How we run it / Lien waivers and draws: complete packages without the paperwork hunt
Lien waivers and draws: complete packages without the paperwork hunt
How my construction company builds payment draw packages.
The problem
Every payment draw needs matched lien waivers, sworn statements and proof of costs. Pulling that together meant digging through paperwork.
The setup
1. Receipts and payments get filed as they come in.
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2. A lien waiver specialist bot builds the waivers.
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3. A job cost specialist bot matches costs to receipts and payments.
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4. They put together the draw package.
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5. I review it before it goes anywhere.
- Each specialist bot has one job: waivers or job costs.
- Nothing goes out until I review it.
The result
Complete draw packages without digging through paperwork.
What I'd tell another owner
- File receipts as they come in, not at draw time.
- Give waivers and job costs to separate one-job helpers.
- Review every package yourself before it's submitted.
Related
Written from how we actually run our own businesses. No customer names or private numbers. Questions? [email protected]
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