Procore for HVAC Management.
September 23, 2024

Procore for HVAC Management.

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

Software Version

Esticom (legacy)

Modules Used

  • Field Productivity
  • Project Management

Overall Satisfaction with Procore

It works well to manage submittals, contract documents, specifications, and other forms pertinent to a specific job. It makes sharing these documents with members of different teams, subcontractors, and engineers easy. Since we have many projects going at once, it makes tracking things easier, and we can see who has viewed documents.

Pros

  • Integration with other applications.
  • Document sharing.
  • Reducing paper waste.
  • View documents onsite locations in real-time.

Cons

  • There is a learning curve to navigate the program.
  • Text to speech is lacking.
  • Platform is sometimes buggy.
  • It saves time over sending data through the email chain or by paper.
  • It helps our technicians find documents quickly saving job time for other tasks.
  • Send and receive status updates and photo documentation in real time.
We use the Outlook plugin. We can generate tasks directly from an email message, which puts it in Procore for our technicians. It saves the step of generating a task and pasting in the information from the email. Our ERP software doesnt directly integrate with this software.
Procore was the only product we considered, as most of our customers and engineers in our industry (HVAC) and area use the same software.

Do you think Procore delivers good value for the price?

Yes

Are you happy with Procore's feature set?

Yes

Did Procore live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Procore go as expected?

I wasn't involved with the implementation phase

Would you buy Procore again?

Yes

It works great for project management and putting all job-specific documents in one place. We are able to share drawings, submittals, and forms with our customers and subcontractors in a safe and reliable platform. However, getting reporting data is somewhat lacking, so if your business needs advanced options, you might try and find a better product.

Procore Feature Ratings

Plan distribution & viewing
8
Plan markups & sharing
8
Document sharing
8
Issue tracking & punchlists
7
Photo documentation
7
Jobsite reports
8
RFI tools
8
Collaboration & approvals
8
Mobile app
7
Submittal design and management
8
Meeting Minutes
7
Specifications
9
Change orders
8
Job costing
7
Bid creation
7
Compliance data (COBRA, OSHA, etc.)
8
Support for external payroll vendors
7
Dashboards
7
Standard reports
7
Custom reports
4
Data exportability
6

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