Master Faster COI Management with Jones: Best practices

Better COI Management with Jones: Best practices

These 3 simple actions can help you get your COIs reviewed faster


Are you getting the most out of Jones?

Some of our clients do – are you?

In the past quarter, we’ve analyzed what our most successful customers are doing and saw a clear pattern. When Jones users take the following three steps, the average time-to-compliance tends to decrease. This means, they get vendors approved and ready start on projects much faster than our other customers.

Here are three actions that prove to be the most effective:

— Uploading COIs directly into your Jones account 📝
— Adding your own vendors 📝
— Regularly archiving/deleting vendors from  the Jones dashboard. 📝

Here is why.

Faster compliance with Jones

Tip #1: Upload your own COIs for faster processing

Customers who are comfortable uploading vendors’ COIs directly in Jones instead of emailing them get vendors compliant and ready to start on the project up to 5 hours faster than average. 

The reason is simple. When you email a COI to our team, it takes time for the email to be addressed and for the COI to be downloaded and moved into the Jones account. If you’ve attached several COIs to the same email, the time to read each COI and identify the correct vendor record also keeps adding up to the count. Only then does the COI gets reviewed.

In comparison, if you upload the COI yourself, you will effectively bypass half of the process, “skip” the line and get the overall COI review time significantly reduced. 

Time investment: seconds!

To learn how to add COIs on Jones, click here.


Tip #2: Add new vendors for faster approval

Similarly to uploading your vendors’ COIs, you can “skip” the line and get vendors into the building faster by adding them to your Jones account rather than emailing the Jones team. Our average response rate to customer emails is 24 hours (which is not bad at all if we say so ourselves). 

However, if you need to approve a vendor FAST, adding them yourself will definitely help you expedite the process.

Time investment required: seconds!

To learn how to add COIs on Jones, click here.


Tip #3: Clean your account dashboard by archiving/deleting records

There are two reasons why we at Jones recommend that you occasionally archive or delete vendors or tenants from your account:

  1. Housekeeping 🎯

It helps you to de-clutter your dashboard, get better visibility, maintain accurate reporting, and have better relationships with your vendors.

  1. Communication ✉️

It helps you reduce unnecessary communication with vendors and tenants. Not going to have the building re-painted for at least two more years? No need to ask the painter to update the expired COI in 6 months!

Time investment: 5-7 minutes a week

To learn how to add COIs on Jones, click here.


Get our best tips & advice in your inbox once a week.

You’re safe with us. We’ll never share your email address.

More on Jones’ Blog

How Jones Helps Improve COI Renewals

4 Ways Jones Helps Prevent Expired COIs..

Picture of Scott Wisotsky from Jones
Scott Wisotsky December 19th, 2022
How Jones Helps Procore Users Save Time

5 Ways Jones Helps Procore Users Save..

Picture of Scott Wisotsky from Jones
Scott Wisotsky November 30th, 2022
Why we launched The Jones Network

The Death Of The COI Tracker

Omri Stern, CEO of Jones
Omri Stern November 1st, 2022