IMPORTANT: ServiceTrade's Procore integration is currently in private beta. To join the beta test group, please contact procore-beta@servicetrade.com.

Before you begin

  1. If you have not already done so, follow the initial setup instructions to connect Procore to ServiceTrade.

  2. Make sure that the following required fields are added to the Procore project:
    - Name
    - Address
    - City
    - State
    - Zip (postal code)

  3. Add a budget to your Procore project.

  4. Add budget line items to your Procore project. Only the cost codes assigned to your Procore project's budget with a cost type of ‘Labor’ will be available for use in the ServiceTrade integration.

Opening the ServiceTrade app in Procore

1. In Procore, click on the Apps menu at the top of the screen, then select ServiceTrade.

2. Log into the ServiceTrade app by entering your ServiceTrade user credentials, then clicking the 'Login to ServiceTrade' button.

You may not see this prompt if you have already logged into the ServiceTrade app for a different project.

3. Authorize the ServiceTrade app to connect to Procore by clicking the 'Connect to Procore' button.

You may not see this prompt if you have already logged into the ServiceTrade app for a different project.

You may be prompted to re-enter your Procore login credentials. The very first time you use the ServiceTrade app, you will also be prompted to allow the ServiceTrade app access to your Procore data.

Initially syncing the project

When you are ready to start tracking your Procore project in ServiceTrade, you can use the ServiceTrade integration to sync the project with a job in ServiceTrade. This does not need to be done when the Procore project is initially created. You can sync the Procore project to ServiceTrade anytime during its lifecycle.

1. Open the ServiceTrade app in Procore

2. In the embedded ServiceTrade app, you will see a message that no job was found for this Procore project. Select the job type that you want use in ServiceTrade for this Procore project, then click 'Sync project to ServiceTrade'.

This will create a customer, a location, and a job in ServiceTrade, and will relate all three records in ServiceTrade to the Procore project. Once the sync is complete, the app will show the job number of the newly created ServiceTrade job. You can view that job by clicking the job number link.

Once your project has been synced to ServiceTrade, you can begin to collect data on that job: attachments, services, technician clock events, etc.

Syncing ServiceTrade clock events to your Procore timesheet

Once your technicians have created some clock events (clock-ins and clock-outs) on your ServiceTrade job, you can sync those clock events to the timesheet on the corresponding Procore project.

Typically you will sync these entries on a set schedule -- for instance, at the end of each day, week, or payroll period.

1. Open the ServiceTrade app in Procore

2. View the list of clock events in the Clock Events section of the ServiceTrade app.

If no clock events appear, adjust the selected date range:

Or click the 'Refresh' button to refresh the list of clock event entries:

3. Click the checkbox next to each of the clock events that you wish to sync to Procore.

You can select all the available clock events at once by clicking the checkbox in the title bar of the clock events table:

Important: Technicians who do not have a Procore Employee ID assigned (or whose ID is invalid) will be show a warning icon, and will be highlighted in red:

Those technicians' times will not be synced to Procore. To fix this, see the 'Assign Procore Employee IDs to your ServiceTrade technicians' section of the Procore integration setup instructions.

4. Select the cost code and line item type that you wish to use for the clock events that you selected. This cost code and line item type will be applied to ALL the selected clock events.

Important: Only cost codes that are assigned to the project budget in Procore and have a cost type of 'Labor' will be available in the 'Select cost code' dropdown. For more information about setting up your budget in Procore, see the 'Before you begin' section of this article.

5. Click the 'Sync Entries to Procore' button:

This will sync all the selected entries to the project's timesheet in Procore.

6. Review the synced entries in the Timesheets tool in Procore:

7. Update the synced entries as desired in Procore, then approve the Timesheet according to your company's timesheet policies.

Timesheets Rounding Rules

If your Procore company has rounding rules configured for your timesheets, those rounding rules will also be applied to times synced to Procore from ServiceTrade.

If a rounding rule is configured, that rule will be shown at the top of the Clock Events section of the ServiceTrade app:

The results of the rounding rules will be shown on each clock event, along with the actual times for each event:

Using Multiple Cost Codes and Line Item Types

If you wish to use multiple cost codes (or line item types) when syncing your clock events to Procore, simply select only the events to which you want to apply the first of your cost codes, then click 'Sync Entries to Procore'. Then, select only the entries to which you want to apply the second cost code, and sync those entries. Repeat for each cost code (or line item type) that you wish to use.

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