01
Understand the work
Confirm your business goal, current tools, users, data, and the next useful improvement.
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A secure portal shaped around your customers, their information, and your operating process.
A secure portal shaped around your customers, their information, and your operating process.
Loading your saved estimate…
Confirm your business goal, current tools, users, data, and the next useful improvement.
Review deliverables, responsibilities, integrations, exclusions, timeline, and the written proposal before work starts.
Review a working example, check the agreed scenarios, and approve changes before launch.
Complete acceptance checks and hand over documentation, access, and any separately selected ongoing support.
These lists are planning options, not promises that a provider is connected or automation is active.
Your accepted quote lists its described work, quantities, billing cadence, and amounts. This guide does not authorize a connection, purchase, or charge.
Loading this page. This should only take a moment.
A secure portal shaped around your customers, their information, and your operating process.
A secure portal shaped around your customers, their information, and your operating process.
Loading your saved estimate…
Confirm your business goal, current tools, users, data, and the next useful improvement.
Review deliverables, responsibilities, integrations, exclusions, timeline, and the written proposal before work starts.
Review a working example, check the agreed scenarios, and approve changes before launch.
Complete acceptance checks and hand over documentation, access, and any separately selected ongoing support.
These lists are planning options, not promises that a provider is connected or automation is active.
Your accepted quote lists its described work, quantities, billing cadence, and amounts. This guide does not authorize a connection, purchase, or charge.
Real example · built and used by CORE
CORE uses one platform for project delivery, documents, approvals, and invoices. Clients sign in to a portal like this one, shown with a demo account; the estimate builder runs on the same platform and is live on this site.
Open the live estimate builder
Current offers
Review the current offer and request specialist review of your scope.
Starting at $1,200
Review current optionsYour proposal itemizes one-time implementation, recurring management, hosting, optional care, taxes, and third-party fees. Support hours, response commitments, monitoring, backups, and included maintenance follow the selected plan and accepted agreement; support is not unlimited.
The approved permission model restricts access to the customer's own records. Tenant boundaries, roles, and document permissions are tested before launch.
Real example · built and used by CORE
CORE uses one platform for project delivery, documents, approvals, and invoices. Clients sign in to a portal like this one, shown with a demo account; the estimate builder runs on the same platform and is live on this site.
Open the live estimate builderCurrent offers
Review the current offer and request specialist review of your scope.
Starting at $1,200
Review current optionsYour proposal itemizes one-time implementation, recurring management, hosting, optional care, taxes, and third-party fees. Support hours, response commitments, monitoring, backups, and included maintenance follow the selected plan and accepted agreement; support is not unlimited.
The approved permission model restricts access to the customer's own records. Tenant boundaries, roles, and document permissions are tested before launch.
