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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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 votesWe are happy to announce that for ANDROID Admin users, a banner will now appear in the Tasks tool whenever there are task items ready to be sent out. The banner will appear as “Send All” from the tasks tool on mobile. This will send all of the users created tasks to the respective assignee. iOS to follow shortly. Also, a correction from the previous status update, the “Send Mine” functionality for Standards and Admins is not currently a part of this release.
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
22 votesWe 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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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.
2 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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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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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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Allow custom fields to be added to existing Daily Logs
Superintendent Dailys more customizable
15 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… -
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 -
Bulk Tiemsheet Approval at Project Level
We need to be able to have Bulk timesheet approval at project level. It it often tedious to have to approve one by one, especially if we have a large project with multiple crews.
1 voteThank you for your feedback, this is something that exists at the Company Level Timesheets tool. If you want to be able to bulk approve for a specific project you can go to Company Level Timesheets and filter to a specific project and take actions from there.
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Bulk Export Subcontractor Invoices to PDF
Add the ability to bulk export invoices.
For bulk exporting to CSV, vote for: https://feedback.procore.com/forums/183340/suggestions/36982981
3 votesAvailable in Some Areas ·AdminRobin Delaney (Manager, Strategic Product Consultants - Financials, Procore) responded
Within each project, this is available. Reference: https://support.procore.com/products/online/user-guide/project-level/invoicing/tutorials/compile-subcontractor-invoice-backup
This is not yet available for multiple projects.
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Invoice Status - Inline edit from list/log
Be able to change the status of an invoice without having to hit edit.
7 votesThanks for the feedback! The ability to edit the status of a Subcontract Invoice from the Invoicing tool → Subcontract Tab is available through the use of the check boxes and “Bulk Edit” Functionality. There is no functionality to edit the payment status from that location so I will leave this ticket open until there is further development for that feature.
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Enable Default Sorting of Projects in the Timesheet Tool/ default setting of certain time types as billable/non-billable
When a user goes to select their project from the dropdown when submitting a Timesheet, it can be daunting to find their particular project if they're part of quite a few or the numbering scheme the GC prefers for naming projects is numerical vs. alphabetical. The users should either have an editable search bar or be able to configure the Timesheet tool to present projects in the dropdown as ordered numerically and automatically. To couple with this, certain time types in the Timesheet tool should automatically default to being billable vs. non-billable depending on what that time is used for.
3 votesThank you for your feedback. You can currently change the ability for certain cost codes to populate as budgeted vs non-budgeted. This can be done by budgeting out cost codes in the Unit Quantity Based Budget tab of the Project Admin screen.
The ability to filter projects better is good feedback. We will look into this feature.
Thank you
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Forms - Attach Completed Form to Other Tools
It would be great to be able to attach a form that was created in the Forms tool to an observation when creating one through an inspection
43 votesCompleted Forms can currently be attached to Daily Log, Punch, & Observations. We plan to expand this functionality in the future as well.
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Sort Synced Sub Contractor Invoices by Billing Date or Period
User Story: Accounting team is working through proofing and doing final process steps for their own internal controls and really need to be able to sort the Synced Sub-Contractor list by "Billing Date" This field is not exposed on the listing to be able to sort in this manner.
You do have the Billing Period, which would also help this situation, but none of the "Headers" are set to be sortable. Can we at least get the Headers made where you can sort the listing by any of the headers?
Extra nice to have would add the "billing date" to…
5 votesAvailable in Some Areas ·AdminRobin Delaney (Manager, Strategic Product Consultants - Financials, Procore) responded
You can now Group the invoices that are ready to export by Billing Period.
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Provide for offline editing of RFIs on mobile apps
Provide for the ability to edit RFIs on mobile while in offline mode.
11 votesUsers can edit RFIs in offline mode on Android devices.
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