Get More Efficient Construction Document Management with Fluix and Procore Integration

Procore is a construction management software that is trusted by over a million projects worldwide, totaling more than $1 trillion USD in construction volume.

Headquartered in Carpinteria, California, Procore connects every project stakeholder with tailored solutions for the construction industry.

Their App Marketplace offers a plethora of partner solutions, ensuring smooth integration and customization for construction professionals.

The Fluix + Procore integration streamlines your business operations through automation workflows.

When your project manager fills out a form in Fluix, including detailed notes, plans, and images for a specific project, it’s seamlessly uploaded to the Documents section of the designated Procore project.

This efficient process promotes organized document management within the project team, ensuring easy access to all relevant information in one centralized location.

When compared to Procure, the onboarding process is faster, the interface is easier to use, and the pricing plans are more flexible and affordable.

Fluix also offers 24/7 customer support and a dedicated account manager for every client.

Construction projects usually involve cooperation between different internal departments, multiple subcontractors, and vendors. This can lead to fragmented document distribution processes between different parties.

The integration of Fluix and Procore allows you to automatically upload drawings, checklists, and other project-related documents into the Documents section of the specific project in Procore.

This way, construction companies can stay productive and keep all the documentation generated from various tools aligned and properly managed in order to save the priceless time of employees and avoid discrepancies at different stages of the project.

Project executives may fill in a punch list, add images, comments, eSign and send a completed form down the workflow in the Fluix App.

With the Fluix + Procore integration the punch list can seamlessly appear in the Documents section of the specific Procore project for reference or further processing within Procore.

Each workflow in Fluix can lead to the specific Procore project that will ensure a proper track record of documentation on each project.

Step 1:

Go to the Fluix admin portal and head to the Taskstreams section.

Create a new taskstream by dragging and dropping a user task.

Customize it by adding fillable forms and assigning it to your team. Ensure you’re part of the user group to test the setup later.

Step 2:

In the Taskstream chart, add a share to submit action and connect it with the user task.

Choose Procore from the list of third-party tools and authorize your Procore account by entering your login credentials.

Step 3:

Select where in Procore you want documentation submitted from this Taskstream to be stored.

Choose the folder for submission and configure dynamic values to be added to the document name.

Select the document format – editable or flattened PDF.

Step 4:

Save and publish the Taskstream configuration.

Access the user app on your mobile device or through the admin portal. Complete the task by filling in the form.

Submitted data will automatically appear in the designated Project in your Procore account under the Documents section.