The Main Pages at a Glance

Everything in UtilizeCore is one click from the menu. Click the menu icon in the top-left corner to open it, expand a section, and pick a page. Two icons in the bottom-left corner get you help: the question mark opens a chat with a live agent, and the Support icon opens Self Serve Training.

Where daily work happens

Work Orders	Every job at a Site. The Action Filters at the top of the list show what needs attention now, such as Trips to dispatch or Trips to verify.
Trips	Each Vendor visit against a Work Order, with its schedule, assigned Vendor, and status.
Calendar	Scheduled Trips by day, week, or month.
Proposals	Proposals from your Vendors and Proposals you send to your Clients.
Invoices	Receivables you send to Clients and Payables you receive from Vendors.

Where your setup lives

Network	Your Clients, Sites, Vendors, Employees, Roles, Crews, and Regions.
Services and Rates	The Trades, Services, and rates you bill and pay against.
Scheduled Services	Recurring work. Scheduled Services generate Work Orders on a schedule.
Company Settings	Statuses, templates, notifications, and Vendor rules for your company. Usually an admin's job.

What you see depends on your Role. If a page in this article is missing from your menu, your admin controls access to it.

Make the screen yours

Next step

Now that you know where things are, learn how they connect. Start with How a Work Order Moves in the Workflow Universe.

Need help?

Reach out to your Customer Success Manager or contact support@utilizecore.com.