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Procore

Welcome to Procore Email for Architects

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Background

The key to any successful rollout of Procore within an organization is ensuring that each team member understands how to properly use Procore to perform their specific job's responsibilities. One way to streamline user adoption of Procore across your projects is by properly introducing project collaborators to the Procore platform and giving them the necessary tools and resources to ensure their success.

It's recommended that you send all Architects an email at the beginning of any project rollout that properly introduces them to Procore. We've provided an email template that you can leverage for this introduction to Procore.

Email Template

Copy and paste the below email into your email client to send a welcome email to Architects.

 

Hi _______,

In an effort to streamline field and office communications, we have decided to implement a new construction management software called Procore.

Procore will deliver exceptional document management, providing a central hub for information that every team member of the project can collaborate around. The implementation of Procore will lead to reduced downtime, quicker responses to RFI’s, improved visibility, and a more integrated organization. Because of its cloud-based functionality, it can be utilized from any web browser, tablet, or smartphone, making acquiring information on the fly a lot easier.

As we move forward with Procore together, there are a few initial steps that you as an architect have to complete before we become fully operational.

  • Create a Procore user account

    You will receive an email invite from procoretech.com today. Click on the password hyperlink and follow the steps from there. Your username will be your email address.

  • Complete the Procore Certification for Architects Program
    This is a requirement in order to move forward. The program is set up in a webinar format intended to familiarize you with the software before we both go live with it in the field.

I will be able to monitor your progress and am here to assist you if any issues with accessibility do arise. We are planning to utilize Procore entirely for the upcoming { Job Name } anticipated to start { date }. Please complete these steps by { date }.

The training should take approximately 1 hour or less to complete depending on your individual pace. There will be a learning curve, but I think we can all agree it will make life easier!

Instructions for Accessing the Architect Procore Certification Program

  1. Log in to Procore (https://app.procore.com).
  2. At the top of the dashboard you’ll see a toolbar with a circled question mark in the top-right corner. Click on the question mark icon.

    Help resources

     
    • This is your Support & Feedback tool that will not only provide you the link to the Certification Program
    • This is also where you can access support articles, live chat (A PROCORE TECH WILL RESPOND WITHIN 30 SECONDS TO YOUR QUESTION), free training, and other training videos for your help. This is what your drop down will look like.
  3. Click on the "Procore Certification: Architect" course as shown below. You only need to complete this portion.
    Procore Certification: Architect
  4. On the course overview page, click the Get Started button.
  5. From here you will be able to complete the 20 lessons and final exam. The training typically takes approximately 1 hour to complete.

If you’d like a deeper understanding of the file management system within Procore, another option is joining their weekly training webinar by clicking on the Question mark, and going to the “Deep Dive Training Videos” option. Scroll down until you come across the "File Management" course.

Let me know if you have any additional questions.

Thanks,