Lien Waiver & Payment Integration for Procore

Built’s Lien Waiver Integration training course teaches users how to install and configure the Built Lien Waiver & Payment integration for Procore, set up custom lien waiver templates and projects, manage payable requirements and approvals, and create, send, and track lien waivers end-to-end.

Note:

If you have recently migrated from Legacy LienWaivers to LienWaiver Management and previously used the Legacy Application in Procore, you will need to delete this and follow the instructions in the Lesson 1 below to install the Custom Application.

Training Overview

Installing the Built Lien Waiver & Payment Integration

• Install the Built Lien Waiver Management & Payments Procore App.

• Understand installation prerequisites and setup requirements.

• Know how non-admins can request installation.

• Complete post-installation steps and know where to get help if needed.

Setting Up Custom Lien Waiver Templates

• Upload custom lien waiver templates into Built.

• Configure roles so Built data and signer inputs populate correctly.

• Add and assign fillable content fields.

• Map Built merge fields for automatic data population.

Creating Projects

• Create projects in Lien Waiver Management using multiple methods.

• Understand best practices for project setup.

• Set up projects in a way that streamlines lien waivers and payments.

Configuring Payable Requirements & Approval

• Navigate to Project Settings in Lien Waiver Management.

• Configure Payable Requirements to automate lien waiver collection.

• Set up internal payment approval workflows.

• Understand when to use manual, in-exchange-for-payment, or notarized options.

Creating, Sending & Tracking Lien Waivers

• Link a Procore project to a Built project to sync project details.

• Connect invoices in Procore to payables in Built.

• Create and send conditional lien waivers to vendors.

• Track lien waiver status after sending.

Together, these lessons provide a complete walkthrough of installing, configuring, and using the Built Lien Waiver & Payment integration within Procore.

Course Links