EPC 365

EPC 365, is a cornerstone module of the Core365 suite, intricately designed to cater to the nuanced demands of the solar industry. This module stands out for its complexity and comprehensiveness, encompassing several sub-modules each tailored to streamline specific stages of the solar project lifecycle.

A key aspect of EPC 365 are the fully customizable Project Phases, which provide a structured, transparent way to track progress across every stage of a project’s lifecycle. Each phase serves as a milestone that can be manually completed by a user or automatically triggered through system events, ensuring flexibility for both automated and hands-on workflows.

Phases can also trigger targeted notifications to customers, sales representatives, project managers, or any assigned user group, keeping all stakeholders informed in real time. Each phase can be configured to initiate the start date of the next, creating a seamless chain reaction of progress—like a domino effect—driving projects forward without manual intervention.

Additionally, phase duration settings allow teams to define expected timelines for each milestone. When a phase exceeds its allotted duration, overdue alerts are automatically generated, ensuring accountability and proactive management. Together, these features transform Project Phases into a dynamic coordination engine that promotes visibility, timeliness, and efficiency across the entire project journey which flows through the following processes:

Intake and NTP (Notice to Proceed): This sub-module acts as the initial touchpoint for projects, aggregating data from sales representatives, lender APIs, site surveys, and solar proposal tools. Its primary function is to automate the comparison of this data, highlighting discrepancies and eliminating the manual effort typically required to align various data points. This automation accelerates the project advancement by focusing user attention only on the differences that need resolution. From NTP to Site Survey: Upon issuing the NTP, the system automatically transitions the project to the site survey phase, integrating seamlessly with the Core365 field model. This progression is vital for gathering all necessary physical site data, laying the groundwork for the next phases of project development.
Design and Engineering Firm Collaboration: With the pre-CAD review complete, projects are forwarded to an approved design and engineering firm via API for professional input. This integration highlights the module’s capability to seamlessly connect with external partners, further streamlining the project workflow.
Engineering and Design (CAD): Post-site survey, projects move into the pre-CAD review stage, a critical juncture where site surveys, electrical assessments, roof evaluations, and battery assessments undergo a detailed review. This process is designed to be user-friendly, providing validations and guidance to facilitate a straightforward pre-CAD assessment. This meticulous approach ensures that all necessary data and considerations are accurately captured and evaluated before proceeding.
Customer Engagement: Upon receiving the finalized plan sets from the engineering firm, Core365 promptly uploads these documents and notifies the customer. This triggers an invitation for the customer to review and approve the plan set through their dedicated ‘customer-connect’ portal, fostering an inclusive and transparent project development process.
EPC 365/PM 365 exemplifies the Core365 suite’s commitment to providing an end-to-end project management solution. By integrating detailed project tracking, automated data comparison, and seamless external collaborations, this module ensures that solar projects are managed with unprecedented efficiency and precision, from initial intake through to customer approval.
Compliance is the heart of execution, where the rubber meets the road. It functions as the operational hub for permitting, utility coordination (interconnection), HOA approvals, utility PTO (Permission to Operate), and Incentives (an optional compliance component that can be enabled per tenant). Built on our customizable Forms 365 module, this section flexibly adapts to the unique requirements of each jurisdiction, empowering teams to track, submit, and manage all necessary documentation with accuracy and control. Since this is often where projects encounter the greatest delays, we’ve equipped it with a robust console and real-time KPI dashboards. These tools offer complete visibility into bottlenecks, aging tasks, and stage-by-stage progress, enabling teams to stay ahead of issues and keep momentum strong. Compliance isn't just a checkpoint, it's the backbone of successful project delivery.
Project Management: The Project Management queue is a powerful tool designed to help Project Managers (PMs) and Project Coordinators (PCs) effectively oversee and drive projects forward. Projects can be assigned and filtered based on multiple criteria such as state, organization unit, assigned users, AHJ, language preference, utility, installer, and more. In addition, PMs and PCs can define their own custom filters and views, including advanced criteria like how long a project has been in a certain stage or whether the customer has not been contacted via phone, email, or text. This flexibility allows teams to prioritize efficiently, reduce delays, and ensure no project falls through the cracks.
Installation Queues: Ready for Install This queue shows accounts that are fully cleared and ready to be scheduled for installation. All compliance steps such as permits, HOA approvals, and utility interconnection have been completed, and there are no open installation related tickets. It is essentially a green light for scheduling. Scheduling Queue: This queue highlights accounts that are actively moving toward installation. It filters out any jobs that are canceled, already installed, or used for testing. It also checks for any unfinished tasks, like Main Panel Upgrades (MPUs), that need to be completed before scheduling can happen. The system also considers recent customer activity to keep the info up to date. Post-Install Audit: This queue helps track installations that may need follow-up. It catches accounts that are marked as fully installed (or have panels laid), but where key steps like setting the install date or scheduling inspections haven’t been completed yet.
It includes:
- Active or on-hold projects
- Accounts with relevant installation tickets marked completed or still pending
- Projects missing install or inspection dates
- Excludes special accounts tied to MPU cases that are handled separately
- This ensures that nothing slips through the cracks after the physical install, and that every job is properly closed out and compliant before moving forward

Frequently asked questions

What is Core365?

Core365 is a comprehensive Enterprise Resource Planning (ERP) platform designed to cater to industries such as home automation, security, pest control, renewable energy, and roofing. It offers a wide range of modules including Procurement 365, HR 365, Finance 365, and more, each tailored to streamline various business processes.

How can Analytics 365 enhance my business decision-making?

Analytics 365 is a visual reporting engine within Core365 that turns complex data into intuitive graphics and insights. It allows decision-makers to track real-time performance, analyze trends, and make informed decisions based on actionable data, enhancing productivity and operational efficiency.

What features does Service365 offer for managing solar projects?

Service 365 is designed for the renewable energy sector, providing comprehensive management of solar projects from initiation to completion. It includes modules for site surveys, engineering reviews, and customer interactions, with integrated communication tools like text messaging and customer portals.

Can Lender 365 streamline my financial transactions?

Yes, Lender 365 integrates with multiple lenders via APIs, centralizing all loan-related activities in one platform. It simplifies the management of loan applications, stipulations, and funding processes, reducing the need for multiple logins and external applications.

How does HR 365 handle payroll and employee management?

HR 365 provides tools for managing time clocks, disciplinary actions, and payroll for hourly employees. It is specifically tailored to streamline payroll calculations, manage time-off requests, and automate onboarding processes, all within a secure, permission-based system.

What are the security features of Admin 365?

Admin 365 offers robust security measures including password complexity requirements, two-factor authentication, session timeouts, and user lockouts. It also allows for customization of the user interface to reflect company branding, ensuring both security and consistency in user experience.

How does Integrations 365 support external software integration?

Integrations 365 connects Core365 with external tools like Site Capture, Solo, Dialpad, and various AI tools including ChatGPT. It aims to become an all-encompassing platform that reduces dependency on external applications by enhancing its integration capabilities.

What customization options are available in Forms 365?

Forms 365 allows users to create customized forms using a drag-and-drop interface that supports a variety of field types and configurations. It includes options for adding validations and conditions to forms, making them as simple or complex as needed. These forms can be used across different services and departments within the organization, ensuring data integrity and tailored data collection.

How does DocuVault 365 manage electronic contracts and e-signatures?

DocuVault 365 is an electronic contract and e-signature platform within Core365, allowing users to easily drop PDFs into the system and designate fields for e-signature. It includes a queue management system for tracking all documents and integrates visual graphs for easy management, enhancing the efficiency and traceability of contract handling.

What does EPC 365 365 offer for project management?

EPC 365, also known as PM 365, is a project management module specifically designed for complex industries like solar energy. It manages everything from intake and NTP (Notice to Proceed) to site surveys and engineering design reviews. The module automates data comparisons and progresses projects through various stages, integrating with external engineering firms for plan approvals.

How does Funding 365 assist with financial management?

Funding 365 centralizes data from multiple lenders into a single module, incorporating change order queues and stipulation queues to simplify the management of financial transactions. It also features "zero-sum" queues, where the presence of items indicates pending tasks, helping financial coordinators efficiently manage their workload.

What capabilities does Payroll 365 have for sales commissions?

Payroll 365 is tailored to manage sales commissions and payroll for sales teams. It supports various commission structures and automatically calculates payments based on sales achievements. The system is permission-based, ensuring that payroll details are securely accessed only by authorized personnel.

How does Procurement 365 integrate with inventory management?

TPS 365 (Third-Party Services) manages all interactions and processes involving third-party vendors within sectors like renewable energy. This module facilitates tasks such as tree removal, HVAC services, and electrical work, allowing users to send RFQs and manage responses within the system. TPS 365 integrates seamlessly with other Core365 modules, ensuring smooth operations and compliance without the need for external applications.

How does Vendor 365 enhance vendor management?

Vendor 365 is a comprehensive vendor management system that stores all relevant vendor information and ensures compliance with necessary documents like insurance and contracts. It features automated compliance checks and a user-friendly portal where vendors can manage their interactions and documentation, ensuring streamlined operations and reduced administrative overhead.

What features does Learn 365 offer for corporate training?

Learn 365 serves as an internal Learning Management System (LMS) that allows organizations to abandon costly third-party LMS services. Users can upload documents, videos, and links, and organize these resources by department or user group. Learn 365 supports self-enrollment, progress tracking, and badge awards, making learning accessible and engaging for all employees.

How does Contact 365 support customer and internal communication?

Contact 365 integrates text messaging, phone systems (with call recording via Dialpad), and an internal chat system to provide a seamless communication platform. The upcoming AI-driven Customer Connect portal will automate customer interactions, escalating to human intervention only when necessary. This integration creates full transparency and visibility between employees and customers in real time.

Can you describe the functionalities of Spark 365?

Spark 365 is a service provider and regulatory knowledgebase tailored for the solar industry. It stores all AHJ requirements for solar project completion in one place, eliminating the need to maintain scattered data across spreadsheets. It integrates design requirements, permitting information, and corrections into a comprehensive, accessible system.

What does Coral 365 offer for company and licensing management?

Coral 365 manages all aspects of company registration and licensing, streamlining the process of maintaining state, county, and city licenses, including those for individual employees. The system features easy-to-use modules with alerts for upcoming expiration dates, ensuring that all licenses are current and compliant.

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