Automated Client Reporting for Construction

The integration pulls schedule progress, RFI log status (open, closed, days outstanding), submittal register status, and change order log data including pending, approved, and executed PCOs. It does not require you to restructure how your PMs use Procore - it reads the data as it exists in your current project setup. Items that fall outside normal parameters, like an RFI open well beyond your standard response window, are flagged for narrative comment rather than silently included.

The system ties client report figures directly to the billing data submitted for that draw period, so the scheduled value, percent complete, stored materials, and retainage figures are consistent between the pay application and the owner report. This eliminates the common problem where a billing coordinator updates the G703 after the report was already assembled, creating a mismatch that owners notice during draw review. The Controller or billing coordinator can lock the billing data for a period before the report is generated.

Yes. Report templates are configured at the project level, so a public agency owner requiring certified payroll summaries and DBE participation reporting gets a different template than a private developer who only wants schedule, budget, and open items. Your Project Executive or Preconstruction Manager defines the template during project setup, and the system applies it consistently for every reporting cycle on that job. Changes to template requirements mid-project are versioned so you have a record of what format was used for each period.

The system reflects the status as it exists in Procore but flags change orders that have been in a pending state beyond a threshold your team defines - for example, more than 14 days since submission. The drafted narrative will note that the item is pending owner execution, which prompts the Project Executive reviewing the report to either update the status in Procore before the report is sent or add context for the owner. This keeps the report accurate without requiring PMs to hold reporting until every PCO is formally closed.

It works for both, though the data sources differ. For specialty trades reporting to a GC rather than an owner, the system can pull from the subcontract schedule of values, RFI and submittal logs relevant to that trade's scope, and COI or lien waiver status. The report format reflects what the GC's project management team expects to see, which is typically more focused on schedule compliance and open items than on the full financial picture a property owner would receive.

The Controller is typically the approver for any report that includes billing or financial data before it goes to the owner. The system routes a draft to the Controller for review, flagging any line items where the figures in the report differ from what is in the accounting system by more than a defined tolerance. The Controller can approve, edit, or send the report back to the PM with comments - all within the workflow rather than over email. This gives the Controller a defensible record of what was reviewed and approved for each reporting period, which matters during audits and at project closeout.