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Procore Forms access for any worker. No login required. Pre-Filled PDF fields.

Updated: Mar 15

Then: Can I get a Form / Inspection please? - "Please hold"

I rock up on-site. I need a Hot Work Permit. I ask my Super for access.

They stop what they're doing and faff around adding me to the Project Directory in Procore. Or, even worse for both of us, they give me a paper form! So now I've got a paper form to fill in or I've got to get myself into Procore and find the form.

I do my stuff, fill in my form. When I've finished doing my stuff, I have to find my Super and hand them my paper version or get back in to Procore and upload the form.

Now: Can I get a Form / Inspection please? - "Just scan this"

I rock up on-site. I need a Hot Work Permit. I ask my Super for access.

They point me in the direction of a QR code. I scan the code. I've got access to Procore and my form.

I do my stuff, fill in my form, well the bits that aren't already pre-filled for me. I click submit and my form is in Procore.

What wizardry is this?

It's our new Nyfty Bot - QR-Forms-Inspections Bot for Procore. Well, more precisely, we've super-charged our existing QR Code Bot to include support for Procore Forms. It's the easiest way ever to access, you've guessed it, Forms and Inspections in Procore.

Now, any worker can simply scan a QR Code or send a text to Nyfty and gain instant access to a selection of Forms and Inspections in Procore. There's no need to add workers to the Project Directory, and Nyfty will even pre-fill your PDFs with user data like their name and company as well as details like the project name etc.

Everybody wins

For GC's and Supers, there's no need to spend time setting up multiple user accounts in Procore or dishing out paper forms. Just set up a QR code to scan or get workers to send Nyfty a text while you get on with other tasks. Plus, as forms and inspections are so easy to complete and submit, workers won't have any excuses not to get forms to you.

For workers they have super-easy access to a selection of Forms and Inspections they need in Procore without needing to log in to Procore. They can then complete these on their phone, with the Bot even filling in some fields for them. Then, when they are finished, they just hit the Submit button and the form will be loaded into Procore.

For Safety Managers, when used for Inspections, Nyfty evaluates submissions looking for non-conformances. If there is an issue, Nyfty instantly notifies Safety Managers, via text, including a copy of the Inspection for review. Nyfty can also send a custom message to the submitter letting them know there has been an issue. Newsflash: We'll be adding a similar capability for Forms soon.

QR-Forms-Inspections Bot is fully integrated to Procore Forms and Procore Inspections, writing records in Procore and adding a note to Procore's Daily Log.

It's a super simple concept, it's great to work with and it's now available on all Nyfty plans.

Continuing the Realtime Revolution

Our goal is to improve the outcomes of your existing / new safety processes by allowing you to see exactly what is going on on-site and rectify any issues there and then. With QR-Forms-Inspections Bot you can see instantly if there is compliance issues with forms or inspections. We are sure you will love the ease and many benefits of realtime auditing and intervention so we're adding more of it to our Bots. Stay tuned, Toolbox Talks are coming soon.

How do I get started?

Easy peasy. Head to the Nyfty Console and check out JHA-PTP Bot. It's free and really easy to get up and running. If you do need a hand though, just give us a shout.

Sound good?

Well here’s more good, all of our Nyfty Bots are super easy to set up, use and maintain. Our users love them. They are the Little Robot Helpers that can make a huge difference to your day. You can use any of our Bots on a completely free plan, and we promise we won’t hammer you with sales calls, have a play here.

If you do have any questions, schedule a chat with Matt, Nyfty’s Co-Founder. Feel free to make a time in his calendar here.


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