General Resources
Setting Up the Jones Procore Integration
Collecting COIs
Jones makes COI submission simple for subcontractors. There are three ways subcontractors can submit their insurance documents for review:
Does your team already have your subcontractor’s insurance documents on hand? If so, learn how you can upload them onto Jones yourself here.
Once a COI request is kicked off, a subcontractor will instantly receive an email notification from Jones. The email will have the subject line “Your Insurance Docs are needed for [Project Name] ([Procore Project Number])” and look like this:
Subcontractors are not required to log in in order to suybmit insurance documents. They can click on the "Submit Docs" button in the email sent by Jones and are then immediately taken to the page where they can upload their insurance documents.
Subcontractors will know within 24 business hours if their insurance documents are compliant or not.
The email will clearly state the gaps in coverage with a link to the Jones Insurance Guide where subcontractors can learn more about what these gaps mean. They will be able to upload new insurance documents through a link in this email.
Want to learn more about the insurance document collection emails subcontractors receive from Jones? Click here to learn more.
The Record Hub enables subcontractors to manage their own compliance across multiple projects in one centralized location. Instead of needing to shuffle through old emails or contact Jones support, subcontractors can:
Once a subcontractor is logged into Procore, they can access the Jones app on the upper right-hand corner. Subcontractors will see a window on the bottom of their screen to access the Record Hub.
Additionally, subcontractors can access the Record Hub in the following ways:
Subcontractors can access the Record Hub at app.getjones.com using the exact email where they initially received a COI request. Subcontractors will never need a password to log in. They will be sent a one-time security code each time they log in to the Record Hub.
To submit a COI for review, all a subcontractor needs to do is the following:
You can learn more about the Record Hub in our dedicated help center here.
Subcontractors can log in to Procore and access the Jones app if their email is associated with a company that has a COI request on a project.
All a subcontractor needs to do is sign into Procore and click the Jones widget on the upper right-hand corner.
Subcontractors can easily upload insurance documents within Procore. Once logged into Jones within Procore, subcontractors can simply click on the "COI" icon under the "Insurance Documents" column to upload new insurance documents for review.
