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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  1. New Bidder should receive Bid Docs AND issued Correspondence

    Have the correspondence format identical to the bid format that shows the tab view and resend beside the vendors. When you add additional vendors to a bid invite, you must also go in and send the correspondence, but it brings up the whole bidders list. Would be nice to bring up the new vendor added

    105 votes
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    8 comments  ·  Bidding  ·  Flag idea as inappropriate…  ·  Admin →
  2. Link Drawings from Modal in other Tools

    As a user I would like to be able to link drawings to other tools without having to go to the drawing first to create a link. Adding a dropdown modal on the creation page of each tool to link a drawing would be helpful.

    149 votes
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    Under Review  ·  33 comments  ·  Drawings & Specifications  ·  Flag idea as inappropriate…  ·  Admin →
  3. Multiple Assignees for Tasks

    There should be an ability to assign a task to multiple people. If a task is to be completed by multiple people, it helps.

    342 votes
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    57 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  4. Bid Package Template

    bid package templates

    53 votes
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    13 comments  ·  Bidding  ·  Flag idea as inappropriate…  ·  Admin →
  5. Transmittal Attachment Bulk Download

    Please add the option to download attachments from multiple transmittals as a bulk action

    53 votes
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    12 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  6. Inspections - Assign "Responsible Company" to Sections

    For some inspections (e.g. pre-pour checklists, safety walks, etc) there are multiple trades involved. Rather than creating multiple inspections or simply tagging multiple trades in the header it would be most useful implementation of this would be assigning trades by section. The underlying issue is when an inspection has multiple sections for varying trades. Any observations created from a line item would inherit the assignee based on that sections responsible party rather than the inspection POC.

    80 votes
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    Under Review  ·  13 comments  ·  Quality & Safety  ·  Flag idea as inappropriate…  ·  Admin →
  7. Distribute by Trade and/or to Related Trades

    I would a feature to be able to mark a box to get notification for RFIs and Submittals approvals that were not submitted by me or that I am not on the distribution list. This would be in order to track items that will influence my scope of work.

    42 votes
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    Under Review  ·  21 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  8. Create a user facing product/feature roadmap on Uservoice!

    The Uservoice platform supports an internal AND external roadmap feature. If Procore wants to join the big guns like Microsoft and Autodesk then how about letting us know what you're working on so we, the end users, can plan accordingly? While some suggestions/ideas are minor (e.g. allow custom required fields) others may require changes in workflow or new corporate policies. As a potential enterprise customer I think Procore owes it to the ENR100 type contractors as well as everyone else to show us where your priorities are.

    https://www.uservoice.com/product/activate/

    https://powerbi.microsoft.com/en-us/roadmap/

    https://www.microsoft.com/en-us/microsoft-365/roadmap?filters=

    http://blogs.autodesk.com/bim360-roadmap/bim360-priorities/

    95 votes
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    7 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  9. Filter Canned Reports

    The user sessions report is not very useful to us due to the lack of filters we are able to apply. I wish that we could access something similar to when we do our business review every year, I was told that we could have that sent to us on a scheduled basis but have not see one since our review in February.

    What we would like to see is a report that we can filter by multiple tools, users, and jobs so we can get a good visual of how our superintendents and project managers are utilizing the tools…

    164 votes
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    49 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  10. Show Company Name in Submittal Views

    In Submittals --> View --> Submittal Workflow (section), make it so that the company name of the user is shown.

    25 votes
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    9 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  11. Timesheets Distribution

    when timesheets are entered, automating an email so people know that have been uploaded and approved

    80 votes
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    Under Review  ·  20 comments  ·  Field Productivity  ·  Flag idea as inappropriate…  ·  Admin →
  12. Add description/location to photo at creation in iOS/mobile app - Revert to old mobile photo experience

    We have noticed that the process has changed for adding descriptions to photos we take from the Photos tool in the iOS app.

    We used to be able to take the photo and have the option to add the description before saving it.

    Now, we can't do this. We have to take the photo, save it, wait for it to load into our album, open it, and edit it to add in a description.

    When we are taking hundreds of photos, this is time-consuming and leaves room for error - it's too easy to skip a photo and not get…

    121 votes
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    29 comments  ·  Files & Photos  ·  Flag idea as inappropriate…  ·  Admin →
  13. Bring back Drag and Drop in Documents

    Bring back the drag and drop file window in the Documents tool. Ever since you took away the side bar now there is no way to just drag and drop into a file. This has reduced efficiency causing two additional clicks just to upload a document. I realize we can still use Procore Drive, just unsure why you would take away functionality that adds ease of use and less clicks for the user.

    27 votes
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    14 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →

    Hello,

    You can still drag and drop in Procore. The steps to perform this action are as follows: – Click on the “New” orange action button
    - Select “File upload”
    - Drag and drop files into the modal
    - Click “Upload” to complete the process

    This change to the upload process is a temporary change in conjunction with a larger opportunity the Documents team is taking on to modernize the experience of this highly used tool.

    We will bring drag and drop back and it will look better than before!

    Thank you so much for your patience and feedback!

  14. Bulk Download multiple submittal attachments with Markup

    With the new Submittal markup feature, the ability to bulk download attachments no longer exists. This feature is incredibly crucial if team members need to download Submittal documents and there are 10-15 associated documents with each Submittal. It is time-consuming to make those downloads separately.

    17 votes
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    6 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  15. Freestyle meeting minutes/note taking option

    The meeting module is very rigid and focuses on task-oriented meetings. It is not ideal, if the the meeting is focused on preliminary planning and brainstorm sessions. It would be nice to have the option to take minutes more freely without needing to create categories etc., but rather a blanks sheet of paper (similar to one note and word). The freestyle option would still have a header with meeting details and an attendance list, but a blank sheet for the main body. The goal would be to select which meeting style is desired when starting a new meeting agenda/minutes.

    27 votes
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    1 comment  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  16. Document Upload under Documents Tab

    Put the drag and drop area for Document uploads back on the page when you click on a folder in the Documents Tab. Why was this area hidden under an additional menu with the last update?

    I spend half of my time here uploading single documents - having to click another menu seems a time waste after having it almost be automatic before.

    32 votes
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    6 comments  ·  Files & Photos  ·  Flag idea as inappropriate…  ·  Admin →

    Hello,

    The recent change is one component of a series of changes to the Documents tool.

    Our end goal is to modernize the Documents tool and allow for drag/drop anywhere on the screen into a folder, ultimately reducing the steps and increasing the dropzone from today. To accomplish this goal we needed to adjust the user experience to meet current patterns established in Procore with the orange action button being the primary action.

    Thank you for your feedback! We have shared your post with the development teams. We will update this space if we have any questions or change the status.

  17. Dashboard Access Permissions

    The dashboard features should be an option that can be selected/chosen to be given to an particular permission setting. The current setting is based on 'admin' permission to a particular tool. Unfortunately, if that permission setting doesn't have 'admin' rights to the complete list of tools located within a category (for example - if a user only has admin rights to the Punchlist Tool in the Quality & Safety category), the dashboard appears as an option, unfortunately if you click on the dashboard feature, it immediately kicks you out of Procore. There should be some granularity or ability to include/exclude…

    24 votes
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    9 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  18. Vendor Notes/Comments Visible in Bidding Tool

    It would be helpful to have the ability to view the notes/comments for each vendor when in the bidding tool to know whether or not we would like to send them a bid invitation. We often put the locations they service or if they are currently not taking on any more work so that we know whether or not to send them an invitation.

    27 votes
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    1 comment  ·  Bidding  ·  Flag idea as inappropriate…  ·  Admin →
  19. Submittal Mark-up: Continuous Page scrolling

    Submittal Mark-up Tool: I wish there was an easier way to scroll through the pages without having to click on each page to see. We get files that can been 50-100 pages and need to skim and see at the pages without reading every page.

    15 votes
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    3 comments  ·  Quality & Safety  ·  Flag idea as inappropriate…  ·  Admin →
  20. Procore Drive - Include a link to the File in Procore

    Send a link to a file from Procore Drive just like you can in the Document module

    44 votes
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    8 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
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