In the world of construction management, Procore is the undisputed heavyweight champion. It centralizes your projects, streamlines communication, and acts as the single source of truth for your field and office teams. But as with any powerful platform, there comes a moment when "out-of-the-box" features hit a wall. Every construction firm has unique workflows, specific ERP requirements, or niche data needs that standard software configurations can’t handle.
This is where the difference between a "user" and a "power user" lies. It’s also where Assetsoft steps in.
We don’t just implement Procore; we extend it. Through deep custom development, intelligent integrations, and the strategic use of Procore’s open API, Assetsoft transforms Procore from a standalone tool into a fully integrated ecosystem that talks to any software you use, including your ERP.
Here is what is possible when you choose to customize and integrate your Procore environment with Assetsoft.
1. The Power of Custom Apps: Main Apps vs. Side Panels
One of the most common misconceptions about Procore is that you are stuck with the interface as it is. While we cannot rewrite the core code, we can build custom applications that run within the platform, providing a seamless experience for your team.
At Assetsoft, we develop two primary types of Custom Apps:
The "Main App" Experience
Imagine having a tool built specifically for your company’s unique safety compliance workflow or a specialized vendor pre-qualification portal. We can make these as Main Apps. These appear as full-screen applications within your Procore company or project dashboard.
The best part? Seamless Authentication. Your users do not need a second set of credentials. The app uses their existing Procore login (SSO), meaning if they are logged into Procore, they are authenticated into your custom tool automatically. It feels native, secure, and effortless.
The "Side Panel" Experience
Sometimes, you don’t need a full-screen app; you need contextual data right where you are working. We can build Side Panel Apps that sit alongside standard Procore tools, such as Commitments, Purchase Orders, and Invoices.
For example, when a project manager opens a specific Commitment (e.g., SC-01010-001), our custom side panel can automatically pull data relevant <i>only</i> to that particular contract. If you are reviewing an invoice, the side panel can show real-time budget codes from your ERP or insurance compliance status from a third-party system, all without leaving the Procore screen.2. Real-Time Data Sync with Webhooks
In the old days of integration, data syncing meant running a batch job overnight and hoping nothing broke. Today, we use Procore Webhooks to ensure data integrity in real-time.
Webhooks allow us to "listen" to specific events within Procore. We can configure triggers at two levels:
- Company Level: Monitoring high-level changes like new project creations or global vendor updates.
- Project Level: Tracking granular changes to Budgets, Change Orders, Commitments, Prime Contracts, and more.
How do we use this for you:
Let's say a project manager approves a Change Order in Procore. Instead of waiting 24 hours for that to reflect in your accounting software, a webhook immediately triggers an Assetsoft API call. This signal instructs your ERP (Yardi, Sage, MRI, or a custom internal tool) to update the budget in real time. This eliminates the "data drift" that often happens between the field and the finance office.
3. Integrating with Any ERP (The Yardi Example)
While Procore integrates well with many standard accounting systems, complex organizations often run into limitations. Assetsoft specializes in building bridges where none exist.
Take Yardi as a prime example. Many of our clients manage property financials in Yardi but run construction in Procore. We can build a bi-directional sync that handles:
- Budgets & Vendors: Pushing approved project budgets and new vendor details from Procore directly into Yardi.
- Invoices: Pulling processed invoice data from Yardi back into Procore, so your construction managers can see payment statuses without emailing accounting.
However, we aren't limited to Yardi. Whether you use SAP, Oracle NetSuite, Microsoft Dynamics, or a legacy on-premises system, our team can use Procore's API to push and pull financial data, ensuring your Construction Financials tool is always accurate.
4. Solving the "Missing Data" Problem with Custom Fields
Standard forms are great for standard projects, but what if you need to track a specific metric like "Carbon Footprint Estimate" on a material order or "Risk Level" on a vendor profile?
We can leverage Procore’s Custom Fields capability to embed these unique data points into standard Procore screens (such as Vendor profiles or Prime Contracts). Furthermore, we can ensure this data isn't just static text. We can use it to drive logic in our custom apps or include it in the integrations we build. If you need a custom field calculated using complex logic (e.g., a specific tax calculation based on two other fields), we can create an external script to perform the calculation and automatically update the field with the result.5. Documents, Emails, and Schedules
Our integration capabilities extend beyond just numbers and budgets.
- Document Control: We can automate your folder structures. Through the API, we can push documents from your internal server directly into specific Procore project folders or pull drawings from Procore to archive them in your company’s SharePoint or Google Drive.
- Intelligent Emails: We can trigger custom email notifications based on project activity that goes beyond Procore’s standard alerts.
The Assetsoft Advantage
Procore is the platform, but your business logic is the driver. You shouldn't have to change your successful business processes just to fit software limitations.
At Assetsoft, we believe technology should bend to your needs. Whether it is a side-panel app that saves your team 10 clicks per invoice, a real-time integration that keeps your CFO happy, or a custom report that reveals hidden profitability insights, we have the expertise to deliver.
Ready to customize your Procore experience?
Contact Assetsoft today to discuss how we can build a tailored solution that integrates your entire digital landscape.