Item: Procore
Rating: 8
Author: Sara Petterson

Use Cases and Deployment Scope

Procore is used across the company to keep all areas of the construction process updated from the field to the office. We use it to keep in contact with subcontractors, keeping daily logs, maintaining prime contracts, subcontracts, budgets, drawings, documents, updated photos, and drawings. It allows us to keep communication live through the process as well as keep change orders, purchase orders, documents and commitments organized in one place so everyone can see what they need wherever they are.

Pros and Cons

Organization of subcontracts (commitments).
Maintaining budget items on the subcontract side.
Uploading drawings, submitting, and as-builts.
Keeping communication in one place to track an item.
Customer support is quick and insightful.

Prime contract invoicing to Quickbooks does not allow for ERP link.
Prime contract change orders do not link easily within ERP on Quickbooks.
ERP communication is lagging as compared to the other areas of Customer support. Often that is the area that we need quicker support as so many things rely o that connection before you can proceed forward.

Collaboration Benefits

For now, we use it mostly for the field and office. This has been the most beneficial as accounting can see where we are prior to sending off checks because the project manager can enter items in one location and accounting can check quickly from another. If issues come up the field personnel have been able to update photos daily for backup.

Return on Investment

It has helped us stay on top of change orders and their status more efficiently.
We have saved time/paper in attaching documents to their appropriate areas within each section of Procore.
It has saved us hassle in tracking down emails for documentation and tracking communication.

Goals with Procore

Gain visibility into projects
Ensure information is accessible and up to date
Document job site conditions
Streamline financial reporting
Improve forecast accuracy

The financial tools and project management tools are what we use the most. Using each of these items has simplified our process once we've gained understanding and most importantly user "buy-in."

Ease of Integration

It has taken us a little longer than we would like to integrate this program. The biggest struggle was understanding the vastness that Procore can offer as the beginning training is like drinking from a fire hose. It seemed too much to take in. Because of that the Sandbox test project wasn't as useful as when we began with the program we were using it as a Subcontractor and the test project and the integration training focused on the GC side of things. As we gained experience through dipping our feet in the water with our own projects, the processes became clearer.
The other struggle was having the time for the main user to do the training especially if the training did not apply to a current project as the sandbox seemed a waste of time. Instead, having someone walk us through a current job would have made more sense.

Likelihood to Recommend

General usage and subcontracts are incredible and are easy to use within the Quickbooks platform. Prime contract usability with the Quickbooks platform is where we run into the biggest problem. Another area that could use improvement is the compliance tracking.

A good portion of construction management provides a more streamlined approach throughout all aspects of the construction process. If you are looking for a way to keep the processes in one area and the ability to track jobs through all portions of the process, Procore does a great job with this.

Sputtering to life

Modules Used

Overall Satisfaction with Procore