Hey Core365 Family,
It’s been a little while since our last update, but trust us—we’ve been deep in development mode, building some game-changing features that are going to blow your mind. Here’s what’s fresh, powerful, and ready to elevate your workflow:
- EPC Master Dashboard - Your Mission Control
The all-new EPC Master Dashboard is here! Designed for high-level managers, this real-time dashboard gives you an instant snapshot of EVERY queue within the ecosystem. See where accounts are and make data-driven decisions faster than ever before.
- Scheduled Text Messaging - Automate Your Outreach
Communication just got smarter. You can now schedule text messages for both customers AND sales reps, ensuring the right message hits at the right time—whether it’s a reminder or follow-up.
- Swag Management
Managing company swag is easier than ever. Track and distribute swag with full visibility of orders, deliveries, and recipients.
- Enhanced Executive KPIs - Data That Drives Decisions
We’ve expanded our Executive KPI Dashboard with a robust set of new KPIs. Gain deeper insights, spot trends, and optimize performance with powerful, real-time data.
- Revamped Sales Portal - Sleek, Modern, and Feature-Packed
The Sales Portal has undergone a complete transformation. It’s faster, more intuitive, and now features an Earnings section to keep reps motivated with real-time visibility into their performance.
- Canadian Localization - Tailored for the North
We’ve made the platform Canada-friendly, with support for:
- SINs (instead of SSNs)
- Provinces & Postal Codes (instead of states & ZIPs)
- GST/HST adjustments (instead of standard sales tax)
- ️Service Territories & Management - Control Like Never Before
Introducing Service Territories Management—EPCs can now lock down service areas based on multiple variables. This ensures efficient resource allocation, optimized service delivery, and no overlaps in coverage.
- Advanced Project Management Queue - Built for Complexity
Project management just got a major upgrade. Our new Project Management Queue is more robust and flexible, allowing you to track projects based on multiple criteria, so nothing falls through the cracks.
- Engineering & Design Firm Integrations - Full Automation Ahead
We’re integrating with multiple engineering and design firms to fully automate design requests and streamline the receipt of plans. Less manual work, faster turnarounds, and seamless workflows.
- Enhanced Job Costing - Real-Time Financial Visibility
Our Job Costing feature is now even more powerful. You can upload receipts directly to each job, giving you immediate visibility into actual costs, improved budget tracking, and enhanced financial oversight.
This is just the tip of the iceberg—we’ve got more on the way! Your feedback fuels our innovation, so let us know what you think.
Here’s to smarter workflows and bigger wins in 2025!
Stay awesome,
The Core365 Team
