Overview
- Navigate to Extracts Pro - Either via Procore embedded apps, or through Extracts Pro website
- Login with your Procore account & allow access.
- Click Get Started
- Select your Procore Companies
Walk-Through
- Navigate to a Procore project that has Extracts Pro
Within your Procore account, navigate to a project that has been configured to work with Extracts Pro by your Procore Administrator. Once within the project, click on "Apps / Select an App" in the top right-hand black toolbar. Select Extracts Pro.
You can also navigate directly to Extracts Pro at app.trailb.tech .
- Login with your Procore Credentials
Extracts Pro only requires authenticating with your Procore account. Login with your Procore credentials as prompted. No new passwords to remember! If it's your first time using Extracts Pro, you may be prompted to authorize access to your Procore account. That's normal!
- Configure your Extracts Pro Account
If you're logging in for the first time, you’ll see a screen that prompts you to Get Started and create a team. Team names are fairly arbitrary, but can help big organizations stay organized. Clicking Get Started will launch a screen to select the Procore companies that you want to use Extracts Pro with. Once you’ve selected your Companies, then click Load Projects. It may take a few seconds for all of your projects to load.
- Start a Free Trial or Apply a Project License
After loading projects, you’ll see a screen with licensed and unlicensed projects. New users are offered a 1 time free-trial of Extracts Pro. If you are prompted with this option, select the Procore project you want to trial and click on Start Free Trial.