UtilizeCore Review: Features, Integrations, and Pricing 2023
UtilizeCore is one of the platforms refining the $548 billion outsourced facility management industry today. Have you ever wondered why the industry is worth that much? It all comes down to one fact- facility management is expensive.
Without solutions like UtilizeCore, facility owners would have to hire, train, and manage service providers themselves, leading to a considerable loss. Alternatively, they could delegate their facilities’ maintenance to managers. But does the ‘cost’ problem go away?
This is where UtilizeCore, a facility management software, comes in. Businesses that own several facilities can rely on service aggregators to provide contractors for maintenance. UtilizeCore makes this process more accessible for all the parties involved. Therefore, this article provides an in-depth review of what UtilizeCore does and how it works.
UtilizeCore Overview
UtilizeCore is a subcontractor management platform with which service aggregators can manage their service provider networks. In this case, the aggregators are service management companies that connect service providers with their clients. Also, these clients are facility managers or owners charged with its upkeep. Therefore, a service provider network comprises the management company, clients, and service providers.
Although UtilizeCore was founded in 2020, its history dates further than that. In 1963, Herb Natiss founded Emcor Services Gotham Air Conditioning. This later inspired Steven Gottfried as he built his service automation system, ServiceTechnology. Steven went on to create ServiceChannel in 1999 to connect vendors with facility managers. And this eventually led to the birth of UtilizeCore.
UtilizeCore founders, Jason Kwait, Johnny Zhu, and Ryan Gottfried’s goal was to bring technology into the outsourced facility management industry. Therefore, they created an AI solution to streamline the processes that make up the service supply chain.
With UtilizeCore, service management companies can automate the creation of work orders and get real-time reports on the work progress. Furthermore, managers can ensure service providers’ certifications are up to date with UtilizeCore’s Compliance dashboard.
- Established: 2020
- Founders: Jason Kwait, Johnny Zhu, and Ryan Gottfried
- Office: New York, United States (Headquarters)
5 Core Features of UtilizeCore
Expert Opinion
Rating: 4.7/5
UtilizeCore is a subcontractor management solution that helps service management companies streamline their work process.
UtilizeCore has a well-organized user interface. Whether you’re a service provider, client, or management company, navigating your portals is easy. Although the three use different dashboards for managing work orders, details like work progress and invoices easily sync.
While we think UtilizeCore’s pricing is fair, its integration per pricing can be improved. The starter plan, for instance, only affords two integrations. Allowing users more integrations will give them more value for their money.
Another feature we had hoped to see while exploring the software is a multilingual system. Although the mobile app translates to Spanish, supporting more languages would give it an edge in foreign markets. We also hope that as it grows, UtilizeCore infuses a multi-currency payment system. We believe a business with its proposition can scale higher if it approaches diversity smartly.
In our attempt to contact UtilizeCore’s support, we discovered that the live bot option is just for show. You will only get meaningful answers if you talk to someone. However, the support team responds quickly, typically within minutes.
In all, UtilizeCore powers service management companies to manage interactions between their clients and service providers frictionlessly.
Utilizecore Notable Features
The subcontractor management platform matches subcontractors to jobs using artificial intelligence. It can automate several processes while providing real-time data. Also, as an integrated solution, it gives users access to various functions from one dashboard. Here are UtilizeCore’s most notable features.
1. Operations Management
Managing operations is more tasking for service management companies than getting the services done. Therefore, UtilizeCore simplifies the process with various tools and features. To start with, it has a ‘bulk actions‘ feature that allows these companies to send out large volumes of work orders at a go. With it, they can manage service locations and get work done faster.
In addition, the platform also powers smart agreements in the form of auto generated workflows. That is, in a preventive maintenance case, the client does not always have to request a work order. Instead, they can set the frequency of maintenance with a contract and let the software automate the rest.
2. Invoicing and Account Management
Account management is just as important as operations. When you’re a service management company, one of your primary concerns is balancing cost and services so that no party is at a loss. UtilizeCore enables you to generate, send, and receive invoices in just a few clicks.
Unlike manual processes, where you have to monitor the payment process yourself, it does that for you. The software also pulls service rates from the work orders into the invoices. It has different dashboards for clients and vendors.
Each invoice contains information on the work type, description, amount, and status. All you need to do is set the billing method, which could vary from time and material to season. When the professional completes the job, UtilizeCore automatically generates their invoice.
3. Field Team Monitoring System
Most facility owners outsource their facility management to service aggregators for several reasons. However, the most prominent is to minimize personal injury or property damage. Although service managers outsource these services to vendors, they may still be sued if a mishap happens. With the UtilizeCore mobile app, they can stay in the loop with the on-site work crew.
It’s also an advantage for service providers, as they can get all the information and tools they need for the job while on-site. They can also report services while in progress. Consequently, this encourages a tradition of transparency for your company as clients can verify the status of their jobs.
4. Service Provider Verification
The verification feature is another means UtilizeCore uses to minimize property damage risks. You’ll need certified technicians if your clients deal with highly sensitive facilities. Therefore, UtilizeCore allows you to set up a compliance profile for every service provider. You can request their auto policy, workers’ compliance, and general liability there. And thereby track their licenses and certifications.
The compliance dashboard also has notification functionality. It enables you to set notifications to keep track of license expiration. With this, you can send reminders to your technicians about their expiring documentation weeks before it happens. Alongside their certifications, you can build custom forms to collect more data from them.
Utilizecore Integrations
UtilizeCore’s numerous functionalities are born from its integration with other platforms. Below is a list of some SaaS tools they integrate with and their functions.
1. ServiceChannel
ServiceChannel is a contractor-sourcing platform for managing maintenance activities. As a facilities management software, some of its functions overlap with UtilizeCore’s. Therefore, to eliminate redundancy, you can sync your ServiceChannel work orders to UtilizeCore.
2. Salesforce
Service management companies are not different from other businesses. They constantly need to scout leads and manage their relationship with their customers. Hence, the UtilizeCore integration with Salesforce. These companies can manage their sales pipelines on UtilizeCore. When leads convert, their information is automatically uploaded and synced on both apps.
3. Hubspot
This integration is similar to the previous one. Although it’s a two-way integration like the former, Hubspot is more than a CRM platform. It is a complete marketing suite, and integration means you can manage your business proposals from UtilizeCore.
4. NOAA
The National Oceanic and Atmospheric Agency (NOAA) is an American federal agency that monitors the conditions of oceans and the atmosphere. With its integration with UtilizeCore, snow removal companies can access real-time weather forecasts. As a result, they can schedule snow removal at the right time and monitor their sites on the UtilizeCore map.
5. SiSense
SiSense is a data analysis tool that simplifies and visualizes complex data. Its integration with UtilizeCore enables service management companies to get more insights into their business’s performance. This, in turn, helps them to make better business decisions.
Utilizecore Plans and Pricing
UtilizeCore’s pricing follows a subscription-based model. Apart from its free version, it offers businesses three other plans: Starter, Professional, and Enterprise. This section reviews these plans in detail and their cost-value ratio.
1. Free Plan
UtilizeCore’s free plan gives you access to the platform’s basic features. Instead of a free trial, it allows you to explore the software for as long as you want for free. However, its limitations include access to one integration and client portal.
The only integration available to Free users is the QBO integration. And it is to enable them to process and automate payments. Other available features include $10,000 in client invoices and access to an automation consultant.
Features:
- All basic features
- One client portal
- QBO integration
- $10,000 in client invoices
- Automation consultant
Pricing:
The plan is free.
2. Starter Plan
The starter plan is the first paid plan priced at $224 monthly. However, if you pay quarterly or yearly, it goes down to $199 monthly. That means you’ll pay a discounted sum of $597 or $2,388 at a go. Unlike the free plan, you get five client portals and can process over $100,000 in client invoices. Apart from QBO, you get one more integration and your own CSM.
Features:
- All basic features
- Five client portals
- QBO and one other integration
- $100,000 in client invoices
- Personal Customer Success Manager (CSM)
Pricing:
The starter plan costs $224 per month.
3. Professional Plan
The professional plan gives users 15 client portals. It allows them to have three integrations and process up to $1,000,000 in client invoices. Furthermore, clients will have their automation consultant, personal CSM, and an activation specialist.
Features:
- All basic features
- 15 client portals
- Three integrations
- $1,000,000 in client invoices
- Activation specialist
Pricing:
The professional plan costs $839 per month.
4. Enterprise Plan
The Enterprise plan starts at $1,500 monthly. It inherits all the features of the professional plan and scales it higher. Its benefits include unlimited client portals, five integrations, and advanced analytics. Users can also process over $1,000,000 in client invoices.
Features:
- Over $1,000,000 in client invoices
- Five integrations
- Advanced analytics
- Unlimited client portals
- Activation specialist
Pricing:
The Enterprise plan costs $1,500 per month
Price and Key Features Comparison Table
| Free | Starter | Growth | Enterprise | |
| Price | $0 | $224 | $839 | $1,500 |
| Invoices | Up to $10,000 | Up to $100,000 | Up to $1 million | More than $1 million |
| Integrations | QBO | QBO + 1 more | 3 | 5 |
| Client Portal | 1 | 5 | 15 | Unlimited |
| Automation Consultant |  |  | | |
| Personal CSM | – | | | |
| Activation Specialist | – | – | | |
| Analytics | – | – | – | |
Terms and Policies
UtilizeCore obeys the Children’s Online Privacy Protect Act. Therefore, all users must be 16 years old and above to access its services. However, regardless of your age, you are responsible for any deal you make with a service broker or contractor. It further emphasizes that neither brokers nor contractors are franchisees of UtilizeCore. You can read the service agreement here.
Also, UtilizeCore agrees with the General Data Protection Regulation (GDPR). It means it is obligated not to sell your data, and it respects your privacy and security. UtilizeCore’s privacy document contains the types of data it collects from you when you become a user. It is advisable that before you use any SaaS tool, including this one, you read their privacy policies.
Customer Support
UtilizeCore offers 24/7 customer support, especially if you are a verified user. Businesses are assigned automation and activation specialists and a customer success manager during onboarding. If you’re not a user, you can make inquiries through the live chat popup on the page.
The live chat popup takes you to a contact page where you can send messages and manage all the inquiries you’ve made. Once you’ve sent your message, the support team responds within a few minutes.
An easier way to find answers to your questions is through the UtilizeCore help center. It contains several how-tos and troubleshooting guides. If you also wish to contact them on social media, you can find them on the platforms highlighted below.
- X (formerly Twitter): @UtilizeCore
- LinkedIn: UtilizeCore
- YouTube: UtilizeCore
Conclusion
The facility management industry keeps growing exponentially thanks to the adoption of facilitative software. Facility and asset managers can now find technicians faster. And technicians, on the other hand, can get their desired jobs easily. Therefore, only service management companies that maximize intelligent solutions like UtilizeCore can scale. To learn more about the subcontractor management platform, visit its website or talk to its sales team directly.
Contributors: Adenike Omope (Technical Writer); Okeshipe Olumide (Graphic Designer)
