Support

For how to support including accessing this guide, live chat, and more, please follow the steps below. If you are still unable to find the answers you need, please email Procore@tuckerhirise.com and we will be happy to assist you.

Log Into Procore and click on  in the upper right corner. From the drop down menu:

• Select Training Centre to return to this guide at any time.
• Select Live Chat to chat with a Procore Support Agent (great for general how-to questions)
• Select Procore Certification to view the certification course catalog listed above

From the Invitation Email

1. To download the bid documents for this project, simply click the download link in the "Invitation to Bid" email. 
   
   

From the Planroom

1. You may also download the documents from the Planroom in Procore. 
2. Log in to Procore.
3. Navigate to the Company level Planroom.
4. Click on the bid package you would like to download the bid documents from.
   This reveals the bid package's Bid Sheet.
5. Click the orange Bid Documents button in the top right corner.
   Note: If you are having problems, please see Why am I unable to download and open a .zip file?.

Reply to the invitation email

1. Simply respond to the invitation email with your question or RFI, and the GC will receive an email. They can respond directly back to your email. 
   Note: When you reply to the email, it will show up as a reply to the original email you replied to in the Email subtab in the Planroom's bid package.

Send an email to the thread's link

1. When you log into Procore, navigate to the project's Planroom tool.
2. Click on the bid package you wish to submit a pre-bid question/RFI about.
3. Click Contact on the Bid Sheet.
   
   
   
   OR
4. Click the Emails subtab.
5. Copy and paste the email address or click the Open Email Client button in the blue header box that says, "To start a new thread associated with this bid, send an email to: ___".
   
   

From the Invitation Email

1. To download the bid documents for this project, simply click the download link in the "Invitation to Bid" email. 
   
   

From the Planroom

1. You may also download the documents from the Planroom in Procore. 
2. Log in to Procore.
3. Navigate to the Company level Planroom.
4. Click on the bid package you would like to download the bid documents from.
   This reveals the bid package's Bid Sheet.
5. Click the orange Bid Documents button in the top right corner.
   Note: If you are having problems, please see Why am I unable to download and open a .zip file?.

View Drawings

Download Drawings

Submit from Email

1. If the contractor has issued you an invitation to submit a  bill, you'll receive an email notification like the one shown below.
   
   
    
2. Under the Do you want to bill this period? area, choose one of the following:
   • If you want to submit the invoice, click Yes. Then click Post Response and continue with step 3.
     OR
   • If you are not ready to submit the invoice, click No. Then click Post Response. 
     Note: If you change your mind after posting your response, you can update your response to the invitation if the 'Due Date' has not yet passed and the contractor who sent you the invitation has the 'Billing Period' set to 'Open'. To do this, click Do you want to bill this period? again, choose Yes, and then click the Post Response button. 
3. At the Create New Invoice page in Procore, the Period Start, Period End, and Billing Date is pre-filled with what the contractor set. Enter the invoice number, if applicable.
4. In the Detail section, enter either your percent complete or amount complete for each line item in your original schedule of values. See "For Commitments Formatted as Unit Quantity" and "For Commitments Formatted as Amount Based" in the See Also section below. 
5. Enter the materials presently stored amount. This will be added to the percent complete for each line item. See "For Commitments Formatted as Unit Quantity" and "For Commitments Formatted as Amount Based" in the See Also section below. 
6. In the Approved Commitment Change Orders section, repeat the process for each change order's line items by entering the percent or amount complete for each line item. Any new approved change orders will automatically be added here.
   Note: You can only bill by line item on change orders that have been created after 11/6/2016.
7. Attach any required backup documentation, such as lien waivers.
   • If the contractor requires the Invoice to be signed, complete the following steps:
     1. Click Save.
     2. Click Export and select PDF.
     3. Sign the PDF.
     4. Return to Procore and select the Summary tab.
     5. Click Edit.
     6. Attach the signed PDF.
8. If you are not ready to submit to the contractor, click Save. This will set the status of the invoice to "Draft." If you are ready to submit it to the contractor, click Submit for Review. This will set the status of the invoice to "Under Review."
   Note: Once you submit the invoice to the contractor, you will not be able to edit it unless the contractor changes the status to Revise & Resubmit. 

Submit from Commitment

1. Navigate to the commitment you want to create the invoice for.
2. Click + Create Invoice.
3. Complete steps #2-8 above. 

For Commitments Formatted as Unit Quantity

1. Fill out the following fields for each line items that will be paid for by the invoice:
   • This Period (qty): Enter the quantity for each line item for this period and the dollar value will automatically be calculated. If you prefer to enter a percentage value for work completed instead, enter the percent and the quantity for this period and the dollar value will automatically be calculated.  
2. If you need to release retainage:
   1. Complete Steps 6 & 7 above.
   2. Click Save.
   3. In the Detail subtab, click Edit.
   4. Released this Period ($): Enter the dollar amount of retainage to be released this period.
   5. Finish Step 8 above.
3. To save the invoice, click Save. To submit it for review, click Submit for Review. 

   For Commitments Formatted as Amount Based:

   1. Fill out the following fields for each line items that will be paid for by the invoice:

   • Work Completed (This Period): Enter the dollar amount of work completed in the invoice's pay period. If you prefer to enter a percentage value of work completed instead, click the calculator icon and enter the percentage, and click Save. Procore will automatically translate the percentage of work into the equivalent dollar amount. 
   • Materials Presently Stored: Enter the dollar amount of materials presently stored on the job site or nearby storage facility that was not included in the costs for "Work Completed" (D and E ) columns. Please note that the values entered here will remain in this column on future invoices until it is manually moved to Work Completed. See "How do I bill for Stored Materials?" in the See Also section below for more information.

   2. If the contractor will create a payment schedule once the invoice is approved, enter the amounts for the work you are claiming this period in the Subcontractor Claimed This Period column of the invoice detail. In order for this column to appear, the payment schedule feature must be enabled in the Invoicing tool’s configuration settings. See "Configure Settings: Invoicing" in the See Also section below.
   3. If you need to release retainage:
      1. Complete Steps 6 & 7 above.
      2. Click Save.
      3. In the Detail subtab, click Edit.
      4. Released this Period - Work Retainage ($): Enter the dollar value of work retainage to be released this period.
      5. Released this Period - Materials Retainage ($): Enter the dollar value of materials retainage to be released this period.
      6. Finish Step 8 above.
   4. To save the invoice, click Save. To submit it for review, click Submit for Review. 

Steps

1. Navigate to the project's Commitments tool.
2. Click the Summary or Detailed tab. 
3. Locate the commitment with the invoice that has line items to review. Then click View. 
4. Click the Invoices tab. 
5. Locate the invoice to review.  Click Edit.
6. Review the invoices as follows:
   • Items with a green checkmark  to the left of the line show that the item has been approved.
   • Items with a red x  to the left of the line item means that the line item has been rejected.
   • The Comment column to the right shows any comments that have been added to the line item by the Admin user. 
     
     
7. Adjust your line item amounts as needed. 
8. Click Submit for Review.  

See Also

• Respond to a Submittal as an Approver
• Distribute a Submittal

Respond to the RFQ from the RFQ Email

If you are a subcontractor who has received an RFQ from a general contractor, follow the steps below to submit your response by email:

1. Open the Request for Quote (RFQ) email. 
   
   
    
2. Review the information in the 'RFQ Details' section of the message. This includes the following information:
   • The Procore project associated with the RFQ. 
   • The Title which typically summarizes the nature of the request (for example, Revised Paint Colors). 
   • The name of the individual requesting the quote. 
   • The due date for the quote. 
   • The origin of the RFQ.
   • Any documents or attachments that were added to the RFQ by the individual who sent the request. 
3. Under RFQ Information, choose the appropriate response to the 'Do you have a cost or schedule impact associated with this scope?' question:
   • No. Click this button if there is no cost or schedule impact. This updates the status to Closed and you will not be able to edit the RFQ unless the contractor changes the status to Revise & Resubmit.
   • Yes. Click this button to indicate that there is a cost and/or schedule impact associated with the RFQ. This action will open the Procore login page:
     1. Enter your Procore login credentials in the Email Address and Password fields. 
     2. Click Login.
        Note: The system should automatically open the RFQ in Procore. A banner appears at the top of the RFQ with some instructions and the due date for your response.
     3. Enter the following information below the banner:
        • ​Quote Amount. Enter in the quoted amount for the change.
        • Schedule Impact. If known, provide an estimate of the number of additional days that would be added to the project schedule due to the change.
        • Comments. Add any additional comments regarding your pricing quote or schedule impact. 
        • Attachments/Details. Attach relevant documents or files. 

           Note

          A user with 'Admin' permission on the Change Events tool can configure settings that will automatically include attachments in subsequent change orders. See Set Attachment Settings.
          
          
     4. Click Post Response.
        Note: Your response to the RFQ will then be emailed to the person who had requested it, and the response will show up within the RFQ in the RFQ Response section of the Procore web application.