Owner walkthrough briefs, by text
Owners + owner's reps walk the project monthly. The PM has 30 minutes of pre-walk prep to assemble what's changed, what's on the critical path, and what needs owner input. Forward turns it into one text.
The pre-walk scramble
Owner walkthroughs run the same shape on every project. The PM:
- Pulls the schedule + identifies what shifted since last visit.
- Reviews the daily logs for safety + production highlights.
- Lists open RFIs needing owner-side input (substitutions, design changes).
- Updates the change-order log for items the owner needs to acknowledge.
- Drafts a brief PowerPoint or 1-pager.
On a project with 4 active phases, this is 45-90 minutes of prep. Across 4-6 owner walkthroughs per month per PM, it’s 3-9 hours of senior-PM time burned on meeting-prep alone.
What Forward does
PM texts “walkthrough brief for Tower B”. Forward assembles the brief from the connected systems:
You: walkthrough brief for tower B
Forward: Owner walkthrough · Tower B · 5/14/2026
CHANGED SINCE LAST WALK (4/20):
• L3 framing closed (was 5/12; on schedule)
• Elevator car delivered, installation starts 5/15
• Mech rough-in 80% complete (was 45% at last walk)
CRITICAL PATH (next 4 weeks):
• Elevator commissioning blocks fit-out start
• Glazing install windows 5/22-6/10 (rain-day risk)
• L1 lobby finish trades start 6/1
OPEN OWNER-INPUT ITEMS:
• RFI 142: cable tray clearance conflict — substitution
request pending owner-rep approval
• COR 28: revised wall finish in conference rooms
(+$11,400) — pending owner signature
• Substitution request: Sloan flush valves → Kohler
(mech sub spec drift)
SAFETY + PRODUCTION:
• Zero recordable incidents since last walk
• One near-miss (debris in walkway, resolved)
• Production trending +3% vs schedule
Sources: schedule activity 234-271, daily logs 4/20-5/14,
RFI 142, COR 28, sub-request log.How to try it
Drop your email above. Walkthrough brief is a higher-tier feature; works on any connected Procore project with the schedule + RFI + COR data populated normally.
Try Forward right now
Drop your email above for early access — or skip the form and text +1 (682) 300-6750 from your phone. The live demo answers anything you can ask a project manager in plain English — no signup needed.