Procore Set-Up & FAQs

  • Set-Up & Access Your Procore Account

    Click HERE to set-up and access your account.

  • Q. Why do we have to use Procore to submit invoices?

    A. Due to growth, it has become increasingly more and more challenging to process invoices via email. At times, this has caused delays in processing time and consequently, payments. Procore has the ability right now, for subcontractors to submit invoices. Our Project Managers will continue to create Worksmart PO’s and they will be visible for the projects you are working on. You will have the freedom to submit progress billing against these PO’s. Depending upon the scope of work, the size of the contract and the way it is set up, you can submit progress billing by line item either by a dollar amount or by % of completion. Instructions will be provided on how to do this.

  • Q. Do I have to use Procore to submit invoices?

    A. Yes. In order to get paid, invoices must be submitted through Procore, effective June 12, 2023.

  • Q. What about change orders?

    A. Project Managers will continue to create change orders. These need to be fully executed. Once approved, they will show up in Procore under your main scope of work as CO#1, CO#2, etc. When you submit billing, you can select main scope of work or CO’s if applicable. This format will make the entire scope of work transparent for all to see, with payments applied.

  • Q. Wait, so you’re going to start paying us electronically via ACH? What if I still want paper checks?

    A. Beginning this summer, we will have the ability to pay out all invoices via ACH at no extra cost. You will need to set up a profile in Procore and enter your bank account information. This will be a secure process and will be addressed in more detail when it becomes available, approximately in July or August 2023. ACH payments typically take 1-2 business days to be received. An email can be sent advising payment has been processed so there is no more guessing when you will get paid. Paper checks are less reliable, take longer to deliver and no email confirmations are sent often leaving you in the dark on payment processing times.

  • Q. Why do I have to sign that 14 page subcontract agreement for each project?

    A. Let’s stop doing that. Soon, we will send out a Master Agreement for both of us to execute and keep on file. When a project is awarded, there will be a “Work Order” issued for your scope of work. This Work Order will be much shorter in length, reference the Master Agreement terms, and focus on project specifics.

  • Q. Why do I need to provide COI for each project?

    A. That’s an insurance requirement, unfortunately. Even though 2 jobs might have the same ownership, the location is different and must be listed on each.