If your organization uses Procore to manage subcontractors, we can integrate Jones with Procore and Vista at the same time to make an effective environment.
When a record is successfully linked, the insurance information will be sent to Vista, you will see their different policies with their expiration dates and limits:
In addition, an extra line of information is labeled “Overall Compliance”. This line will be marked as completed once all the requirements in Jones have been met, and their status is Compliant. The Overall Compliance will not be marked as Complied if any of the other policies do not satisfy the requirements, or if any additional information is needed to be compliant, like an Endorsement or a signed contract.
<aside> 💡 To get more detailed information on what a specific vendor needs to be compliant, you can log in to your Jones account and check their compliance report. Please check this article for more information about how to do this:
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If you have Vista Viewpoint set up to work with your Accounts Payable process, you can take advantage of our integration. The Overall Compliance field serves as a filter to either approve or stop a payment.
When the Overall Compliance field is not marked as Complied, our integration will stop the payments for that specific vendor, and will allow them once they have provided all the required Insurance information and they are marked as Complied.
If you still have questions about our integration with Vista, please reach out to your Customer Success Manager or our Support team.