To perform a Basic App installation, install the FieldChat app from the Procore marketplace, and sign up for a company account with FieldChat using your Procore username and password.
A basic app installation allows you to import all your Procore users from your project directories. You can then instantly communicate with them through text messaging. You can also invite users to sign-up for FieldChat using their Procore credentials. They can use FieldChat inside the Procore web app, or use the FieldChat mobile apps or web app.
The following features are supported with the Basic App installation:
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Users of the Procore web app can run FieldChat inside the Procore web app. Simply find the FieldChat (Embedded Experience) app on the Procore marketplace and install it. To make this app available to your projects, make sure you create an App Configuration, with a suggested title of "FieldChat" and select one or more projects that can use FieldChat.
When you access FieldChat for the first time, you should signup for a company account with your Procore credentials and link your first FieldChat project to Procore.
After you have created your FieldChat company account, you can import all the users in a Procore project directory into FieldChat so that you can easily invite them to FieldChat channels by email or text message.
To do this, select the "Procore" option in the hamburger menu at top left. You will then be prompted to pick a Procore project and the users from that project directory will be imported.
Once your users are imported, you can add them to one or more channels in your project where you want them to be able to communicate and collaborate with other team members. When users are first imported, they are set to texting users by default. If they install the mobile app, they will automatically become app users. Texting users can only be added to channels with phone numbers assigned to them.
Note: We recommend that you update your Procore project directory with mobile phone numbers for your foremen and subcontractors. FieldChat will automatically import these numbers and use them for text messaging. When you make changes to your directory simply re-import and the users will be automatically updated in FieldChat.
Once your users are imported, they can login to the FieldChat web app and mobile apps using their existing Procore credentials. If they are accessing the FieldChat app from inside the Procore web app, no additional login is required. Users can only access the channels that you have explicitly granted them access to in FieldChat.
(Procore Service Account Required)
The Advanced App installation provides some additional integration features and requires the set-up of a Procore service account. With the Advanced App Installation you can:
In order to set-up a permanent integration with Procore that is not tied to a specific user, you should create a Procore Service Account. Doing this is required for photo uploads and notifications.
Note: We recommend that you book a 15 minute meeting with us to help you get your service account going as quickly as possible.
Instructions:
You need to be an account administrator in FieldChat and an administrator in Procore in order to be able to do this. In the Procore admin area, create a new service account and note the Client ID and Client Secret. You’ll need to enter those into FieldChat.
Once you've created the service account, you'll need to find the service account user in your company directory and assign a permission template that has access to the permissions below.
In order to import your project directories, grant read permission on the Directory tab. This will allow FieldChat to be able to import all of your Procore users.
If you wish to enable photo uploads from FieldChat to Procore, you should also grant standard permission to Photos.
If you wish to enable notifications in FieldChat from Procore, you should grant the following additional permissions:
Next, add all of the projects that you want FieldChat to be able to access.
Now you can login to FieldChat and select the "Procore" option from the top-left menu under "Integrations". Click on the "Set up service account" button and enter the Client ID and Client Secret. You will then be prompted to pick a Procore project to link to the current FieldChat project. The Procore project that you specify will be used for importing users and uploading photos.
Watch a step-by-step video on how to set up a Procore service account
You can configure FieldChat channels to automatically upload to Procore albums. You need to set-up a Procore service account using the instructions above in order to enable this feature, with at least standard level permission access to Procore photos. You will also need to ensure that the FieldChat projects you want to upload pictures from are each linked to a unique Procore project in the Procore configurations screen. After the service account is enabled, you will see a new "Upload images to Procore" option appear when you edit a channel.
The pictures sent as text messages or uploaded as images using the app in FieldChat will be uploaded to folders prefixed with "FieldChat" in Procore, as shown in the example below.
You can configure FieldChat channels to receive alerts from Procore. You need to set-up a Procore service account using the instructions above in order to enable this feature.
Next, in FieldChat, edit the channel that you want to receive Procore notifications. You will see a checkbox to enable notifications, and an optional filter list of specific resource names that you want to be notified about. If you leave this field empty, the channel will notify you about all changes to all resources that are sent by the Procore webhook.
Once the channel is configured, your channel will begin to receive notifications like the example below:
Some notifications in FieldChat will provide a convenient link back to the Procore resource, including Observation Items, Punch Items, RFIs, Submittals, Change Events, Timecard Entries, and Logs.