Add Phone Call Entries (iOS)

The Phone Calls section allows you to log all calls made and participants involved in the call. You can use this section to log phone calls that are not considered meetings but cover topics requiring documentation.

• Required User Permissions:

  • To create entries:

    • 'Standard' or 'Admin' level permissions on the project's Daily Log tool.

  • To create pending entries as a collaborator:

    • 'Read Only' or 'Standard' permissions to the Daily Log tool with the 'Collaborator Entry Only' granular permission enabled on your permissions template.
      See Create Daily Log Entries as a Collaborator.

• Additional Information:

  • Users can also automatically save a call's information to Phone Calls log from the Directory tool.
    See Add a Phone Calls Log Entry from the Directory (iOS).

  • You can configure which items are created using the quick create icon. To learn more, see Configure Quick Create Settings.

1. Open the Procore app on an iOS mobile device and select a project.
   The Tools screen loads, displaying all tools available for this project.

2. Tap the date for which you want to create a new entry.

3. Do one of the following:

   • Tap the quick createicon and select Phone Calls.

   • Tap the Daily Log tool and tap Phone Calls. Then, tap the createicon.

4. Tap into the following fields to enter information:

   Note: Click the caret icon > to expand and v to collapse the field names and their descriptions below.

5. Tap Create.
   The log entry is created or added.