The command center and your routine across clients
See every client you work for in one table, worst first, then work client by client with a daily, weekly and monthly routine.
The command center at the top of Clients shows every client you work for in one table: jobs, overdue corrective actions, items ready for review, open items and inspections. Clients that need you most come first. It also lists companies whose own LaunchPad Safety accounts you belong to.
Read the table
- Overdue (red): open corrective actions past their due date.
- Ready for review: the assignee says it's fixed; someone checks and closes it.
- Can't reach Procore: LaunchPad Safety can't reach that client's Procore. See Ending an engagement.
- Revoked / closed: read-only clients, at the bottom.
- Every number comes from that client's own Procore only.
Work on one client
Choose the client under Client on the Dashboard or Safety Scores (or All clients). On Field, Planning and the other pages, choose the client's project. The choice on the Dashboard and Safety Scores is remembered on this computer.
A routine that works
- Every day: the command center; clients with overdue items or items ready for review first.
- Every week, per client: Planning (the weekly brief, talks and JHAs to prepare, site photos the agent flagged); Corrective Actions and Logs.
- Every month, per client: Safety Scores: rate each project 1-10 with a note; download the client's Company report (PDF) for your monthly meeting with them.
Good to know
- Reading many clients from Procore takes a few seconds; the table loads when you open Clients.
Still stuck? Call or text (888) 207-2330 or email support@launch-pad-core.com.
