I will set up procore construction management workflows and automation
About this Gig
Need Procore set up properly for your construction projects, field teams and office workflows?
I will set up, customize and optimize Procore construction management for general contractors, builders, subcontractors, specialty contractors and growing construction companies.
I can help with:
- Procore account and project setup
- Project templates and permissions
- RFIs and submittal workflows
- Drawings and document management
- Daily logs and field reporting
- Tasks and punch lists
- Forms and inspections
- Scheduling and project workflows
- Budgets and cost codes
- Change and invoice workflows
- Dashboards and reports
- Procore integrations and automation
- Existing Procore cleanup and optimization
Whether you are implementing Procore from scratch or fixing an existing system, I will structure it around how your team actually manages projects from office to field.
Please message me before ordering for data migration, financial integrations, or complex company-wide implementations.
Software:
Other
Industry:
Construction
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Real estate
My Portfolio
FAQ
Can you set up Procore from scratch?
Yes. I can configure a new Procore environment around your company's project structure, users, workflows and available Procore products.
Can you improve an existing Procore setup?
Yes. I can audit your existing configuration, identify gaps and improve workflows, permissions, project templates and processes.
Can you configure RFIs and submittals?
Yes. I can configure RFI and submittal workflows, responsibilities, routing, and project processes around your team's requirements.
Can you set up project templates?
Yes. I can help structure reusable project templates so new projects begin with more consistent settings and workflows.
Can you configure drawings and documents?
Yes. Procore supports drawings, specifications, documents, transmittals and related project information, and I can help structure these tools appropriately
Can you help with Procore financial workflows?
Yes, where your Procore subscription includes the relevant tools. This can include budgets, commitments, invoices and project financial workflows.
Can you integrate Procore with other software?
Yes. Procore says its marketplace includes 500+ integrations and apps, so integration scope depends on the other application and available connection method.
Can you set up users and permissions?
Yes. I can structure access based on project managers, superintendents, administrators, subcontractors and other project stakeholders.
Do you provide training?
Yes. Training and handover can be included so your team understands the configured processes.
Should I message you before ordering?
You can order Basic for a small setup task. Contact me first for migrations, financial systems, multiple projects, integrations or full-company implementations.
