Use the Enter Customer Lien Notice & Release screen to manage customer liens. You can use this screen to do the following:

• Create customer lien notices for projects and change orders.

• Create progress lien releases to incrementally release portions of the lien notice, and then create a final lien release record when the job is completed and all payments have been received.

• Create a PDF file of a customer lien notice form or a customer lien release form that you can view, print, or attach to an e-mail. ProContractor automatically attaches the PDF file to its associated record in a binder item.

  Tip: You can use the Modify Forms screen to modify the format and layout of this form.

You must have the software required to open a PDF file—such as Adobe Reader—installed on your computer to be able to view it. You can also send an e-mail with the PDF file as an attachment. You must have MAPI-compliant e-mail software—such as Microsoft Outlook—installed on your computer to send an e-mail message with an attachment.

• Manage customer lien notices and releases automatically created from the following functions:

  • Project screen

  • About the Enter Owner Change Order screen

  • Enter Project Manager Worksheet screen

  • Enter Contract Invoice screen

  • Enter Manual Time & Material Invoice screen

  • Enter Generated Time & Material Invoice screen

  • Enter Customer Receipts

  • Enter Customer Invoice screen

    Note: To open the Enter Customer Lien Notice & Release screen, click Projects > Lien Management > Enter Customer Lien Notice & Release in the All Tasks pane.