Quick Capture: New Observations Feature for iOS Users

Start Quick Capture

To initiate Quick Capture for observations, follow these steps: Open the Procore app on your iOS device. Tap Observations. Click the plus  icon. Click Quick Capture: Observations. Notes:  Your iOS device must be configured to allow the Procore app to access the device's 'Camera', 'Microphone' and 'Speech Recognition' features. When you open Quick Capture for the first time, the Procore app will automatically prompt you to allow it to access these features. If you denied the Procore app's access to these features, see Apple's Control Access to Hardware Features on iPhone  for more information about manually configuring these features. Your iOS device must have the 'Dictation' feature enabled. See Apple's Dictate Text on iPhone .

Main Screen

Set a location to associate with the observation you want to create. You can change the location later if necessary when reviewing the Observation details. Start recording a new observation. Review and send recorded observations to the project's Observation tool. On supported devices, you can use your device's flashlight when recording.

Record Items to Create Observations with Quick Capture

Tap the record button to begin recording. While recording, describe the observation out loud. Quick Capture uses your verbal description to populate the item's Title and Description fields.

Review Recorded Items and Create Observations

Review each recorded item and fill out additional fields. Then click Create to create the observation in your project.

Which fields are populated when I record an observation with Quick Capture? 

Quick Capture automatically populates the Title and Description fields based on the audio captured during the recording. Quick Capture also attempts to populate the observation's Type field (if you say the name of a Type that already exists in your Procore account). You can update the other observation fields when reviewing, before you create the observation.

How do I assign observations created with Quick Capture?

You can add assignees when reviewing the observation, before you click 'Create'. 

Do I need an internet connection to use Quick Capture? 

Quick Capture does not require an internet connection when you are recording items for observations. However, you will need a mobile or Wi-fi network connection in order to create the observation.

How much memory do I need on my iPad or iPhone to use Quick Capture? 

On average, each Quick Capture observation recording is about 5 seconds long and takes about 5MB (megabytes) of space on your iOS device. If your Procore app is configured to store copies of the photos and videos in the iOS Photos app (see Settings: Procore iOS App), the copies in the Photos app would take about the same amount of space.

Can Quick Capture be used in Procore's Web Application? 

Quick Capture recordings can only be done using Procore's iOS application. After observations are created with Quick Capture, they can be accessed and responded to in Procore's web application in the same way as other observations. 

What fields can I enter using Quick Capture? 

By default, the Quick Capture form shows the following fields:

• Title (Required)
• Type
• Status
• Assignee
• Distribution
• Trade
• Location
• Due Date
• Private
• Priority
• Hazard
• Contributing Condition
• Contributing Behaviour
• Description

The fields for your observations will reflect the field sets you have configured for each type, including custom fields and changes to required and visible fields. See Create a Project Level Observation Template, and Which fields in the observation tool can be configured as required, optional or hidden?