Automated Buildertrend Lien Waiver Collection Tracker
Every Monday, WebRun opens Buildertrend, identifies completed or near-complete excavation projects where lien waivers from subcontractors or suppliers have not been collected, and logs each outstanding waiver to a Google Sheet with the sub name, project, and invoice amount so your team can follow up before the final payment is released.
How do I track missing lien waivers on my excavation projects?
WebRun opens Buildertrend every Monday, reviews completed and near-complete excavation projects for missing lien waivers, and logs every gap to a Google Sheet with the sub name, invoice amount, and project. Your team works from the sheet to collect outstanding waivers before the final payment is released to the client.
- Missing lien waivers are identified every Monday before they stall final payments
- Every near-complete project is checked for waiver gaps across all subs and suppliers
- Your team has a single Google Sheet showing the full lien waiver status for every job
Built for excavation contractors · construction project managers · accounts payable teams · general contractors
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
app.buildertrend.netin a real browser with your saved login - no setup, no API keys. -
1
Buildertrend - find projects with missing lien waivers
buildertrend.com
WebRun opens Buildertrend to find projects with missing lien waivers. - Open Buildertrend and filter projects to those at or near the Completion milestone
- Check the documents section for each project for recorded lien waivers from subs and suppliers
- Identify subs or suppliers with paid invoices but no waiver on file
- Capture the sub name, invoice amount, project name, and days since the invoice was paid
Done when Every sub or supplier with a missing lien waiver is identified per project.
-
2
Google Sheets - log outstanding waivers for follow-up
google.com
WebRun opens Google Sheets to log outstanding waivers for follow-up. - Append a row for each outstanding lien waiver to your tracking sheet
- Include the sub name, invoice amount, project, days since payment, and a follow-up status column
- Remove rows for waivers that have been uploaded to Buildertrend since the last run
Done when Your Google Sheet shows every outstanding lien waiver across all near-complete projects.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it contact subcontractors to request lien waivers automatically?
No. WebRun logs the missing waivers to your Google Sheet for your team to chase. Any communication to subs is handled by your project manager directly.
How does it know which subs owe a lien waiver?
It cross-references paid purchase orders and subcontractor invoices in Buildertrend with the documents section for that project. If an invoice is paid and no waiver document is on file, it flags the gap.
What if the waiver was received by email and not yet uploaded to Buildertrend?
Upload the waiver document to the relevant project in Buildertrend and it will be cleared from the list on the next Monday run.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.