Expanded Use
Maximize Procore’s Full Potential for Your Business
Are you a Procore user who feels you’re not getting your full value from your investment?
Wishing your team were using more Procore features, but they don’t know how?
Do you feel like you’ve only scratched the surface of what the platform can do?
Ready to explore advanced features like Project Financials or Procore’s new AI tools but not sure where to begin?
Most construction companies do not utilize all the tools they’re paying for in Procore. Our Expanded Use Services help your team unlock the platform’s full potential and utilize the newest features, including Helix and AI Agents, that Procore has to offer — improving efficiency, financial accuracy, and collaboration across every department.
Our Certified Procore Consultants have decades of experience working as contractors and with contractors. Partnering with Ascent means you’re getting a tailored strategy for expanding your use of the Procore platform.
— All New —
Procore AI Tools & Procore Helix
Procore’s newest Helix Intelligence represents the next generation of construction intelligence. It uses advanced analytics, machine learning, and automation to help teams forecast risks, streamline reporting, and connect insights across projects. Ascent helps you harness these tools to work smarter, not harder — integrating AI-driven insights directly into your day-to-day workflows.
Learn to Use the Tools You Have
You already have Procore — now it's time to make it work harder for you
Proper Procore optimization and utilization rely on using what you already have more effectively. We help companies get more from their existing setup by aligning modules, training teams, and improving visibility across operations. Often, the features that make the biggest impact are already included in your current subscription — they just need to be configured correctly and connected to your workflows.
Our Procore Expanded Use Services focus on:
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Module alignment – making sure the right tools are turned on, set up correctly, and assigned to the right roles.
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Workflow improvement – optimizing daily processes like RFIs, Submittals, and Change Orders to reduce delays & errors.
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Reporting & dashboards – creating actionable insights through Procore’s custom reports and analytics.
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User adoption– training project managers, superintendents, and executives to use the tools that directly impact performance.
Book Your FREE Procore Consultation Now
Leveraging Procore Project Financials
Procore’s Project Financials tools are among the most powerful and most underutilized features on the platform.
We help construction companies take control of budgets, contracts, and cost tracking by properly configuring and connecting their financial tools. Whether it’s improving cost forecasting or aligning commitments with your accounting system, better use of Project Financials can transform how your business measures profitability.
Our process includes:
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Prime Contract setup and management – ensuring all cost and revenue data stays aligned.
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Change Management – using Procore’s change management tools, like Change Events and Potential Change Orders, to maintain financial visibility.
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Budget accuracy – linking budgets to cost codes, actuals, and commitments for real-time project insights and cost tracking
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Forecasting improvements – establishing workflows that turn financial data into proactive decision-making tools.
Procore Helix, AI Technology, and Agent Selection
Procore is evolving — and so are the tools that support it.
Through Procore Helix and new AI-powered Agents, the platform now automates complex workflows, enhances forecasting, and improves communication between tools and teams.
Our team helps you understand how to integrate these technologies into your operations effectively. We focus on selecting the right Agents, designing smart automation processes, and ensuring AI features enhance (not complicate) your existing setup. This new technology can be layered into existing environments to automate workflows, improve reporting, and optimize daily operations.
Several new powerful AI tools have been developed
to help power performance for users:
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Helix Analyticsoffers customized reporting and faster
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Helix Assistoffers customized reporting and faster
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Helix Insightsspots trends, risks, opportunities, and forecasts
We’ll help you:
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Identify where Procore Helix and AI tools can reduce manual work.
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Select and configure AI Agents based on your company’s needs.
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Integrate Helix with your financial and project management workflows.
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Measure the ROI of automation within your Procore environment.
Get more from the tools you already have.
If your company already uses Procore, chances are you’re sitting on untapped value. Expanding your use of the platform can unlock major improvements in efficiency, accuracy, and decision-making — without adding another piece of software.
Frequently Asked Questions
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1. What does “expanded use” of Procore mean?
Expanded use refers to improving how your team uses existing Procore modules, features, and workflows to gain more value from your current subscription.
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2. Which Procore tools are most commonly underutilized?
Features like Project Financials, RFIs, Submittals, Change Events, and custom reporting are often underused — even though they provide major operational benefits when set up properly.
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3. Can we add AI and automation tools to our current Procore setup?
Yes. Procore Helix and Agents can be added to existing systems to automate workflows, reduce data entry, and improve accuracy.
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4. How long does it take to expand Procore usage across our company?
The timeline varies depending on company size, module usage, and current system setup — most improvement programs can be implemented over a few weeks to a few months.
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5. Do we need new licenses or subscriptions to access more features?
Not always. Many valuable tools are already part of your existing subscription; they just need to be activated and configured correctly. Ascent’s Certified Procore Consultants help navigate which licenses and subscriptions are necessary for your team.
More Procore Resources
For more Procore resources, check out the following articles written by our Procore experts:
More Procore Services
For more Procore help from Ascent’s Certified Procore Consultants, check out our full suite of services below
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Implementation & Integration Services
Implementation & Integration Services
Ascent’s Procore Consultants lead workshops to define how your processes, workflows, and people will use Procore for maximum benefit. Our Consultants also provide group and individual training sessions for your teams, ensuring they know how to use all the tools in your Procore system.
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Expanded Use
Expanded Use
Ascent’s Procore Consultants work with your Project Management, Accounting, and Field teams to define and standardize your company’s processes and procedures that may be performed using Procore tools. Our experts then train your team on how to use the tools effectively.
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Advisory Packages
Advisory Packages
Ascent’s Procore-Certified Consultants provide outsourced strategic Procore guidance to select clients. We ensure that you have a strategic plan for Procore and that the platform continues to grow with your business.
We are your Certified Procore Specialists.
Learn how we can help your company maximize their investment in Procore.