Much better experience in Core

What are the best aspects of this product?

The invoicing and payment process in Core is quick and easy. Our client billing involves retainers and this feature is very helpful in Core and has eliminated the need for manual tracking in Excel. With Core the management team has become efficient when using the AR Aging report with retainage by easily showing what is outstanding including the retainage portion is important for them to understand

What aspects are problematic or could work better?

I think a standard intro video link should be sent automatically through email when we add a new user to CORE. The intro video content could be geared toward different aspects of the user's job. It could depend on if the new person is a project manager, technician, student or financial person. The video could show "What would be the most important things to know about CORE if I were a PM"

What features/services would you like to see in future versions of this product?

Allow users change the terminology of Retainage.

What specific problems in your company were solved by this product?

We are benefiting from account transaction reports, invoicing and payments features of Core. Also, form easy to use time and expense tracking

Are you a current user of this product?

Yes