Here's a quick walkthrough on how to utilize OnSiteIQ's integration with Procore to submit an RFI with just a click of a button.
Once you're in OnSiteIQ's 360 view, you will see a new integration button on the bottom of the screen.
Click on it, and it will walk you through a process to connect to your Procore account.
Once you authorize OnSiteIQ to connect to your Procore account, you'll be directed to the Procore login page.
Sign in with the appropriate account credentials and hit log in.
It will then redirect you back to your OnSiteIQ account and a list of projects to connect.
Select which Procore projects correspond to your OnSiteIQ project.
To submit an RFI, click on the marker button.
You'll be presented with an option to select between OnSiteIQ observations, Procore observation, or Procore RFI.
Onsite IQ will automatically add screenshots of what you're seeing in the 360 view to your RFI. Additionally, we will also embed a link to the 360 view so your authorized stakeholders in Procore can directly view the RFI information in OnSiteIQ.
If you want to add more information to your RFI, you can click on more options, and it will load additional fields.
Once you're ready, click Submit RFI. Your RFI will appear on the right-hand panel as you can see there's a direct link on the RFI to view in Procore.
Click on V1 Procore, and you'll be directed to the corresponding RFI in your Procore account.
Using the embedded link to OnSiteIQ you can directly view the RFI information in 360 in the OnSiteIQ platform. Now you can now easily submit RFIs to your field team using OnSiteIQ.