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Procore

User Guide: Procore QR Stickers (Beta)

Overview

 In Beta
This is feature is currently in closed beta for select Procore customers.

The Procore QR sticker beta offer a significant upgrade to the existing QR code experience for Procore users in the field. These stickers eliminate the need for printing and taping individual QR codes on-site, saving time and effort. With a simple scan of a sticker, field users can instantly access linked Procore objects or documents.
 

Final Sticker.png

Considerations

  • Procore QR Code stickers can be scanned from the native camera on your mobile device or from within the Procore mobile application. 

 

Tool Compatibility 

Mobile OS Supported Tool iOS Android
Inspections icon-mindtouch-table-check.png icon-mindtouch-table-check.png
  Punch Lists icon-mindtouch-table-check.png  
  Observations icon-mindtouch-table-check.png icon-mindtouch-table-check.png
  Drawings icon-mindtouch-table-check.png icon-mindtouch-table-check.png
  Locations icon-mindtouch-table-check.png icon-mindtouch-table-check.png
  Forms icon-mindtouch-table-check.png  
  Equipment Beta    
  Documents Coming Soon Coming Soon
Inspection Templates icon-mindtouch-table-check.png icon-mindtouch-table-check.png

 

Forms Templates icon-mindtouch-table-check.png icon-mindtouch-table-check.png
N/A Coming Soon Coming Soon

Permissions

If this is your first time using QR code stickers at the project or company level, you will need to work with a Company Admin to enable 'Assignable QR Codes' on your company and/or project level permissions templates. This is done within the company level Permissions tool.

Things to Consider

  • To enable 'Assignable QR Codes' on a permissions template, you will need 'Admin' level permissions on the company level Permissions tool. 

Enable 'Assignable QR Codes' on a Company Level Permissions Template

  1. Navigate to the company's Permissions tool.
  2. Click the Company Permissions Templates tab.
  3. Next to the permissions template, click Actions and select 'Edit Template'.
  4. Find the Assignable QR Codes permission and select the button under one of the following columns:
    • None. Users in that group won't be able to scan and/or access QR-linked items, even if they have other tool permissions.
    • Read Only or Standard.  Scanning the QR code will only route users to the linked tool item if they already possess the necessary viewing permissions. Without these permissions, users will receive an error message.
    • Admin. This will allow anyone in the Assignable QR Codes group to assign (link), edit, or unassign (unlink) QR code stickers to the company and project tool items they have access to.
  5. Click Save

qr-sticker-code-permissions.png

Enable 'Assignable QR Codes' on a Project Level Permissions Template

  1. Navigate to the project's Permissions tool.
  2. Click the Project Permissions Templates tab.
  3. Next to the permissions template, click Actions and select 'Edit Template'.
  4. Find the Assignable QR Codes permission and select the button under one of the following columns:
    • None. Users in that group won't be able to scan and/or access QR-linked items, even if they have other tool permissions.
    • Read Only or Standard.  Scanning the QR code will only route users to the linked tool item if they already possess the necessary viewing permissions. Without these permissions, users will receive an error message.
    • Admin. This will allow anyone in the Assignable QR Codes group to assign (link), edit, or unassign (unlink) QR code stickers to the company and project tool items they have access to.
  5. Click Save

Link a QR Code to an Existing Item

  1. Navigate to the camera tool icon-camera-mobile.png on the Procore Android mobile app.
    Note: You can also use the native camera on your mobile device to complete this task. 
  2. Point the camera at the QR Code.
    Note: If this is your first time linking the QR Code, an Unassigned QR banner will appear.
    link-existing-item-camera.png
  3. Tap the link below the QR sticker on your screen.
  4. Under Link Existing Item, select the tool for the item you would like to link.
  5. Select the item.
  6. Click Link to QR Sticker
    link-to-sticker-camera.png
  7. You will see a green banner that will confirm your item has been linked successfully.

Link a QR Code to a Template

  1. Navigate to the camera tool icon-camera-mobile.png on the Procore Android mobile app.
    Note: You can also use the native camera on your mobile device to complete this task. 
  2. Point the camera at the QR code.
    Note: If this is your first time linking the QR code, an Unassigned QR banner will appear.
  3. Tap the link below the QR code on your screen.
  4. Under Link Item Template, select the type of template you would like to link.
    link-item-template.png
  5. Click Link to QR Sticker
    link-to-sticker-camera.png
  6. You will see a green banner that will confirm your item has been linked successfully.
  7. Once the template has been linked, you can now scan the QR code to create either a new inspection or create a new form from the QR code. 

Edit or Unlink a QR Code

  1. Navigate to the camera tool icon-camera-mobile.png on the Procore Android mobile app.
    Note: You can also use the native camera on your mobile device to complete this task. 
  2. Point the camera at the QR code.
  3. Tap the link below the QR code on your screen.
  4. If the item was previously linked, you can click Unlink or Edit to make your desire changes.  
    unlink-item-qr-code.png

Scan a QR Code

  1. Navigate to the camera tool icon-camera-mobile.png on the Procore Android mobile app.
    Note: You can also use the native camera on your mobile device to complete this task. 
  2. Point the camera at the QR code to scan it.
  3. Tap the link below the QR code on your screen.
    link-existing-item-camera.png
  4. View the item in your Procore mobile app.

Troubleshooting

If you are having trouble linking your items/templates to a QR sticker, you can check your Upload Queue for failed upload attempts.

  1. Open the Procore app on an Android mobile device. 
  2. Tap your avatar circle to navigate to the Sidebar screen. 
    avatar.png
  3. Tap App Preferences icon-settings-gear-grey3.png 
  4. Under Uploads Queue. Tap Uploads Queue to do any of the following:
    • View any pending or failed uploads and take one of these actions, as desired: 
      • Tap Retry next to a failed upload to retry the upload.
      • Tap Clear to remove an item from the upload queue. 

Next Steps

Thank you for trying the new Procore QR Stickers. Please provide feedback about your experience in feedback sessions or through the app.

To learn more about the beta, see What are Procore QR Stickers (Beta)?