Tara Alsip

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  1. 27 votes
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    Tara Alsip commented  · 

    Put the "TO" Company name in the preview list in the emails tool. There is plenty of room next to the "from" contact name.

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  2. 181 votes
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  3. 3 votes
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    Tara Alsip commented  · 

    Allow an open ended pre-bid walkthrough choice to the bid package creation. there are times (especially on small projects) when a site visit by appointment is all that is necessary. Those times I am not able to utilize the feature because it forces a date and time.

  4. 118 votes
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  5. 6 votes
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  6. 15 votes
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    Tara Alsip commented  · 

    allow standard photo permission users to view private photos - or allow with granular permissions on a case-by-case basis - OR designate individuals with access (like with commitments) on an album-by-album basis

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  7. 508 votes
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    Hello,

    We wanted to let you all know that you can now test out Submittal Markup in your company’s ‘Sandbox’ test project. Here is a demo video of the functionality to give you a brief overview (https://www.loom.com/share/25f2c3553b364e5cbba37b72bd866d44)

    You can send us feedback within the markup viewer using the ‘Provide Feedback’ button in the viewer (see attached screenshot).

    If you have projects that you would like to get set up to start utilizing this feature, please reach out to pdfmarkupbeta@procore.com or your Customer Success Manager.

    We will be covering Submittal Markup in a Procore Webinar on Wed. May 13, 2020, 10AM PST. Follow this link to register!
    https://www.procore.com/virtual-training

    Thank you and we look forward to hearing your feedback!

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    Tara Alsip commented  · 

    We'd love to be one of the Beta Testers!!!

  8. 27 votes
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  9. 80 votes
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  10. 6 votes
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    Tara Alsip commented  · 

    submittals in the windows APP must show the entire submittal number, not simply the line item number. They also need to be able to be sorted, filtered and searched by the submittal number. The current way of seeing packaged submittals in the windows app is simply not functional.

  11. 294 votes
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    Tara Alsip commented  · 

    submittal log emails; There HAS to be a way to send a single mass email to a submitter that lists ALL the submittals they have open without having to do it on a package by package basis. this creates TOO MANY EMAILS. If a single email can be created that lists all submittals in a package, it should be failry straighht-forward to send all the submittals for a responsible contractor/submitter at once. And not just at creation but at any point in time without it automatically defaulting back to single email for each and every submittal item.

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    Tara Alsip commented  · 

    with the feature of converting/scanning specifications to submittals, now, more than ever, we need a way to limit the number of emails the subcontractors are receiving. if we have one HVAC sub and 87 submittals in the HVAC package, as it stands now, the electrician will receive 87 email notifications that the submittals are created. if the Subs are already complaining that Procore sends too many emails, they are beginning to ignore them, which is the complete opposite of the intent. we need a way to send ONE email indicating to them they have submittals due, (and show the list as it does now when the package is created) but then have that email update the requested dates and the status from draft to open or pending or whatever all in one fell swoop. not separate emails for each change on each submittal. its just overwhelming them. (and me)

  12. 192 votes
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  13. 127 votes
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  14. 42 votes
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    Tara Alsip commented  · 

    PLEEEEEAAAASE give us backt he ability to inactivate from the individual's directory page and not just the user directory.

    Scanario: company contact changed - one individual left and another took their place.

    Old method: 1) go to directory, 2) find company, 3) add person, 4) go to person to be removed, 5) click the "active" checkbox. 6) save. DONE

    New Method: 1) go to directory, 2) find company, 3) add person, 4) go back out to directory, 5) change to "users" directory, 6) search for individual to be removed. 7)click their checkbox, 8) click inactivate. 9) confirm Inactivate.

    Unnecessarily time consuming considering there is a 5-7 page refresh after nearly all of the steps mentioned.

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  15. 56 votes
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    Tara Alsip commented  · 

    BIdding Module - Bid List Why, oh why, can we not search by company name? (or anything for that matter)

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  16. 124 votes
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  17. 3 votes
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  18. 10 votes
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    Tara Alsip commented  · 

    put an option for a checkbox on the bidding module so we can see who we have spoken to and who we have yet to call.

    I attempt to call each and every bidder during a bid cycle as part of my personal contact with my subs. When I was using my excel spreadsheet I can a column for when I spoke with a bidder (either they called me or I called them) The notes field is great, but does not give that quick glance shot at who has and who has not been spoken to. I'm still having to have an excel spreadsheet for this.

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  19. 16 votes
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    Tara Alsip commented  · 

    why can we not search transmittals by recipient and why does the log only show the individual and not the company?

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    Tara Alsip commented  · 

    search transmittals by company or individual recipient

  20. 244 votes
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    Tara Alsip commented  · 

    add a "Pending - PM Signature" status to committments for when we actually have a hard copy (gasp!) that has been signed and returned and is on the Project Manager's desk awaiting approval. or for when the subcontractor has marked up the agreement and returned it and it needs final approval of the PM before being actually marked approved.

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