Customer Success

Why would you want to choose this path?

If you’re finding that it’s difficult to recoup payment for all out-of-scope work performed and want visibility into daily productivity levels, this path will give your field team visibility into their daily goals, enable them to more effectively communicate blockers, and provide the office team with visibility and documentation needed to ensure you achieve the margins you’re expecting.

The thought behind it:

Phase 1 starts out with centralizing documentation for your field team. Phase 2 equips them with the tools necessary to provide your office teams with the visibility needed to ensure field impacts and extra work performed on a time and material basis are documented and communicated effectively. Phase 3 ensures time is being logged against scopes of work to give visibility into daily goals and productivity metrics. To ensure T&M Tickets and Timesheets are impacting your financial health correctly, be sure to work with your Procore Project Manager (your company’s professional services and implementation contact at Procore) to prioritize your budget implementation and setup. Phase 2 and 3 can be swapped to prioritize time tracking and productivity over flagging and managing extra work.

Why would you want to choose this path?

If your primary goals are document control, logging time in Procore (as soon as possible), and obtaining field reporting, this path could be ideal for your company.

The thought behind it:

By enabling your team to start off this process by accessing all critical documentation within Procore, you are setting them up with good habits as they start turning to Procore as the single source of truth. Phase two will introduce them to how all the tools are connected, leveraging the Drawings tool to kick off progress photos. Their Procore muscle memory will pick up speed as they learn to log their time in Procore daily. Within phase 3, quality control and safety audits are introduced, along with key collaboration and communication ball-in-court tools like RFIs and recording out-of-scope work with the T&M tool. The final phase introduces supporting tools that will enhance their experience and Procore’s safety tool for logging safety incidents.

Why would you want to choose this path?

If your primary goals are document control, jump starting your office to field communication, and moving towards logging time directly in Procore, this path could be ideal for your company.

The thought behind it:

Drawings are something that your field team will be viewing a lot. In this path, Drawings are the focal point for leveraging other communication tools within Procore. Soon, your field teams will learn how to access other tools through the Drawings—dropping RFIs, progress photos, and Observations directly on the drawing itself. By the time they start logging their time in a later phase, they will already be used to logging into Procore daily. The final phases will feel like enhancements for them as they start to access and participate in quality assurance documentation, record out-of-scope work, and learn how they can best participate in your safety program.

Why would you want to choose this path?

If getting information from the office into the hands of your field team is the primary goal, and your field teams will not be logging their time in Procore in the near future, this path is ideal. Procore Models and Coordination Issues are a part of this path as an option for those looking to expand the ROI of their VDC investment by putting the model in the hands of those installing the work. (If Models and Coordination Issues are not a part of your current plan, remove them and move the other tools forward.)

The thought behind it:

This path can delight field users that sit across all levels of the technology spectrum by giving your field field teams the ability to bounce between 2D drawings and 3D models easily. This path starts off with more tools within each phase and will require a longer period focused on select tools, but it will result in the best of both worlds for field teams, enhancing their productivity and improving communication with office staff.