What variables can we include as placeholders in a lien waiver template?

Signature

Prompts the signer to add their signature to the lien waiver.

+ Progress Conditional + Progress Unconditional + Final Conditional + Final Unconditional

To learn more, see Sign Lien Waivers on Project Invoices.

Project Nickname

Insert the 'Name' of the Procore project.

+ Progress Conditional + Progress Unconditional + Final Conditional + Final Unconditional

The 'Name' is added to Procore during Project setup. See Create a New Project.

Project Address

Insert the 'Address' field in the Project level Admin tool's 'Project Location' area.

+ Progress Conditional + Progress Unconditional + Final Conditional + Final Unconditional

The 'Address' is added to Procore during Project setup. See Create a New Project

Project City

Insert the 'City' field in the Project level Admin tool's 'Project Location' area.

+ Progress Conditional + Progress Unconditional + Final Conditional + Final Unconditional

The 'City' is added to Procore during Project setup. See Create a New Project

Project State

Maps to the 'State' field in the Project level Admin tool's 'Project Location' area.

+ Progress Conditional + Progress Unconditional + Final Conditional + Final Unconditional

The 'State' is added to Procore during Project setup. See Create a New Project

Project Zip

Maps to the 'Zip' field in the Project level Admin tool's 'Project Location' area.

+ Progress Conditional + Progress Unconditional + Final Conditional + Final Unconditional

The 'Zip' is added to Procore during Project setup. See Create a New Project

Legal Property Description

Not available with the Levelset integration for Procore Pay.

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Description of Labor

Prompts the user to update the 'Description of Labor' field during the signature process. See Sign Lien Waivers on Project Invoices.

Users are prompted to enter the information.

Your Company Name

+ Progress Conditional + Progress Unconditional + Final Conditional + Final Unconditional

The selections in the 'Contract Company' drop-down list show the 'Name' on the company record in the Directory. See Add a Company to the Company Directory. You can alternatively use the 'Check Payable To' variable to show the 'Contract Company' named in Procore.

Your Property Owner Name

Maps to the 'Property Owner' field in the Project level Invoicing tool's Invoicing Settings page.

The 'Property Owner' is entered in the 'Lien Waivers' section of the Invoicing Settings page. See Enable Lien Waivers & Set Default Templates on Projects.

Your Property Owner Address

Not available with the Levelset integration for Procore Pay.

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Your General Contractor Name

Maps to the 'Company Name' of the General Contractor or Owner-Builder managing the construction project in their Procore company account.

The 'Company Name' is configured in the 'General Settings' of the Company Admin tool. See Configure Your Company Settings.

Your General Contractor's Name and Address

Maps to the 'Address', 'City', 'Country/State', and 'Zip' of the General Contractor or Owner-Builder managing the construction project in their Procore company account.

This information is added to the 'Owner/Client' company record in the Directory. See Add a Company to the Company Directory.

Your Hiring Party Name

Maps to the 'Company Name' of the General Contractor or Owner-Builder managing the construction project in their Procore company account.

+ Progress Conditional + Progress Unconditional + Final Conditional + Final Unconditional

This is added to Procore during Project setup. See Create a New Project.

Your Hiring Party Address

Maps to the 'Address', 'City', 'Country/State', and 'Zip' of the General Contractor or Owner-Builder managing the construction project in their Procore company account.

This information is added to the 'Owner/Client' company record in the Directory. See Add a Company to the Company Directory.

Total Contract Amount

Maps to the 'Total Contract Amount' of the invoice's commitment contract.

Create a Commitment

Contract Number

Corresponds to the 'Contract #' of the invoice's commitment contract.

Create a Commitment

Total Amount Claimed to Be Due

Corresponds to the 'Current Payment Due' amount from Line 8 on the invoice's Subcontractor's Application for Payment.

View the Summary Preview for a Subcontractor Invoice

Describe the Improvement

Prompts the user to enter a description of the improvement.

Users are prompted to enter the information.

Executed Amendments to Contract Price/Change Orders

Corresponds to the 'Net Change by Change Orders' amount from Line 2 on the invoice's Subcontractor's Application for Payment.

View the Summary Preview for a Subcontractor Invoice

Value of Work Completed to Date

Corresponds to the 'Total Completed and Stored to Date' value from Line 4 on the invoice's Subcontractor's Application for Payment.

View the Summary Preview for a Subcontractor Invoice

Total Paid to Date

Corresponds to 'Less Previous Certificates for Payment' on line 7 of the Contractor's Application for Payment.

How does Procore calculate an Invoice's 'Current Payment Due' amount?

Disputed Amount

Prompts the user to enter the disputed amount.

Users are prompted to enter the information.

Amount of Payment Received or To Be Received

Maps to the 'Total' on the subcontractor invoice's Schedule of Values.

+ Progress Conditional + Final Conditional

Create a Subcontractor Invoice

Maker of Check

Maps to the 'Name' field of the General Contractor or Owner-Builder managing the commitment in the Project level Commitments tool. OR If your company has added office locations and the 'Division Visible on PDF' setting is enabled, it maps to the 'Office Name'.

+ Progress Conditional + Final Conditional

Create a New Project

Retainage Amount

Shows the Line 5 'Total Retainage' amount (Line 5a + Line 5b) on the invoice's Subcontractor's Application for Payment.

View the Summary Preview for a Subcontractor Invoice

Previous Lien Waivers

Prompts the user to provide the date and amounts of any previous conditional lien waivers not yet paid.

Users are prompted to enter the information.

Lien Waiver Exceptions

Prompts the user to enter any exceptions associated with the lien waiver.

Users are prompted to enter the information.

Through Date

Maps to the 'Period End' date on the 'General Information' card on the 'General' tab in the subcontractor invoice contract. Note: When creating an invoice, the 'Period End' matches the 'End Date' of the Open billing period in the Project level Invoicing tool by default. However, the 'Period End' can be changed on the invoice.

+ Progress Conditional + Final Conditional

Create a Subcontractor Invoice Manage Billing Periods

Invoice Number/Payment Application Number

Corresponds to the 'Invoice #' of the invoice.

Create a Subcontractor Invoice

Check Payable To

On a first-tier lien waiver, maps to the 'Contract Company' named in the commitment. This is the subcontracting company responsible for signing the lien waiver(s). On a sub-tier lien waiver, maps to the 'Sub-Tier Company Name' in the first-tier subcontractor invoice. On a sub-tier lien waiver with a joint check, maps to the name of the first-tier subcontractor (corresponds to the 'Contract Company' on the commitment) and the sub-tier contractor (corresponds to the 'Sub-Tier Company Name' on the first-tier subcontractor invoice).

+ Progress Conditional + Final Conditional

Create a Commitment About Joint Checks with Procore Pay

Property Description

Prompts the user to enter a description of the property.

Users are prompted to enter the information.

Amount of Lien Waiver

Prompts the signer to input a property description during the signature process.

Sign Lien Waivers on Project Invoices

Project Number

Maps to the Procore project number.

Create a New Project

Contract Amount Plus Change Orders

Shows the 'Schedule Value' plus the value of an 'Approved' change orders on a subcontractor invoice.

Create a Subcontractor Invoice

Total Completed and Stored

Maps to the 'Total to Date ($)' value in a subcontractor invoice.

Create a Subcontractor Invoice

Retainage Percentage

Maps to the 'Work Retainage This Period (%)' value in a subcontractor invoice.

Create a Subcontractor Invoice

Balance to Finish

Maps to the 'Balance to Finish' in a subcontractor invoice.

Create a Subcontractor Invoice

Free Text

Prompts the signer to provide a free text entry during the signature process. This field can be used to collect custom data. Can only be used once as a placeholder in a lien waiver template.

Sign Lien Waivers on Project Invoices

Current Amount Claimed to Be Due

Prompts the signer to enter the amount claimed as due for all project work performed during the current invoice's billing period.

Sign Lien Waivers on Project Invoices

Description of Labor

Prompts the signer to enter a description of project labor performed during the signature process. It is recommended that users enter the description using plain language that is easily understood by a non-construction audience.

Sign Lien Waivers on Project Invoices

Total Payable to Date Less Retainage

Shows the difference between the Total to Date ($) value minus the Work Retainage this Period ($) value in a subcontractor invoice.

Create a Subcontractor Invoice

Original Contract Amount

Maps to the original amount of the commitment contract.

Create a Commitment

Current Date

The system automatically populates the waiver with the current date.

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Location Message

Not available with the Levelset integration for Procore Pay.

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Go Online Message

Not available with the Levelset integration for Procore Pay.

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Go Online URL

Not available with the Levelset integration for Procore Pay.

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Project Location Name

Not available with the Levelset integration for Procore Pay.

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Project Location Address

Not available with the Levelset integration for Procore Pay.

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Project Location City

Not available with the Levelset integration for Procore Pay.

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Project Location State

Not available with the Levelset integration for Procore Pay.

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Project Location ZIP

Not available with the Levelset integration for Procore Pay.

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User Title

Shows the signer's title from the Levelset integration for Procore Pay, if it is available in the signer's account

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User Name

Shows the signer's user name from the Levelset integration for Procore Pay, if it is available in the signer's account

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User First Name

Shows the signer's first name from the Levelset integration for Procore Pay, if it is available in the signer's account

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User Last Name

Shows the signer's first name from the Levelset integration for Procore Pay, if it is available in the signer's account

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