Automated Office Sync for Lien Waivers

Launching April 21. Procore Pay now streamlines lien waiver management for companies operating under multiple DBAs within a single Procore instance. With this update, a project’s Procore Office—specifically the “Division Visible on PDF” field—will automatically sync to Levelset, Procore Pay’s document engine for lien waivers. This enhancement replaces the previous manual workaround, which required users to copy over DBA names and was prone to human error, lacked scalability, and did not dynamically update new office locations. Now, when office details are updated at the company level, those changes will automatically reflect on future lien waivers, ensuring accuracy and reducing administrative overhead. This improvement is especially valuable for general contractors managing multiple business entities, as it guarantees the correct DBA name appears on all project lien waivers without manual intervention. By automating this process, Procore Pay supports your business growth and operational efficiency, making lien waiver management more reliable and scalable.