Description
Get paid on time, and only pay subs who are covered.
What’s inside
- Dashboard with At a glance charts, nav cards and section views
- 7 linked databases: Projects, Subcontractors, Insurance Certificates, Schedule of Values, Pay Applications, Lien Waivers, Change Orders
- Revised contract, % billed, left to bill, retainage held, paid to date and outstanding per project
- Pay app amount due and days to pay worked out for you
- Compliance flag per sub: Hold payment, Waiver missing, COI renews soon
- Lien waiver chase flag after 7 days
- Default page templates in every database
- 4 native Notion automations that stamp submitted, paid, received and approved dates (paid Notion plan needed)
- Start Here guide and fictional sample data
What you get
- Instant download: a PDF with your template link (duplicate it into your Notion workspace in one click)
- Step-by-step Setup Guide inside the template (Start Here page) and as a PDF
Requirements
- A Notion account (the free plan works)
- Desktop, tablet or phone
This is an organising tool, not legal, tax or financial advice. Lien waiver forms, retainage limits and prompt payment rules differ by state and contract.
Digital download: no physical item is shipped. Notion is a trademark of Notion Labs, Inc.; this is an independent template. Sample data is fictional.
New to Notion? Start free here (affiliate link: we may earn a commission at no extra cost to you).
