The modern PSA for MSPs
Replace your patchwork of PSA, documentation, portal, and AI tools with one platform at $99 per technician per month. Ticketing, assets, client management, and a built-in Core AI assistant — no tiers, no legacy baggage.
Everything Your Team Needs
Stop juggling multiple tools. Core brings together all the features modern service teams need to deliver exceptional service and drive growth.
Core AI
Context-aware Core AI assistant accessible from the sidebar. Search and update tickets, contacts, companies, assets, and time entries; mark checklist items complete; look up SLAs, projects, contracts, and onsite visits; view and change your own notification settings — all using natural language. Conversations are saved automatically so you can resume past chats, rename them, or delete individual messages.
Core AI Runbook Assistant
Core AI-drafted step-by-step runbooks pinned to each ticket. Sourced from similar resolved tickets, KB articles, and authored templates, with thumbs up/down feedback to tune the generator.
Intelligent Ticketing
Email-rule and automation-driven assignment, SLA management with escalation thresholds, and conversational features — threaded discussions, @mentions, and reactions.
IT Asset Management
Track client IT assets with bulk assignment, EOL/replacement policies, and NinjaOne device association.
Client Management
Customer and contact records with structured email and phone fields, scoped by tenant.
Project Management
Project workspace for delivery, projected revenue, resourcing health, a project Forecast payment-schedule tab, customer-shared project-hours displays, and operating decisions. Deal-stage planning projects stay out of normal project lists unless a user explicitly filters for them.
Operations
Operations workspace for resource planning across company, resourcing, people, department, and forecast views: manager scope controls, managed-team assignment edits, own-only technician views, historical actual-versus-planned comparisons, sortable people and forecast schedule tables, multi-select project-status visibility including explicit HubSpot deal stages for pencil resourcing without duplicate Core forecast dollars, direct billed-via project planning, inline person project breakdowns with penciled/confirmed status toggles, clickable capacity filters, editable project metadata, expandable assignment rows, confirmed vs penciled demand, placeholders, resource-only people, pending invite capacity setup, optional unresourced roster rows, PTO subtraction, over/under allocation totals, and safe claiming of imported resource shells when a later staff invite matches.
Contract Management
Service contracts supporting per-contact and org-wide billing across flat-rate and hourly units (Time & Materials, Retainer, Block of Hours). Mixed contracts can carry all options on the same agreement; period entries and hour-block ledgers feed the Billables Report and inline triage flow.
Time Tracking
Track billable and non-billable time with built-in timer, work type classification, and detailed reporting. Project actual hours roll up live from logged time, and time logged in Everhour syncs back into Core hourly (import-everhour-time edge function) so reports reflect all tracked time. Admins can also import historical Everhour time on demand — a resumable backfill that windows through past dates and picks up where it left off.
Business Intelligence
Custom report builder with scheduled portal-link emails, dashboards, and Quarterly Business Reviews (QBR) with SLA grading, ticket analytics, asset highlights, recommendations library, Core AI-assisted meeting scripts, presentation mode, and discussion checklists.
Team Management
Technicians, teams, and departments tied to the RBAC model that enforces tenant data access, including team workload visibility for active members and pending invitees, owner-managed experimental access, and safe offboarding with per-project operating-unit routing.
Collaboration & RACI
Co-managed IT collaboration platform with RACI charts and integrated communication tools.
Automation & Core AI
Triggers and actions for tickets, email, schedules, and webhooks — including Core AI triage suggestions, approvals, surveys, and notifications.
ITIL Compliance
SLA management with policies by priority, response and resolution times, status/category pause rules, escalation rules, breach tracking, per-ticket SLA exemption, and planned vs unplanned ticket classification.
Cybersecurity & Compliance
Built-in security monitoring, vulnerability management, and automated compliance tracking.
Form Builder & Workflows
Build custom forms with structured fields. Submissions land as records that automations can act on, and forms can be exposed to the customer portal.
Knowledge Base & Documentation
Centralized knowledge management, SOPs, and documentation for consistent service delivery.
Customer Portal
Self-service portal for customers to submit tickets, view assets, access your knowledge base, and let helpdesk admins manage company-side tickets. Staff can emulate company and contact portal views.
Secure Password Sharing
Zero-knowledge password sharing: AES-256-GCM in the browser, decryption key never reaches our servers, two-channel delivery (link + decryption key) by design. Automatic expiration and view limits.
Meetings & Transcription
Record meetings with Core AI-powered transcription, automatic summaries, and searchable archives.
Integrations
Connect Core with NinjaOne RMM (device sync, org mapping), Asana (task sync), Everhour (time and client-driven project sync with explicit project exclusions), and Slack (notifications, ticket links, and permission-aware link previews).
API Integration
RESTful API for integrating Core with your existing tools and building custom workflows.
Dispatch & Onsite
Dispatch board, needs-dispatch queue, and coverage reporting for technician onsite visits, plus per-company templates, requirements, and portal helpdesk sharing.
File Management
Upload and manage documents, files, and attachments across the platform.
Notifications
Conversational inbox with threaded discussions, @mentions, emoji reactions, email alerts, web push (beta), and configurable per-user notification preferences.
Customer Feedback
Collect and analyze customer feedback and satisfaction scores.
Categories & Tags
Organize tickets, assets, and other records with categories and tags.
Activity Tracking
Audit logs for tickets, email routes, and key admin events across the platform.
Goals & OKRs
Set and track team goals and objectives.
What you get with Core
Built by Rooted Software
Core is developed by Rooted Software, a technology company founded in 2021 to build the modern PSA that MSPs have been waiting for.
One plan, no tiers
Every workspace gets the full feature set — ticketing, assets, client CRM, SLA tracking, portal, time tracking, and contracts. You only pay per technician.
Month-to-month, cancel anytime
No long-term contract and no credit card to create your account. Annual billing is available at a discount but never required.
Replace your entire tool stack
Most service teams pay for a dozen overlapping subscriptions. Core consolidates the tools you already rely on into a single platform — at a single per-tech price.
What's Available Now vs Coming Soon
This overview covers features with public marketing pages. See the full product documentation for other capabilities and technical surfaces.
Available Now
Fully functional features ready for production use
Experimental
Early access features; behavior may change
Coming Soon
Advanced features in active development
Ready to Transform Your Operations?
Core is the modern platform built to replace the tools you've outgrown. Create your account today — no card required to sign up.