The items mentioned below will be available on or after August 22, 2024. To see these new features, please perform a hard refresh in your browser and update your mobile app to the latest version (9.4.29). Here's how to Get the Latest Version of ServiceCore.

Design Updates to Customer and Accounting KPIs

With this release, you will notice a new look and feel when you're on a Customer's page and Accounting tabs! The new updates show a revamped design for the KPI badges and additional clarity around the KPIs themselves (last 365 days, all-time, etc). Additionally, the Accounting KPI badges are clickable and will apply a filter to the corresponding table for ease of use!

Dashboard Visual Improvements

With this release, we've updated the dashboard to provide a cleaner and more intuitive experience. The new layout presents all the same essential data but in a clearer, more organized way, making it easier for you to access and manage your information.

For a limited time, you'll have the option to switch between the new and legacy dashboard views, allowing you to explore the improvements at your own pace.

Curious about all the changes? Read more in our knowledge base article.

Default Auto-Pay Setting Now Support ACH Payments

We’ve enhanced the Default Auto-Pay feature to now include ACH payments! With this update, you can set a default bank account for your customers, which will automatically be used to charge their recurring invoices during batch billing and send a receipt.

Once enabled, the Auto-Pay checkbox will be automatically checked on all newly created recurring invoice templates. Please note that this setting acts as a default for new recurring invoices and will not modify any existing recurring charges.

Default Bank Account for Recurring Invoices

You can now set a default bank account for recurring invoices! This will automatically charge the customer during batch billing and send a payment receipt. Please note that this setting applies to new recurring invoices and will not modify existing recurring charges.

Fixes

Invoice PDFs Displaying too many Decimal Places - With this release, we fixed an issue where under certain conditions, the printed invoice pdf would display too many decimal places.

Coming Soon!

Updates to Invoice, Credit-Memo, Refund, Estimate, Multi-Site Invoice, and Statement PDFs

We're really excited about some big changes coming to our product that our team has been working hard on. First, we're focusing on improving Accounting and Billing.

We've heard that the layout of our PDF invoices can be confusing for some customers and doesn't always print well for mailing. We want you to know we're listening! While some bigger changes are cooking in the background, we wanted to deliver a quick win.

For more information on the upcoming changes, check out This Article.

Create Estimates Updates

We’re excited to announce upcoming enhancements to the Create Estimate page that will make the estimating process more efficient and accurate:

Add New Customer, Add New Site, and Include Surcharges: You will soon be able to add new customers and sites directly within the Create Estimate page, eliminating the need to navigate away. Additionally, you’ll have the ability to add surcharges to your estimates, ensuring a more accurate and comprehensive dollar amount for your customers.

Bank Account Information on Customer Details Page

You’ll soon be able to manage bank account details more conveniently. The Payment Types tab on a customer’s details page will allow you to add or update bank account information before you even start recording a payment. This will make the payment process smoother and more organized.