Welcome to UtilizeCore
Start with the basics, then learn how work moves in the Workflow Universe.
This help center has two parts. Get Started covers the basics: logging in, finding your way around, and getting help. The Workflow Universe explains how work moves through UtilizeCore, with guides organized by role. Everything else is reference: short how-to articles grouped by area of the platform.
Your first hour
- Log in. Accept your invitation and sign in on the web and on your phone. Log In for the First Time
- Find your way around. Open the menu and learn what each main page is for. The Main Pages at a Glance
- Know where to get help. Chat with a live agent, search this help center, or submit a ticket. Submit a Support Ticket
Then learn how work moves
Once you can log in and get around, go to the Workflow Universe. Start with How a Work Order Moves, which follows one Work Order from intake to a paid invoice. Then pick the guides for your role: Dispatcher, Biller, Admin, Operations Lead, or Field.
New to the platform this week? Your First Week on UtilizeCore lays out what to do each day.
If you are onboarding with us
Your onboarding plan with your Customer Success Manager comes first. This help center is the reference that supports it. If you do not have a plan yet, contact your account manager or email support@utilizecore.com.
Need help?
Reach out to your Customer Success Manager or contact support@utilizecore.com.