Customer Success

Background

The key to any successful rollout of Procore within an organization is ensuring that each team member understands how to properly use Procore to perform their specific job's responsibilities. One way to streamline user adoption of Procore across your company is by properly introducing your staff to the Procore platform and giving them the necessary tools and resources to ensure their success.

It's recommended that you send your internal staff an email at the beginning of your global rollout that properly introduces them to Procore. We've provided an email template that you can leverage for an internal rollout.

Email Template

Hi _______,

{YOUR_COMPANY_NAME} has made a considerable investment in a new cloud-based, construction management software platform called Procore. We will use Procore to manage all of the day-to-day tasks associated with the construction management of our projects. It is our goal to have all construction management related tasks performed via the Procore platform.

Login Information
To begin this process, you'll receive a "Welcome to Procore" email invitation. Once you set up your Procore login credentials (email and password), you'll be able to log in and access our Procore account.

Getting Started
Procore offers several free resources for ongoing support and training.

1. Read Getting Started with Procore

2. Review the Learning Path that most closely aligns with your primary role and responsibilities. Please familiarize yourself with how you will use the various construction management tools to perform your related tasks.

3. Complete your appropriate role-based Procore Certification course. (Note: It's recommended that "power users" such as Project Managers complete the "Procore Certification: Project Manager" course series.)

Additional Training/Support Resources
If you have any questions or problems using Procore, please use the "Support and Feedback" link at the top of Procore's web application for quick links to all help related resources. Quickly access Procore's Support site (https://v2.support.procore.com), contact Technical Support via email or live chat, sign-up for training webinars, and more. All help resources are FREE to all users.

The use of Procore is most effective when used in a collaborative environment. Your active participation and consistent usage of Procore is critical to our company's success. We look forward to collaborating together on our next project.

For any company-specific questions or concerns, please contact _______________.

Cheers,
{YOUR_COMPANY_NAME}'s Implementation Team

Background

The key to any successful rollout of Procore within an organization is ensuring that each team member understands how to properly use Procore to perform their specific job's responsibilities. One way to streamline user adoption of Procore across your projects is by properly introducing project collaborators to the Procore platform and giving them the necessary tools and resources to ensure their success.

It's recommended that you send all Architects an email at the beginning of any project rollout that properly introduces them to Procore. We've provided an email template that you can leverage for this introduction to Procore.

Email Template

Hi _______,

In an effort to streamline field and office communications, we have decided to implement a new construction management software called Procore.

Procore will deliver exceptional document management, providing a central hub for information that every team member of the project can collaborate around. The implementation of Procore will lead to reduced downtime, quicker responses to RFI’s, improved visibility, and a more integrated organization. Because of its cloud-based functionality, it can be utilized from any web browser, tablet, or smartphone, making acquiring information on the fly a lot easier.

As we move forward with Procore together, there are a few initial steps that you as an architect have to complete before we become fully operational.

• Create a Procore user account

  You will receive an email invite from procoretech.com today. Click on the password hyperlink and follow the steps from there. Your username will be your email address.

• Complete the Procore Certification for Architects Program
  This is a requirement in order to move forward. The program is set up in a video format intended to familiarize you with the software before we both go live with it in the field.

I will be able to monitor your progress and am here to assist you if any issues with accessibility do arise. We are planning to utilize Procore entirely for the upcoming { Job Name } anticipated to start { date }. Please complete these steps by { date }.The training should take approximately 1-2 hours to complete depending on your individual pace. There will be a learning curve, but I think we can all agree it will make life easier!

Instructions for Accessing the Architect Procore Certification Program

1. Log in to Procore at https://app.procore.com.

2. Click on the Question Mark at the top of the dashboard to access Support & Feedback.
   This is where you can also access resources such as support articles, live chat, and how-to training videos.

3. Click the Procore Certification tile.

4. Click Product Certifications from the list of categories.

5. Click on the Product Certification: Architect Course. You only need to complete this portion.

6. On the course overview page, click the Get Started button.

7. From here you will be able to complete the lessons and final exam. The training typically takes approximately 1-2 hours to complete.

Let me know if you have any additional questions.

Thanks,

Background

The key to any successful rollout of Procore within an organization is ensuring that each team member understands how to properly use Procore to perform their specific job's responsibilities. One way to streamline user adoption of Procore across your projects is by properly introducing project collaborators to the Procore platform and giving them the necessary tools and resources to ensure their success.

It's recommended that you send all Engineers an email at the beginning of any project rollout that properly introduces them to Procore. We've provided an email template that you can leverage for this introduction to Procore.

Email Template

Hi _______,

In an effort to streamline field and office communications, we have decided to implement a new construction management software called Procore.

Procore will deliver exceptional document management, providing a central hub for information that every team member of the project can collaborate around. The implementation of Procore will lead to reduced downtime, quicker responses to RFI’s, improved visibility, and a more integrated organization. Because of its cloud-based functionality, it can be utilized from any web browser, tablet, or smartphone, making acquiring information on the fly a lot easier.

As we move forward with Procore together, there are a few initial steps that you as an engineer have to complete before we become fully operational.

• Create a Procore user account

  You will receive an email invite from procoretech.com today. Click on the password hyperlink and follow the steps from there. Your username will be your email address.

• Complete the Procore Certification for Engineers Program
  This is a requirement in order to move forward. The program is set up in a webinar format intended to familiarize you with the software before we both go live with it in the field.

I will be able to monitor your progress and am here to assist you if any issues with accessibility do arise. We are planning to utilize Procore entirely for the upcoming { Job Name } anticipated to start { date }. Please complete these steps by { date }.

The training should take approximately 1 hour or less to complete depending on your individual pace. There will be a learning curve, but I think we can all agree it will make life easier!

Instructions for Accessing the Engineer Procore Certification Program

1. Log in to Procore at https://app.procore.com.

2. Click on the Question Mark at the top of the dashboard to access Support & Feedback.
   This is where you can also access resources such as support articles, live chat, and how-to training videos.

3. Click the Procore Certification tile.

4. Click Procore Certification from the list of categories.

5. Click on the Procore Certification: Engineer Course. You only need to complete this portion.

6. On the course overview page, click the Get Started button.

7. From here you will be able to complete the 20 lessons and final exam. The training typically takes approximately 1 hour to complete.

If you’d like a deeper understanding of the file management system within Procore, another option is joining their weekly training webinar by clicking on the Question mark, and going to the “Deep Dive Training Videos” option. Scroll down until you come across the "File Management" course.Let me know if you have any additional questions.

Thanks,

Background

The key to any successful rollout of Procore within an organization is ensuring that each team member understands how to properly use Procore to perform their specific job's responsibilities. One way to streamline user adoption of Procore across your projects is by properly introducing project collaborators to the Procore platform and giving them the necessary tools and resources to ensure their success.

It's recommended that you send all Engineers an email at the beginning of any project rollout that properly introduces them to Procore. We've provided an email template that you can leverage for this introduction to Procore.

Email Template

Hi _______,

In an effort to streamline field and office communications, we have decided to implement a new construction management software called Procore.

Procore will deliver exceptional document management, providing a central hub for information that every team member of the project can collaborate around. The implementation of Procore will lead to reduced downtime, quicker responses to RFI’s, improved visibility, and a more integrated organization. Because of its cloud-based functionality, it can be utilized from any web browser, tablet, or smartphone, making acquiring information on the fly a lot easier.

As we move forward with Procore together, there are a few initial steps that you as a subcontractor have to complete before we become fully operational.

• Create a Procore user account

  You will receive an email invite from procoretech.com today. Click on the password hyperlink and follow the steps from there. Your username will be your email address.

• Complete the Procore Certification for Subcontractors Program
  This is a requirement in order to move forward. The program is set up in a webinar format intended to familiarize you with the software before we both go live with it in the field.

I will be able to monitor your progress and am here to assist you if any issues with accessibility do arise. We are planning to utilize Procore entirely for the upcoming { Job Name } anticipated to start { date }. Please complete these steps by { date }.

Instructions for Accessing the Subcontractor Procore Certification Program

1. Log in to Procore at https://app.procore.com.

2. Click on the Question Mark at the top of the dashboard to access Support & Feedback.
   This is where you can also access resources such as support articles, live chat, and how-to training videos.

3. Click the Procore Certification tile.

4. Click Procore Certification from the list of categories.

5. Click on the Procore Certification: Subcontractor Course. You only need to complete this portion.

6. On the course overview page, click the Get Started button.

7. From here you will be able to complete the lessons and quizzes. The training typically takes approximately 1 hour to complete, but you can exit and resume the course at any time.

Let me know if you have any additional questions.

Thanks,