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Home / Blog / 5 Things You Can Do Better with Corfix and Procore
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July 9, 2024:  5 Things You Can Do Better with Corfix and Procore

Answering your burning questions about the integration between Corfix and Procore and how it can improve your project outcomes.

    Life is full of difficult choices like do you pick the larger and more forgiving club face of a fairway wood, or the convenient length and swing mechanics of a long iron?

    You see where we’re going with this, right? Continuous advances in technology and engineering mean you can have the best of both worlds in a hybrid —be it a rescue club or construction management software.

    The integration between Corfix and Procore is motivated by the belief that you shouldn’t have to compromise. These two platforms are now capable of seamlessly integrating a number of their features so you can enjoy the benefits of each without added work or data reentry.

    There are three functional areas of this integration:

    1. Projects and Workflows
    2. Users/Workers
    3. Forms/Documents

    Though there is overlap between the two, there are also distinct— yet complementary— functions and strengths that make one a better choice depending on situation and role.

    How Corfix and Procore Differ

    Procore is a great choice for enterprise and office environments due to its comprehensive project management capabilities, advanced financial management tools, and ability to handle complex, large-scale projects with multiple stakeholders. It offers extensive integration with ERP systems, Gantt charts, and bid management, making it ideal for large construction firms.

    Corfix is the clear choice for field operations with its user-friendly mobile interface, real-time communication, streamlined field processes, and focus on safety and compliance. The certification management feature is an example of this— easily accessible worker certifications, training records, and notifications of upcoming expiry dates. It is a cost-effective solution for improving efficiency and communication in the field, making it the better option for on-site teams and field workers. 

    Read more about how Corfix and Procore differ.

    The Benefits of Using Corfix and Procore Together

    The integration between Corfix and Procore can help you level up your construction management game by…

    Ensuring Consistency: Workers on the jobsite will use the field-friendly Corfix interface to do everything form related. This data will then update in Procore, ensuring both platforms have the most current information. This eliminates the need for duplicate entries and reduces the likelihood of discrepancies.

    Improving Project Outcomes: Where PMs and office administration uses Procore to track all Projects and Users, they can share that information with field users of Corfix, who will have their Project and Worker fields respectively populated with information from Procore.

    The integration also simplifies user management and workflows by allowing project leaders to share workers and project details directly from Procore’s interface to the Corfix app. This seamless transfer of information enhances collaboration and streamlines various aspects of project management.

    Maintaining Compliance: What Corfix does extremely well is mobile-first, worker-centric safety form management. Creating, filling, sending, and signing daily compliance documentation using Corfix is infinitely easier and more efficient than paper.

    The integration between Corfix and Procore focuses on enhancing collaboration and compliance. By integrating Corfix’s digital forms and document management directly into Procore’s interface, users benefit from a unified system that significantly reduces the risk of errors. 

    5 Things You Can Do Better with Corfix and Procore

    “But why would I need to use both products?” We’re so glad you asked. Here’s a few of the more common use cases for the Corfix and Procore integration:

    1. Site Inspections and Compliance Reporting

     Site inspections conducted using Corfix can be automatically logged into Procore, ensuring that all compliance reports are up-to-date and easily accessible for audits and reviews.  

    1. Resource Allocation and Scheduling

    Project managers can allocate project resources and schedule project tasks in Procore, with these updates reflected in Corfix to ensure that field teams are aligned with accurate requirements and timelines.

    1. Safety Management

    Safety forms and incident reports can be created easily in Corfix and will be instantly available in Procore, helping to maintain a high standard of safety management and enabling quick response to any issues.

    1. Quality Assurance

    Quality assurance checklists and documentation managed in Corfix can be integrated with Procore’s project records, ensuring that all quality checks are documented and easily retrievable.

    1. Real-time Progress Tracking

    Project Management outlines and milestones delineated by Procore are reflected in Corfix so site users have relevant project details accessible and updated in real time.

    How You Can Get Started

    If you’re already a Procore client, it would be best to book a 30-minute demo with us to get a good understanding of what the product looks like and the ease of use for your teams in the field.

    In order to ensure smooth transfer of information between your integrated software, it’s important to configure your permissions and settings to let Corfix and Procore talk to each other. 

    Check out our step-by-step article about getting your integration set up for success.

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    Cody Sangster

    Cody Sangster

    Cody is the Customer Success Manager at Corfix. It is his passion to make processes work in the most efficient way possible. He is a logistics genius, relationship builder, and spikeball champion.

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