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User Guide: Procore Site Visit

This guide is intended as a walk-through of the sales qualification site visit at BlocPower, using the Procore mobile app. It introduces how to create a Procore account with your email as well as the process to conduct a site visit.
This guide has been created using an iPhone. The android experience may have slight variations.

Download the Procore Mobile App


Setting up your account

To create a Procore account reach out to a BlocPower Procore admin such as
@Jeni Gooley
or
@Maria Carrillo
.
Once you are invited, you will receive an email with the subject line “You've been invited to BlocPower in Procore”
Click on the “Get Started” link. This will open Procore in your web browser and you can create your password.
Once this is done, you can now log into the mobile app with your newly created password.

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Selecting a Project

Open the Procore Mobile App. You should see the first screen below.
Select the drop-down at the top of the screen to find the project related to the site visit. You can search using the project name, project number, or address.

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info

If you cannot find your project, you may need to be added to the project or your project has not been created yet.

To be added to a project you can go the and add yourself, or reach out to an admin (
@Jeni Gooley
) and request to be added to a project.
If your project does not exist yet, it will need to be created. This can be done through the or you can reach out to an admin.
If you are testing and this is not a real project, we recommend you use the Sandbox Test Project, NY2023_0099BK_456 BlocPower Avenue, or NY2023_0012SF_123 BlocPower Avenue

Conducting a site visit

The site visit inspection form is intended for trained field operators that are accustomed to conducting site visits for multi-family buildings in the NY market. We can easily create templates in Procore that provide guidance for non-trained users or different markets. For more information please reach out to
@Jeni Gooley
.

Please see to find the project related to your site visit.
The sales qualification site visit workflow currently begins when a Salesforce opportunity is created. This triggers a project to be auto-created in Procore with the following information: location, project number, project name, and Salesforce opportunity ID. A link to the Procore project is added to the Salesforce opportunity.
If you are working outside of this this workflow it is possible that your project does not exist yet,
Select your project, scroll down and select the Inspections tile.
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4. Create an Inspection for a site visit.
Click the orange + in the top right to create a new Inspection.
Select either the NYC or East Bay Sales Qualification Visit as your template.
Projects created before 5/31/23 may not have these templates and will have to be imported to the project, please reach out to an admin for assistance.
You can create an inspection on that project and the location should be populated automatically.
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5. Your site visit inspection is ready be filled out.
Procore will auto-save as you go. To add a photo, click the info icon on a field.
You can annotate photos to provide more information.

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For Android Users
The inspection experience is notably different for Android users. See screenshots below.
Select the arrow on the inspection item you would like to add a photo too, then select the attachment icon. You can add a photo from your device or take a photo.
Android version does not support photo annotation at this time.
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6. Complete your site visit inspection
Set the inspection status to “closed”.
Select Edit at the top of the screen.
Select Status, select Closed, select Save.
This will trigger an automation that posts the completed inspection to the #completed_site_visit slack channel, adds it to the site visit media field in SFDC, and Populated the Lease Offer Request data field in SFDC.
BDRs and Building Engineers use the slack channel to be notified of completed site visits and move forward with conducting a energy analysis and lease offer generation.
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