Document management is the best!
Updated March 09, 2021

Document management is the best!

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Modules Used

  • Project Management
  • Quality & Safety
  • Construction Financials
  • Field Productivity
  • Bidding

Overall Satisfaction with Procore

At Lambert Construction, we pretty much all use Procore, especially for Construction Financials, the job site document availability, submittals, bidding and directory management. It makes it easier to maintain current drawings, specs and other information that is crucial to have on the job site so that everyone is on the same page and are aware of any newly provided or clarified information.
  • Document Management - It's super easy to upload and publish new drawings and specs and allows you to review previously published versions of those documents.
  • The bidding process is pretty easy too. Selecting subcontractors and sending invitations to them, as well as tracking their intent, is pretty seamless.
  • Top of their game as far as support goes!! The online chat is fantastic and they're always helpful when you get stuck. :)
  • I'd like to see the bidder's list color coordinated so that, at a glance, you can see your percentages of yes, no and maybe for subcontractor intent to bid.
  • I'd like to see a column for job site proximity ON the bidder's list.
  • It would be nice to have a larger window to review/publish drawings.
  • The zoom feature on drawings is difficult to regulate; it doesn't always zoom to a clear image.
  • Saved paper.
  • Saved time.
  • Less rework.
  • More accountability.
  • Better communication.
We've integrated Sage 300 with Procore and, for the most part, we've had pretty good results. At times, there are issues of them not "talking to each other", but that's not very frequently. We've not really integrated any other software with Procore.
I am not aware of the time saved entering daily logs.
  • Gain visibility into projects
  • Ensure information is accessible and up to date
  • Document job site conditions
  • Streamline financial reporting
  • Improve forecast accuracy
Cloud-based document management keeps everyone in the know. All project information can be accessed remotely and doesn't require lugging around a 30 lb. roll of project drawings or a 20 lb. spec book. The superintendents onsite can keep accurate job site reports and don't have to be meteorologists to forecast or get accurate weather reporting for their site. The financials, in conjunction with Sage 300 CRE (for us), help keep everything visible for those involved as well.
As mentioned before, the ability to allow access to not only subcontractors but engineering, architects, owners, etc. to have the latest and most current documents is invaluable. Any markups that have been added (if published by the person who made the markup) will also allow additional insights and information that might have been clarified during project construction.
Procore is wonderful for document management and availability on the job site. It allows all general contractor (GC) staff as well as subcontractors mobile access to all project documents and specs to maintain transparency and currency. The ability to make sure that everyone has the latest and most current project information, to me, is a huge help. It helps with keeping paper use down as well.

Procore Feature Ratings

Plan distribution & viewing
8
Plan markups & sharing
8
Document sharing
8
Issue tracking & punchlists
8
Photo documentation
8
Jobsite reports
8
RFI tools
8
Collaboration & approvals
8
Mobile app
7
Submittal design and management
6
Meeting Minutes
6
Specifications
8
Change orders
7
Bid creation
7
Dashboards
6
Standard reports
6
Custom reports
6
Data exportability
6

Integrating Procore

Tech savvy people will be most adaptable to everything being digital. That being said, sometimes (as with many things in life), the more mature in age are sometimes a bit resistant, even when they can see that Procore makes things easier. It's not insurmountable, but a challenge to get timid computer users to venture out.