One Platform. Clear Visibility. Seamless Operations.

With a CORE implementation, you’ll have accessibility and accountability across-the­-board inside a robust software suite. From sales to job costing to installations, you’ll get better clarity into your business operations so you can focus on growing profits.

Welcome to the CORE Business Platform Modules

Sales Orders

Streamline and automate your sales and procurement processes as well as improve order accuracy with the CORE Sales Order system.

CORE Catalogs

Access manufacturer’s catalogs from within your sales orders. There is no need for third party software tools. You can also create your own catalogs, making it easier to add your own products and services to sales orders.

Tax Rate Lookup

Your tax rates will automatically be applied to an order related bill of materials, mining the appropriate information straight from Avalara’s tax rate database.

Filecabinet

Stay organized with a single place for all of your files.

Manage

Organize your entire file system, allowing users to store or print directly into CORE’s file depository

Share

Users can share files with each other, with customers or vendors all within CORE, reducing the need for emails

Categorize

All files related to a specific CORE source with meta data can be searched and organized in a variety of ways

Store

CORE’s Data Storage mechanism maximizes storage and searching functions so files are easy to retrieve

Electronic Ordering

Link closely with your business partners. You can automate your interactions with vendors and customers with CORE’s simple web service interface.

Smart Quote

You’ll have direct contact with manufacturers inside CORE, so you can get real-time contract pricing and model validation any time during a quotation’s life cycle.

Enhanced Project Management

Let CORE manage your projects with streamlined workflows that notify you when critical events should occur in your business.

Notebook

Keep communication flowing through your entire organization.

Track

Allow users to track jobs from quote to fulfillment

Record

Use customized notes with author and timestamp information for searching and audit purposes

Communicate

Pass notes to others throughout tasks and events

Sync

Synchronize notes between systems inside the fully integrated email tool

Web Based Receiving

Anywhere, anytime. Employees or vendors can access CORE’s receiving module from any web browser or mobile device to record and flag products.

Time Entry

Record time and job related activities from job costing to payroll reporting right from the web­-based program.

Work Orders

Customized and online, Electronic Work Orders allow delivery and installation details to be monitored and completed from the field using CORE’s EWOK mobile application.

Master Scheduler

Internal or external providers can schedule and assign resources on the fly from CORE’s web­-based scheduling tools.

Pre-sales Monitoring

You can customize, configure and record all your customer activity from one secure place.

Email Integration

Synchronize all your contracts, events and tasks from email servers such as Microsoft Exchange and Google Mail.

Real-time Forecasting

Get full access to your records and convert opportunities into sales quotes.

Total Flexibility

Move opportunities from CRM to the sales order process with a few clicks, eliminating the need for re-entry of data and two systems.

Accounts Receivable

Automate and speed up your billing process with our fully integrated Accounts Receivable module.

General Ledger

Track financial performance any time with the ability to customize financial structures and reporting capabilities.

Budget & Performance Reporting

Easily track, store and report performance metrics in comparison to real­-time results.

Accounts Payable

From expenses to reconciliation to WIP, you can process and track all vendor related transactions. CORE’s easy to use Accounts Payable tools focuses on job costing so you get a true valuation of your business’ projects.

Commissions

Align compensation to specific orders and claw back any overpayment issues with ease.

Comprehensive

Get a real-time view of all your data from a single, aggregated source—allowing you to monitor all your organization’s functions.

Customizable

Each user can access a real-time status for their own function, allowing them to identify issues before they become a problem. Users are able to build detailed layouts and filter data specific to their needs.