DailyLogsPro Integration for Pay Applications and Change Orders
Connect the work documented in DailyLogsPro with the projects and Schedule of Values you manage in PayAppPro. Pull the right jobs into the field workflow, then send approved change orders back to PayAppPro as SOV lines without re-keying the same scope and amount.
DailyLogsPro and PayAppPro are separate Morton Technologies products with separate accounts and plan terms.
Connect field documentation to the billing workflow
Daily logs answer what happened on the jobsite. Pay applications answer what has been earned and requested for payment. Problems arise when project names, approved changes, and billing records are re-entered in separate systems.
The DailyLogsPro integration creates a controlled handoff. PayAppPro remains the system for AIA-style pay applications, SOV rollforwards, retainage, stored materials, and billing exports. DailyLogsPro remains the system for daily field records and the change-order workflow that begins with a documented field event.
The integration does not turn every field note into a billable amount. It transfers only an approved change order after the DailyLogsPro approval workflow is complete.
Current integration scope
- Connect one DailyLogsPro organization to one PayAppPro account
- Pull PayAppPro projects into DailyLogsPro on demand
- Keep project identity aligned with stable project IDs
- Send approved DailyLogsPro change orders to PayAppPro
- Upsert each approved change as a PayAppPro SOV line
How DailyLogsPro and PayAppPro work together
A deliberate workflow keeps field records, authorization, and billing status distinct.
Pair the accounts
A PayAppPro administrator generates a short-lived, single-use pairing token. A DailyLogsPro administrator enters it once to establish the server-to-server connection.
Pull the project list
DailyLogsPro pulls project name, client, address, and status from the connected PayAppPro account. Re-syncing updates matched jobs instead of duplicating them.
Develop the change
The field record preserves the originating date and available photos. The team develops scope and pricing, then obtains approval in DailyLogsPro.
Create the SOV line
An administrator sends the approved change to PayAppPro. Repeating the request updates the same record instead of creating another SOV line.
What moves between the products
| Direction | Information | Current trigger | Purpose |
|---|---|---|---|
| PayAppPro → DailyLogsPro | Project name, client, address, status, and stable PayAppPro project ID | Administrator selects “Sync projects” | Attach field records and changes to the project used for billing |
| DailyLogsPro → PayAppPro | Approved change-order identity, number, title, description, amount, labor/material lines, originating log date, photo count, and approval details | Administrator selects “Send to PayAppPro” | Create or update a corresponding SOV line for the approved change |
Why the approval boundary matters
A daily log may document an instruction, conflict, delay, or changed condition, but documentation alone does not authorize billing. DailyLogsPro keeps the potential event, pricing work, signature, and approval status visible before PayAppPro receives the change.
Once the change is approved and sent, PayAppPro can place it in the SOV workflow so the contract sum, continuation detail, progress billing, and retainage can be handled consistently with the project’s requirements.
Controlled handoff
Potential field event
→ priced change order
→ signed and approved
→ PayAppPro SOV line
→ eligible for progress billing under the contract
Secure server-to-server connection
The products connect without sharing user passwords.
One-time pairing
The initial token is short-lived and single-use. It is exchanged for credentials tied to the connected account.
Signed requests
Post-pairing requests use HMAC-SHA256 signatures, timestamps, and a five-minute replay window.
Encrypted credentials
DailyLogsPro stores the issued API key and signing secret encrypted at rest and decrypts them only when needed for a request.
FAQ: DailyLogsPro + PayAppPro
Connect documented changes to the pay application
Use DailyLogsPro Business for the field and approval workflow, then send approved changes into PayAppPro for SOV-based billing.