Procore Pay is available in the United States. It is designed for General Contractors and Owner-Builders who act as their own General Contractors on a job. Procore Pay extends the Invoice Management functionality in the Procore web application to handle the payment process between general and specialty contractors.
For companies who have purchased Procore Pay, authorized users can create lien waiver templates using content placeholders. A placeholder is a content insertion point for variable text sourced from a Procore tool. To learn more about templates, see What types of lien waiver templates can you create in Procore?
When creating a lien waiver template, a placeholder is a content insertion point that adds a variable that displays data values from a variety of fields in different Procore tools. Some placeholders are automatically added to Procore's default lien waiver templates. Template creators can add and remove placeholders on both the default and any custom templates.
This image shows an example of a lien waiver template being created. The creator can drag and drop variables into the body of your lien waiver template. The YELLOW are the placeholders as they appear in a template.
These tables detail the available variables that can be used as placeholders in a lien waiver template. To learn how to create one, see Create Lien Waiver Templates.
Are you a general contractor who wants to include your company name as the payor on a lien waiver template? To include your company name on a lien waiver template, you can type your company name directly into the template or add any of these variables: Maker of Check, Your General Contractor Name, or Your Hiring Party Name.
Do you want to add an unmapped field from Levelset to your lien waiver template? Additional fields in Levelset that do not map to Procore must be manually filled in by the subcontractor when signing a lien waiver.
Variables | Subcontractor Mapping | Sub-Tier Mapping | Owner Mapping |
|---|---|---|---|
Project Nickname | Maps to the 'Name' of the Procore project. | Maps to the 'Name' of the Procore project. | Maps to the 'Name' of the Procore project. |
Project Address | Maps to the 'Address' field in the Project level Admin tool's 'Project Location' area. | Maps to the 'Address' field in the Project level Admin tool's 'Project Location' area. | Maps to the 'Address' field in the Project level Admin tool's 'Project Location' area. |
Project City | Maps to the 'City' field in the Project level Admin tool's 'Project Location' area. | Maps to the 'City' field in the Project level Admin tool's 'Project Location' area. | Maps to the 'City' field in the Project level Admin tool's 'Project Location' area. |
Project State | Maps to the 'State' field in the Project level Admin tool's 'Project Location' area. | Maps to the 'State' field in the Project level Admin tool's 'Project Location' area. | Maps to the 'State' field in the Project level Admin tool's 'Project Location' area. |
Project Zip | Maps to the 'Zip' field in the Project level Admin tool's 'Project Location' area. | Maps to the 'Zip' field in the Project level Admin tool's 'Project Location' area. | Maps to the 'Zip' field in the Project level Admin tool's 'Project Location' area. |
Legal Property Description | Not available with the Levelset integration for Procore Pay. | Not available with the Levelset integration for Procore Pay. | Not available with the Levelset integration for Procore Pay. |
Description of Labor | Prompts the user to update the 'Description of Labor' field during the signature process. See Sign Lien Waivers on Project Invoices. | Prompts the user to update the 'Description of Labor' field during the signature process. See Sign Lien Waivers on Project Invoices. | Prompts the user to update the 'Description of Labor' field during the signature process. See Sign Lien Waivers on Project Invoices. |
Variables | Subcontractor Mapping | Sub-Tier Mapping | Owner Mapping |
|---|---|---|---|
Your Company Name | Maps to the 'Contract Company' named in the commitment. | Maps to the Sub-Tier company. | Maps to the 'Office Division'/'Company Name' setup in the company admin. |
Variables | Subcontractor Mapping | Sub-Tier Mapping | Owner Mapping |
|---|---|---|---|
Your Property Owner Name | Maps to the 'Property Owner' field in the Project level Invoicing tool's Invoicing Settings page. | Maps to the 'Property Owner' field in the Project level Invoicing tool's Invoicing Settings page. | Maps to the 'Property Owner' field in the Project level Invoicing tool's Invoicing Settings page. |
Your Property Owner Address | Not available with the Levelset integration for Procore Pay. | ||
Your General Contractor Name | Maps to the name of the company that owns the Procore account for the project. | Maps to the name of the company that owns the Procore account for the project. | Maps to the name of the company that owns the Procore account for the project. |
Your General Contractor's Name and Address | Maps to the 'Address', 'City', 'Country/State', and 'Zip' of the company that owns the Procore account for the project. | Maps to the 'Address', 'City', 'Country/State', and 'Zip' of the company that owns the Procore account for the project. | Maps to the 'Address', 'City', 'Country/State', and 'Zip' of the company that owns the Procore account for the project. |
Your Hiring Party Name | Maps to the name of the company that owns the Procore account for this project. | Maps to the 'Contract Company' on the Commitment that the Sub-Tier is located on. | Maps to 'Property Owner' name listed in invoicing settings. |
Your Hiring Party Address | Maps to the 'Address', 'City', 'Country/State', and 'Zip' of the company that owns the Procore account for this project. | Maps to the 'Address', 'City', 'Country/State', and 'Zip' of the 'Contract Company' on the Commitment that the Sub-Tier is located on. | Maps to the 'Address', 'City', 'Country/State', and 'Zip' of the 'Property Owner' name listed in invoicing settings. |
Variables | Subcontractor Mapping | Sub-Tier Mapping | Owner Mapping |
|---|---|---|---|
Total Contract Amount | Maps to the 'Revised Contract Amount' of the invoice's commitment contract. | Maps to the 'Est. Contract Amount' for the subtier. | Maps to the 'Revised Contract Amount' of the invoice's prime contract. |
Contract Number | Corresponds to the 'Contract #' of the invoice's Commitment Contract. | Prompts signer to enter the information. | Corresponds to the 'Contract #' of the invoice's Prime Contract. |
Total Amount Claimed to Be Due | Corresponds to the 'Current Payment Due' amount from Line 8 on the invoice's Subcontractor's Application for Payment. | Corresponds to the 'Amount this invoice' for the subtier requisition. | Corresponds to the 'Current Payment Due' amount from line 8 on the Prime's Application for Payment. |
Executed Amendments to Contract Price/Change Orders | Corresponds to the 'Net Change by Change Orders' amount from Line 2 on the Subcontractor's Application for Payment. | Prompts signer to enter the information. | Corresponds to the 'Net Change by Change Orders' amount from Line 2 on the Prime's Application for Payment. |
Value of Work Completed to Date | Corresponds to the 'Total Completed and Stored to Date' value from Line 4 on the Subcontractor's Application for Payment. | Prompts signer to enter the information. | Corresponds to the 'Total Completed and Stored to Date' value from Line 4 on the Prime's Application for Payment. |
Total Paid to Date | Corresponds to 'Less Previous Certificates for Payment' on line 7 of the Contractor's Application for Payment. | Prompts signer to enter the information. | Corresponds to 'Less Previous Certificates for Payment' on line 7 of the Prime's Application for Payment. |
Amount of Payment Received or To Be Received | Maps to the 'Total' on the subcontractor invoice's Schedule of Values. | Maps to the 'Amount this invoice' for the subtier requisition. | Maps to the 'Total' on the Prime Invoice's Schedule of Values. |
Maker of Check | Your Company Name (as configured on the Office selected in Project Admin). | The 'Contract Company' on the Commitment. | Owner/Client Vendor Name on Prime Contract. |
Retainage Amount | Shows the Line 5 'Total Retainage' amount (Line 5a + Line 5b) on the Subcontractor's Application for Payment. | Prompts signer to enter the information. | Shows the Line 5 'Total Retainage' amount (Line 5a + Line 5b) on the Contractor's Application for Payment. |
Through Date | Maps to the 'Period End' date on the 'General Information' card on the 'General' tab in the subcontractor invoice contract. | Maps to the period end date for the invoice against which the subtier requisition is tracked (i.e. not necessarily the invoice against which we may be collecting the waiver) | Maps to the 'Period End' date on the 'General Information' card on the 'General' tab in the Prime invoice contract. |
Invoice Number/Payment Application Number | Corresponds to the 'Invoice #' of the invoice. | Prompts signer to enter the information. | Corresponds to the 'Invoice #' of the invoice. |
Check Payable To | Contract Company named in the Commitment. | Maps to the 'Sub-Tier Company Name' in the first-tier subcontractor invoice. On a sub-tier lien waiver with a joint check, maps to the name of the first-tier subcontractor (corresponds to the 'Contract Company' on the commitment) and the sub-tier contractor (corresponds to the 'Sub-Tier Company Name' on the first-tier subcontractor invoice). | Your Company Name (as configured on the Office selected in Project Admin). |
Project Number | Maps to the Procore project number. | Maps to the Procore project number. | Maps to the Procore project number. |
Contract Amount Plus Change Orders | Shows the 'Schedule Value' plus the value of an 'Approved' change orders on a subcontractor invoice. | Prompts signer to enter the information. | Shows the 'Schedule Value' plus the value of an 'Approved' change orders on a Prime Contract invoice. |
Total Completed and Stored | Maps to the 'Total Completed and Stored to Date' ($) on the subcontractor invoice. | Prompts signer to enter the information. | Maps to the 'Total Completed and Stored to Date' ($) on the Prime Contract invoice. |
Percent Complete | Maps to the 'Total Completed and Stored to Date' (%) on the subcontractor invoice. | Prompts signer to enter the information. | Maps to the 'Total Completed and Stored to Date' (%) on the Prime Contract invoice. |
Retainage Percentage | Maps to the 'Work Retainage This Period (%)' value in a subcontractor invoice. | Prompts signer to enter the information. | Maps to the 'Work Retainage This Period (%)' value in a Prime invoice. |
Balance to Finish | Maps to the 'Balance to Finish' in a subcontractor invoice. | Prompts signer to enter the information. | Maps to the 'Balance to finish' in the Prime invoice, including retainage. |
Total Payable to Date Less Retainage | Maps to the 'Total earned less retainage' (Line 6) on the invoice's Subcontractor's Application for Payment. | Prompts signer to enter the information. | Maps to the 'Total earned less retainage' (Line 6) on the Prime invoice's Contractor's Application for Payment. |
Original Contract Amount | Maps to the 'Original Contract Amount' of the Commitment on the invoice's Subcontractor's Application for Payment. (Line 1) | Prompts signer to enter the information. | Maps to the 'Original Contract Amount' of the Prime Contract on the invoice's Contractor's Application for Payment. (Line 1) |
Current Date | The system automatically populates the waiver with the current date (Month, Year, Ordinal Day). | The system automatically populates the waiver with the current date (Month, Year, Ordinal Day). | The system automatically populates the waiver with the current date (Month, Year, Ordinal Day). |
Variables | Subcontractor Mapping | Sub-Tier Mapping | Owner Mapping |
|---|---|---|---|
Project Location Name | Maps to the 'Contract Company' named in the commitment. | Maps to the Sub-Tier Company. | Maps to the Office Division/Company Name setup in the Company Admin tool. |
Project Location Address | Pulls from the address of the 'Contract Company' named in the Commitment. | Pulls from the address of the Sub-Tier Company. | Pulls from the address of the Office Division/Company Name setup in the Company Admin tool. |
Project Location City | Pulls from the address of the 'Contract Company' named in the Commitment. | Pulls from the address of the Sub-Tier Company. | Pulls from the address of the Office Division/Company Name setup in the Company Admin tool. |
Project Location State | Pulls from the address of the 'Contract Company' named in the Commitment. | Pulls from the address of the Sub-Tier Company. | Pulls from the address of the Office Division/Company Name setup in the Company Admin tool. |
Project Location ZIP | Pulls from the address of the 'Contract Company' named in the Commitment. | Pulls from the address of the Sub-Tier Company. | Pulls from theaddress of the Office Division/Company Name setup in the Company Admin tool. |
User Title | Shows the signer's title from the Levelset integration for Procore Pay, if it is available in the signer's account | Shows the signer's title from the Levelset integration for Procore Pay, if it is available in the signer's account | Space is left for this information to be added outside of Procore. |
User Name | Shows the signer's user name from the Levelset integration for Procore Pay, if it is available in the signer's account | Shows the signer's user name from the Levelset integration for Procore Pay, if it is available in the signer's account | Space is left for this information to be added outside of Procore. |
User First Name | Shows the signer's first name from the Levelset integration for Procore Pay, if it is available in the signer's account | Shows the signer's first name from the Levelset integration for Procore Pay, if it is available in the signer's account | Space is left for this information to be added outside of Procore. |
User Last Name | Shows the signer's first name from the Levelset integration for Procore Pay, if it is available in the signer's account | Shows the signer's first name from the Levelset integration for Procore Pay, if it is available in the signer's account | Space is left for this information to be added outside of Procore. |
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