Here's a quick walkthrough of how to create an observation using OnSiteIQ's Procore integration. This integration makes it easier for you to communicate and collaborate with the field team and the stakeholders 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, and you're now able to send an observation to recreate into that project in Procore.
To create an observation, click on the markup button.
You'll be presented with an option to select between OnSiteIQ observations, Procore observation, or Procore RFI.
Select Procore observation, and you'll be presented with Procore's observation fields. All the information related to each field is directly pulled from your Procore account.
If you want to add more information to your observation, click on more options, and it will load additional fields.
OnSiteIQ's platform will automatically add a screenshot of what you're looking at in your 360 view to your observation.
Additionally, we will also embed a link to the 360 view so your authorized stakeholders in Procore can observe the 360.
Once you're ready, click Post Observation.
Now your observation will appear on the right-hand panel. As you can see, there's a direct link on the observation to view this observation in Procore. Click on view in Procore, and you'll be directed to the corresponding observation in your Procore account.
Using the embedded link to OnSiteIQ, you can directly view the observation in 360 and the OnSiteIQ platform.
Using onset IQ integration with Procore, you can now easily send an observation to your field team.