Beaty Masonry

Beaty Masonry, a leading masonry contractor in the Southwest since 1989, has built a reputation for excellence. Operating across New Mexico, Arizona, Colorado, and Texas, the company manages an impressive volume of work, with 75 to 80 active projects each month. However, this high level of activity came with a significant challenge: effectively tracking and managing the vast number of lien waivers associated with their projects.

Before Siteline, Beaty relied on a manual, spreadsheet-driven process to handle lien waiver management. The company had a part-time employee dedicated to the task, who spent 20-25 hours each week creating lien waiver forms, sending them to vendors for signatures, and chasing them down for final review and submission. Further complicating this process were each GC's specific requirements for its lien waiver forms.

“We tried so many different things to track lien waivers before Siteline,” said Marianna Herschkorn, CFO at Beaty Masonry. “However, the spreadsheets were all over the place. I was always asking myself, ‘Did our team request it? Did they return it? Did I send it to the client? Did I use the right forms?’ It was a nightmare.”

This inefficient process directly and detrimentally impacted Beaty's collections, with 75% of their payments placed on hold due primarily to missing lien waivers. Addressing this challenge became a top priority for Beaty Masonry as they sought to streamline their lien waiver process and improve their overall financial management. Enter Siteline.

Beaty Masonry's transition to Siteline was remarkably smooth, with the team up and running on the software in two weeks. This rapid onboarding allowed them to benefit quickly from Siteline's lien waiver management capabilities.

The company no longer has to manually create, send, and chase down these critical documents. Siteline digitizes this entire process—generating the appropriate lien waiver forms, collecting digital signatures from vendors, and packaging them all up for seamless, one-click submission to the GCs. Plus, because Siteline centralizes all these documents, the entire team knows exactly where to find them. "With Siteline, it's all right there. No extra steps needed," explained Isabell Beaty, Project Administrator at Beaty Masonry.

As the team became more familiar with Siteline, they started leveraging other features to streamline their billing workflows. For example, Siteline’s Sage integration allows their project administrator to generate, update, and submit pay applications in seconds—a far cry from their old process of manually creating, printing, signing, and scanning.

The team also uses Siteline's billing forecast feature, which has proven incredibly helpful for monitoring collections efforts.