaction, and the waiver's status changes to In QuickBooks.
Can bookkeepers track waivers for multiple contractor clients?
Bookkeepers work inside contractor-owned workspaces and can be invited into client workspaces to handle waiver tracking. Each contractor keeps ownership of their own billing, QuickBooks connection, templates, and waiver records.
Does EazyWaiver supply lien waiver forms?
No. EazyWaiver never provides or edits legal waiver language. You add company-approved waiver setups, and your company decides whether a setup applies across states. EazyWaiver does not provide legal advice or determine legal applicability.
Does EazyWaiver replace QuickBooks?
No. QuickBooks Online remains your accounting system. EazyWaiver reads applicable transaction information for Collect or Send and can attach completed PDFs to the selected transaction where supported. It does not create, edit, or delete accounting transactions.

Stop wondering which waivers are still missing

Start a 14-day free trial or book a quick walkthrough to see how EazyWaiver keeps outstanding waivers visible and connected to the right QuickBooks payment.

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