With Usertoolkit - Features built on User Feedback you can:

Equipment Tracking Between Projects – Master Equipment List at Company Level

Master Insurance List for All Projects

Create Recurring Tasks...Add Meeting Attendees Not In Directory...Import RFIs / Template...Import Insurance Information...Project Team PDF...Bulk Download of Photos...Task Tool – Export a task to a PDFhotos...

Integration Summary

We built nine features that Procore Users want based on their feedback.

Once enabled, simply select a tool you would like to use:

1. Vendor insurance report insurance all active Projects requires just a click and a csv file is sent to your login email address.

2. All equipment at Company level by Project report requires one click and a csv file is generated in seconds.

3. Create Recurring Tasks by downloading csv template and complete per the setup instructions. Add unlimited future dates for each task and these will be created in Procore once the template is uploaded.

4. Create insurance records by downloading csv template and complete per the setup instructions. Add unlimited vendor insurance records and these will be created in Procore once the template is uploaded.

5. Create RFI by downloading csv template and complete per the setup instructions. Add unlimited future dates for each RFI and these will be created in Procore once the template is uploaded.

6. Add meeting attendees tool allows you add meeting attendees that are not in the Procore Directory. A pdf list of all these attendees is generated and can be attached to meeting in Procore or downloaded.

7. Export a Task tool allows you to select which individual Project tasks to export to a pdf file.

8. Export a Project Team to PDF tool allows you to select which individual Project team members to export to a pdf file.

9. Download all Project photos to zip file tool does exactly that. Select a Project and all images download into a zip file.

Please share your ideas for features and we will try our best to make them happen! Thanks.

How it works

Once enabled, simply select a tool you would like to use. All tools retreieve data from the Procore account of the logged in user. We simply provide a data connection that allows you to retrieve and post your data in formats you desire. We do not store any of your data.

Integration Requirements

Windows
Internet connection

Required Procore Tools

Meetings
Photos
Admin
Home
Tasks
Equipment
Directory

Helpful Links

About User Tool Kit

User Tool Kit is a California - based software development firm focused on enhancing platform value by offering features users want most.