Opt Out of Using the Lien Waiver Vault

Though not recommended, general contractors can manage their unconditional waiver process in a way that does not take advantage of the unconditional Lien Waiver Vault.

The Lien Waiver Vault holds unconditional waivers in escrow and gives them to you automatically when the subcontractor verifies payment. Take the steps on this page only if you prefer to collect the unconditional waiver from the subcontractor after having paid them.

If the general contractor opts not to use Trimble Pay's Lien Waiver Vault to manage the unconditional lien waiver process, they can use the Exception Flow to collect lien waivers after payment.

Using the Exception Flow, rather than the subcontractor being required to sign the unconditional waiver as part of the invoice submission workflow, Trimble Pay prompts the sub to sign the unconditional waiver after the general contractor has paid them. This results in more manual steps and waiting on external parties to collect the unconditional waiver.

To use the Exception Flow and collect lien waivers manually:

  1. On the Active projects tab, select the project.
    The project overview page appears.
  2. Among the tabs at the top of the screen, select Billing requirements.
    Listed are the project's active controlled and uncontrolled requirements.
  3. On the right-hand side of the screen, choose one:
    • To edit an existing requirement, select its edit icon.
    • To add to the list of requirements, select Add another requirement.
    The relevant Add or Edit window opens.
  4. Select the checkbox named Request subcontractor to sign unconditional after billing submission.
  1. The general contractor pays the subcontractor.
  2. Trimble Pay copies the general contractor on an email notification to the subcontractor POC prompting them to log in and sign the unconditional waiver.
  3. The subcontractor signs the waiver.
  4. Trimble Pay makes the signed waiver available to the general contractor.