The items mentioned below will be available on or after January 26, 2023. To see these new features, please perform a hard refresh in your browser. Here's how to Get the Latest Version of ServiceCore.
New Feature: Bill to Site!
With this release, users are now able to Bill to a Site/Service Location for one-time invoices!
Please note, that this functionality doesn't exist currently for recurring invoices, but stay tuned for this functionality in a future release!
On the Create Invoice Page, you'll notice that the Billing Address fields are displayed. When a Customer is selected, the billing address fields auto-populate by default to the Customer Address. Once a Site/Service Location is selected, the check box appears to "Bill to Service Location".
If the Site/Service Location is the desired address for billing, then check the "Bill To Service Location" box and then Billing Address fields will populate with the Site/Service Address information.
Once you save and view the invoice, you'll notice that the Billing Address is more clearly displayed on the View Invoice Page.
Additionally the chosen billing address appears on the Invoice PDF and Invoice Email accordingly.
If you would like to set certain Sites/Service Locations as a billing default, you can navigate to the Edit Site Page for those corresponding sites and check the "Bill To Service Location" check box. By doing this, the Site/Service Location will be the default Billing Address on the invoice when that site is selected. Therefore users won't have to check the "Bill To Service Location" box on the Create Invoice Page.
Map Week View Filters
On the Schedule page, when you are viewing the Map Week view, you are now able to filter to view specific day(s) of the week.
When you select to specific days of the week, only jobs that are scheduled for those days will appear on the Map. The Filter Days button will turn Green when successfully applied. However, you will, be able to view recurrences of jobs on other days as long as they are on the filtered day as well. With the map filtered to only show Monday, Wednesday, and Friday jobs, the other jobs are removed from the view.
Disclaimer: Jobs associated with a Destination are not removed from the map when filtering by days of the week. Destinations can be removed in the Filters modal. The map is filtered to only show jobs on Monday, Wednesday, or Friday; but the Thursday job shows up on the Map as it is a Destination.
End Recurring Services on a Rental
On the Rentals page, when you schedule a pick-up for all inventory for a rental, all future recurring service jobs will be removed upon completing the pick-up job.
The recurring jobs will only be removed if the Pick-Up job is Done with a status of Complete. If the Pick-Up job is done with a status of Partial Service or Unable to Service, the future recurring jobs will remain on the schedule.
Pick-Up Jobs must be set to Complete in-order to remove the future recurring jobs from the schedule. The jobs will not be removed because the Pick-Up Job has been scheduled. The option to cancel recurring jobs will be available in a future release but is not included in this release.
Please find our coming soon information at its new home: Coming Soon: New Features and Improvements.