Settings & Configuration

Collections

• Online Payments Setup

  Set up credit card and ACH processing so you can accept payments through ServiceCore.

• Pricing & Inventory Setup

  Define pricing rules and item details that flow into jobs, rentals, and invoices.

• Job & System Configuration

  Tailor how jobs and systems are structured so your team captures the right details.

• Automations

  Set up rules that automatically trigger actions, like applying fees to invoices or sending service reminders, based on your jobs and services.

• Accounting & Finance Settings

  Configure accounting details like chart of accounts, payment terms, and tax codes.

• Company Configuration

  Organize your company with divisions, territories, and default customer settings.

• Audit Log