A Beginner’s Guide to Using Taliho for Procore Users

Taliho makes onboarding simple for Procore users by seamlessly integrating project data with intuitive QR code technology. Discover how to set up Taliho and start saving time and resources immediately.

Taliho is revolutionizing the way Procore users manage and distribute project information on job sites. By bridging the gap between office and field, Taliho’s QR code technology enables teams to access the latest project data instantly, enhancing productivity and reducing downtime. For Procore users, this seamless integration ensures a smoother workflow, from setup to implementation.

Whether you’re new to Taliho or exploring its features for the first time, this guide will walk you through every step of the onboarding process. By the end, you’ll be ready to unlock Taliho’s full potential and see how it transforms project management.

Why Procore Users Love Taliho

Before diving into the setup, let’s explore why Procore users trust Taliho as their go-to tool for real-time project data sharing.

1. Seamless Integration: Taliho connects directly to your Procore account, enabling one-click document sharing. From drawings to submittals, all your critical files are accessible through Taliho’s QR codes.

2. Real-Time Updates: Keep your field teams up-to-date with the latest revisions. Taliho syncs with Procore to ensure your QR codes always point to the most current data.

3. No Additional Complexity: Taliho’s intuitive design requires no app downloads or sign-ins. Field workers simply scan a QR code and access the data they need.

4. Customization Options: With Taliho, you can create QR codes tailored to your project needs, whether for equipment manuals, drawings, or RFIs.

5. Time Savings: By eliminating unnecessary back-and-forth communication, Taliho reduces downtime, enabling faster project completion.

Step 1: Connecting Taliho to Procore

Start your Taliho journey by linking it to your Procore account. This integration is the foundation for accessing and distributing project data through QR codes.

1. Log in to Taliho and navigate to the Settings section.

2. Click on Integrations and select Procore.

3. A pop-up will prompt you to sign in to your Procore account.

4. Authorize the connection to grant Taliho access to your project data.

5. Once synced, Taliho will display your active Procore projects, tools, and associated files.

Key Benefits of Syncing with Procore:

• Access to 15 Procore Tools, including Drawings, RFIs, Submittals, and Specifications.

• Dynamic updates that ensure QR codes reflect the latest project revisions.

• The ability to create QR codes directly from Procore files with minimal effort.

Step 2: Exploring the Taliho Dashboard

Once connected, you’ll land on Taliho’s Project Dashboard. This is your central hub for creating and managing QR codes.

Key Features of the Project Dashboard:

• Quick Codes: Generate individual QR codes for quick access to specific files.

• QR Arrangements: Group multiple QR codes for organized project data sharing.

• Equipment Codes: Create QR codes for equipment tagging and maintenance tracking.

• Drawing Codes: Link QR codes to specific Procore drawings for easy reference.

Familiarize yourself with these features to maximize Taliho’s potential. Each module is designed to address different aspects of construction project management.

Step 3: Creating Your First QR Code

Taliho’s QR code creation process is simple and efficient. Here’s how Procore users can generate their first QR code.

1. From the Project Dashboard, select Quick Codes for individual file sharing.

2. Click the Create QR Code button.

3. Choose the source of your file:

   • Procore Integration: Select a file directly from your synced Procore account.

   • Cloud Storage: Upload files from Google Drive, Box, or OneDrive.

   • Local Upload: Drag and drop files from your computer.

4. Name your QR code for easy identification.

5. Click Create.

Your QR code is now ready to use! Print it as a label, signage, or sticker, and place it where field teams can scan it to access critical information.

Step 4: Managing QR Arrangements

For projects requiring multiple QR codes, QR Arrangements are the ideal solution. These arrangements group QR codes by categories, such as locations or project phases, to ensure easy navigation.

Creating a QR Arrangement:

1. Go to the QR Arrangements module.

2. Click Create QR Arrangement.

3. Select categories from tabs like Procore, Locations, or Company.

4. Name your arrangement and click Create.

5. Populate the arrangement with files, links, or documents from your Procore account.

This feature is perfect for organizing large-scale projects and ensuring every team member has access to relevant data.

Step 5: Updating and Customizing QR Codes

One of Taliho’s standout features is its ability to dynamically update QR codes. If a file changes in Procore, the QR code automatically reflects the new version.

Customization Options:

• Add custom links to direct users to specific URLs, such as manufacturer websites or ordering platforms.

• Set password protection for sensitive documents.

• Configure QR codes to open specific pages in large PDF files.

These options ensure that Taliho adapts to your project’s unique needs, providing flexibility and control.

Step 6: Printing and Sharing QR Codes

Once your QR codes are ready, printing and sharing them is a breeze.

Printing Options:

• Use Taliho’s templates compatible with Avery or Zebra printers.

• Order weatherproof labels directly from Taliho’s website for durable, job site-ready tags.

Post the printed QR codes in strategic locations, such as site entrances, equipment, or construction drawings. This ensures teams can quickly access data without disrupting their workflow.

Step 7: Maximizing ROI with Taliho

Taliho’s efficiency and cost-effectiveness make it a valuable tool for Procore users. By streamlining communication and data sharing, it delivers immediate ROI.

Key ROI Benefits:

• Faster decision-making with instant access to updated files.

• Reduced downtime by eliminating time spent searching for information.

• Enhanced productivity as teams focus on tasks rather than administrative bottlenecks.

Taliho’s integration with Procore ensures that every scan translates into time and cost savings.

Tips for a Smooth Onboarding Process

1. Train Your Team: Conduct a brief training session to familiarize field teams with scanning and accessing Taliho QR codes.

2. Start Small: Begin with one or two projects to master the platform before scaling up.

3. Leverage Support: Taliho offers dedicated support to assist with setup and troubleshooting.

Ready to Get Started?

With Taliho, Procore users gain a powerful tool for managing construction data effortlessly. From connecting your Procore account to creating and sharing QR codes, the onboarding process is designed to be straightforward and intuitive.

Taliho not only simplifies project management but also empowers teams to work smarter, not harder. As you integrate Taliho into your workflow, you’ll discover how it transforms the way you approach construction management.

Start your Taliho journey today and experience the difference.

For more insights on Taliho’s benefits, check out our blog on Quick Codes and Drawing Codes for Instant Data Access.