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Procore

Create a Custom Prequalification Question

Objective

To create a custom question on the prequalification form.

Background

You can create custom questions on the Prequalification form to add to the existing list of preset questions.

Things to Consider

  • Required User Permissions:
    • 'Admin' on the company's Prequalifications tool.
  • Additional Information:
    • There is only one Prequalification form for your company.
    • Any edits will create a new version of the single Prequalification form and will update any existing forms sent to users.
    • You will not be able to Publish from the Edit page.
    • Custom and preset questions can be enabled and disabled.

Steps

  1. Navigate to the company's Prequalifications tool.
  2. Click the Form tab.
    prequal-form.jpg
  3. Click the Edit  icon.
  4. Navigate to a category (e.g. General Information, Safety, Insurance and  Bonding, Financials) and click the caret to expand the 'Additional Information' subsection.
    Note: Each category on the form has an 'Additional Information' subsection with the option to add custom questions using the Add Question button.
  5. Under 'Additional Information', click Add Question.
    add-question.jpg
  6. Enter the question you want added to the prequalification form in the Question field. 
    prequal-question.jpg
  7. Use the Type dropdown menu to configure the answer type and format. You can choose from 8 different question types.
    • Text
    • Dropdown
    • Yes/No
    • Number
    • Currency
    • Date
    • Phone Number
    • File Upload
  8. Click Preview to view what the question will look like to the user answering the question.
  9. Click Save.

See Also