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Procore

Fill out a Form (iOS)

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Also available on  icon-android-logo.png  web-gray-icon.jpg

Objective

To fill out a form using the Procore app on an iOS mobile device.

Things to Consider

  • Required User Permissions: 
    • 'Standard' or 'Admin' level permissions on the project's Forms tool.
  • Additional Information:
    • Forms created offline will not be saved until a network connection is restored and the device syncs with Procore's servers. See Can I access Forms offline?

Prerequisites

Video

 

Steps

  1. Navigate to the project's Forms tool using the Procore app on an iOS mobile device. 
  2. Tap the plus icon-plus-quick-create-mobile2.png icon.
  3. Select a template that you want to generate a new form from.
    Note: These templates have been created by a Company level Forms Admin user in the Company level Admin tool from a computer. If the template you are looking for does not appear here, contact the Forms Admin user to have them Create a Company Level Form Template.
  4. Complete your form by tapping the form's fillable fields and entering the applicable information.
  5. Click Save.