EXISTING
PROCORE
CUSTOMERS
READY TO GET MORE OUT OF PROCORE?
You've been using Procore for a while. Your team has built habits around it, you've seen what it can do, and you can see there's more value sitting just out of reach. Maybe adoption is uneven across projects, maybe there are features you've never had time to switch on, or maybe a specific workflow needs attention. Wherever you are with Procore today, there's a next step that takes you further.
Construction businesses evolve. Projects change. Teams build habits. The Procore setup that fit perfectly two years ago might not fit how you're operating today - not because anything's broken, but because your business has moved. The customers who get the most from Procore are the ones who keep the configuration aligned to where the business is right now.
Common signs it's time to take Procore further:
- Workflows have shifted, and your team has built workarounds outside Procore
- Some projects use Procore well, others use it lightly - and you want consistency
- New features and updates have stacked up that no one has had time to evaluate
- Training has worn off and your team would benefit from a confidence boost
- Leadership wants better portfolio-level visibility than the current setup delivers
- Integrations need attention to keep data flowing cleanly across your stack
The upside of getting this right is significant. Faster decisions across the portfolio, cleaner data your team can trust, stronger adoption across every project, and a Procore footprint that grows alongside the business.
HOW WE SUPPORT EXISTING CUSTOMERS
We believe in a continuous lifecycle model—because Procore isn't static software, it's a living system inside your business.
Our approach is straightforward:
Understand the business first – Your goals, your people, your projects—not generic best practice.
Apply proven methods – Tested across 180+ implementations by the original Procore consultancy.
Tailor to your needs – Every service adjusted for your size, stage, and sector.
Build for the long term – Because a platform only delivers value when it stays aligned with the business it serves.
RESET PROCORE. REBUILD CONFIDENCE.
For Commercial Sized Procore Customers
Even well-planned Procore rollouts drift. Six months in, two years in, the system that fit the business at go-live no longer matches how the business operates today. Workarounds have built up, adoption has slipped in places, and you can feel that Procore could be doing much more for the business. Reboot is a full reset to get it back on track.
Common situations Reboot is built for:
- Original implementation needs revisiting now that the business has evolved
- Inefficient practices have built up across projects and need a clean reset
- Your team and Procore Champions would benefit from a confidence rebuild
- No internal capacity to drive a reset while running live projects
- Unsure which integrations are worth pursuing across the Procore Marketplace
- Adoption needs reigniting as the initial training momentum has faded
- Leadership wants a clear plan to maximise the value of the Procore investment
What Reboot delivers: A complete reset designed to realign your Procore account with how the business operates today. We unwind the drift, correct the inefficiencies, rebuild team confidence, and deliver a reconfigured account that supports productivity, compliance, and profitability across every project - performing the way you originally invested in it to.
This isn't a patch job. It's a proper reset that brings Procore back into alignment with where your business is now."
Reboot is purpose-built to address the critical factors that unlock your Procore success:
Original implementation and rollout didn’t go to plan
We will develop a Reboot plan that aligns with your situations and company culture, and we’ll tackle those obstacles with ease.
Inefficient practices are in place, with no time to review all Procore materials
We will investigate and review your content and application of Procore and recommend optimal methods for your requirements
Your team and Procore Champions aren’t confident using and managing the platform
Benefit from expert leaders using industry best practice to deliver practical, solution based training to inspire confidence.
No time to configure updates of your Procore account, while also doing your day job
We will manage the detailed configuration of your Procore account to get it running seamlessly, in the areas that matter most.
Unsure of which Procore integrations will best suit your requirements
We are experts in Procore’s Marketplace integrations and will help you discover and select the right ones to fit your needs.
For SMB Procore Customers
REALIGN PROCORE.
REIGNITE PERFORMANCE
You don't need a complete overhaul. Procore is working, but you can see there's friction in the workflow that's slowing your teams down. Small inefficiencies have compounded, workarounds have built up, and you want to clear them out before they affect adoption further.
Refresh is the streamlined reset built specifically for SMBs—designed to realign your system, restore team confidence, and get Procore working the way it was intended.
Why small businesses choose Refresh:
⚡ Workflows have built up friction that's slowing your team down
⚡ Adoption needs a boost and team confidence could be stronger
⚡ Procore setup no longer matches how the business actually operates today
⚡ No internal resources to manage a full-scale enterprise-style reset
⚡ Limited visibility into how Procore is actually being used across the business
⚡ Need results without the complexity or cost of an enterprise engagement
What Refresh delivers: Essential fixes, best-practice configuration, and targeted training to remove friction and rebuild trust in the platform. It's a practical, affordable way to reset Procore so your projects run smoothly and your teams feel supported every step of the way.
Refresh is purpose-built to address the critical factors that unlock your Procore success:
Teams frustrated by inefficient workflows and workarounds
We reconfigure the key tools, templates, and settings that have built up friction over time, simplifying how your team interacts with Procore day-to-day.
Low adoption and loss of confidence among staff
Targeted training and handover rebuilds trust in the platform and gives the team and confidence to use Procore day-to-day.
Procore setup no longer matches how the business actually operates
Refresh aligns account configuration directly to your current processes and business priorities .
Lack of resources to manage a full-scale enterprise reset
A lean, cost-effective reset designed for SMBs that delivers impact without unnecessary overheads.
Limited visibility into system health or usage
Refresh Discovery includes an account utilisation review and action plan that highlights gaps and gives you measurable improvements to track over time.
PRECISION WHERE IT COUNTS.
Procore is working well across most of the business, but there are specific areas you'd like to take further. Maybe financial workflows could be tighter, maybe quality and safety could be better integrated with the rest of the project lifecycle, or maybe reporting still requires more manual effort than it should. Focus is designed to target exactly those areas.
Where partial success becomes the opportunity: Your team knows Procore can do more, but there's no internal bandwidth to identify exactly where to focus and how to execute. Focus brings that bandwidth and expertise to a specific, defined area - so you get measurable improvement where it matters most to profitability and compliance.
What holds businesses back:
🎯 Specific workflows or modules where Procore could be working harder
🎯A defined obstacle in the way of getting more out of the platform
🎯Procore Champions who need development to manage Procore into the future
🎯Updates and improvements that have stacked up while live projects run
🎯Integration decisions where you'd benefit from expert guidance
🎯Targeted improvements that don't disrupt what's already working well
What Focus delivers: Instead of reconfiguring everything, we zero in on the functions that move the needle. Targeted improvements that remove friction, unlock adoption, and achieve measurable outcomes—whether that's financial workflows, quality and safety, reporting dashboards, or empowering your internal champions.
You get precision where it counts, without unnecessary disruption to what's already working.
Focus is purpose-built to address the critical factors that unlock your Procore success:
Procore is working but isn’t targeting the areas of true importance in the business
We will investigate your needs and implement a targeted approach to these areas and recommend ideal methods for optimisation.
Obstacles are holding back your application of Procore
Have a Procore expert by your side who can walk you through it and customise the software to meet your specific requirement.
Procore Champions aren’t confident managing the platform into the future
Benefit from expert leaders using industry best practice to deliver practical, solution based training to inspire confidence.
No time to configure updates of your Procore account, while also doing your day job
We take the configuration work off your plate, focusing on the specific areas where Focus has been scoped to deliver impact. Your team stays focused on live projects while we get Procore working harder in the priority areas.
Unsure of which Procore integrations will best suit your requirements
We are experts in Procore’s Marketplace integration and will help you discover and select the right ones to fit your needs.
MAKE PROCORE SMARTER. AUTOMATE. INTEGRATE. ACCELERATE.
Procore is powerful on its own—but when you connect it with your wider technology ecosystem and automate repetitive workflows, it becomes the nerve centre of your operations.
Where most companies stop: Your team is still moving data manually between systems, building reports in spreadsheets, and working around integration gaps because that's how it's always been done. Technical is built to close those gaps.
What's holding you back:
- Struggling to get useful data out of Procore when leadership asks
- Manual, repetitive tasks consuming hours each week
- Too many disconnected systems creating data silos and errors
- Unsure how to approach Procore Marketplace integrations properly
- Need technical depth without hiring internal specialist resources
- Can't build the dashboards and analytics that would inform decisions
What Technical delivers:From analytics dashboards to workflow automation and system integrations, we make Procore smarter—so your people spend less time wrestling with systems and more time building.
Technical is designed for construction companies ready to go beyond standard configuration and unlock the advanced capabilities that drive measurable ROI.
Procore Technical is purpose-built to address the critical factors that transform Procore into a true engine of performance:
Custom reporting and dashboards that don't yet exist for your business
Custom dashboards and analytics tailored to decision-making
Manual, repetitive tasks wasting time
Automations that remove admin burden and speed up workflows
Too many disconnected systems
Seamless integration between Procore and the wider ecosystem.
Unsure how to approach Procore Marketplace apps
Guidance on which integrations to trust - and how to configure them.
Need technical depth without internal resources
End-to-end technical delivery and construction + Procore experts.
KEEP PROCORE ALIGNED.
KEEP YOUR BUSINESS MOVING.
You got Procore implemented. The platform is running. But staying aligned over time takes ongoing attention - updates to evaluate, governance to maintain, integrations to keep healthy, and team confidence to keep building. Most internal teams don't have the bandwidth for that on top of live project delivery. Manage gives you that capacity, on tap.
Common areas Manage looks after:
🔧 Procore updates and new features assessed and implemented as they release
🔧 Ongoing training and Champion development to maintain team confidence
🔧 Portfolio visibility and reporting kept current as projects evolve
🔧 Governance and access controls actively maintained as your team changes
🔧 Integration health monitored proactively, not reactively
🔧 New Procore features evaluated and rolled out where they add value
The cost of drift: The value of Procore compounds when it's actively maintained. Adoption strengthens, workflows tighten, and the platform keeps pace with the business as it grows. Manage is how that maintenance happens - without adding load to your internal team.
What Manage delivers: Manage takes the weight off your team by managing your account on an ongoing basis. From governance and reporting to training refreshers, integrations, and updates, Knight ensures Procore continues to deliver measurable value long after the rollout.
With tiered options, every business—from small builders to enterprise contractors—can access the right level of ongoing Procore expertise.
This isn't support. It's active account management that keeps Procore working for your business.
Manage Service is specifically designed to address the critical factors that unlock your Procore success:
No one has time to keep Procore updates
We manage ongoing configuration, updates, and new feature rollouts.
Teams lose confidence after rollout
Ongoing training, coaching, and champion support to rebuild adoption.
Lack of visibility across projects
Tailored reporting and dashboards that highlight the metrics that matter.
Unsure about governance and access controls
Regular audits to keep your accounts secure and compliant.
Integrations becoming a headache
Proactive monitoring and optimisation of connected systems.