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Procore

View Company Details in the Company Level Directory Tool

Objective

To view details for a company in the Company level Directory tool.

Things to Consider

Steps

  1. Navigate to the Company level Directory tool.
  2. Click the Companies tab.
  3. Click View next to the company you want to view.
  4. Click the General tab to view the following information about the company as entered in Procore:
    • The first section in this tab includes the following information:
      • Logo
      • Name
      • Country
      • Trade
    • The About section in this tab includes the following information:
      • Doing Business As
      • Abbreviated Name
      • Website
      • Email Address
      • Phone Number
      • Fax Number
      • Tags/Keywords
    • The Contacts section in this tab includes the following information:
      • Primary Contact
      • Contract Signer
      • Invoice Contacts
      • Default Bid Invitees
    • The Classifications section in this tab includes the following information:
      • Labor Type
      • Labor Union Name
      • Cost Codes
      • Business Classifications
    • The Documents section in this tab includes any attachments added to the company's record.
    • The Comments section in this tab includes any comments added to the company's record.
  5. Click the People tab to view a list of users who have been added to this company.
    • This tab includes the following information about each user:
      • Name
      • Job Title
      • Location
      • Email Address
      • Phone Number
  6. Click the Projects & Bids tab to view lists of projects and bids the company has been added to.
    Note: The Projects list only includes projects that both you and the company have been added to.
    • The Projects list includes the following information about each project:
      • Name
      • Start Date
      • Completion Date
      • Location
      • Type
      • Stage
    • The Most Recent Open Bids list includes the following information about each bid:
      • Project Name
      • Bid Package Title
      • Intent to Bid
      • Submission Status
  7. Click the Compliance tab to view the insurance, license, and business information for the company.
    • The Insurance section in this tab includes the following information for each insurance record:
      • Type
      • Status
      • Exempt
      • Information Received
      • Policy Number
      • Limit Amount
      • Effective Date
      • Expiration Date
      • Send Expiration Notification?
      • Attachments
      • Notes
    • The License Information section includes the following information:
      • License Numbers
    • The Business Information section in this tab includes the following information:
      • Business Type
      • Entity Number
  8. Click the Change History tab to view a list of changes made to the company's record.
    Note: This tab is only visible to users with 'Admin' level permissions on the Company level Directory tool or users with 'Read Only' or 'Standard' level permissions on the Company level Directory tool with the 'Create and Edit Companies' granular permission enabled on their company permissions template.

 

If you would like to learn more about Procore's directory software and how it can help your business, please visit our construction contact directory tool product page .