General Resources
Setting Up the Jones Procore Integration
Collecting COIs
Both Jones and the Jones Procore integration are highly customizable. You can set up different settings based on your team’s insurance risk strategy. We recommend making these decisions when first getting started on Jones, but you can make changes at any time.
The Jones Procore integration can be customized based on how your team prefers to manage compliance. We’ll cover the following three choices you can make when setting up the Jones Procore integration:
#1: Procore to Jones account mapping - Do you need to combine multiple Procore accounts into one Jones account or multiple Jones accounts into one Procore account?
#2: Global Insurance Requirements - Do you want to create a set of requirements applicable to all your projects in Procore?
#3: Commitment-triggered COI Requests - Do you want to notify a user responsible for initiating COI requests whenever a new commitment is created in Procore without insurance documents on file in Jones?
There are three different ways to map data between your Procore and Jones accounts.
Jones can also be set up to work with multiple "offices" in the same Procore account.
Your implementation manager will ask which setting you prefer during onboarding.
You’ll need to speak with your implementation manager or customer success manager to activate Global Insurance Requirements in your account.
Once activated, here’s how to create a set of Global Insurance Requirements (often referred to as annual insurance requirements):
Step #1: Navigate to the Procore home screen so you’re not within a Procore project
Step #2: Log in to the "Jones Procore App" under the "Apps" section on top
Step #3: Click the "Add Global COI Request" button on the upper right-hand corner
Step #4: Click on "Select Insurance Requirements" and scroll down to click on "+Add Custom Requirements"
Step #5: From there you’ll be able to name and upload your set of Global Insurance Requirements
Rather than using project-level requirements that only allow a subcontractor to be compliant for a single project, Global Insurance Requirements allow subcontractors to submit one COI and have it marked as compliant across every project in a company. This means a subcontractor only has to submit one set of insurance documents to work on any project on a company’s Procore account.
Want to learn more about Global Insurance Requirements? Read our blog post on how these requirements can minimize subcontractor friction and reduce admin work here. It covers:
The Commitment-triggered COI Requests feature eliminates confusion over COI collection by notifying the user responsible for initiating COI requests whenever a new commitment is created without insurance documents on file for the project.
Commitment-triggered COI Requests are only available for companies with Procore Project Financials.
To have emails sent to specific team members whenever new commitments are created in Procore without insurance documents on file in Jones, toggle the email settings accordingly under the "User Management" tab.
Toggle the setting "off" to disable these emails for users in your company. You can disable these emails for a specific Procore project or across all projects a user is assigned to in Procore.
Want to learn more about the Commitment-triggered COI Requests feature of the Jones Procore integration? Check out our page in the Jones Procore integration Help Center here, in our blog post here, and video.
Outside of Procore, there are many different ways to customize your account in Jones based on your team’s insurance risk strategy and internal workflow preferences. We’ll cover the following four account settings you can customize in Jones:
#2: Send automatic insurance coverage gap emails to subcontractors
#3: Send automatic emails to subcontractors about upcoming COI expirations
When getting started with Jones, your implementation manager will speak with you about branding all of the emails Jones sends to subcontractors with your company logo and colors.
We’ve found that branded emails have higher click-through rates and, subsequently, higher COI submission rates (unbranded emails may look like spam to subcontractors). You can also customize the sender email address, so all emails to subcontractors can look like they are coming directly from your company.
When subcontractors have insurance coverage gaps they will be marked as "Not Compliant," and you can set up your Jones account in one of the following two ways:
Email your customer success manager if you would like to turn on the Auto-Send Gaps functionality.
Your team can choose between two different ways of managing subcontractor COI expirations.
Email your customer success manager if you would like to turn on the Auto-Renwal functionality.
Each of your team members can select which emails they would like to receive from Jones.
