Company Inspections
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The Inspections tool provides your organization with an easy way to create a comprehensive set of boilerplate inspection checklists that can be reused and customized on individual construction projects.
- Create standardized inspection templates that can be customized at the Project level to capture specific project requirements
- Divide checklists into logical sections and add line items to capture every specialized requirement associated with each inspection type
- Add the templates created here to the Projects level Inspections tool and then tailor the project checklist to suit your specific project needs
- Easily links with Locations in order to filter within a project for specific reporting
Popular Tutorials (view all)
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- Add Custom Response Sets to a Company Level Inspection Template
- Apply Configurable Fieldsets to Projects
- Assign a Company Level Inspection Template to a Project
- Clone a Company Level Inspection Template
- Configure Advanced Settings: Company Level Inspections
- Configure Settings for Exporting Inspections as PDFs
- Create a Company Level Inspection Template
- Create a Custom Response Set for Inspections
- Create an Inspection Type
- Delete a Company Level Inspection Template
- Delete a Custom Response Set for Inspections
- Delete an Inspection Type
- Edit a Company Level Inspection Template
- Edit a Custom Response Set for Inspections
- Export Company Level Inspection Templates as a PDF
- Retrieve a Company Level Inspection Template from the Recycle Bin
- Search and Filter for Inspection Templates
- Use Quick Add on a Company Inspection Template
- View the Change History of an Inspection Template
Tip
To browse and search all Procore training videos, visit our video library.
Create a Company Level Inspection Template
Company Level Inspection Response Types
OUTDATED VIDEOS - Removed from Support Site and Certifications
Inspections: Company Level Inspection Response Types
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Create Inspection Templates
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Speciality Contractor - Create Company Level Inspection Templates
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Admin - Create Multiple Response Sets
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Create a Company Level Inspection Template
Company Level Inspection Response Types
Create a Company Level Inspection Template
Company Level Inspection Response Types
OUTDATED VIDEOS - Removed from Support Site and Certifications
Admin - Create Multiple Response Sets
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Create a Company Level Inspection Template
Company Level Inspection Response Types
Create a Company Level Inspection Template
Company Level Inspection Response Types
OUTDATED VIDEOS - Removed from Support Site and Certifications
Admin - Create Multiple Response Sets
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Create a Company Level Inspection Template
Company Level Inspection Response Types
OUTDATED VIDEOS - Removed from Support Site and Certifications
Admin - Create Multiple Response Sets
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Create a Company Level Inspection Template
Company Level Inspection Response Types
OUTDATED VIDEOS - Removed from Support Site and Certifications
Admin - Create Multiple Response Sets
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Create a Company Level Inspection Template
Company Level Inspection Response Types
Create a Company Level Inspection Template
Company Level Inspection Response Types
Create a Company Level Inspection Template
Company Level Inspection Response Types
OUTDATED VIDEOS - Removed from Support Site and Certifications
Inspections: Company Level Inspection Response Types
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Create Inspection Templates
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Speciality Contractor - Create Company Level Inspection Templates
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Admin - Create Multiple Response Sets
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
- For which items in Procore should I make templates?
- How can I add the '[Procore] Project Shutdown' inspection template to my Procore account?
- How can I troubleshoot an issue with the Procore Web Application?
- How can I use the 'Site Safety Inspection' template on my project?
- How can I use the '[NextWave Safety Solutions] Concrete Pre-Pour' inspection template on my project?
- How can I use the '[NextWave Safety Solutions] Ladder Safety - Simple Checklist' inspection template on my project?
- How can I use the '[OAC Management Inc.] Pre-Backfill Checklist' inspection template on my project?
- How can I use the '[OAC Management Inc.] Pre-Drywall Checklist' inspection template on my project?
- How can I use the '[OAC Management Inc.] Pre-Roofing Checklist' inspection template on my project?
- How can I use the '[OSHA] Daily Inspection of Trenches and Excavations' inspection template on my project?
- How can I use the '[OSHA] Lockout/Tagout Procedures' inspection template on my project?
- How can I use the '[OSHA] Materials Handling' inspection template on my project?
- How can I use the '[Procore] Equipment Pre-Operation Checklist' inspection template on my project?
- How can I use the '[Procore] Jobsite Cleanliness and Preparedness Checklist' inspection template on my project?
- How can I use the '[Procore] SWPPP - Construction Site Stormwater Checklist' inspection template on my project?
- Inspection Requirements: General FAQ
- What are "related items" in Procore?
- What are configurable fieldsets and which Procore tools support them?
- What are multi-tiered locations?
- What file types and formats are supported in the Unified Attachment Viewer?
- What granular permissions are available for the Project level Inspections tool?
- What is Procore's Recycle Bin?
- What is the difference between a distribution group and distribution list in Procore?
- What standard trades are available in Procore?
- Which Microsoft Excel file versions can be attached to items in Procore?
- Which Procore tools let me view digital image attachments in a map view?
- Which Procore tools support granular permissions?
- Which fields in the Inspections tool can be configured as required, optional, or hidden?
Company Level Inspections
Learn which user permissions are required to take the described actions in this tool.
Important
Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
Action | None | Read Only | Standard | Admin | Notes |
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Add Custom Response Sets to a Company Level Inspection Template |
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Assign a Company Level Inspection Template to a Project |
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Clone a Company Level Inspection Template |
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Configure Advanced Settings: Company Level Inspections |
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Create a Company Level Inspection Template |
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Create a Custom Response Set for Inspections |
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Delete a Company Level Inspection Template |
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Delete an Inspection Type |
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Edit a Company Level Inspection Template |
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Edit a Custom Response Set for Inspections |
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Search and Filter for Inspection Templates |
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View the Change History of an Inspection Template |
Below are the notable changes to the Company level Inspections tool.
Recent Changes
Improved inspections template management (11/15/2024)
Procore has streamlined the management of Company level inspection templates, allowing admins to associate templates with multiple projects simultaneously. This also allows you to now easily view which projects have a company level inspection template. To learn more, see Assign a Company Level Inspection Template to a Project.
View Which Templates Require Photos and Observations (10/23/2024)
When viewing the list of Inspection templates, two new columns show which templates require observations and photos, and for how many items. This gives you additional visibility into how your templates are configured. See Create a Company Level Inspection Template.
INSPECTIONS FIELD ACCOUNTABILITY VALUE RELEASE (07/15/2024)
You can now do the following with inspection line items: require a photo and/or observation based on selected responses, add references such as attachments on company level templates, and lastly, you can now add signatures to an inspection line item. These updates to the Inspections tool focus on enhancing flexibility, granularity and accountability. See Create a Company Level Inspection Template.