When does Procore send email notifications to progress claim contacts?

An Progress Claim Contact is a person who ensures that a progress claim is submitted to an upstream contractor for payment. In Procore, a progress claim contact is always an employee of the designated 'Contract Company' on a purchase order or subcontract. The contract company is the party responsible for performing work and/or supplying materials for a project. For customers in the United States using Procore's Progress Billings tool, this term is synonymous with progress billing contact.

When does Procore send email notifications to progress claim contacts? A progress claim contact receives an email notification from Procore when:

• A progress claim's status is updated to Revise & Resubmit.
• The Subcontractor Schedule of Values status on a downstream progress claim is updated to Revise & Resubmit.
• A user with 'Admin' level permissions on the project's Commitments tool does the following:
  • Clicks the Create & Email or Save & Email button on the General tab of a purchase order or subcontract. 
  • Sends an 'Invite to Bill' to the progress claim contact. 
    Note: Procore does NOT send email notifications to progress claim contacts when:
    • A progress claim administrator creates or updates a Subcontractor Schedule of Values on a downstream progress claim on behalf of a progress claim contact.
    • A progress claim administrator changes the status of a Subcontractor Schedule of Values on a downstream progress claim Approved, Draft or Under Review.

When does Procore send email notifications to members of a progress claim's distribution list? Members added to a progress claim's distribution list receive an email notification on a downstream progress claim when:

• A progress claim contact submits a Subcontractor Schedule of Values.
• A progress claim contact edits and re-submits a Subcontractor Schedule of Values. 
• A progress claim administrator changes the status of the Subcontractor Schedule of Values from any status to 'Under Review.'