Add Phone Calls Entries (iOS)

Objective

To add an entry to the Phone Calls section of the Daily Log using the Procore app on an iOS mobile device.

Things to Consider

• Additional Information:
  • Users can also automatically save a call's information to Phone Calls log from the Directory tool. See Add a Phone Calls Log Entry from the Directory (iOS).
  • You can configure what items are created with the quick create  icon, see Configure Quick Create Settings.

Steps

1. Open the Procore app on an iOS mobile device and select a project.
   Note: This loads the Tools screen for the project.
2. Tap the date you want to create a new entry for.
3. Tap the quick create  icon and select Call Log.
   OR
   Tap the Daily Log tool and tap Phone Calls. Then tap the create  icon. 
4. Tap into the following fields to enter information:

   • Attachments: Tap on the following options to add photo or file attachments to the entry:

     • Camera: Use your mobile device's camera to take a photo that is automatically added to the entry once you exit the camera. Or, before exiting, tap the photo to mark it up. 
     • Photos: Select photos from your device's library. Adding multiple photos adds them directly to the entry, or adding one photo gives the option to mark it up before saving it to the entry. 
     • Files: Select a saved file from your mobile device to add it to the entry. 
   • Call From: Select or enter the name of the person who called.
     • If the person has a user profile in the project, tap the name of the person to add them to the entry.
       OR
     • If the person is not listed:
       1. Type the name of the person.
       2. Tap the Use search text... link to add the contact's name to the entry.
          
   • Call To: Select or enter the name of the person who received the call.
     • If the person has a user profile in the project, tap the name of the person to add them to the entry.
       OR
     • If the person is not listed:
       1. Type the name of the person.
       2. Tap the Use search text... link to add the contact's name to the entry.
          
   • Start Time: Select the hours and minutes from the menus.
   • End Time: Select the hours and minutes from the menus.

   • Comments: Enter any comments that may be needed to further describe the entry.

5. Tap Create.

See Also

• Add a Phone Calls Log Entry from the Directory (iOS)