What variables can we include as placeholders in a lien waiver template?

Background

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?

Answer

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. 

Variables

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.

•   Available with Procore Pay and included, by default, in the noted lien waiver templates. 
•   Available with Procore Pay to add to lien waiver templates. 
•   Not available with the Levelset integration for Procore Pay.

 Tips

• 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. 

Signature

Variables	Description	Default variable in:	Learn More...
Signature	Prompts the signer to add their signature to the lien waiver.	+ Progress Conditional + Progress Unconditional + Final Conditional + Final Unconditional	To learn more, see Sign Lien Waivers on Project Invoices.

Project

Variables	Description	Default variable in...	Learn More...
Project Nickname	Insert the 'Name' of the Procore project.	+ Progress Conditional + Progress Unconditional + Final Conditional + Final Unconditional	The 'Name' is added to Procore during Project setup. See Create a New Project.
Project Address	Insert the 'Address' field in the Project level Admin tool's 'Project Location' area.	+ Progress Conditional + Progress Unconditional + Final Conditional + Final Unconditional	The 'Address' is added to Procore during Project setup. See Create a New Project
Project City	Insert the 'City' field in the Project level Admin tool's 'Project Location' area.	+ Progress Conditional + Progress Unconditional + Final Conditional + Final Unconditional	The 'City' is added to Procore during Project setup. See Create a New Project
Project State	Maps to the 'State' field in the Project level Admin tool's 'Project Location' area.	+ Progress Conditional + Progress Unconditional + Final Conditional + Final Unconditional	The 'State' is added to Procore during Project setup. See Create a New Project
Project Zip	Maps to the 'Zip' field in the Project level Admin tool's 'Project Location' area.	+ Progress Conditional + Progress Unconditional + Final Conditional + Final Unconditional	The 'Zip' is added to Procore during Project setup. See Create a New Project
Legal Property Description	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.		Users are prompted to enter the information.

Client

Variables	Description	Default variable in...	Learn More...
Your Company Name	Maps to the company name of the user who signs the lien waiver. By default, this maps to the 'Contract Company' named in the commitment. See Create a Commitment. When logged into Procore with the same email address as your Levelset user account, this maps to "My Company Name" in your Levelset user profile settings.	+ Progress Conditional + Progress Unconditional + Final Conditional + Final Unconditional	The selections in the 'Contract Company' drop-down list show the 'Name' on the company record in the Directory. See Add a Company to the Company Directory. You can alternatively use the 'Check Payable To' variable to show the 'Contract Company' named in Procore.

Contact

Variables	Description	Default variable in...	Learn More...
Your Property Owner Name	Maps to the 'Property Owner' field in the Project level Invoicing tool's Invoicing Settings page.		The 'Property Owner' is entered in the 'Lien Waivers' section of the Invoicing Settings page. See Enable Lien Waivers & Set Default Templates on Projects.
Your Property Owner Address	Not available with the Levelset integration for Procore Pay.		-
Your General Contractor Name	Maps to the 'Company Name' of the General Contractor or Owner-Builder managing the construction project in their Procore company account.		The 'Company Name' is configured in the 'General Settings' of the Company Admin tool. See Configure Your Company Settings.
Your General Contractor's Name and Address	Maps to the 'Address', 'City', 'Country/State', and 'Zip' of the General Contractor or Owner-Builder managing the construction project in their Procore company account.		This information is added to the 'Owner/Client' company record in the Directory. See Add a Company to the Company Directory.
Your Hiring Party Name	Maps to the 'Company Name' of the General Contractor or Owner-Builder managing the construction project in their Procore company account.	+ Progress Conditional + Progress Unconditional + Final Conditional + Final Unconditional	This is added to Procore during Project setup. See Create a New Project.
Your Hiring Party Address	Maps to the 'Address', 'City', 'Country/State', and 'Zip' of the General Contractor or Owner-Builder managing the construction project in their Procore company account.		This information is added to the 'Owner/Client' company record in the Directory. See Add a Company to the Company Directory.

Other

Variables	Description	Default variable in...	Learn More...
Total Contract Amount	Maps to the 'Total Contract Amount' of the invoice's commitment contract.		Create a Commitment
Contract Number	Corresponds to the 'Contract #' of the invoice's commitment contract.		Create a Commitment
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.		View the Summary Preview for a Subcontractor Invoice
Describe the Improvement	Prompts the user to enter a description of the improvement.		Users are prompted to enter the information.
Executed Amendments to Contract Price/Change Orders	Corresponds to the 'Net Change by Change Orders' amount from Line 2 on the invoice's Subcontractor's Application for Payment.		View the Summary Preview for a Subcontractor Invoice
Value of Work Completed to Date	Corresponds to the 'Total Completed and Stored to Date' value from Line 4 on the invoice's Subcontractor's Application for Payment.		View the Summary Preview for a Subcontractor Invoice
Total Payable to Date	Maps to the 'Total to Date ($)' value in a subcontractor invoice.		Create a Subcontractor Invoice
Disputed Amount	Prompts the user to enter the disputed amount.		Users are prompted to enter the information.
Amount of Payment Received or To Be Received	Maps to the 'Total' on the subcontractor invoice's Schedule of Values.	+ Progress Conditional + Final Conditional	Create a Subcontractor Invoice
Maker of Check	Maps to the 'Name' field of the General Contractor or Owner-Builder managing the commitment in the Project level Commitments tool.	+ Progress Conditional + Final Conditional	Create a New Project
Retainage Amount	Shows the Line 5 'Total Retainage' amount (Line 5a + Line 5b) on the invoice's Subcontractor's Application for Payment.		View the Summary Preview for a Subcontractor Invoice
Previous Lien Waivers	Prompts the user to provide the date and amounts of any previous conditional lien waivers not yet paid.		Users are prompted to enter the information.
Lien Waiver Exceptions	Prompts the user to enter any exceptions associated with the lien waiver.		Users are prompted to enter the information.
Through Date	Maps to the 'Period End' date on the 'General Information' card on the 'General' tab in the subcontractor invoice contract. Note: When creating an invoice, the 'Period End' matches the 'End Date' of the Open billing period in the Project level Invoicing tool by default. However, the 'Period End' can be changed on the invoice.	+ Progress Conditional + Final Conditional	Create a Subcontractor Invoice Manage Billing Periods
Invoice Number/Payment Application Number	Corresponds to the 'Invoice #' of the invoice.		Create a Subcontractor Invoice
Check Payable To	Maps to the 'Contract Company' named in the commitment. This is the subcontracting company responsible for signing the lien waiver(s).	+ Progress Conditional + Final Conditional	Create a Commitment
Property Description	Prompts the user to enter a description of the property.		Users are prompted to enter the information.
Amount of Lien Waiver	Prompts the signer to input a property description during the signature process.		Sign Lien Waivers on Project Invoices
Project Number	Maps to the 'Name' of the General Contractor or Owner-Builder managing the commitment in the Project level Commitments tool.		Create a New Project
Contract Amount Plus Change Orders	Shows the 'Schedule Value' plus the value of an 'Approved' change orders on a subcontractor invoice.		Create a Subcontractor Invoice
Total Completed and Stored	Maps to the 'Total to Date ($)' value in a subcontractor invoice.		Create a Subcontractor Invoice
Retainage Percentage	Maps to the 'Work Retainage This Period (%)' value in a subcontractor invoice.		Create a Subcontractor Invoice
Balance to Finish	Maps to the 'Balance to Finish' in a subcontractor invoice.		Create a Subcontractor Invoice
Free Text	Prompts the signer to provide a free text entry during the signature process. This field can be used to collect custom data. Can only be used once as a placeholder in a lien waiver template.		Sign Lien Waivers on Project Invoices
Current Amount Claimed to Be Due	Prompts the signer to enter the amount claimed as due for all project work performed during the current invoice's billing period.		Sign Lien Waivers on Project Invoices
Description of Labor	Prompts the signer to enter a description of project labor performed during the signature process. It is recommended that users enter the description using plain language that is easily understood by a non-construction audience.		Sign Lien Waivers on Project Invoices
Total Payable to Date Less Retainage	Shows the difference between the Total to Date ($) value minus the Work Retainage this Period ($) value in a subcontractor invoice.		Create a Subcontractor Invoice
Original Contract Amount	Maps to the original amount of the commitment contract.		Create a Commitment
Current Date	The system automatically populates the waiver with the current date.		-
Location Message	Not available with the Levelset integration for Procore Pay.		-

Order

Variables	Description...	Default variable in...	Learn More...
Go Online Message	Not available with the Levelset integration for Procore Pay.		-
Go Online URL	Not available with the Levelset integration for Procore Pay.		-

Personal

Variables	Description...	Default variable in...	Learn More...
Project Location Name	Not available with the Levelset integration for Procore Pay.		-
Project Location Address	Not available with the Levelset integration for Procore Pay.		-
Project Location City	Not available with the Levelset integration for Procore Pay.		-
Project Location State	Not available with the Levelset integration for Procore Pay.		-
Project Location ZIP	Not available with the Levelset integration for Procore Pay.		-
User Title	Shows the signer's title from the Levelset integration for Procore Pay, if it is available in the signer's account		-
User Name	Shows the signer's user name from the Levelset integration for Procore Pay, if it is available in the signer's account		-
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		-
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		-

See Also

• Manage Lien Waivers & Templates