Submit Your Suggestions for Vista

I agree, the lien waiver production and tracking should be part of the construction software. In absence of that, we paid a third party to develop a lien waiver production and tracking tool into our Vista system. We don't use Trimble Pay; we only use our tool and it works for what we need to produce and track for each vendor that requires a lien waiver. An upgrade of this process by Trimble as a standard offering, however, would be amazing.

Gary, with all due respect, that is a horrible answer. Telling people to go buy another product is in no way helpful. Automatic lien waver production AND tracking should be a core part of any good construction management system. I realize now that since Trimble Pay exists no development $ will be put to making Vista's lien waiver system better. What a shame.

I first proposed my lien waiver (LW) suggestion in 2016. About three years ago, I worked with a Vista developer/programmer on creating a lien waiver process and module. I’m hoping to understand the current status, what the outcome has been so far, and where this falls on the future development schedule. At the moment, the process is still manual—managed through spreadsheets—and very time-consuming. As we all know, lien waivers can be complicated.

I agree with Amber. We need lien waivers for our vendors as well, not just subcontractors.

@Gary Gilmore, Trimble Pay doesn't work for Subcontractors tracking lien releases from our vendors.

Contractors looking for more robust lien waiver and sub compliance management are encouraged to evaluate Trimble Pay as an extension of Vista's ERP. Trimble Pay streamlines the lien waiver process by automating the collection, management, and release of lien waivers as part of the electronic payment workflow. Its "Lien Waiver Vault" holds unconditional waivers in escrow until payment is verified, and then automatically releases the official document.

Vista also integrates with 3rd parties in this area (e.g. GCPay, Siteline) These partners offer extended lien waiver capabilities as well.

about 15 years ago, we had viewpoint create a stored procedure that automatically created and added a lien waiver for each invoice (based on a Value over a changeable number). This added it to a user defined table. We are then able to check off liens that we have received back and follow up on others. This should be a standard practice in place by Vista/Viewpoint.

7 years later and still no word. an update would be great.

This would be very beneficial.

Any update on this, seems like a fair amount of people are looking for this solution, as I also saw several comments regarding this on the community portal. Its a universal processes across all scopes of work for construction. Does Viewpoint have any update?

I did not see this post; I also submitted a request to make the process more automatic. Currently everything is manually. From spending the time creating the waivers, to tracking in a spreadsheet, emailing/mail, and monitoring. We should be able to go through job set up, where we could flag the subs and suppliers that we choose to automate with in a job

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If all the payment history is in Vista and I can have an AP lien auto-generated using custom programming, I don't see why we can't have the ability to track AP lien releases by project.  IMO, this is needed now, as tracking them manually takes up a lot of valuable time I don't have.

This would be a huge help to all of us. 

I started another suggestion similar to this, but I would like to see an auto-lien generation function which essentially would require a check box on the vendor master and job master. If both are checked, it would generate a file after checks are printed (similar to overflow) where you could print all lien waivers that were paid in that check batch by vendor by job and send with the checks.