Excel and Google Sheets template
Lien waiver tracker and pay app log for contractors
No conditional, no check. No unconditional, no next check. The rule is simple. Tracking it across eight subs and three draws is the hard part, so every payment row here tells you which waiver is missing.
$12.00 on Etsy · Instant download
Who it's for
For GCs juggling waivers on every draw
If you're the one chasing waivers before a draw goes in, this is for you. A missing conditional holds up the owner's check, and a missing unconditional leaves you exposed on the next one.
Log each sub payment and the file shows which waiver you still need. Before you submit a draw, it checks that every sub's conditional is in. When it's time to ask for paperwork, the request list builds itself with each vendor's email.
Sample jobs are already filled in so you can see how it works first.
What's inside
What's in the lien waiver tracker
Sub Payments
Amount, retainage, conditional, paid date, unconditional and status on every payment.
Owner Draws
Draws with retainage, plus a check that every sub's conditional is in before you submit.
Waiver Request List
A printable list for any job and draw, with each vendor's email.
Vendors
Email, phone and W-9 for every vendor in one list.
Dashboard
Payments on hold and missing waivers up top, plus two pie charts.
Sample jobs
Filled in so you can see how it connects. Clear them out when you're ready.
How it works
Log the payment, see what's missing
Download
Buy on Etsy and download the file. Open it in Excel, or upload it to Google Drive and open it with Google Sheets.
Add vendors
Clear the samples and enter your subs with email, phone and W-9 status.
Log payments
Add each sub payment and owner draw. Missing waivers show on the row.
Send requests
Print the request list for the job and draw, and send it out before you submit.
Good to know
This tracks waivers. It doesn't supply them.
Lien waiver rules and forms are set by each state. Where your state requires its own statutory forms, use those. Waiver forms aren't included in this file.
This is a tracker for your records, not legal advice. If you're unsure what your state requires, check with an attorney or your state's rules.
Questions
Lien waiver tracker FAQ
Do I need Excel?
No. It works in Excel and in free Google Sheets. Upload the file to Google Drive and open it with Sheets.
Can I use it on my phone or iPad?
Yes. Open the lien waiver tracker in the Google Sheets or Excel app on your phone or iPad. Setup is easier on a computer screen.
How do I get it?
It's an instant download from Etsy. Buy it, download the file and open it. Nothing ships.
Are there macros or a subscription?
No. There are no macros, no subscription and nothing locked. You pay once on Etsy and the file is yours.
Does it include lien waiver forms?
No. Waiver rules and forms are set by each state, so use your state's statutory forms where they're required. This file tracks which waivers you have and which are missing. It isn't legal advice.
Instant download
Get the lien waiver tracker
$12.00 on Etsy. You'll see the full listing and check out there.
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