Field Financials & Invoice Management
This universal term replaces what Procore once referred to as "Requisition".
What is an "invoice"?
These are the two states that Meetings can be in.
What are "Agenda" and "Minutes"?
This feature in the directory allows you to combine multiple contacts to send mass notifications/emails at one time
What is "Distribution Group"?
This is by far Procore’s most popular Integration. You might schedule some time to look into it.
What is "MS Project"?
This is the new tool most customers would use to fill out their existing JHA document on a mobile device
What is "the forms tool"?
This feature was released to allow users to customize the layout in which they manage a project's cost.
What is Configurable Budget?
This is the term for who has current responsibility for an action item in Procore.
What is "Ball in Court"?
This is how long the direct download link is live when I send out a file from via email from the documents tool.
What is "30 days"?
This integration allows users to send out financials forms for electronic signature.
What is "DocuSign"?
These can be generated directly within the Inspections tool when further action is required.
What is "Observations"?
Procore supports up to three tiers on this common industry cost exercise.
What is a "Change Order"?
This technology is used to scan and automate data entry as well as enable text-based searches within Procore’s Document Control tools.
"What is Optical Character Recognition (OCR)"?
This software is where a user posts an idea in the Procore web app.
What is "Uservoice"?
Want to show a BIM model while demo’ing Procore? You better have this integration working on your iPad.
What is "Assemble"?
This feature allows users to take existing template sections from outside of Procore and paste them directly into the Inspection builder.
What is "Quick Add"?
This portion of the contract tools spells out scope of work tied to cost codes that map back to the budget as a committed cost.
What is "Schedule of Values"?
This new feature takes information found in one tool and pre-populates the requirements log in another.
What is "Submittal Builder"?
Is Procore down? Check this website for the official word, and subscribe to text message updates.
What is "status.procore.com"?
Using Artificial Intelligence for photos and videos to identify subject matter? That’s clever. Linking into Procore’s Photo tool was a smart decision by this company.
What is "Smartvid.io"?
This symbol indicates something that was created and managed at the company level.
What is "the Gold key"?
This feature is only available when Field Financials is purchased and is NOT included with Change Events through PME only.
What is "RFQs"?
This process was released on the submittals tool to allow users to dictate sequential and parallel review cycles.
What is "Hybrid Workflow"?
In a company’s directory listing, this subtab shows their rating from 1-5 stars.
What is "Bidder Info"?
Developers use this RESTful tool to build Custom Apps, Custom Integrations, and Partner Integrations
What is the "Procore API"?
This data entry feature captures important details around Injuries and Near Misses.
What is an "Incident Record"?