Service365
Service365 in Core365 centralizes field service management with connected project records, real-time updates, and fluid communication through integrated forms and text messaging, giving service teams clearer execution and customer visibility.
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How It Works
Service365 is the field service management module within the Core365 operations platform, built to centralize customer records, project documentation, tickets, schedules, and field activity in one accessible system. With role-based access controls, teams can securely access the information and tools required for installation, inspection, maintenance, and service operations across industries.
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 field activities.
Service365 also supports expense management by allowing receipts to be uploaded directly to service tickets, with OCR-powered data extraction capturing receipt details for accurate financial tracking. The External Work Order System supports specialized third-party work while maintaining visibility, accountability, and payment accuracy.
By integrating with Forms365 and built-in text messaging, Service365 supports custom data collection and real-time customer interaction without forcing teams across disconnected tools. Service365 improves operational efficiency, strengthens customer engagement, and delivers structured, transparent field service management for solar, security, pest control, roofing, and other field service businesses.
Centralized Service Operations & Project Access
Designed as a centralized service hub, proposals, plans, permits, photos, and customer records live in one role-based workspace accessible to every team.
- Centralized project information
- Role-based system access
- Field-ready service hub
Real-Time Customer Updates & Field Visibility
Integrated with Contact 365, real-time updates keep customers informed on transit, arrival, and project milestones while onsite activity is captured automatically.
- Live transit and arrival updates
- Onsite activity tracking
- Customer status transparency
Smart Ticketing, Receipts & Work Orders
Built-in service ticketing supports receipt uploads with optical character recognition (OCR)-powered expense capture, while EWOS manages specialized external work with full visibility.
- OCR receipt processing
- External work order tracking
- Accurate expense documentation
Integrated Communication & Service Efficiency
Connected with Forms 365 and integrated messaging, tailored workflows replace third-party tools while maintaining continuous communication with customers.
- Forms-driven service workflows
- Integrated text communication
- Reduced third-party reliance
