Latest articleOperations
Correct a project date without losing the calculation history
Keep a user-maintained correction ledger with before-and-after facts, evidence, reviewer decisions, fresh calculations and downstream reminder reconciliation.
Field notes
Useful guidance for the work ahead.
Practical guides to lien deadlines, notices, waivers, and the workflows that keep your team on track.
More field notes
19 articlesOperations
Private project or public work? A supplier's intake checklist
Verify the owner, contracting authority and property interest, request contract and bond records, and route uncertain supplier projects for timely review.
Operations
What to do when a lien calculation needs qualified review
Turn a review-required supplier result into a clear handoff: unresolved facts, source references, planning targets, urgency and an explicit recheck.
Operations
When deliveries stop: verify the final-furnishing date
Decide whether supplier furnishing is complete, classify later tickets and backorders, and keep uncertain final-delivery facts visible in deadline review.
Operations
Who hired your supply business? Build a project contract-chain record
Separate the property owner, contractor and buyer, verify who hired whom, and record uncertain relationships before checking supplier lien deadlines.
Operations
Proof of delivery for a mechanics lien: a supplier's job-file checklist
Build a supplier lien review file from delivery tickets, invoices, returns, and payments, with a worked example separating two jobs on one customer account.
Preliminary notice
Miami-Dade Notice to Owner: how to send it and meet the 45-day clock
How to serve a Florida Notice to Owner on a Miami-Dade job: find the recorded Notice of Commencement, build the service list, and mail by day 40.
Lien deadlines
What Is a Notice of Lien?
What a notice of lien is, how it differs from a notice of intent to lien, and where it falls in the mechanics lien timeline.
Waivers
What Is a Waiver of Lien to Date?
A waiver of lien to date releases lien rights for work through a set date in exchange for a progress payment. Here's what it covers and what it leaves out.
Lien deadlines
How long does a mechanics lien last? Duration and expiration explained
How long a mechanics lien lasts, how long it can stay on a property, what happens when it expires, and why the enforcement deadline is the clock that matters.
Preliminary notice
Florida Notice to Owner: the 45-day deadline that protects your lien rights
What a Florida Notice to Owner is, who must send it, the 45-day deadline, and how to track furnishing facts, service and earlier final-payment cutoffs.
Waivers
Lien waiver forms explained: the 4 types and how to fill them out
A practical guide to the four lien waiver forms, the fields on each, and how to complete them without giving up rights before you're paid.
Waivers
Conditional vs. unconditional lien waivers: which one to sign and when
A clear, plain-language guide to the four lien waiver types and how to avoid waiving rights before you've actually been paid.
Lien deadlines
How to file a mechanics lien before the deadline (step-by-step)
A deadline-first, plain-language walkthrough of filing a mechanics lien — and how to make sure you never miss the filing window.
Preliminary notice
Notice of intent to lien: when it's required, what to include, and deadlines
What a notice of intent to lien is, when state law requires one, what it must include, and how to time it before your lien filing deadline.
Preliminary notice
The preliminary notice deadline guide: don't lose lien rights on day one
What a preliminary (pre-lien) notice is, when the clock starts, how the 20-day window works, and how to track the deadline across states.
Operations
Build a payment deadline command center before closeout gets noisy
A practical field note on turning lien, notice, invoice, and waiver dates into one operating view before payment risk escalates.
Preliminary notice
The preliminary notice intake checklist every payment workflow needs
The minimum project facts to capture before invoice follow-up turns into a notice or lien deadline scramble.
Waivers
Run waiver exchange without losing the lien deadline
How to keep payment, waiver, and deadline workflows connected when closeout requires several handoffs.
API
Design an API-backed closeout queue that finance will actually use
A lean pattern for turning deadline calculations into daily closeout actions across projects, states, and payment statuses.