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Procore Partner     l     Services & Support

PROCORE, Fully Supported
​From the Field to the Back Office.

Implementation, data load, training, optimization, and a follow-the-sun help desk backed by people who understand both the project side and the money side of construction. RFIs, submittals, and punch lists. Pay applications, retainage, and loan draws. One partner who speaks all of it.

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24/5

Follow-the-sun support coverage

Full

Lifecycle: build to back office

25+

Years founder PropTech experience

What Procore services does Assetsoft provide?

Assetsoft is a Procore Partner delivering the full Procore lifecycle. Implementation and configuration, data load and migration, training and adoption, optimization and health checks, integrations, custom app development, construction back-office accounting support, and an ongoing follow-the-sun help desk across the workflows your teams live in: RFIs, submittals, drawings, specifications, punch lists, daily logs, change orders, and project financials.

What makes our support different?

Most Procore support stops at the project tools. Ours goes all the way to the money. We understand construction back-office accounting progress billing and pay applications, retainage, lien waivers, job costing, and loan draw documentation not just how to log an RFI. That's the difference between a help desk that answers questions and a partner that keeps your projects and your books in sync.

Full Lifecycle

Procore Services, End to End

Everything from first configuration to long-term support plus the two things most consultants can't do: deep integration and custom development.

Implementation

Requirements, configuration, and go-live across project management and financials — set up around how your teams actually build.

Data Load & Migration

Projects, budgets, prime contracts, commitments, cost codes, vendors, drawings, and documents — loaded clean and validated.

Training & Adoption

Role-based training for PMs, field teams, and accounting — so RFIs, submittals, and pay apps get done right, by everyone.

Optimization & Health Checks

A structured review of a live Procore environment — configuration, workflows, and final setup — with a prioritized fix list.

Integrations

Connect Procore to MRI, Yardi, Zoho, accounting/ERP, expense, and payments — deeper than the standard connectors.

Explore integrations →

Custom Apps & Modules

Custom embedded apps and modules for the workflows the standard platform wasn't built to handle.

Explore custom builds →

Back-Office Accounting

Progress billing, pay applications, retainage, lien waivers, job costing, and loan draw documentation support.

See back-office →

Help Desk & Support

Follow-the-sun support that acts as your dedicated Procore team or supplements your existing help desk.

See the help desk →

The Help Desk

A Procore Help Desk That Actually Knows Construction

When a PM is blocked on a submittal at 7am or accounting can't reconcile a pay app at month-end, you don't want a ticket queue you want someone who already understands the workflow. That's what our desk is.

What our help desk handles

  • Day-to-day questions & break-fix across RFIs, submittals, drawings, specifications, punch lists, daily logs, observations, and inspections.
  • Configuration changes — permission templates, project templates, custom fields, workflows, and tool settings as your processes evolve.
  • Financial workflow support — budgets, prime contracts, commitments, change events and change orders, invoicing, and pay applications.
  • Custom reports & dashboards — the project, cost, and executive views your team keeps asking for but never has time to build.
  • Drawing & document management — drawing set uploads, revisions, versioning, and keeping the field on the current set.
  • Onboarding new projects & users — standing up new jobs consistently and getting new people productive fast.
  • Integration & sync issues — when data between Procore and your accounting/ERP needs attention, we own it end to end.

Two ways to run it

Dedicated Embed

We become your Procore support function. A named team owns tickets, configuration, reporting, and user questions — so you don't have to hire and train an internal Procore admin desk.

Supplement

We back up your existing team — overflow, after-hours and weekend coverage, deep configuration, and the tricky financial and integration tickets your generalists escalate.

Follow-the-Sun

Delivery teams across Canada and Asia-Pacific mean coverage across time zones — so help is available when your jobsites and accounting teams are actually working.

Construction Back Office

Where The Project Meets The Money

Procore is excellent at managing the project. The hard part is making the project's numbers flow correctly into billing, draws, and the books. That's construction back-office work and it's where we're unusually strong.

Progress Billing & Pay Applications

Configure and support owner billings and pay applications against the schedule of values, including AIA-style G702/G703 billing and approval workflows.

Retainage Management

Track retainage held and released across prime contracts and commitments, so withheld amounts are accurate on both the billing and payment sides.

Lien Waivers & Compliance

Manage conditional and unconditional lien waivers alongside subcontractor invoicing — and tie them to insurance/COI compliance so payments only release when documentation is in order.

Job Costing & WIP

Keep committed costs, direct costs, and forecasts accurate so job costing and work-in-progress reporting reflect reality — not last month's snapshot.

Construction Loan Draws

Assemble draw packages from Procore data — pay applications, schedules of values, lien waivers, and supporting documents — so lender requisitions and title-company draws go out faster and cleaner.

Procore-to-Accounting Sync

Connect Procore financials to your accounting or ERP — MRI, Yardi, Zoho Books, or a construction ERP — so the general ledger and the project stay in agreement.

Coverage

Procore Tools & Workflows We Support

Across project management, financials, field, and quality & safety the day-to-day of running construction in Procore.

Project Management

RFIs, submittals, drawings, specifications, meetings, and transmittals — kept moving and on the current version.

Field Productivity

Daily logs, punch lists, photos, timesheets, and crew tracking from the jobsite.

Quality & Safety

Observations, inspections, incidents, and safety documentation that holds up to audit.

Financials — Budget

Budgets, forecasting, direct costs, and committed cost tracking against the project.

Financials — Contracts

Prime contracts, commitments (subcontracts & POs), change events, and change orders (PCOs, CCOs, OCOs).

Financials — Billing

Invoicing, progress billing, pay applications, schedule of values, and retainage.

How We Engage

A Clear Path, Whatever Stage You're at

Selecting, implementing, or already live every engagement starts by understanding exactly where you are today.

1

Assess

Understand your projects, workflows, financial setup, and systems.

2

Scope

Define the right service mix and a phased, prioritized plan.

3

Deliver

Implement, load data, integrate, or optimize against the plan.

4

Enable

Train field, PM, and accounting teams to run it confidently.

5

Support

Follow-the-sun help desk and optimization as you grow.

Why Assetsoft

Field, Finance, & TheSystems in Between

We Speak Field & Finance

From RFIs and punch lists to pay apps, retainage,
and loan draws, we support the whole project,
Not just the front end.

We Connect Procore to Everything

Certified across MRI, Yardi, UiPath, and SAP Concur,

We link Procore to the accounting and

real estate systems you run.

We Build What's Missing

When standard Procore doesn't cover a workflow,
We build a custom embedded app or module
to close the gap.

Follow-The-Sun Coverage

Delivery teams across Canada and Asia-Pacific keep support available across time zones,
day and night.

Roots in Construction

Our founder's ties to the construction industry run back decades; we understand the jobsite and the asset
lifecycle that follows.

One Accountable Partner

Implementation, integration, back office, and
support under one roof, no finger-pointing
between vendors.

Questions

Procore Services & Support, Answered

From Go-Live to Month-End, We've Got PROCORE Covered.

Tell us where you are standing up Procore, cleaning up a live environment, or just needing a help desk that understands construction. We'll map the right level of support.

Talk to a Procore Expert →