Effective Field Use of Procore II

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.

This 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.

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.

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