Introduction

Core connects tickets, companies, contacts, assets, projects, and service agreements in one workspace.

Set up your workspace

To create a workspace, open Sign up and enter your name, email, organization name, and support email. Support phone is optional. Open the Terms of Service from the signup form to enable the agreement checkbox. Review the Privacy Policy, select I agree to the Terms of Service and Privacy Policy, then select Create Account. Both policy links open in new tabs. Core records the policy versions and acceptance time with your new account and workspace.

To sign in, enter your email and select Send Code. Check your email, then enter the 6-digit sign-in code on Enter your sign-in code.

After verifying your email, select your billing interval and Start Free Trial. A card is required to start the 14-day free trial through secure Stripe Checkout. You won't be charged until the trial ends. Cancel anytime. New workspaces must finish checkout before opening the app; canceling checkout returns you to payment setup. Trials that had already started keep their existing access. See Trials and billing.

If you are joining an existing workspace, use the invitation from your team and sign in. Workspace owners should review workspace settings, roles and access, and email configuration before inviting customers.

Create your first records

1. Open Companies and create the company you support. The primary contact is optional. Add contacts when ready and assign the technicians responsible for the company. See Company Management.
2. Open Tickets, choose New Ticket, select the company and requesting contact, and describe the work. See Managing Tickets.
3. Add the customer's devices under Assets. Use In Use and an assignment for deployed equipment. See Asset Management.

The navigation and controls you see depend on your permissions. If a section is missing, ask your workspace administrator to review your access.

Make the sidebar your own

Select a section heading, such as Customers or Delivery, to collapse or expand its links. Core remembers your choices for your account in each workspace, including when you sign in through another browser. Settings and Log out remain at the bottom of the sidebar.

If you can set an Office status, select Status beside the version number at the bottom of the sidebar to set or clear it.

Search the docs

Use Search docs at the top of the documentation sidebar to find a guide by its title, section headings, or text. Results open the matching section of the page. Press / or Cmd+K (Ctrl+K on Windows) to jump to search, use the arrow keys to choose a result, and press Enter to open it. On a phone or in a narrow in-app documentation panel, select Menu to find search.