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.

   Phone logs - Field Names and Descriptions

   • Company: Select the company name for which you are creating this log entry.

   • Call From: Select or enter the name of the person who called.

     • If the person has a user profile in the project, tap the name of the person to add them to the entry.

     • If the person is not listed, type the name of the person and tap the Use search text link to add the contact's name to the entry.

   • Call To: Select or enter the name of the person who received the call.

   • Start Time: Select the phone call start time using the hour and minute dropdown menus.

   • End Time: Select the phone call end time using the hour and minute dropdown menus.

   • Location: Select the project location from the dropdown menu.

   • Comments: Enter any comments or additional information that further describes the entry (if required).

   • Add Attachments: Tap any of the following options to add photo or file attachments to the entry:

     • Camera: Use your mobile device's camera to take a photo that is automatically added to the entry once you exit the camera.

       • To take a photo without mark up:

         1. Tap the shutter to take a photo.

         2. Tap Done to attach it to the entry.

       • To take a photo with mark up:

         1. Tap Markup to take the photo and immediately mark it up.

         2. Tap the shutter to take a photo.

         3. Mark up the photo.
            Note: If you want to save both the original and the marked up photos, mark the Save as New Photo option and tap Save. If you want to only save your marked up photo, clear the Save as New Photo option and tap Overwrite.

         4. Tap Done to attach it to the entry.

     • Photos: Tap to select photos from your device's gallery or from Procore's Photos tool in the project.

       • To add photos from Procore tool:

         1. Tap Procore's Photos tool.

         2. Tap the album that contains photos.

         3. Tap the photos that you want to attach.

         4. Tap Done to attach photos to the entry.

       • To add photos from the device:

         1. Tap Upload Photos.

         2. Tap the required photos.

         3. Tap Add to attach the photos to the entry.

     • Files: Select a file saved on your mobile device and tap on the file to automatically attach it to the entry.

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