Case and Service Activity Tracking

CORE Real Estate Software includes comprehensive case logging and scheduling calendar so that you can track purchaser service requests, dispatch, scheduling, and resolution all in one place.


Convert an Email into a Case

Convert-Email-to-CaseAn inbound email arrives in your Outlook inbox. By selecting the Track button you are able to automatically link that email to an account or contact in CRM. When you choose to convert the email to a Case, you can decide if it is related to an Account or Contact and then open that new Case automatically.


CORE Case Tracking

FieldBoss-Case-TrackingOnce a case has been created in CORE Real Estate Software, the selected fields will be mapped up from the email to minimize dual data entry and increase information gathering.

 

 


Create a Workflow

Run-Workflow-CaseRun a workflow that will automatically send the customer or tenant an email to let them know the case has been opened. CORE takes information from the Case form and updates the related customer record automatically.


Schedule Service

Service-CalendarSchedule and plan all maintenance appointments in the calendars and even give homeowner access to web site service request form, service request status and warranty reports. Complete mobile capability including real time database access with picture and video integration.