Request Services from Custom Solutions

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Note: Custom Solutions is an Add-On Service

Please reach out to your Procore point of contact if you are interested in the services that Procore's Custom Solutions Team provides. Any actions taken by the Custom Solutions Team will require the use of custom hours. These actions include (but are not limited to) email correspondence and conference meetings, as well as scoping and production. If you would like a time estimate for a specific request, please ask the Custom Solutions representative when submitting your request.

Objective

To learn how to submit a request for customization services to Procore's Custom Solutions Team.

Background

Procore's Custom Solutions team specializes in building customized forms and workflows as an add-on service for the Procore web application.

Custom Forms. Customize existing PDF exports on select Procore tools.
Custom Workflows. Develop customized workflows tailored to satisfy the unique requirements of your approval processes.

Things to Consider

Required User Permissions:
- To request services from the Custom Solutions Team, you must be your company's Procore Administrator.
Additional Information:
- To provide your company with customization services, you must have Add-On Service hours available.

Steps

To minimize the number of revisions and the number Add-On Service hours used, be sure to review these instructions in detail. It is also important to clearly communicate the intended purpose and desired behaviour of your custom solutions in your request.

Step 1: Create Your Markup

Download the template(s) that correspond to the type of request you want to submit:
- Custom Forms Markup Instructions.pdf
  Download this form to request a custom form, including Procore Pay Lien Waivers. If you want your custom form to include a custom field, include that information in your request.
- Custom Forms Markup Instructions.pdf
  Download this form to request a custom form. If you want your custom form to include a custom field, include that information in your request.
- Custom Workflow Template.xlsx
  Download this form to request a custom workflow.
Review the instructions in the template file.

Step 2: Send Your Markup to Procore

Send your Custom Solutions Request and Markup to your Procore point of contact. They will be able to connect you to the Custom Solutions Team.

Tip

Any actions taken by the Custom Solutions Team regarding your request will require the use of custom hours. We recommend prioritizing your requests accordingly.

Step 3: Completion of Development

After your email is sent to your Procore point of contact, your request will be submitted to the Custom Solutions Team. The Custom Solutions Team will reach out to you to continue the process. This engagement may include discovery, planning, updates on development, testing, etc. Please note that completion times will vary based on the agreed upon scope of work.