Job Workflow

Track Every Job From Start to Payment

See exactly where each job stands. From creation through prelim sent, work complete, and final payment—every status change is tracked with timestamps and full audit trail.

Complete Visibility Into Every Project

No more spreadsheets or guessing which jobs need attention. LienGrid tracks every stage of your projects—from initial contract to final payment—with automatic status updates and payment tracking.

Visual Job Timeline

See each job's progress through creation, prelim sent, work complete, and paid stages

Payment Tracking

Track contract amounts vs payments received with visual progress bars

Payment Demand Letters

Send professional demand letters when payment is overdue

Escalation Path

Escalate to Intent to Lien if payment demands go unanswered

Full Audit Trail

Every action timestamped with proof of service documentation

Payment Protection Workflow

When payment is late, LienGrid guides you through demand letters and Intent to Lien notices—all with tracking and proof of delivery.

Works With Your Process

Flexible job stages adapt to your workflow. Mark jobs as complete when work finishes, record partial payments, and track until you're paid in full.

123 Main Street

ABC Properties LLC

In Progress
Job CreatedDec 1
Prelim SentDec 5
Prelim DeliveredDec 9
Work In ProgressCurrent
Work Complete
Paid in Full
Contract$185,000
Received$92,500

50% paid

How It Works

1

Create Job

Add job from email or manually enter details

2

Track Progress

Monitor each stage from prelim to completion

3

Record Payments

Log payments as they come in

4

Mark Complete

Close job when fully paid

Frequently Asked Questions

Can I import existing jobs?

Yes. Import jobs from CSV or connect QuickBooks to sync customer and project data. You can also manually add jobs at any time. Historic jobs can be imported for record-keeping even after deadlines have passed.

How do I track partial payments?

Record each payment as it comes in. LienGrid tracks total received vs contract amount and shows a visual progress bar. Payment history is maintained for each job with dates and amounts.

What happens when a job is overdue?

LienGrid highlights jobs where payment is late. You can send a professional payment demand letter, and if that goes unanswered, escalate to an Intent to Lien notice. All with tracking and proof of delivery.

Can my team access job data?

Yes. Team accounts let multiple users view and manage jobs. Role-based permissions control who can send notices, record payments, or access billing. Activity logs show who did what and when.

Ready to get started?

Know Where Every Job Stands

Visual job tracking from contract to payment. Never lose track of a project again.