Excavation contractors sign lien waivers to get paid and chase them from their own subs, haulers and suppliers. We compared ten tools that handle waivers, from dedicated platforms to pay-app systems to a contractor CRM, and ranked them for a working excavation business.
The best lien waiver software for excavation contractors in 2026 depends on whether waivers are your whole problem or one piece of it. QuoteIQ ranks first for owner-operators and small crews who want estimates, signed contracts, job costing, invoices and payments on one record, with e-signature documents for waiver PDFs (new Sign documents need Pro, $199.99/mo). If waivers are the main job, LienDone ($99/mo per its pricing page) and Levelset are the dedicated options. Siteline, Built, Procore Pay and Oracle Textura suit larger commercial pay-app workflows. Check your state’s required waiver form before choosing any tool.
| Rank | Platform | Starting Price | Best For | Standout for Waivers |
|---|---|---|---|---|
| #1 | QuoteIQ | $29.99/mo (new Sign documents from Pro, $199.99/mo) | Owner-operator excavators | Upload your own waiver PDF, e-sign, file it on the customer record |
| #2 | LienDone | $99/mo or $990/yr | Small contractors who mainly need waivers | Exact statutory text for 12 states |
| #3 | Levelset | Free account · $59 per notice recipient | Lien rights, notices and waivers together | Notices and lien filing alongside waivers |
| #4 | Siteline | Custom quote | Commercial subs on pay apps | Waiver tracker tied to pay applications |
| #5 | Contractor Foreman | From $49/mo (annual view) | Pay apps, retainage and waivers in one suite | AIA G702/G703 plus waiver templates |
| #6 | Built | $1,000/mo standalone waivers | Owners and GCs controlling payment | Payment tied to the signed waiver |
| #7 | Procore Pay | Custom annual quote | GCs already on Procore | Waivers inside the invoice flow |
| #8 | Buildertrend | Custom quote | Builder-style operations | Waiver step attached to bills |
| #9 | Oracle Textura | Custom quote | Large commercial programs | Automatic payment holds for missing waivers |
| #10 | Waivr | $49, $99 or $199/mo | GCs with a few dozen subs | Reminders at 3, 7 and 14 days |
Pricing is from each vendor’s own pages as read on October 15, 2026, and vendor pricing changes often. Where a vendor doesn’t publish prices, we say so.
We’re QuoteIQ. We made this list, and we put our own product first. We’d rather tell you that up front than have you find out halfway down the page. QuoteIQ isn’t a dedicated lien waiver platform, and we say below where that costs it points. It ranks first because of one specific excavation problem: the estimate, the signed contract, the invoice and the waiver usually live in four different places, and small crews lose time and records in the gaps.
Every tool was judged on five criteria:
We read each vendor’s own pricing and documentation pages on October 15, 2026. We did not run hands-on trials of competing products, so what we say about them is what the vendors say, and we mark it that way. Where pages conflicted we say so rather than pick a side. The list covers three kinds of tools: dedicated waiver platforms (LienDone, Levelset, Waivr), pay-app and payment platforms that include waivers (Siteline, Built, Procore Pay, Oracle Textura), and contractor platforms with waiver documents (QuoteIQ, Contractor Foreman, Buildertrend).
“The tool that solves three problems well beats the tool that claims to solve fifteen problems but is difficult to use.”
— Justin Rogers, Co-Founder of QuoteIQ
We left some tools out. Rabbet is built for developers and lenders managing draws, so waivers there are checked rather than collected from your own subs. JobTread, HCSS HeavyBid, Jobber and Housecall Pro didn’t show a lien waiver feature in the documentation we read, GCPay gave us nothing on waivers, and Foreman AI only names waivers as a document type. Nothing here is legal advice. Waiver rules differ by state, so confirm the form with your attorney, your title company or your state’s published forms.
We should be plain about what QuoteIQ is. It is a contractor CRM with e-signature documents, not a lien-rights platform. It does not ship a library of state waiver forms, it won’t tell you whether a release should be conditional or unconditional, and it does not file liens or send preliminary notices. We still rank it first for one kind of excavation business: the owner-operator or small crew whose real problem is that the estimate, the signed contract, the change order, the invoice and the waiver all live in different places.
Here is how waivers work inside QuoteIQ. On the QuoteIQ Sign page you upload your own PDF, which means the exact form your state, general contractor, lender or title company hands you. You place signature, initial and date boxes, send an emailed signing link, and set several signers from one link when more than one person has to sign. A Signers list shows who has signed, and the signed copy is saved to the contact’s Attachments next to the estimate and invoice. There is also a library for contracts and terms you reuse. Creating new Sign documents needs the Pro plan ($199.99/mo) or higher. Every plan can still open, send and download documents it already has.
Around that sits the rest of an excavation job’s paper trail. Estimate and proposal e-signatures are on every plan, timestamped and stored with the estimate or invoice, with no per-signature fees. A quote converts to an invoice in one click, partial payments and deposits support progress billing, and you can attach contracts, insurance certificates and licenses to estimates and invoices (Contract Attachments). On Pro and up, Job Costing tracks labor and expenses, including subcontractor fees, against each job, and QuickBooks Online sync and the Client Portal come along. QuoteIQ Cam (Beginner and up) keeps job photos and reports with the customer’s history, which helps when someone disputes site conditions.
For an excavator the practical flow looks like this: quote the site work, get the estimate signed, bill progress with partial payments or a deposit, and when the GC or lender sends a waiver PDF, upload it, collect the signature and file the signed copy on the same customer record. Pricing is published: Essentials is $29.99/mo for one user, Beginner $99.99 for two, Pro $199.99 for four, Elite $299.99 for ten and Max $699.99 for twenty, with extra users at $25/mo. Annual billing gets two months free, and every plan has a 14-day free trial.
Best for: Owner-operators and small crews (one to four users) who want one system from estimate to payment and need to sign and file waiver PDFs as they arrive.
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Cons
“You don’t argue. You listen, then you show your documentation.”
— Mike Vidan, Co-Founder of QuoteIQ
Verdict: If you sign a handful of waivers a month and want them filed with the estimate, invoice and payment history, QuoteIQ Pro covers it. If you sign state-specific forms for several GCs every week, or chase waivers from dozens of subs, use a dedicated tool from this list and keep QuoteIQ for the estimate, contract and invoice side.
LienDone is the most single-minded tool on this list: it does lien waivers and nothing else. Its pricing page lists one plan, $99 a month or $990 a year (two months free), with unlimited projects and subcontractors, no per-user fees and no contract. You get conditional and unconditional waivers, each as progress or final. The vendor says it provides state-specific forms for all 50 states and reproduces the exact statutory wording for 12 of them: California, Texas, Nevada, Arizona, Florida, Georgia, Michigan, Mississippi, Utah, Massachusetts, Wyoming and Missouri. Ask which version your state gets before you rely on it.
The collection side is straightforward. You send single or bulk requests, recipients sign from a phone without creating an account, and the system records a timestamp and IP address. Automatic reminders go out until the waiver comes back, a dashboard shows what is outstanding, and waivers can be tied to a draw. You can also upload your own PDF template when a GC insists on its form. For an excavator who signs waivers to a GC and also collects them from haulers, rental yards and material suppliers, that covers both directions. QuickBooks support is a CSV import rather than a live sync, and the pages we read did not mention preliminary notices, lien filing or notarization.
Best for: Small contractors and subs who want a dedicated waiver tool at a flat price.
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Cons
Verdict: The cleanest pure-waiver option for a small excavation company. Pair it with whatever you use to quote and invoice, or choose QuoteIQ if you would rather keep one record. The pricing page says the account goes read-only after the 14-day trial.
Details come from LienDone’s own pages, read October 15, 2026 (pricing page), not from hands-on testing, and are vendor claims unless noted.
Levelset is a lien-rights and payment-compliance platform built for suppliers, equipment rental companies, subcontractors and general contractors. Procore announced its acquisition of Levelset in September 2021, and the two products now share plumbing, including the waiver engine behind Procore Pay. Of the ten tools here it is the one that covers the full sequence an excavator might face on a hard job: preliminary notice, lien waiver, then lien filing.
On waivers, Levelset says sending is free, with a free account and free e-signature, in all four flavors (conditional or unconditional, progress or final). It says 12 states require statutory forms, and its “smart rules” pick the template by state, owner, lender and contractor. Notarization works through an e-notary or an offline upload. Preliminary notices run $59 per recipient on its pricing page, and lien filing needs a subscription priced on request. There are QuickBooks and Procore integrations. Whether and when a notice is required depends on your state and your place in the contract chain, so confirm deadlines with the vendor or an attorney.
Best for: Suppliers, equipment-heavy subs and GCs who want lien rights, notices and waivers in one place.
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Verdict: Pick Levelset if lien rights and notice deadlines worry you as much as waivers do, particularly if you supply equipment or labor to GCs. For waivers alone, a flat-fee tool is simpler.
Details come from Levelset’s own pages, read October 15, 2026 (levelset.com), not from hands-on testing, and are vendor claims unless noted.
Siteline is progress-billing software for commercial subcontractors, and lien waivers sit inside that billing flow. Pricing is quote-only, with unlimited users. Its Suite includes primary and vendor lien waivers, while Lien Rights is a separate add-on.
The vendor says it digitizes your own waiver forms, picks the waiver type for each pay application, collects e-signatures (your lower-tier vendors don’t need an account), sends bulk requests with reminders and shows a real-time tracker. One click packages the waivers for the GC, and marking an invoice paid can trigger the unconditional waiver. Its state-law page covers 15 states. The demo form lists Sage, Viewpoint, QuickBooks, NetSuite, Acumatica, CMiC and Dynamics 365 as supported ERPs. Excavation isn’t named in the product copy we read; the product is aimed at commercial subs and trade contractors in general.
Best for: Commercial subs billing monthly pay apps, with retainage and waivers on every one.
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Verdict: Best fit if you’re a commercial excavation sub billing monthly pay apps with waivers attached to each one. If you bill a handful of lump-sum jobs, it’s more machine than you need.
Details come from Siteline’s own pages, read October 15, 2026 (lien waiver page), not from hands-on testing, and are vendor claims unless noted.
Contractor Foreman is a broad construction management suite, so waivers are one feature among many. Its Document Writer builds lien waivers, contracts and warranties from 50+ templates, and a vendor article describes tying waivers to pay applications and invoices, choosing the waiver type, flagging state forms and notarization, and showing a dashboard of collected, pending and missing waivers with reminders. It says you can require a signed conditional waiver before an invoice is processed, and that a QuickBooks “payment received” event can trigger the unconditional request. Those are marketing claims we couldn’t confirm, and the pages didn’t confirm e-signature for waivers or which plan tiers include them.
The wider toolkit suits excavators who bill progress: AIA G702/G703 pay applications, retainage, change orders, subcontracts with retainage and progress billing, insurance-expiry alerts, job costing, and QuickBooks Online and Desktop sync. A case study of Jetton’s Grading, a South Carolina contractor that does site clearing and earthwork, shows the platform in use but doesn’t mention waivers. Pricing is the murky part: the vendor’s page shows two sets of figures, with tiers starting at $49 a month for one user in the annual view, so confirm the current rate before you budget.
Best for: Contractors who want pay apps, subcontracts, job costing and waivers in a single suite and will invest in setup.
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Verdict: A reasonable pick if you want one suite for pay apps, subs and waivers. Verify the waiver feature on the exact plan you would buy before you commit.
Details come from Contractor Foreman’s own pages, read October 15, 2026 (pricing page), not from hands-on testing, and are vendor claims unless noted.
Built is payment-management software for lenders, owners, developers and general contractors, and lien waivers are part of how it controls payment. Its standalone lien waiver management is priced at $1,000 a month flat, per a vendor post from October 2025, with unlimited waivers, projects and users. Digital payments are described as free, with waiver management included, and vendors, which is where an excavation sub usually sits, get free accounts.
The vendor says it supports state-mandated or custom templates, e-signature, e-notarization, sworn statements and lower-tier waivers, and it ties payment to the signed waiver, including a sign-in-exchange-for-payment flow. Bulk sending, reminders and an audit trail are listed, along with a Procore integration. The product page doesn’t spell out conditional versus unconditional handling. Most excavators will meet Built from the other side, when a GC or lender on the platform asks them to sign through a free vendor account, which means you may never need to buy it.
Best for: Owners, lenders and GCs that want to hold payment until waivers are in.
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Verdict: Strong for a GC or developer that wants to hold payment until waivers are in. For most excavators, the practical move is to use the free vendor account when a customer asks.
Details come from Built’s own pages, read October 15, 2026 (waiver management page), not from hands-on testing, and are vendor claims unless noted.
Procore Pay is Procore’s payments product, powered by Levelset, and it puts lien waivers inside the invoice flow. It requires Procore Invoice Management, is U.S. only, and is sold on annual contracts with a custom quote; no prices are published. Payors are general contractors and owner-builders, with specialty contractors as payees.
Per Procore’s help pages, waiver templates are set at the company level, enabled per project and matched to the state. It handles conditional and unconditional, progress and final waivers, optional sworn statements and sub-tier waivers. Signing happens in the invoice’s Lien Rights tab, with e-signature when the template allows, and notarization through OneNotary or print and upload. The unconditional release ties to the invoice being paid in full. Only invoice contacts can sign, each waiver takes one signature, and payees need an Invite to Bill. Procore describes setup as multi-step. If the GC you work for runs on Procore, you’ll probably meet this as a payee rather than a buyer.
Best for: GCs and owner-builders already running invoices through Procore.
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Verdict: A fit for GCs and owner-builders already on Procore. As a subcontractor you will use it if your customer does; you won’t usually be the one to buy it.
Details come from Procore’s own pages, read October 15, 2026 (Procore Pay page), not from hands-on testing, and are vendor claims unless noted.
Buildertrend is construction management software for home builders, remodelers, specialty trades and commercial contractors, and it includes a lien waiver step on bills. Pricing is quote-only and there’s no free trial, only demos. Company-level templates cover conditional and unconditional waivers, with an optional notary line, and you can upload your own.
A Buildertrend help article describes the logic: a conditional waiver takes effect when signed, and an unconditional waiver waits until the bill is paid in full. Subcontractors sign through an emailed link and get a PDF. You can attach waivers to bills one at a time or in bulk, or send them with a payment, and each shows a status of Pending Signature, Unreleased or Complete. Statutory state forms aren’t mentioned in the pages we read, and the same article notes that the sub and vendor portal’s waiver list hadn’t been updated to the new flow. Excavation isn’t named. Our QuoteIQ vs Buildertrend comparison goes deeper on the broader platform.
Best for: Builder-style operations already running projects, bills and subs in Buildertrend.
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Verdict: Sensible if you already run a builder-style operation on Buildertrend. As a waiver tool for an excavation company, it asks for a big platform commitment.
Details come from Buildertrend’s own pages, read October 15, 2026 (pricing page), not from hands-on testing, and are vendor claims unless noted.
Oracle Textura Payment Management is the heavyweight of the group. Oracle describes it as serving owners, general contractors and subcontractors on jobs from small commercial to large capital programs. Pricing isn’t published, G2 shows its top price tier, and G2 reviewers mention roughly four months of implementation.
On waivers, Oracle says it collects conditional and unconditional waivers from subs and sub-tiers, uses standardized forms, and exchanges e-signed unconditional waivers for ACH payment. It can automatically hold payment when waivers or compliance documents are missing. Unconditional signatures are withheld until the GC releases funds, and DocuSign is included at no extra cost for invoices. Sub-tier suppliers can be on the system, waiver-only or handled manually. ERP integrations include Oracle Fusion, NetSuite, JD Edwards, CMiC, Sage, Viewpoint, Yardi and Acumatica. Excavators rarely choose Textura. A GC or owner mandates it and you sign in as a payee, which is one reason it ranks ninth for this audience.
Best for: Owners and large GCs running big, multi-party commercial programs.
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Verdict: Right for owners and large GCs running big programs. For an excavation business it is usually a system you tolerate when a customer requires it.
Details come from Oracle’s own pages, read October 15, 2026 (Textura page), not from hands-on testing, and are vendor claims unless noted.
Waivr (lienwaivr.com) is a newer, low-cost waiver tool aimed at general contractors with roughly 5 to 50 subs. Plans are Starter at $49 a month (5 active projects, 25 subs, no trial), Pro at $99 (unlimited projects, priority support, custom branding, advanced reporting, 14-day trial) and Enterprise at $199 (API, white-label, an account manager, custom integrations, 14-day trial). An annual toggle appears but shows no prices.
Subs sign by emailed link with no account. It handles conditional, unconditional, progress and final waivers, auto-fills statutory forms for 12 states (the pages don’t say which) with standard forms for the rest, sends reminders at 3, 7 and 14 days, shows a color-coded dashboard, keeps a timestamp-and-IP audit trail, stores PDFs and exports a project’s waiver chain. We found no mention of payment-linked waivers, notices, lien filing, notarization or named integrations. It is the least-verified entry here: Capterra lists no vendor site and no reviews, one directory suggests the product was founded in 2026, and we couldn’t confirm who runs it. Treat it as a candidate to evaluate, not a recommendation.
Best for: GCs with a few dozen subs who want a low-cost waiver tracker and are willing to vet the vendor.
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Verdict: Worth a look only if you do your own homework. Ask for the state list, a customer reference and the company’s details before you load real project data.
Details come from Waivr’s own pages, read October 15, 2026 (pricing page), not from hands-on testing, and are vendor claims unless noted.
Excavation is capital-heavy. Crews, machines, fuel and haul costs go out weeks before the progress payment comes in, and a waiver is often the paperwork standing between you and that payment. A few numbers frame the stakes. The BLS figures count equipment operators, which is a proxy for the trade, not a count of excavation firms.
Start with QuoteIQ Pro ($199.99/mo) if you also want estimates, signed contracts, invoices and job costing in the same place: upload the form your GC sends, collect the signature, and the signed copy lands on the customer record. If waivers are the only thing you need and your state requires exact statutory wording, LienDone at $99/mo is cheaper and more focused. Either way, a 14-day trial lets you test with a real waiver before you pay.
Choose a dedicated tool. LienDone covers progress and final, conditional and unconditional waivers with exact statutory text for 12 states, per its pricing page. Levelset adds rules that pick a template by state, owner, lender and contractor, and handles notarization. QuoteIQ can still hold your estimates and invoices, but it won’t pick or fill the form for you.
QuoteIQ Pro ($199.99/mo, four users) is the fit. Job Costing tracks labor and expenses, including subcontractor fees, against each job, QuickBooks Online sync is included, and a quote converts to an invoice in one click. The waiver itself is a PDF you upload and send through QuoteIQ Sign. If your waiver volume grows past what that suits, add a dedicated tool later.
Look at Siteline or Contractor Foreman. Siteline is built around pay applications with waivers attached to each one, but it’s quote-only and aimed at commercial subs. Contractor Foreman offers AIA G702/G703 forms, retainage and subcontracts alongside waiver templates at published prices, though you should confirm the waiver feature on the plan you’d buy.
Built, Procore Pay and Oracle Textura tie payment to signed waivers and suit larger programs, though none of the three publishes full pricing. Levelset adds notices and lien filing, and LienDone or Waivr are low-cost trackers for smaller GCs. Decide first whether you want to hold payment automatically or simply track and chase.
Levelset is the only entry here that covers preliminary notices and lien filing alongside waivers. Notice deadlines and requirements depend on your state and your place in the contract chain, so confirm them with the vendor or an attorney before you rely on any tool to track them.
On smaller site-work jobs the waiver request often arrives as a PDF from a lender or title company at closeout. QuoteIQ handles that well: upload it, collect the signature, and file the signed copy with the job, the estimate and the final invoice. If your state requires exact statutory wording, check the form with your title company first.
Started with every tool that says it handles lien waivers. We searched for lien waiver software, pay-app and payment platforms, and contractor management suites that mention waivers, then kept only those whose own public pages describe how waivers work. That produced the ten here and a short list of tools we left out.
Read each vendor’s own pricing and documentation on October 15, 2026. Pricing pages, help articles and product pages came first. Where a vendor didn’t publish pricing we say so rather than guess, and where pages conflicted we report the conflict.
Scored each tool against five criteria. Waiver form handling, collection workflow, fit for excavation money flow, pricing transparency and evidence. We weighted excavation fit most heavily, since a tool built for large commercial programs may be overkill for a two-machine earthwork crew.
Checked third-party reviews where they exist. We looked at Capterra and G2 for each tool, noted ratings and recurring complaints, and flagged the tools with thin or no review evidence, LienDone and Waivr.
Wrote real cons for every entry, our own included. Operator perspective comes from the published insights of QuoteIQ Co-Founders Mike Vidan and Justin Rogers, who have run service businesses. Every entry lists its limitations, and none of this is legal advice.
“My company Anchors Aweigh Powerwashing is new, but understands the importance of keeping expenses written out and sending properly documented invoices to receive proper payment.”
“I have a simple way to forward an invoice and get paid.”
“I had a setup question, and they walked me through everything step by step.”
We don’t have an excavation-tagged review on file, so these three are general QuoteIQ customer reviews where the reviewer’s trade isn’t recorded. None mentions excavation or lien waivers. They speak to the everyday experience of using the app.
Mike co-founded QuoteIQ in 2022 after more than 20 years as a home service business owner. His YouTube channel (580K+ subscribers) covers field service operations, pricing and contractor business strategy.
Read Mike’s insights →Justin co-founded QuoteIQ alongside Mike. As the operator behind the ForeverSelfEmployed YouTube channel (743K+ subscribers), he has built and scaled service businesses across multiple verticals.
Read Justin’s insights →It depends on how big a part of your business waivers are. QuoteIQ is our pick for owner-operators and small crews who want estimates, signed contracts, job costing, invoices and waiver PDFs on one customer record; new Sign documents need Pro at $199.99 a month. For a dedicated tool, LienDone ($99 a month per its pricing page) and Levelset lead the list, and Siteline, Built, Procore Pay and Oracle Textura suit larger commercial pay-app workflows. Whatever you choose, confirm that it supports the waiver form your state requires, since rules vary.
Prices range widely. Among tools with published pricing, Waivr lists $49, $99 and $199 a month, LienDone one plan at $99 a month or $990 a year, Contractor Foreman tiers starting around $49 a month in its annual view, and QuoteIQ plans from $29.99 to $699.99 a month, with new Sign documents from Pro at $199.99. Built priced standalone waiver management at $1,000 a month in an October 2025 post, and Levelset charges $59 per recipient for notices. Siteline, Procore Pay, Buildertrend and Oracle Textura don’t publish prices. Vendor pricing changes often, so check each page.
A conditional waiver takes effect only if you actually get paid. An unconditional waiver takes effect when you sign, whether or not the money arrived, which is why many contractors wait until funds have cleared before signing one. California’s contractors board publishes four statutory forms, conditional and unconditional for both progress and final payments, and says a waiver is effective only if it follows one of them in substance. Exact wording and effect depend on your state, so read the form and ask an attorney if you’re unsure. This is general information, not legal advice.
A progress waiver covers payment through a stated date for the work done so far. A final waiver covers the last payment on the job and, depending on the form’s wording, releases remaining claims. Most statutory form sets come in all four combinations: conditional or unconditional, progress or final. Using the wrong one can release more than you intend, so check the through-date, the amount and whether the form says final before you sign.
Often, but it depends on the contract and the state. GCs, owners, lenders and title companies commonly ask for waivers as a condition of paying progress or final invoices, and your contract may require them. Whether you hold lien rights at all depends on your state’s definition of an improvement. Florida’s statute lists excavation among the work that counts, and Texas’s definition includes clearing, grubbing and draining land but doesn’t name excavation or grading. Other states differ, and we haven’t checked all fifty. Ask an attorney about your state.
In several states, yes. California’s contractors board says a waiver is effective only if it follows one of four statutory forms in substance. Florida’s statute includes sample forms and bars waiving rights for work not yet furnished. Texas’s code sets forms that waivers must substantially follow (this link is an unofficial mirror, so confirm on the state’s site), and Georgia’s SB 315 added statutory interim and final forms effective 2021. LienDone says it reproduces exact statutory text for 12 states and Levelset says 12 states require statutory forms, so ask any vendor which version your state gets.
Federal law, the E-SIGN Act (15 U.S.C. § 7001(a)), says a signature or contract can’t be denied legal effect solely because it’s electronic. That’s general, though. A state’s lien statute or a specific form can add its own requirements, such as notarization or exact wording, and some tools offer e-notary options (Levelset, Built and Procore Pay). QuoteIQ Sign collects an electronic signature on a PDF you upload but makes no compliance claim for any state’s waiver rules. If a waiver needs notarization, confirm how it can be done before you rely on any e-signature flow.
There isn’t a full-featured free option we can recommend across the board. Levelset says sending waivers is free with a free account, and Built says vendors get free accounts, though the paying customer is the one requesting waivers. LienDone, Waivr and Contractor Foreman offer trials rather than free plans, and Buildertrend offers demos only. QuoteIQ has a 14-day free trial on every plan. If a GC or lender sends you a request through their platform, you can often sign through a vendor or payee account without buying the platform yourself.
In a limited sense, yes. QuoteIQ Sign lets you upload any PDF, including a lien waiver form your state or GC requires, place signature, initial and date boxes, and send it through an emailed signing link, with several signers on one link if needed. The signed copy is saved to the contact’s Attachments. QuoteIQ does not include a state waiver form library, conditional or unconditional typing, payment holds, subcontractor waiver tracking, notices or lien filing. Creating new Sign documents needs Pro ($199.99/mo) or higher.
Several do. QuoteIQ syncs invoices and payments with QuickBooks Online on Pro and up. Contractor Foreman lists QuickBooks Online and Desktop sync, Levelset lists a QuickBooks integration, and Siteline’s demo form lists QuickBooks among supported ERPs. LienDone supports a QuickBooks CSV import rather than a live sync. Built and Procore Pay list Procore integrations instead. Integration depth varies, so ask each vendor what syncs, and in which direction, before you commit.
The workflow is similar in any tool. List every sub, supplier and rental yard on the job, request the right waiver type for each payment, let recipients sign by emailed link, send automatic reminders and track what’s still outstanding on a dashboard. LienDone, Waivr, Siteline and Levelset are built around that loop, while Built, Procore Pay and Oracle Textura go further and tie payment to the signed waiver. Many contractors keep a rule of not paying without the waiver, but check your contract and state law first.
Check four things: that the money has actually cleared, that the amount matches what you were owed, that the through-date covers only the work you were paid for, and that the form is the right type. Florida’s statute bars waiving rights for work not yet furnished and lets a waiver be conditioned on a check clearing, and Georgia’s SB 315 made advance waivers void and says a waiver binds only for the stated amount and only if payment is received. Those are two states’ rules, not a universal one. This is general information, not legal advice.
Siteline is built for commercial subs and ties waivers to each pay application, though it’s quote-only. Contractor Foreman offers AIA pay apps, retainage and waivers in one suite at published prices; confirm the waiver feature on your plan. If the GC mandates a platform such as Procore Pay, Built or Oracle Textura, you’ll sign through it as a payee. For a smaller sub who mainly needs to sign and file waiver forms, LienDone or QuoteIQ Pro are lighter options.
Built, Procore Pay and Oracle Textura tie payment to signed waivers and suit larger programs, though none publishes full pricing (Built’s standalone waiver management was $1,000 a month in an October 2025 post). Levelset adds notices and lien filing, and Waivr or LienDone are low-cost trackers for GCs with a few dozen subs. Choose based on whether you want to hold payment automatically or simply track and chase.
It varies a lot. LienDone’s and Waivr’s pricing pages are self-serve. Reviewers of Contractor Foreman and Levelset describe long setup, and Procore describes Pay setup as multi-step. G2 reviewers mention roughly four months to implement Oracle Textura. For a small excavation company, a tool you can start using in a few hours usually beats one that needs a project of its own. Ask each vendor for a realistic timeline and what you’d need to import, such as project lists, sub contacts and your existing waiver templates.
Mostly yes, with exceptions. QuoteIQ has a 14-day free trial on every plan. LienDone lists 14 days (its page says the account goes read-only afterward), Contractor Foreman lists 30 days, and Waivr offers 14 days on Pro and Enterprise but not Starter. Buildertrend uses demos only, Siteline, Procore Pay and Oracle Textura are quote-based, and we didn’t find a trial for Built. Test with a real waiver form from a current job: upload it, send it to yourself, sign it on a phone and see where the signed copy ends up.
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For most owner-operator excavators, QuoteIQ is the best place to keep the paperwork that gets you paid: the signed estimate, the invoice, the partial payments, the job costs and the waiver PDF your GC or lender sends, all on one customer record. It is not a dedicated waiver platform and we’ve said where it falls short, including that new Sign documents need Pro at $199.99 a month.
If waivers are the bulk of your problem, LienDone is the simplest flat-fee fix and Levelset is the pick when notices and lien filing matter too. Siteline and Contractor Foreman suit commercial subs on pay apps, while Built, Procore Pay and Oracle Textura mostly show up because a GC or lender requires them, and Buildertrend and Waivr fit narrower situations.
Whichever you choose, start with the form. Confirm what your state requires, test one real waiver from a current job during a trial, and decide who will request, sign and file waivers each week. Software removes the chasing, not the legal questions, so keep an attorney or your title company in the loop. The 14-day QuoteIQ trial is a low-risk way to see whether one record from estimate to waiver fits your crew.
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