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Procore

Fill out a Form (iOS)

Beta iconBeta - Multi Column Layout for iPad

A new two and three-column layout is now available for iPads, making it easier to navigate different tools. The two-column layout works with all tools, while the three-column layout is for DocumentsDrawingsForms, and Specifications. Company Administrators can enable the Multi-Column Tablet Experience (iOS) beta in Procore Explore.

Objective

To fill out a form using the Procore app on an iOS mobile device.

Things to Consider

  • Required User Permissions: 
    • 'Standard' or 'Admin' level permissions on the project's Forms tool.
  • Additional Information:

Prerequisites

Video

 

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 quick create icon-plus-quick-create-mobile2.png icon and select Form.
    OR
    Tap the Forms tool and tap the create icon-plus-quick-create-mobile2.png icon.
  3. Select a template that you want to generate a new form from.
    Note: These templates have been created by a Company level Forms Admin user in the Company level Admin tool from a computer. If the template you are looking for does not appear here, contact the Forms Admin user to have them Create a Company Level Form Template.
  4. Complete your form by tapping the form's fillable fields and entering the applicable information.
  5. Click Save.

 

If you would like to learn more about Procore's forms software and how it can help your business, please visit our construction site quality and safety tool product page icon-external-link.png.