Product Release Notes

Procore’s new side panel applications allow users to access and interact with external applications directly within the Procore user interface through a side panel iframe. With the Jones Side Panel App, users can view real-time subcontractor insurance details and take action without leaving the Procore environment.

Value to your team:

• Access subcontractor insurance data and take action where your team is already working in Procore.
• Jones data is displayed in real-time within the side panel so users can stay up to date on subcontractor compliance without having to leave Procore.

Key Features:

• View subcontractor insurance information in the side panel such as:
  • Subcontractor name
  • COI contact (email)
  • Insurance requirements
  • COI status (example: compliant, non-compliant, and more)
  • COI expiration date
  • Compliance status for each requirement (plus detailed reasons for non-compliance)

• Perform COI management tasks from the side panel such as:
  • Request new insurance documents
  • Override an insurance coverage gap by marking it compliant or waived
  • Mention coworkers in team notes
  • Upload new insurance documents on behalf of subcontractors and much more

The Jones Side Panel App is available within the Project Directory and Commitments Tool. Reach out to your customer success manager to help set up the Side Panel on your Jones Procore Account.

👉 Learn More:

• Blog Post
• 2-minute video walkthrough
• Procore Side Panel Product Release Notes

This integration ensures that subcontractor insurance data flows between Procore, Jones, and Sage 300 CRE, allowing for synchronized updates across systems and up-to-date compliance information in Sage 300.

Key Features:

• Daily Sync: Daily sync process that takes
  • Commitment data from Procore
  • Policy information from Jones
  • Compiles and pushes the data to Sage 300 via its API
• Bidirectional Sync: Nightly syncs where updates are reflected in both Sage 300 and Procore, ensuring consistent data across systems.
• Payment Upon Compliance: Clients can stop payments based on compliance data from the Procore-Jones-Sage 300 integration.

Sync Process Details:

• Procore to Sage 300: Commitment data is taken from Procore and pushed to Sage using the Sage Point API. Policy information from Jones is also synced with Sage.
• Jones to Sage 300: Policy data from Jones is pushed to Sage when specific conditions are met. If a commitment is approved in Procore, this serves as a trigger for Jones to compile insurance information and submit it to Sage.

1. Vendor Creation: A vendor is created in Sage 300/Procore and synced via their integration.
2. COI Requests: Users can request a COI from vendors via the Jones app.
3. Linking Information: Information from Jones is linked to Procore. When a commitment is approved in Procore, it triggers the push of insurance data from Jones to Sage 300.
4. Handling Multiple Commitments: If a vendor has multiple commitments within a project, each commitment will inherit the same insurance information from the vendor, causing duplicate rows in the insurance tab (for policies like General Liability, Workers’ Compensation, etc).
5. Triggering Conditions: If the commitment is approved in Procore.

• Dive into the exact reasons for subcontractor non-compliance
• Waive, accept, or send subcontractors notifications about insurance coverage gaps
• See a subcontractor’s full history on Jones
• Mention and notify colleagues on Record Team Notes and much more!

Subcontractors logging into the Jones App in Procore will now automatically see a link at the bottom of their screen to access The Record Hub.

This link will be the same on both project and global-level views. When subcontractors click on the link, they will be redirected to The Record Hub in a new window.
The Record Hub centralizes compliance for subcontractors managing COI requests across multiple projects. By using this tool, subcontractors can see any gaps in coverage, view signed agreements with clients, see client insurance requirements, and much more.

👉 Learn more about The Record Hub in our dedicated help center for subcontractors here.

This 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, making it nearly impossible to miss requesting COIs from vendors and subcontractors. Additionally, all subcontractors who have not had COIs requested from them will be listed in a new tab in The Jones Procore app.

👉 Commitment-triggered COI Requests are now available in The Jones Procore App for companies that have Procore Project Financials. You can learn more in our blog post here.

Here’s an example of this workflow:

STEP 1
Initiate a COI request to subcontractor within Procore

STEP 2
Jones requests, collects, and audits insurance docs for compliance

STEP 3
Compliance status of subcontractors updated in Procore

STEP 4
Change subcontractor’s commitment status in Procore to ‘approved’

STEP 5
Subcontractor insurance details populate into Viewpoint Vista

👉 For more information, you can view this document. Interested in this integration? Speak with your customer success manager or book a demo with our team here.

In the continuous effort to improve overall experience and security, Procore has deprecated Traditional Service Accounts in lieu of DMSA (Developer Managed Service Accounts). That being said, your account will be transitioned from a Traditional Service Account to a DMSA Account.

What does this mean for you? Your Jones app in Procore will now have a heightened level of security. Jones will be handling this transition behind the scenes and there’s nothing you’ll need to do on your end.

Please be advised that there will be a period of scheduled downtime over the Thanksgiving weekend while our team facilitates this transition (November 24th to 27th).

As shown in the image below, we’ve added a new column in the Jones Procore app called “Insurance Documents”. Simply hover your mouse over the icon in that column to view or upload insurance documents.

You can upload COIs, multiple endorsements, and other insurance documents here as PDF or JPEG files (up to 10 MB per subcontractor). If you click on “View Docs”, the most recently uploaded insurance documents will be shown.