Every home, fully on record.
A customer record in ServiceCore360 is the whole relationship: every system in the house, every visit, every photo, every quote, every dollar. And the portal turns that record into self-serve — booking, invoices, plan status and a live 'tech on the way' view.
The record your best CSR keeps in their head
When the phone rings, the whole story is on screen: two systems, seven visits, a declined quote from March worth reviving.
- Full service history per customer, property and system
- Equipment records — make, model, age, warranty
- Every photo, quote and invoice attached to the visit it came from
- Notes & communication log across calls, texts and email
- Declined-quote memory the Quote Chaser can revive
Sam is on the way
Live map link · photo & bio sent by text
$486.00 · paid
Card on file · receipt emailed
Fall tune-up due Oct
Renewal agent will offer 3 slots
7 visits · 2 systems
Every photo, quote & invoice
A portal customers actually use
Booking, paying and checking plan status without calling — plus the moment customers love most: the tech's photo, bio and live location when they're en route.
- Self-serve booking against real availability
- Tech-on-the-way tracking with photo and bio by text
- Online invoice payment and receipts
- Membership status and included-visit scheduling
- Review prompts routed by the Review Agent
See this running on your jobs.
Every capability on this page is live in the demo. Book 30 minutes and we'll walk it with your services, your zones and your price book.