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Effective Field Use of Procore

The Effective Field Use of Procore course series is designed to empower field supervisors, foremen, and construction managers to confidently use Procore on the jobsite. This series focuses on practical, real-world workflows that help field teams access critical project information, communicate more effectively, and manage daily construction activities directly from the field. Participants will learn how to navigate drawings and specifications, create markups and notes, track subcontractor work and T&M tickets, and manage key field processes such as daily logs, RFIs, incident reports, inspections, and punch lists. By the end of the series, field users will be equipped to use Procore as a powerful jobsite tool to stay organized, proactive, and connected throughout the life of a project.

This live online series offers 2 four-hour courses. You can take both courses or just the one that meets your needs. Each separate course is delivered in 2 two-hour sessions. A live instructor explains the detailed functions and addresses questions as the class progresses.

Note: Instructor will present using Procore. This course is specifically for those using laptops/computers. If you are looking for this course for the Android/iOS app, click here.

Recording: Registrants for a course will receive access to a recording of each session for 7 consecutive days. Access will start the next business day after the session ends.

Effective Field Use of Procore I

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4 hour course

Take your field operations to the next level with Effective Field Use of Procore I. This course is designed to help field supervisors and construction managers leverage Procore’s tools to streamline quality control, track subcontractor performance, and access critical project information in real time. You’ll learn how to efficiently create and manage markups, notes, and tickets, navigate drawings and specifications, and stay connected with your team, all directly from the field.

Session 1: Procore Basics

  • Customizing Procore for Individual Use
  • Navigating Drawings and Specs
  • Creating Markups & Notes on Drawings
  • Creating Markups & Notes on Photos
  • Searching Specifications & Drawings

Session 2: Managing Subcontractors

  • Adding New Users to Procore
  • Navigating & Reading Contracts
  • Logging and Tracking T&M Tickets
  • Creating Announcements & Sending Push Notifications
  • Looking Up Subcontractor Submittals

Effective Field Use of Procore II

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4 hour course

Building on foundational skills, Effective Field Use of Procore II focuses on empowering your field team to fully leverage Procore on site. While adopting Procore can be a company-wide effort, field users are the ones who benefit most when it’s used effectively. This course teaches practical strategies for managing daily logs, RFIs, incident reports, punch lists, and other field-focused tasks, helping your team stay organized, accountable, and proactive, all right from the jobsite.

Session 1: Document Management

  • Creating Meetings & Sending Invites
  • Document Management
  • Creating & Sending RFIs
  • Creating a Daily Log
  • Sending an Email from Procore

Session 2: Quality Control & Punch Lists

  • Creating Safety Incident Reports
  • Using Company Created Inspections & Checklists
  • Creating Observations with Attachments
  • Assigning & Tracking Observations
  • Creating, Assigning, and Tracking Punch List Items
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