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Core
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C
Core

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    Documentation
    • Introduction
    • Managing Tickets
    • Company Management
    • Asset Management
    • Ticket workflows & statuses
    • Ticket automations (due dates, reminders, recurring)
    • Recurring Tickets
    • Asset assignment & lifecycle
    • Contacts & companies
    • Billable Types
    • Contracts
    • Reports
    • Dashboard
    • Time Tracking
    • SLA Management
    • Projects
    • Checklists
    • Form Builder
    • Notifications
    • Automations
    • Knowledge Base
    • Customer Portal
    • Password Sharing
    • Team Management
    • Meetings & Transcription
    • Integrations Overview
    • Slack
    • Asana
    • Everhour
    • Workspace Settings
    • Permissions & Roles
    • Email Configuration
    • Branding
    • Introduction
    • Managing Tickets
    • Company Management
    • Asset Management
    • Ticket workflows & statuses
    • Ticket automations (due dates, reminders, recurring)
    • Recurring Tickets
    • Asset assignment & lifecycle
    • Contacts & companies
    • Billable Types
    • Contracts
    • Reports
    • Dashboard
    • Time Tracking
    • SLA Management
    • Projects
    • Checklists
    • Form Builder
    • Notifications
    • Automations
    • Knowledge Base
    • Customer Portal
    • Password Sharing
    • Team Management
    • Meetings & Transcription
    • Integrations Overview
    • Slack
    • Asana
    • Everhour
    • Workspace Settings
    • Permissions & Roles
    • Email Configuration
    • Branding


    title: "Introduction" description: "Get started with Core and learn the basics" section: "getting-started" order: 1 lastUpdated: "2026-01-08"

    What is Core?

    Core provides everything you need to run a successful MSP business:

    • Ticket Management - Track and resolve customer issues efficiently
    • Customer Management - Organize client information and relationships
    • Asset Tracking - Monitor and manage IT assets across your clients
    • Project Management - Plan and execute client projects
    • Team Collaboration - Work together seamlessly with your team

    Getting Started

    To begin using Core, you'll need to:

    1. Set up your account
    2. Configure your organization settings
    3. Add your first customer
    4. Create your first ticket

    Each of these steps is covered in detail in our guides.

    Next Steps

    • Learn about Managing Tickets
    • Explore Customer Management
    • Discover Asset Management
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