Lien Waiver Tracking Software

Know exactly which lien waivers are still outstanding

Track every waiver from Draft to Sent, Overdue, Signed, and In QuickBooks — tied to the payment, vendor, and project it belongs to. EazyWaiver generates each waiver from the bill payments you record in QuickBooks Online, then keeps the record connected until it’s signed and filed.

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app.eazywaiver.net / dashboard
EazyWaiver lien waiver tracking list showing multiple vendors with each waiver's amount, type, and visible status such as draft, sent, signed, and uploaded to QuickBooks
What EazyWaiver tracks
Waivers tied to QuickBooks payments
Draft, Sent, Overdue, Signed & In QuickBooks status
Searchable vendor and project records
Pro 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 on Pro help follow up on unsigned waivers without repeated manual emails
  • Completed records remain searchable and can be filed in QuickBooks
HOW IT WORKS

From bill payment to signed and filed — without losing the trail

Tracking starts the moment the waiver is generated, because each waiver begins life attached to a real QuickBooks bill payment — not a document someone has to match up later.

1
Record the bill payment in QuickBooks Online
Pay your subs and suppliers the way you always do. Nothing about your payment process changes.
2
Select the eligible payment in EazyWaiver
The payment appears with vendor, project, check number, amount, and date already attached.
3
Generate the Progress or Final waiver
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 (Pro)
On the Pro plan, 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
Pro reminders follow up while the waiver remains unsigned
Automated vendor reminders on Pro 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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app.eazywaiver.net
EazyWaiver waiver tracking table listing waivers by vendor with amount, waiver type, and current status for each record
Track

See every waiver's status in one place

This is the actual product. Every generated waiver appears in one list with a visible status — so “did that waiver come back?” is answered by looking, not by searching an inbox.

  • View Draft, Sent, Overdue, Signed, and In QuickBooks status at a glance
  • See the related vendor, project, amount, date, and waiver type on each record
  • 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
EazyWaiver status summary cards showing waiver counts for Draft, Sent, Overdue, Signed, In QuickBooks, and total waivers
The live status summary from the EazyWaiver dashboard — waiver counts from Draft through Signed to “In QuickBooks.”
How Pro 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.
  • Pro plan feature. Automated reminders are included on Pro, not Essential.
Follow up — Pro plan

Spend less time rewriting reminder emails

Automated vendor reminders on Pro 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 (Pro)
  • Manual reminders can also be sent from the waiver record
  • Reminders stop when the waiver is no longer outstanding (Pro)
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 — Pro plan

Collect the signature and keep the completed record connected

On the Pro plan, 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 (Pro)
  • Signature activity recorded in the audit trail (Pro)
  • 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 Pro 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, and pricing has no per-waiver fees.

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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.
  • Flat pricing. No per-waiver fees — one monthly rate for your team.
PRICING

Simple, transparent pricing

No per-waiver fees. One flat monthly rate for your team. Every plan starts with a 14-day free trial — card required, cancel anytime before you're charged.

Essential
$149/mo
1 user
For a single company workspace — small contractors or office admins who need to automate waiver generation from QuickBooks.
  • QuickBooks sync and waiver generation
  • Progress and final lien waivers
  • PDF preview and QuickBooks upload
  • Waiver status list with search and filters
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Pro Most popular
$249/mo
Up to 3 users
For contractor teams that need e-sign, vendor signing, automated follow-up, and reporting across multiple users.
  • Everything in Essential
  • E-sign and vendor signing portal
  • Approvals, audit trail, reports
  • Automated reminders for unsigned waivers
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No long-term contract. Cancel anytime.

Setup included with every plan

Upload your company-approved waiver template and connect QuickBooks — most first templates are configured within 1–2 business days after receiving a usable DOCX file.

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 QuickBooks bill payment it was generated from 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, on the Pro plan. Automated vendor reminders on Pro 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 Essential?
No. Automated vendor reminders are a Pro plan feature. Essential includes waiver generation, PDF preview, QuickBooks upload, and the waiver status list.
Do vendors need an account to sign?
No. On the Pro plan, vendors receive a secure signing link, open it on any device, review the waiver, and sign electronically or upload a signed copy — no account or software required on their end.
Where are completed lien waivers stored?
Completed waivers stay stored in EazyWaiver — searchable and tied to the payment they belong to — and the completed PDF can also be uploaded back to the related bill payment in QuickBooks.
Can completed waivers be uploaded back to QuickBooks?
Yes. One click attaches the completed waiver PDF to the related payment in QuickBooks, and the waiver's status changes to In QuickBooks so you can see it's been filed.
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 upload your own company-approved lien waiver template, and we configure it so it fills from payment data. EazyWaiver does not provide legal advice and does not determine which waiver form you should use.
Does EazyWaiver replace QuickBooks?
No. QuickBooks Online remains your accounting system. EazyWaiver reads the bill-payment data you've already recorded to generate and track waivers, and attaches completed PDFs back to the related payment. It does not create, edit, or delete your 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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