Overview
Rolling new technology out to field teams can be both exciting and stressful at the same time.
Because field team participation is crucial in realizing the ROI of your company’s investment in Procore, we’ve worked side-by-side with your peers to provide you with successful onboarding strategies. The paths below have been endorsed and influenced by Specialty Trades of all sizes. Use these exact paths or leverage them as inspiration in building your own custom onboarding experience for your field teams.
Before you begin to fill out your field team onboarding guide, make sure:
You’ve reviewed the recommended paths below and have discussed them with your Procore Project Manager (your company’s professional services and implementation contact at Procore).
You’ve downloaded the Field Onboarding Guide to personalize for your own team.
Leverage these instructions to ensure that you are filling out your team's Onboarding Guide correctly.
You’ve identified a Procore Committee (within your company) and have gotten their feedback on the best path to take. It's important to identify the few individuals who will become the in-house Procore experts within your organization. They will serve as a valuable training/support resource, as well as provide insightful guidance when defining your company's best practices.