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. 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 →
  2. 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.

  3. Bid Comparison/Bid Leveling

    When receiving multiple bids, being able to compare them by scope and price/line item would save us a lot of time.

    98 votes
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    Likely to Implement  ·  8 comments  ·  Bidding  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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 →
  5. 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 →
  6. Daily Log Configurability - Customized Log Titles

    As a user, I would like to customize the daily log titles.

    22 votes
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    7 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  7. Display tax rate and amounts within Procore, not only on PDFs

    With the new tax rate feature, the tax amount or rate does not show up subcontract or change order SOV with Procore. It appears only on the PDF that is produced -- usually for subcontractors. In addition, the Grand Total amount on the subcontract or change order SOV will exclude the tax. For more details, see Procore’s documentation: https://support.procore.com/faq/how-can-i-use-tax-codes-on-a-project
    This approach is a recipe for overbilling subcontractors and other accounting challenges in the United States. I understand from Procore Customer Success that these tax features were designed for their Australian and New Zealand clients where the tax is applied to…

    19 votes
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    7 comments  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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 →
  9. 19 votes
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    0 comments  ·  Web App  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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 →
  11. Submittal Markup - Dynamic Stamps

    Allow users to upload s stamp with fields/checkboxes where data can be entered.

    -Response Checkboxes
    -Signature
    -Signature Date

    19 votes
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    Likely to Implement  ·  1 comment  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  12. BCC function on Emails sent from Emails tool

    It would be helpful to have the option to BCC when sending an email from the Emails tool. We believe this would be a valuable privacy option.

    271 votes
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    Under Review  ·  39 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  13. Granular permission to allow non-Admin Directory users to view 'Bidder Info'

    Enable a granular permission at the Company and/or Project level to allow non-Admin users to the Directory tool to be able to view the Bidder Info - specifically Comments and Ratings - associated to Vendors. This would be especially helpful during the bidding process.

    24 votes
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    8 comments  ·  Directory  ·  Flag idea as inappropriate…  ·  Admin →
  14. Submittal Granular Email Permissions - Disable Action Required Emails

    Provide an option to choose if an Action email needs to be sent out when a submittal is returned to someone's "ball in court".
    There are instances when a submittal or Workflow needs to get fixed by the Submittal Manager. This can only happen by putting the submittal back into the previous reviewers court which in turn causes confusion and frustration because of the Action submittal.

    10 votes
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    7 comments  ·  Project Management  ·  Flag idea as inappropriate…  ·  Admin →
  15. Observations - Additional Email Notification Settings

    We would like to be able to manage email notifications on the Observations tool!

    114 votes
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    35 comments  ·  Quality & Safety  ·  Flag idea as inappropriate…  ·  Admin →
  16. Show commitment invoice # on Invoice dashboard

    Show commitment invoices numbers on invoice dashboard rather than having to view each invoice to verify invoice number

    23 votes
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    8 comments  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  17. Multiple Departments/Default Bid Contacts for a Bidder

    Some companies cover multiple scopes of work and have different estimators associated with each department. For example, one single company has an estimator for Fire Alarm and another one for Security. It would be nice if there was a way to choose a department within a company to invite to a bid package so that both estimators are not invited.

    16 votes
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    6 comments  ·  Bidding  ·  Flag idea as inappropriate…  ·  Admin →
  18. Link Timesheets to ERP and Budget

    It would be great if Timesheets entered info to the Budget and linked with ERP so we can account for the costs and not have to input it in multiple places.

    52 votes
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    8 comments  ·  Field Productivity  ·  Flag idea as inappropriate…  ·  Admin →
  19. Forms - Edit General Information Prior to Completing Form PDF

    I believe the first step in filling out a new form should be to edit the general information. You should be able to select the Form Template you want and then fill in the General Information prior to filling out the fillable PDF. Right now it seems roundabout where you have to download the Form Template, fill out the fillable PDF, save the PDF, and then edit the General Information. I am attempting to create a naming scheme so that my documents are retrievable and not all named the default Form Template name.

    22 votes
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    6 comments  ·  Quality & Safety  ·  Flag idea as inappropriate…  ·  Admin →
  20. Revert back to previous custom report PDF format

    Please give us the option to revert back to the old PDF formatting for custom reports. We are in the middle of a project, and our reports now lack formatting continuity.

    93 votes
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    Unlikely to Implement  ·  18 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
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Customer Feedback for Procore Technologies, Inc.

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