General Resources
Setting Up the Jones Procore Integration
Collecting COIs
With the Jones Procore app, users can send COI requests to subcontractors within Procore. There’s no need to toggle between different tabs or other systems to request insurance documents. All it takes is one click in Procore.
There are many reasons why project managers and other team members prefer sending COI requests within Procore.
The main reason why we wanted to find a better compliance management platform was efficiency. The new solution needed to be so seamless that the amount of work spent by our team on requesting compliance would be minimal – minutes as opposed to several hours.
If you want to automatically kick off COI requests when new commitments are created in Procore, see the “Commitment-triggered COI Request Section” in the Jones Procore Help Center here.
It’s important to note that you can only send project-level COI requests to companies listed in your project directory. Learn more about adding companies to the Procore Project Directory in Procore’s help center here.
When a COI is requested from a subcontractor within the Jones Procore app, the data is instantly pushed to Jones. This means that the record will be created in Jones and the subcontractor will immediately get an email requesting their insurance documents. Learn more about the emails subcontractors will receive here.
Once a COI is submitted, Jones reviews all insurance documents, including endorsements in under 24 hours. The compliance status will be visible within Procore, and you can learn more about our COI review experts here.
When looking in the "Vendor History" tab on Jones, you will see the names of employees who have added vendors on Jones. However, employee names won’t be shown here for new vendors added through the Jones Procore app.
Subcontractors with Global Insurance Requirements (often referred to as annual insurance requirements) only need one compliant COI to work across all the projects on your account. This is an optional feature and ideal for companies that accept Blanket Additional Insureds. Learn more about Global Insurance Requirements in our blog post here to see if these requirements will be a good fit for your company.
To initiate a Global Insurance Requirements COI request, you’ll first need to make sure that you’re on the Procore home screen and not in any specific project. When you open the Jones Procore app from the home screen, you’ll see a list of all the companies with global-level requirements.
To add a new subcontractor with Global Insurance Requirements:
You can only send global COI requests to companies listed in your Procore company directory. Questions about adding companies to your Procore company directory? Learn more in Procore’s help center here.
All vendors with Global Insurance Requirements are created as new records in a separate project within Jones usually called "Global Subcontractors."
When requesting COIs on a project or global level, you can select multiple companies at the same time by using the checkboxes next to the company names.
Navigate to a project in Procore and toggle to the "Request for Commitments" tab to see an updated list of all subcontractors missing insurance documents.
You’ll be able to request a COI from these companies that have had new commitments created in Procore. For more information about Commitment-triggered COI Requests, see the section here in our Procore Help Center.
Regardless of whether a COI was requested on a project or global-level, or through Procore Commitments, subcontractors will receive a cadence of emails from Jones until they upload their insurance documents.
There is no way to retract a COI request once it has been initiated from Jones. If you would like the record to be removed from Procore, see the next section below on archiving and deleting records.
Users can delete or archive records in Jones, and these changes will be reflected in Procore.
Deleted records will be removed, and archived records will have the status: "Archived on Jones." These changes will be reflected after the nightly sync between data from Jones to Procore. There is no way to archive or delete COI requests within Procore, these changes need to be made on Jones.
In Jones, users can be assigned "read-only," "inviter," or "compliance manager" user permissions.
Here's a chart of all the differences between these Jones user permissions.
Here’s information about the different user permission templates in Procore.
There are three different ways Procore users can access the Jones app in Procore:
The approved permission templates you select will be mapped by our implementations team to ensure that users with these permissions can access the Jones Procore app. To configure this, simply reach out to your customer success manager or implementations manager with the name of the approved permissions templates. Any of your team members with these approved permissions templates will then be able to access the Jones Procore app. You can learn more about this in the "How to Install the Jones App" in this Procore Help Center page.
Additionally, you can reach out to your customer success manager if you would like users with certain Procore permissions templates to be added in Jones as specific user roles (such as "read-only" users, inviter roles, etc). Otherwise, all users added to Jones from the Jones Procore app will have the status of "compliance manager" in Jones.
You can then add users within the "User Management" section in the Jones Procore app.
The ability to add users to request global-level COIs from subcontractors is virtually the same as adding users on a project-level. The user will just need to have permission to access the company-level view within Procore.
Once signed into the Jones Procore app from the company-level view, the user will be able to request global-level COIs from subcontractors. Learn more about "project-level" VS "company-level" access in Procore’s help center here.