11/09/2023 - Customer Name, Mobile App Updates, & Fixes

The items mentioned below will be available on or after November 9, 2023. To see these new features, please perform a hard refresh in your browser and update your mobile app to the latest version (9.3.7). Here's how to Get the Latest Version of ServiceCore.


Elevating Customer Name 

With this release, we have swapped the position of Customer Name and Company/Org on the Customers page and Job Pill on the Schedule. Customer Name will now display as the top line item, followed by Contact Name, and Company/Org in both locations. 

CustNameSchedule.png

 

customers.pngThe sort on the Customers  page has been updated to make Customer Name the default sorting option.


Display up to 200 Jobs on Mobile app

With this release, we have made an update to the Mobile app to increase the number of jobs that display on Map view from 150 to 200 jobs. 


Add Site Name to Mobile app

With this release, we have added Site Name to the Job Pill in the Mobile app.

SiteNameonMobile.jpg

 


Card Type and Last 4 Digits of Credit Card on Online Payment Receipt

With this release, we have updated the online payment receipt that customers receive to include the credit card type and last 4 digits of the credit card, even when the credit card is not saved to the customer's account. Previously, the card had to be saved to the customer's account for this information to be displayed on the payment receipt.  

Screenshot 2023-11-09 at 3.51.03 PM.png

 


Fixes

  • Company Switch Closing Too Quickly: We have resolved an issue that occurred for users with a company switch, when they were logged into a company other than the first in the list, they had trouble selecting a different company to switch to because the switch was closing too quickly.
  • Attachments from jobs do not get added to invoice: We resolved an issue where the selected attachments are being left off of the invoice when creating an invoice from a job.
  • Invoice Default Message on Multi-site Invoices: We resolved an issue where the "Invoice Default Message” found in Company Settings > Preferences did not display in the multi-site invoice message field when multi-site invoices were generated via batch billing.
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