06/06/2024 - Customer Portal: User Access Restrictions, Transaction Details UI Updates & Fixes

The items mentioned below will be available on or after June 6, 2024. To see these new features, please perform a hard refresh in your browser and update your mobile app to the latest version (9.4.24). Here's how to Get the Latest Version of ServiceCore.

Customer Portal: User Access Restrictions

With this release, we have made the following updates:

  • Prevent Self-Removal of Portal Access: Site contacts can no longer remove their own access from the customer portal.
  • Prevent Self-Deletion of Contact Information: Site contacts can no longer delete their own contact information from the portal.

Updates to Transaction Details Pages

With this release, we've refreshed the transaction details tables for the following pages:

  • Invoice Details (View Invoice)
  • Credit Memo Details (View Credit Memo)
  • Estimates Details (View Estimate)
  • Refunds Details (View Refund)

The updates include the following:

  • Added SKU (aka Short Code) to the table
  • Split out description to another row, where it only appears if one is present
  • Added a badge for invoice tax (with hover text), if one is applied

Screenshot 2024-06-06 at 10.14.02 AM.png


Apple Maps Directs You to Wrong Address: Apple Maps recently released an update to how they are translating latitude and longitude values to street address causing errors in routing to specific addresses. With this release, we have added the site address to Apple Maps along with the GPS coordinates in our request for directions to Apple Maps to improve the likelihood you are directed to the correct address. 

New Roles - Coming Soon!

In a future release, we will be adding 3 new roles as options when setting a user's role. These new roles are intended to reflect the more job-specific nature of certain aspects of your business. The new roles are:

  • Order Taker: Limited access, can view and/or create Customers, Jobs, Rentals, Invoices, Estimates and Record Payments, with no access to the Schedule tab or Settings.
  • Dispatcher: Limited access, can view and/or edit Schedule, Jobs, Sites, Rentals, Contacts and Operations Reports, with no access to the Accounting tab or Settings.
  • Billing Staff: Limited access, can view and/or edit Accounting/Invoices, Customers, Services, Estimates, Payments, and Accounting Reports, with no access to the Schedule tab or Settings.

For a more detailed permissions breakdown of the new roles, please navigate to Settings > User Management > Permissions.

And if you haven't already, check out our latest role (which is live), Assistant Manager!

  • Assistant Manager: Access to Customers, Schedule, Rentals, Accounting, limited Reports, and limited Settings without the ability to access Company Billing Settings, exporting lists, and deleting items.



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