Description

Communications, contracts, costs, bids, even invoicing are all part of the daily life of anyone working in the construction management space. You have Procore and you know it handles all these items but you’re not sure how, and the online help isn’t getting you where you need to be. You need to know the practical processes for setting up all these features and using them in both the office and trailer. You need a class focused on more than just what buttons to push but on the “why” and “when” things need to be done in Procore to keep your jobs running efficiently and under budget.

ZenTek Consultants will show you the most effective means of using the software you already own, so you can get the ROI you were hoping for. This course is in four (4), two-hour long sessions that students can attend online, right from their own desk. A live instructor will explain the detailed functions, and address questions as the class progresses.

NOTE: Courses are taught using Procore.

This is an intermediate level course.

Course Curriculum

Session 1: Communications and Controls -  April 2, 2024

•Create New Projects
•Create & Control Project Emails
•Create & Communicate Tasks
•Create & Communicate Observations
•Create & Communicate Commitments

Session 2: Working with Finances - April 9, 2024

•Create Prime Contracts
•Upload & Create Budgets
•Display Financial Budget & Forecast Views
•Upload & Create Direct Costs
•Create Commitments (sub-contracts & POs)
•Sort & Filter Financial Data for Specific Needs

Session 3: Bids, Structures, and Reporting - April 16, 2024

•Create Company Directory Structures
•Create Project Directory Structures
•Control Bid Documents & Revision
•Generate Schedule Reports
•Generate Cost Reports

Session 4: All About Invoicing - April 23, 2024

•Configure Invoice Settings
•Create & Send Invoices to Subs
•Create an Invoice on Behalf of a Sub
•Create & Send Owner Invoices
•Review Submitted Invoices

Meet the Instructor:

David Mills has been working within the construction industry for nearly a decade. He has developed commercial and healthcare projects ranging from $100,000 to $100,000,000+, while working in various positions, including Estimator, Project Engineer, Field Engineer, and Assistant Project Manager. During the COVID-19 pandemic, he was an Owner’s Representative on a large healthcare campus in Michigan. This project had several Construction Managers on it using different software products, which Mr. Mills successfully taught team members to use efficiently.

Mr. Mills joined ZenTek Consultants as a Technology Specialist in early 2023. During his time at ZenTek, he has developed custom solutions and training for clients, as well as written numerous articles and blogs on using Bluebeam and Procore efficiently. His knowledge of software does not end at Bluebeam and Procore, as he is proficient in Microsoft Office, Revit, PlanSwift, PlanGrid, Smartsheet, Adobe Photoshop and Adobe Illustrator.