Roadmap Updates!

Hi there,

We wanted to take a moment to connect with you to share some internal updates on our side.

First and foremost, we want to extend our deepest appreciation for the trust and time your company has invested in UtilizeCore. You are the driving force of everything we do here. Our main goal is to enable you to become a world class service management operator. We are working hard building and optimizing new workflows based on your feedback.

Service Wallet Updates:

• Service Store: Configure services, rates, tasks, sites, clients, vendors, descriptions and more!
• Bulk import and export of all service and service rate data fields
• AR / AP: User Friendly, Next-Gen Automated: Accounts Receivable / Accounts Payable Experience

Generate / Receive Invoices off of complete work orders, trips, agreements, events and proposals

Auto Populate Service Data Directly Into Line Items

Manage receivables and collect payments from customers

• Online Payments: Pay and get paid online with credit card & ACH from Clients and to Vendors
• Upgraded Accounting Integrations: Quickbooks Online, Quickbooks Desktop
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Service Automation Updates:

• Advanced Service Exception Management: Work Order and Trip Status Automation
• Streamlined Service Verification: Verify services before they are billed
• System Notifications: Assign and alert team members, vendors and clients of any work order or trip status
• Updated system email design with company specific domains configuration
• 3rd Party FM Integrations: Service Channel Invoicing, Corrigo

Vendor Sourcing:

• Invite vendors to configurable, trade specific applications

Subscriber Requests:

• We've heard you and are prioritizing each of your specific requests
• New SOP for Enhancement Submission

Thank you,

Your UtilizeCore Team

Ryan Gottfried, CEO

Serge Lubensky, Integrations

Jeremy Chase, Engineering

Jordan Bergtraum, Product