FREQUENTLY ASKED QUESTIONS
Your Core365 Knowledge Hub
Find clear, concise answers to common questions about Core365, our all-in-one Enterprise Resource Planning (ERP) software for solar, roofing, pest control, security, and field service businesses. Learn how the Core365 platform streamlines operations, connects departments, automates workflows, and drives growth through real-time reporting and data-driven business management.
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What is Core365?
Core365 is a comprehensive Enterprise Resource Planning (ERP) platform designed for industries such as home automation, security, pest control, renewable energy, and roofing. It includes integrated modules such as Procurement 365, HR 365, Finance 365, and Service 365, all built to streamline business operations, centralize data, and improve cross-department workflow management.
How can Analytics365 enhance my business decision-making?
Analytics365 is a visual reporting and business intelligence engine within Core365 that transforms operational data into structured dashboards and actionable insights. It enables teams to monitor real-time performance, analyze historical trends, and support data-driven decision-making to improve operational efficiency and productivity.
What features does Service365 offer for managing solar projects?
Service365 is designed for renewable energy and solar project management. It supports project coordination from intake through completion, including site surveys, engineering reviews, and customer communication. Integrated messaging and customer portals ensure visibility and streamlined project execution.
Can Lender365 streamline my financial transactions?
Yes. Lender365 integrates with multiple lenders through API connections, centralizing loan applications, stipulations, funding milestones, and related financial workflows in a single platform. This reduces platform switching and simplifies lender coordination for solar financing operations.
How does HR365 handle payroll and employee management?
HR365 provides tools for time clock management, payroll processing for hourly employees, disciplinary tracking, time-off workflows, and onboarding automation. All employee management processes operate within a secure, permission-based system designed for operational consistency.
What are the security features of Admin365?
Admin365 includes security controls such as password complexity enforcement, two-factor authentication, session timeouts, and user lockouts. It also supports interface customization while maintaining secure access governance and system integrity.
How does Integrations365 support external software integration?
Integrations365 connects Core365 with third-party platforms such as Site Capture, Solo, Dialpad, and AI tools including ChatGPT. These integrations reduce reliance on disconnected systems while enabling unified operational workflows within Core365.
What customization options are available in Forms365?
Forms365 enables organizations to create structured digital forms using a drag-and-drop builder with configurable field types and validation rules. Forms can be deployed across departments and services, ensuring consistent data capture and operational standardization.
How does DocuVault365 manage electronic contracts and e-signatures?
DocuVault365 is an electronic contract and e-signature module within Core365. It allows PDF uploads, field mapping for secure signatures, document queue tracking, and dashboard visibility to improve contract traceability and workflow efficiency.
What does EPC365 offer for project management?
EPC365, also known as PM365, is a project management module designed for complex industries such as solar energy. It manages workflows from intake and Notice to Proceed (NTP) through site surveys and engineering approvals, automating project progression across defined stages.
How does Funding365 assist with financial management?
Funding365 consolidates lender data, change order queues, and stipulation tracking into structured funding workflows. It includes zero-sum queue logic to clearly surface pending funding tasks, helping financial coordinators manage workload visibility.
What capabilities does Payroll365 have for sales commissions?
Payroll365 supports commission tracking and payroll management for sales teams. It accommodates tiered commission structures and automatically calculates payments based on performance metrics within a permission-based access system.
How does Procurement365 integrate with inventory management?
Procurement365 supports vendor coordination and material ordering workflows. Through TPS365 (Third-Party Services), it manages RFQs, vendor responses, and operational tasks while integrating with other Core365 modules for streamlined inventory and procurement oversight.
How does Vendor365 enhance vendor management?
Vendor 365 centralizes vendor documentation, compliance records, insurance certificates, and contracts within a structured vendor management system. Automated compliance checks and vendor portals help reduce administrative burden and maintain operational accountability.
What features does Learn365 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 Contact365 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.
What are the functionalities of Spark365?
Spark 365 is a regulatory knowledgebase designed for the solar industry. It centralizes Authority Having Jurisdiction (AHJ) requirements, permitting details, design corrections, and compliance information into a structured, searchable system.
What does Coral 365 offer for company and licensing management?
Coral 365 manages company registration and licensing across state, county, and city jurisdictions. It tracks company and individual licenses, provides expiration alerts, and supports compliance monitoring to ensure credentials remain current.
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