Service365 is the renewable energy field service management module within the Core365 ERP platform, built to centralize proposals, plan sets, permits, engineering letters, installation photos, and customer specific documentation in one accessible system. With role based access controls, team members can securely access the information and tools required for installation, inspection, and service operations.

Integrated with Contact365, Service365 enhances customer communication through real time transit updates, onsite arrival notifications, and project milestone tracking. When a technician arrives on site, geographic location is captured automatically, signaling the start of work and providing visibility across installation and service activities.

Service365 also streamlines expense management by allowing receipts to be uploaded directly to service tickets, with OCR powered data extraction capturing receipt details for accurate financial tracking. In addition, the External Work Order System supports roof detach and reset projects and other third party work, ensuring visibility, accountability, and payment accuracy across external engagements.

By integrating with Forms365 and built in text messaging, Service365 eliminates reliance on third party survey and communication tools while enabling custom form creation and real time customer interaction. As part of the Core365 renewable energy ERP ecosystem, Service365 improves operational efficiency, strengthens customer engagement, and delivers structured, transparent field service management.

Built-in service ticketing supports receipt uploads with optical character recognition (OCR)-powered expense capture, while EWOS manages specialized external work with full visibility.