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Procore

Forms Tool SOP

ACMECONSTRUCTION_SMALL.pngWith the Forms tool, you can upload, access, and fill out fillable PDFs. You and your project collaborators can then immediately access these forms directly from their mobile device. All form templates and filled out forms are stored in Procore!

HIGHLIGHTS 
  • Store a wide range of project documentation in Procore
  • Track forms sent to responsible parties to complete
  • Store completed forms in Procore

Company Best Practices/ Intro

Project Managers:

 

Project Engineers:

 

 

 

Superintendents:

 

Field Teams:

Submittals Tool Step By Step Tutorials and "How To's"

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

View as: Superintendent | Owner | Field Worker

Interactive Workflow Diagram

Click a box below to view the related tutorial.



Create
Fillable Form*

Create...


Upload Form Template
Upload Form Template


Will you fill out the form on a mobile device or a computer?
Will you fill out the form on a...
START
START


Fill Out Form
(Computer)

Fill Out Form...


View
Completed Form

View...


END
END


Fill Out Form
(iOS)

Fill Out Form...


Fill Out Form
(Android)

Fill Out Form...
LEGEND
LEGEND
Procore Admin
Procore Admin
Responsible Party
Responsible Party
*This task is done outside of Procore
*This task is done outsi...
Outside Forms tool
Outside Forms tool
COMPUTER
COMPUTER
MOBILE
MOBILE