Customer Feedback for Procore Technologies, Inc.
Welcome to the Customer Feedback Forum for Procore.
We’d like to hear any ideas you have for how we can improve Procore. Please use this forum to suggest features you’d like to see added to Procore. You may also vote and comment on product ideas suggested by other Procore users.
This forum is actively monitored by Procore’s Product Management Team.
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Purchase Orders - Track items received against individual line items
After issuing a Purchase Order in Procore, users need to be track the actual materials received onsite, preferably via the mobile app as this usually happens in the field. Would also like to have this available on web as well. Would like to have a check box for materials received, input for date received, input for quantity received, check box to indicate if material was delivered damaged or not. These fields need to be available in the Reports tool so users can run a report of materials that were not received that were included in a Purchase Order. Would also…
150 votesThanks for the feedback! The ability to track items received and installed from Unit/Qty Commitments is currently available in Procore. If a Commitment has a Unit/Qty Accounting Method, and is Approved, the quantities from line items in that Commitment are available to track against in the Daily Log – Productivity Log. Totals and reporting can be viewed using the Daily Log – Productivity Report.
For the ability to have that delivered/material automatically be linked to an invoice, please vote on this ticket:
https://feedback.procore.com/forums/183340/suggestions/32526565For additional assistance please reach out to our support team.
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Tasks sent from mobile app
Ability for Tasks to be sent from the Mobile version so field workers who only have access to mobile devices can assign tasks to subcontractors, carpenters or internally within the project team. Currently to send the tasks login to the web version is required which defeats the purpose of a field worker generating tasks.
45 votesFor Task Admins the “Send All” functionality is now available on iOS in addition to Android.
We hope this meets your expectations, but please let us know if it does not.
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Asset Management Tool for post construction mgmt of Warranty Tracking.Maintenance/Capitalization
Provide a solution for managing assets post construction for Warranty Tracking.Maintenance/Capitalization purposes
24 votesAvailable in Some Areas ·
AdminKristopher Lengieza
(Director of Business Development, Procore)
responded
We have recently launched two integrations focused in this area.
BUILDR Warranty management handles tracking and management of post construction warrranties and warranty requests.
https://marketplace.procore.com/apps/buildr-warranty-managementKTrack handles the collection and tracking of asset data during the construction process through the handover to facilities management.
https://marketplace.procore.com/apps/ktrackBoth are integrated with Procore and available on the Marketplace.
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Daily log filtered by Company, Cost code, location, trade
Daily log filtered by Company, Cost code, location
38 votesHiya all-
We have added three new filters to the Daily Log tool to help find data quickly.
-Company
-Location
-Log TypeThese filters will begin to roll out today and complete by tomorrow, end of business.
Filters applied to a daily log are persistent until cleared. If you want to view all entries, click Clear All to clear the filters.
Also, filtered results will be respected on PDF Exports or if a Daily Log is copied. For example, if you filter by one creator and then click Copy Daily Log, only that creator’s logs will be copied to the date specified.
Learn More: support.procore.com/products/online/user-gu..
We hope this will help! Please let us know if this release does not meet your expectations.
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Contextual Search of Documents on Mobile
Documents Tool from mobile App should provide keyword search capability
11 votesHello,
This feature is available on iOS but not Android.
Thank you for your feedback!
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Punch List - Distribute Punch List Items by Location
Client would like to see the option to distribute punch list items (on both the web and mobile) by location. In a multi unit property the Punch Manager may be working on a specific floor or area that corresponds to a drawing with linked punch list items in specific locations.
It would be great to have a way to send out a digest style email of all open punch items which correspond with a specific location or floor on a drawing.
3 votesThanks for the feedback! Currently you can perform this action in the mobile app by filtering your list page by location and then reviewing and sending those items. The mobile app will respect the applied filters and ONLY send out the Punch items related to that location that had not been sent yet. We have plans to adopt a similar experience on the web version however no timeline is currently available.
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Edit Cost Type In Purchase Order
My idea would be having an option to change the cost type on a purchase order after it has been entered. For the moment we have to delete the information and start fresh when we enter it wrong
4 votesThanks for the feedback! This functionality is currently available on the Prime Contract, Commitments, Direct Cost, and Change Events tool. For additional information please review this support article https://support.procore.com/product-releases/new-releases/project-financials-enhanced-line-item-experience.
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Allow custom fields to be added to existing Daily Logs
Superintendent Dailys more customizable
23 votesWe are happy to announce that we have released the ability to create custom fields within the manpower log. A huge milestone for the customization of the Manpower Log. A first of its kind! This new feature will allow Company Level Admins to add custom fields to a Manpower Log fieldset (required/optional/hidden) to track additional information necessary for their project or company. Users will also be able to pull these custom fields into Custom Reporting to further track progress against ongoing goals.
Custom field types include:
-Text
-Number
-Checkbox
-Single-select choice
-Multi-select choiceWhy
Project teams are incentivized to log more accurate and complete data by leveraging custom fields reflective of specific contract requirements. With both iOS and Android respecting custom fields, admins can standardize data collection across the entire project team.
Details
-Admins can use the five field types, in any combination, for up to a total of 5… -
Backlog Field
The "Contract Summary" is a nice report to see all jobs in one place. Backlog is something most contractors would be interested in and it would be nice to see that on the Contract Summary where Backlog is defined as or calculated from Revised Contract-Owner Invoices.
2 votesThanks for the feedback! This functionality is available as a Custom Budget Report on the Company Level. For additional information please review this support page: https://support.procore.com/products/online/user-guide/company-level/admin/tutorials/create-custom-budget-reports.
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MEP estimating software
MEP estimating software that will integrate with Procore.
1 voteAvailable in Some Areas ·AdminKristopher Lengieza
(Director of Business Development, Procore)
responded
We recently launched an integration with Esticom which can be found on our App Marketlplace. Esticom provided Takeoff and Estimating focusing on MEP trades. https://marketplace.procore.com/apps/esticom-takeoff-and-estimating
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Outlook Plugin - Direct send to tools and add to CC list
Need to be able to send emails to a direct change event(or other tools) email tabs from outlook.
Would also be nice to be able to select a Procore email to cc when sending emails via Outlook.
7 votesAvailable in Some Areas ·
AdminJenn Howard
(Team Lead, Strategic Product Consultant, Procore)
responded
Hi all-
Happy to announce we have just released an update to the Outlook Add-in that now supports creation to the following tools:
—RFIs
—Tasks
—Change Events
—ObservationsThis release is an opt-in experience for the next two weeks. To opt-in, Click on your email / user icon in the top right corner of the add-in. At the bottom is a new option to try the new version. Click that, and you are opt-ed in! To opt out and revert back to the initial release, it is the same process. Select your avatar in the top right, and select “Use the old version”.
Please let us know what you think of the update.
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Inspections - Add Videos to Inspections
It would be great if you could add videos to the inspections tool
10 votesCurrently, you can add video from an Android mobile device however this functionality is not yet available on apple devices (iOS). Thank you for the suggestion!
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Distribute Delay Logs
User is wanting to distribute Delays separate form the Daily Log to a distribution list, but the only way to currently do so is to close out the day and distribute, then reopen the day.
User would like to be able to send out Delay logs to a distribution list ahead of closing out the Daily Log
1 voteBased on the description within this UV, there is an alternative solution. The custom reporting tool allows users to create a report for the delay log (and others), and this report can be distributed to other users on a one-time basis or on a regular schedule.
Support Article: https://support.procore.com/products/online/user-guide/project-level/reports/tutorials/create-a-custom-project-report
We hope this meets your expectations, but please let us know if it does not.
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Automatically add photos to photos tool from other tools
To be able to automatically add all photos added to Procore to the photos tool, so that all photos from the project can be found in one place.
4 votesAvailable in Some Areas ·AdminJenn Howard
(Team Lead, Strategic Product Consultant, Procore)
responded
Hi there-
We currently already do this to some degree. The following tools can be configured to automatically upload photos from other tools into the Photos tool:
-Email
-Drawings
-Daily Log
-Punch List
-Observations
-InspectionsYou can read more here: https://support.procore.com/products/online/user-guide/project-level/photos/tutorials/configure-advanced-settings-photos
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edit cost codes in draft commitment
Allow cost codes in SOV lines to be edited without deleting the line when a commitment is in draft.
3 votesThanks for the feedback! This functionality is currently available on the Prime Contract, Commitments, Direct Cost, and Change Events tool. For additional information please review this support article https://support.procore.com/product-releases/new-releases/project-financials-enhanced-line-item-experience.
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Unsync Commitments from ERP
Give the accounting admin the ability to unlink a P.O. with through the ERP integration. Comes in handy when someone entered the wrong cost code or cost type.
43 votesThis feature is currently available in Procore for the Sage 300, Quickbooks, and Spectrum integrations.
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Sync multiple prime contract with ERP
Allow ERP integrated projects to sync multiple prime contracts.
26 votesThanks for the feedback! This is currently available with the Sage 300 integration. Our team will review your suggestion for the other integrations and I will update this ticket if we proceed.
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Edit a Commitment's Schedule of Values on Mobile
Edit a Commitment's Schedule of Values on IOS
16 votesThanks for the feedback! This is currently available in Procore for Purchase Order Commitments. For additional information please review this support article https://support.procore.com/products/procore-mobile-ios/user-guide/commitments-ios/tutorials/view-purchase-orders-and-subcontracts-ios .
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Procore Sync alert when it is not syncing
Create an alert in the system tray for when Procore Sync is not syncing correctly. Additionally, it would be great to see some indication on the projects if they have stopped syncing (last synced x hours ago for example)
31 votesHello – Thank you all for your feedback. I am happy to share we have enabled folder/file icon overlays for the individual supporters of this post as of this morning.
We believe that by badging the folder/file with a small icon to indicate the syncing state you will have greater confidence in the status of your files. For more information on how to turn it on for yourself in the Procore Sync settings window, please reference the support document below.
https://support.procore.com/faq/how-do-i-enable-status-icons-for-procore-sync
We will gradually enable this setting for all Procore Sync users in the coming weeks.
Thank you all again for your feedback and input.
Best wishes,
Lucas -
Search by Partial Character Recognition
Search tool for all modules only turns up the word you type. It would be ideal if it searched partial words as well. I.e. I'm looking for a panelboard submittal and I type in panel and nothing comes up. We also run into the spelling being incorrect or the word being hyphenated (panel-board) and it not coming up in the search.
7 votes
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