Workflow Universe
Workflow guides by level, plus one-page sheets and guides for your Vendors.
- The Workflow Universe: How the Guides Fit
- How a Work Order Moves
- Your Work Order Lifecycle Map
- Billing Methods Explained
- Managing a Work Order: The Basics
Getting Started
Log in, find your way around, get help, and manage your subscription.
- Welcome to UtilizeCore
- Log In for the First Time
- The Main Pages at a Glance
- How to Use Action Filters
- Submit a Support Ticket
Work Orders & Trips
Create, dispatch, verify, and close Work Orders and Trips.
- How to Create a Work Order
- How To Add A New Trip To A Work Order
- How To Verify A Trip
- How To View Trip Photos
- How To Download A Work Order Report
Proposals & Invoicing
Client and Vendor Proposals, Receivables, and Payables.
- How To Create A Client Invoice From A Work Order
- How To Generate A Vendor Invoice From A Work Order
- How To Create a New Client Proposal From a Work Order
- How To Create A Vendor Proposal From A Work Order
- How To Bulk Approve Payable Invoices
Vendor Accounting
You can view and take actions on all your Vendor Proposals, Vendor Payables and Purchase Orders
Network
Help articles related to Clients, Vendors, Sites & Employees
- How to add a new Site
- How To Add A New Client
- How To Invite A Vendor
- How to Bulk Upload Sites
- How To Create A New Role
Services, Rates & Agreements
Trades, Services, rate types, materials, and Scheduled Services.
- Rate Structure & Hierarchy
- How To Add a New Trade
- How To Create A New Service
- How To Activate a Scheduled Service (Preventative Maintenance) aka Agreements
- How To Renew a Scheduled Service
Assets & Inspections
Track Assets at your Sites and run Inspections from the web app and the mobile app.
- How to create an Asset
- How to Perform an Asset Inspection
- How to scan an Asset tag
- How to Setup an Asset Inspection Service
- How To Add A New Asset From Computer
Company Settings
Set up statuses, templates, notifications, and Vendor rules for your company.
- How To Add A New Custom Status
- How To Add Compliance Requirement Document
- How To Choose & Change Invoice Templates
- How To Configure and Customize Email notifications for different Trip & Work Order Statuses
- How To Customize Vendor Invitation/Sign-Up Email
Client Portal
Help Articles for Client Portal
- What You Can Do in the UtilizeCore Client Portal
- How To Submit A New Service Request From Work Orders Page
- How To Approve A Vendor Proposal
- How To Add A New Team Member
- Client Portal- Video Walkthrough: Mobile Application
Vendor Portal
Help Articles for Vendor/Service Providers
- How to Set up your Company Profile
- How do Vendors upload Insurance Certificate
- How Do Vendors Create an Invoice From A Work Order
- How Do Vendors Create New Work Orders From The Site (CIWO)
- How Do Vendors Use Filters & Save Filter Template
Mobile App
Help articles related to the Mobile App
- Set Up the Mobile App: Login, Location, and Settings
- Find Your Trips on the My Work Orders Screen
- Complete Required Photos, Tasks, and Inspections on a Trip
- Check Out, Pause a Trip, or Mark It Must Return
- Send Work Order Notes and Create Proposals from Your Phone