Email a HC/Client Progress Claim from the Client Contracts Tool

 Legacy Content
This page details the legacy owner progress claim experience. A modernised experience is also available. 
 Limited Release
flag-us.png  The Client Contracts tool is available as a limited release for Procore customers in the United States who have implemented the Procore for Specialty Contractors point-of-view dictionary. To learn more, see What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?

Objective

To email a HC/Client progress claim to a head contractor or client as a request for payment. 

Background

If you are a speciality contractor who is managing a construction project in your Procore account, you can send a copy of the Detail tab of the HC progress claim to a head contractor or client. Keep in mind that the steps below send only send a PDF copy of the Detail tab. It does NOT send a copy of the Configurable PDF tab. 

Things to Consider

Prerequisites

Steps

  1. Navigate to the Project level Invoicing tool. 
  2. Click the Owner tab. 
  3. Locate the progress claim to send by email. 
  4. Click the Progress Claim # link to open it. 
  5. Click the Emails tab. 
  6. Click Compose Email. 
    This opens the Compose New Email page. 
  7. Complete the following fields:
    • Private. Mark this checkbox to make the email private. Private emails are only shared with the recipient(s) and the sender.
    • To. Type to search the Project Directory for a list of matching recipient(s). 
    • CC. Type to search the Project Directory for a list of matching recipient(s) to carbon copy. Your name appears here by default. 
    • BCC. Type to search the Project Directory for a list of matching recipient(s) to carbon copy. 
    • Subject. This field will populate with the number of the progress claim. The subject line is added automatically. You can change it if you want. 
    • Message. Type the body of your email message. 
    • Attachments. Attach any related documents or files.
  8. Click Send.
    A YELLOW 'Communication Created' banner appears to confirm the outgoing message has been created and added to Procore's outgoing email queue.
     Note
    • A record of your outgoing message is saved in the 'Emails' tab on the progress claim.
    • Any messages sent to the 'From' address on your outgoing message are automatically saved in the progress claim's 'Emails' tab. This provides your message recipients with the convenience to use the reply feature in their email program. It also captures your collaborator's approve or reject responses in writing. 

Next Steps

See Also