The items mentioned below will be available on or after July 25, 2024. To see these new features, please perform a hard refresh in your browser and update your mobile app to the latest version (9.4.28). Here's how to Get the Latest Version of ServiceCore.
Updates to Create/Edit Invoice/Recurring Invoice Forms
With this release, you will notice a refreshed experience to the Create & Edit workflow for Services and Surcharges on Invoices and Recurring Invoices. These changes were made as part of a bigger refresh of the user experience, to align closer with common accounting software, and to make room for exciting new features like line item taxes! For more information about these updates, check out this Knowledge Base Article.
Update to Invoice .pdf File Name
With this update, the printed invoice filename will now include the invoice number. Additionally, to avoid confusion, we've made the 'i' in the invoice number lowercase.
Mobile App - Offline Mode Toggle
With app version 9.4.29, you now have the ability to toggle the ServiceCore mobile app into Offline Mode, without losing service or putting your device in Airplane Mode. This will allow you to work as you would if you were offline when you are in areas of low or no service without the risk of completed jobs failing to sync due to poor service, while maintaining all the "Online" functions of your device/apps.
To put your device in Offline Mode, after logging into the ServiceCore app, go to the three lines menu in the upper left corner, and app on the toggle for "Offline Mode". When you are back on wifi, or in an area with better service, toggle Offline Mode to "Off" and press the "Sync Jobs" button on the home screen like you would working in Offline Mode today.
As a reminder, jobs completed offline do not sync with the ServiceCore web app until the driver presses sync changes and this behavior remains unchanged.
ACH Payment Option on Public Payments Pages
With this release, we have added the option to pay via ACH (Automated Clearing House) on the public payments pages. Now, your customers can select ACH Transfer from the payment method dropdown and enter the required payment details to pay their balances or invoices via ACH.
Fixes
Record Payment/Amount Left To Apply - Invoices: We resolved an issue when recording a payment, it was possible to overpay without being notified of an overpayment.
Non-Rental Repeat Job - Series Reschedules 5 years in the future on Edit: We resolved an issue when editing a non-rental repeat job that would cause the remainder of the jobs to be scheduled 3-5 years in the future.
Duplicate Credit Card Entries in Record Payment Form: We resolved sn issue where saved credit cards would sometimes appear twice in the dropdown menu on the Record Payment form. Now, each saved credit card will display only once.
Surcharge Not Properly Calculating: With this release, we resolved an issue where surcharges weren't properly calculating if a line item was added after the invoice was created and a surcharge was present on the invoice.