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Notices and liens, prepared and mailed by Handle
Three steps. Handle does the research, the documents, and the certified mailing.
- Download the spreadsheet
One row per job. The column guide below explains every field, and most of them are optional. Save it as .xlsx or .csv, either is fine.
Download HandleProjectTemplate.xlsx - Fill it out
Add every job you want protected. If you already have the owner and GC and just need the document mailed, set SEND_AS_IS to YES.
- Email it to support@handle.com
Attach the spreadsheet and paste the following into the body of the email:
LEGAL COMPANY NAME: _______
COMPANY ADDRESS: __________
Type of Labor or materials provided: ______(Ex: Ready mixed materials and supplies)
EMAIL ADDRESSES OF USERS: ___________Read the terms and conditions before sending. Sending the email is your acceptance.
Open in your email app Copied
What happens next. Within one business day Handle confirms receipt, creates your account, and emails invitations to the users you listed. If anything on a job is unclear, we email the address in CREDIT_MGR_EMAIL before we mail. Once documents go out, you can see every one of them in the Handle Portal with certified mail tracking and a PDF copy.
About this service
NACM has partnered with Handle to prepare and mail preliminary notices and monthly notices for NACM members. Your relationship, your account, and your billing stay with your NACM affiliate. Handle is the platform behind the work: we research the owner and general contractor, prepare the document each state requires, mail it certified, and give you a portal to see every document and its tracking. Handle prepares notices in all 50 states for construction material suppliers and contractors.
Column guide
Column names must stay exactly as they appear in the template. Leave a cell blank if you do not have the information; Handle will research anything we need.
| Column | Required | What to enter |
|---|---|---|
| Job | ||
| JOB_ID | Yes | Your internal project identifier, usually the ERP job account number. This is how we refer to the job back to you. |
| JOB_NAME | Yes | The project name as you know it. |
| JOB_ADDR1 / ADDR2 / ADDR3 | ADDR1 | Street address of the project. Use ADDR2 and ADDR3 for suite, lot, or extra address lines. |
| JOB_CITY, JOB_STATE, JOB_ZIP | Yes | City, two letter state, and ZIP of the project. State drives which notice we prepare and its deadline. |
| BRANCH | Optional | Use if you have multiple claimants or brands, so the document goes out under the right entity. |
| JOB_TYPE | Required | Commercial, residential, state, federal |
| MY_ROLE | Required | Usually supplier or subcontractor |
| CUSTOMER_ROLE | Required | Subcontractor, GC, owner |
| FIRST_FURNISHING | Optional | Date you first furnished labor or materials to the job |
| LAST_FURNISHING | Optional | Date you last furnished labor or materials to the job |
| JOB_DOLLAR | Optional | Contract or estimated total value of what you are supplying. Required on preliminary notices in some states, such as California. |
| CREDIT_MGR_EMAIL | Yes | Who we email if we need help on the job. |
| SEND_AS_IS | YES / NO | YES means you already have the owner and GC information and just want it put on a legal document and mailed certified. We will not research or verify the parties. |
| Texas monthly notices only (Property Code 53.056: notice to the owner and original contractor by the 15th of the second month on residential projects, the third month on non-residential) | ||
| 2ND_MONTH_BALANCE | Texas | Unpaid balance for labor or materials furnished two months before the month you send. Sending in September: enter the July balances. Texas requires the second-month notice on residential projects (and for lower-tier claimants on contracts signed before 2022), due the 15th. |
| 3RD_MONTH_BALANCE | Texas | Unpaid balance for labor or materials furnished three months before the month you send. Sending in September: enter the June balances. Texas requires the third-month notice on non-residential projects, due the 15th. This is the last chance to protect that month. |
| Your customer (the party that hired you) | ||
| CUSTOMER_ID | Yes | Your customer's account number in your system. |
| CUSTOMER_NAME | Yes | Legal name of the customer. |
| CUSTOMER_ADDR1 / 2 / 3, CITY, STATE, ZIP, PHONE | Recommended | Mailing address and phone for the customer. |
| Other parties (optional; if you provide them, we will not verify them) | ||
| GC_NAME, GC_ADDR1 / 2 / 3, CITY, STATE, ZIP, PHONE | Optional | General contractor on the project. |
| OWNER_NAME, OWNER_ADDR1 / 2 / 3, CITY, STATE, ZIP, PHONE | Optional | Property owner. |
| BOND_NAME, BOND_ADDR1 / 2 / 3, CITY, STATE, ZIP, PHONE | Optional | Surety on the payment bond, for public or bonded jobs. |
| LENDER_NAME, LENDER_ADDR1 / 2 / 3, CITY, STATE, ZIP, PHONE | Optional | Construction lender, if there is one. |
Questions
- How will I see tracking information?
- Handle will email the users you listed access to the Handle Portal, where you can see all your projects, mail tracking, PDFs of every document, and more.
- Can I pull a notice on the 14th or 15th?
- This applies to Texas monthly notices. In Handle that is normally an option. Because we are onboarding new customers against a deadline, it will not be available this month.
- What will I be charged?
- NACM will bill you the same way it normally does.
- How will notices be mailed?
- For Texas: Certified Mail with Return Receipt.
- I just want Handle to mail the documents. I do not need research.
- Set the SEND_AS_IS column to YES for those jobs.
- Do I send a new spreadsheet every month?
- For Texas monthly notices, yes: each month, send the jobs that still have unpaid balances, with the balances updated. You do not need to resend jobs that are paid in full. For other states, send new jobs as they start; a preliminary notice is sent once per job.
- I do not know the owner or the GC on a job.
- Leave those columns blank. Handle researches the parties for you. Only fill them in when you are confident they are correct, because we will use what you provide without verifying it.
- Will my customer know a notice went out?
- Notices are routine in construction and go to the parties the statute requires, which usually includes your customer. They protect your right to payment; they are not a lien and do not accuse anyone of non-payment.
- Which states does this cover?
- Handle prepares notices in every state. Texas monthly notices are the immediate priority, which is why the Texas columns are called out in the template.
- Something in the spreadsheet does not fit my situation.
- Email support@handle.com with the job and we will sort it out with you. Support responds within one business day, and same day during the days leading up to the 15th.