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Procore

Create a Punch List Item with Quick Capture (Android)

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Objective

To create punch list items using the Quick Punch feature on the Procore Android app.

Background

Quick Capture allows you to record short videos of issues on the job site and convert the videos into punch items from an iOS device. While recording a video, you can verbally describe what you are seeing and the audio will be transcribed to automatically populate the punch item's Title and Description fields. You can also say the name of a trade (that already exists in your Procore account) during the recording and Quick Capture will attempt to populate the punch item's Trade field.

Things to Consider

Prerequisites

  • Your Android device must be configured to allow the Procore app to access the device's 'Camera', and 'Microphone' features. When you open Quick Capture for the first time, the Procore app will automatically prompt you to allow it to access these features.

Steps

  1. Navigate to the Punch List tool using the Procore app on an Android mobile device.
  2. Tap the Add icon-plus-quick-create-mobile2.png icon and then tap Quick Capture: Punch.
     Tip
    The in-app user guide will load automatically the first time you use Quick Capture. After this, tap the information icon-info-with-bkgd-android.svg icon to review the in-app user guide again as needed.
  3. Optional: Tap the Location icon-quick-capture-location-ios.png icon to choose a location for the punch item(s) you want to create with Quick Capture, and then tap Save. You can change the location later if necessary when reviewing the punch items.
  4. Optional: On supported devices, tap the flashlight icon-flashlight.png icon to turn on your device's flashlight for the duration of your recording.
  5. Tap the record punch item icon-record-punch-ios.png button to begin recording a punch item.
    Note: Each recording can be a maximum of 40 seconds long.
  6. While recording, describe the punch item out loud.
  7. Tap the record punch item icon-record-punch-ios.png button again to finish recording.
  8. Repeat steps 3-7 for each punch item you want to create using Quick Capture.
  9. When you are done recording punch items, tap Review [#] Items.
  10. In the Quick Capture Items menu, tap the punch item you want to send to the punch list in the project's Punch List tool.
  11. On the Create Punch Item screen, review or update the information in the following fields:
    Note: The list of required fields may differ than what you would see when manually inputting a punch item. See How does data entry differ between punch items created with manual input and punch items created with Quick Capture?
    • Title: This field is populated with the first words from the recorded audio. Tap the text box to make any changes.
      Note: This field will show the first 255 characters.
    • Description: This is populated with the entirety of the recorded audio. Tap the text box to make any changes.
    • Location: This field is populated with the location selected prior to the punch item's recording. If you want to change the location (or you did not select one before), tap the field to open the locations menu and select a location to associate with the punch item.
    • Trade: Trade selections are managed in the Procore web application in the Company level Admin tool. See Add a Custom Trade.
    • Assignees: Tap this field to select one or more users to assign to the punch item. Users need 'Read Only' level permissions or higher on the project's Punch List tool to be added as an Assignee.
    • Type: Tap this field to select a punch item type to associate with the punch item. Type selections are managed in the Procore web application in the project's Punch List tool. See Create Punch Item Types.
      Note: If Type was set in your default settings, that Type will automatically be added to the punch item.
    • Punch Item Manager: This field is populated with the project's Default Punch Item Manager.
    • Final Approver: This field is populated with the project's Default Final Approver.
  12. Tap Send to Punch to send the punch item to the project's Punch List tool.
    Note: The punch item is only created after you tap Send to Punch.
  13. Repeat steps 9-12 for each punch item you want to create.
  14. Tap the back arrow < to return to the Punch List tool.