Overall Satisfaction with Procore
We are using Procore to provide better integration between Project Managers, Field Staff, Administration, and Subcontractors. It does a great job with getting plans out in the field on a timely basis and assisting with field reports, photos, and reminding those involved with its ball-in-court process, etc.
- The ball-in-court system provides up to date information on where things are in the system and reminding those of deadlines. Far better than a task list!
- Having the plans online and in the cloud allows everyone to have the most recent plan at their fingertips. Also, the way that red-lines stay with the plan, even with updates, is a great feature.
- Its ability to archive project related emails, by means of a simple "CC:", is extremely helpful.
- Integration with accounting could be vastly improved. Procore can create a Schedule of Values and sync that with our Sage 300 CRE (which we converted to because of its integration with Procore). However, even though Procore can produce Subcontractor's requisition, Sage can't import that. So, we still need to enter it into Sage. We likely would not have converted to Sage 300 had we known this.
- Document production. Though we were under the impression that it would produce documents, upon implementation we learned that it essentially produces a cover page. Document production needs to be done elsewhere. A better description of Procore's ability in this department is that it's a document manager, not a producer.
- We are a bit unique, but we do not find the Estimate/Budget tool to be of value. We do not budget in great detail, so once it's being bought out we have too much retouching to make it worth our time.
Procore's ability to have the most up to date information available to all point of access is key. The office, field, and subcontractors are all working with the most recent version.
- The efficiency we've gained in terms of ensuring the field and subs have the most up to date plan at their fingertip, whether on tablet or phone, is immeasurable.
- Ensure information is accessible and up to date
- Document job site conditions
- Report on incidents and inspections
- Streamline financial reporting
It has mostly helped with getting information to the field. Previously this was done through a remote connection and was slow. In turn, field staff continued to resort to paper plans (that were usually out of date). Now, they are able to access them from their tablet, phone, or computer quickly. I would not say that Procore has helped to streamline the financial side.