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

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 Limited Release
flag-us.png The Progress Billings tool is only available to Procore customers in the United States who have implemented the Procore for Specialty Contractors point-of-view dictionary. To learn more, see (Limited Release) Owners & Specialty Contractors Point-of-View Dictionary Options. 

Objective

To email an owner progress claim to one or more Procore project users. 

Background

You can create an owner progress claim that bills against a head contract and then email it to your recipients. If you need to send your progress claim to the project owner, this method allows them to view the progress claim in your Procore (only they have a Procore user account and you've granted the user access). This proves useful when you want to capture the owner's written approval or rejection reason in writing. Procore automatically stores all replies from recipients in the 'From' address of your outgoing message in the Emails tab of the progress claim. 

Things to Consider

  • Required User Permissions
  • Additional Information:
    • Clicking the Email Progress Claim button sends a copy of the progress claim's 'Detail' tab to the designated recipients.

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.