06/08/2023 - Customer Status, Display Site Name on Invoices, and Fixes...

The items mentioned below will be available on or after June 8, 2023. To see these new features, please perform a hard refresh in your browser. Here's how to Get the Latest Version of ServiceCore.

Customer Status Displayed

With this release, we have added the customer's status to customer results. Now, when you select a customer from the customer search dropdown results, their status will be displayed prominently. The customer status feature offers four distinct categories: 

1. New: Indicates customers who have recently joined and do not yet have transactions on their account


2. Paid: Reflects customers who have made all of their payments and are in good standing


3. Unpaid: Flags customers who have outstanding payments due, but are not yet overdue


4. Overdue: Not only identifies customers with pending payments but also displays the amount they are overdue by


This update empowers our users with instant visibility into their customers' financial standing, allowing them to easily determine if an account is up-to-date or overdue. With this information at your fingertips, you can proactively manage customer relationships and take appropriate actions when necessary. 

Display Site Name on Invoice/Recurring Invoice Tables

We've made it easier to view the service location/site on an invoice! Now, you can view the site name on an invoice or recurring invoice via the corresponding table!



Incorrect Message Shown After Creating Estimate: We fixed an issue where an incorrect message was displayed after creating an estimate.

Was this article helpful?
0 out of 0 found this helpful