Under the Lien Waiver tab essential documents for agreement between the General Contractor (GC) and the Client regarding work completion and associated payments can be added. Following are the steps involved in selecting lien waiver attachments, signing agreements, and submitting pay applications.

Selecting Lien Waiver Attachments:

The 'Select Lien Waiver Attachments' popup allows the GC to view and upload specific files, with file types restricted to "Lien Waiver" and "General" categories sourced from the 'Supplemental Contract Files.'

The popup displays various columns, including Document ID, Name, Description, Category, and File (Thumbnail), facilitating a streamlined process for file selection and management.

Submitting Lien Waiver Information:

Upon file selection, the content of the Lien Waiver file is displayed, accompanied by a standard acceptance text shown in the mockup, with an acknowledgment checkbox.

The GC acknowledges the terms by checking the checkbox and proceeds to click on the 'Total Payout Amount,' which is automatically retrieved from the designated field.

The payout amount is auto-populated, and the GC can then proceed to add their signature, with the system appending the name, date, and time stamp to the Lien Waiver.

Submitting the Pay Application:

The 'Submit Pay Application' button is enabled only when specific criteria are met, including the presence of at least one Billing Schedule in the 'Ready to be Paid' status, an attached Lien file, an enabled checkbox in the Lien Waiver tab, and a signature in the Lien Waiver tab.

Upon clicking 'Submit Pay Application,' a toast message confirms the submission, changing the status of the Pay App item from 'Draft' to 'Submitted & waiting for other Party,' with the GC's name and date displayed below the Signature Box.

Key Points to Note:

  • The Pay Item becomes non-editable once submitted, preventing modifications from either party.

  • A Billing Schedule cannot be reselected for another Pay App Line Item until the first Pay App Line Item is rejected or deleted manually.

  • No additional buttons are displayed at the bottom of the right pane, ensuring a streamlined and clutter-free user interface.

Last Updated: Dec-11-23