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Procore

Submit a Prequalification Form

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Objective

To submit a prequalification form.

Background

If you have been invited to prequalify on a project that's being managed using Procore's cloud-based construction software, you should have received an email invitation in your inbox. If this is the first time that you've received an invitation to collaborate on a project using Procore, click the link, Get Started. This will prompt you to create a password for your account. See How to log in to Procore and Getting Started with Procore for more information. If you have collaborated on a Procore project before, click Prequalify Here in the prequalification email. Once logged in, you will then be re-directed to your prequalification form.

Things to Consider

  • Required User Permissions:
    • 'Read Only' level or higher permissions to the Prequalification Portal tool.
      Note: Once a user is invited to prequalify, their permission will automatically change from 'None' to 'Read Only' on the Prequalification Portal tool.
  • Additional Information:
    • If the prequalification email has been forwarded to you, you will not be able to access the prequalification form.
    • Procore requires the following fields to be filled in in order to submit your Prequalification form:
      • Legal Company Name
      • Federal Employer ID
      • Industry Type

Steps

  1. Click Prequalify Here in the prequalification invitation email or navigate to the Prequalification Portal tool.
  2. Click on the Name of the prequalification form.
  3. In each category, click Get Started.
    Note: Once you start filling out a category, the button changes to 'Edit'.
  4. Enter the information for each category.
    Notes:
    • An asterisk (*) denotes a required field.
    • Click Next to continue to the next section.
  5. Click Submit.
    Note: You can only submit your form once you have filled out all the required fields (each section is at 100%).
  6. In the 'Submit Prequalification?' window, review the information and mark the checkboxes confirming you understand.
  7. Click Submit.
    Note: Once the prequalification form has been submitted, you will no longer be able to edit your form.

See Also