Section One: Entering Subcontractor SSOV

After your contract is executed via Docusign, you'll be able to start the billing process.

1. Go to Procore, clicking on Tomco's Portfolio

2. Click on The Project You'd Like to Bill

3. Click on Project Tools…

4. Click on Commitments

5. Click on Your Subcontract Number

6. Click on Subcontractor SOV

You must complete this step before you're allowed to invoice!

7. Click on Edit

8. Click on + Add Line

9. Type Your Detailed SOV Line Items

For this example, I've split costs between material and labor.

10. Type the SOV Value

11. Optional: Add More SSOV Line Items and Values

12. Click on Submit for Review

13. Allow Project Management Team Time to Approve Your SSOVS

Section Two: Submitting an Invoice

1. Click on Invoices

You can complete this step once SSOV's are approved

2. Click on Create Invoice

3. Type Your Invoice Number

4. Select Line Items You Want to Bill For

5. Click on "Total Progress" Box Value

6. Input Progress % Complete

7. Attach Lien Waivers using the Attach Files Tool

8. Click on Upload Files

9. Select your file from file upload menu

10. Click on Attach

11. Click on Send

Section Three: Requesting Retainage Release

1. Click on Invoices

2. Click on Create Invoice

3. Type "Retainage "

4. Check All Rows

5. Click on Pencil Tool

6. Type "100"

7. Click on Apply

8. Attach Final Lien Waiver: Click on Attach Files

9. Click on Upload Files

10. Select your Final Lien Waiver from file upload menu

11. Click on Attach

12. Click on Send