The items mentioned below will be available on or after September 19, 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.

Multi-Yard Inventory Updates

To improve the accuracy of inventory availability for user of Multi-Yard inventory, we have made several updates with this week's release. While many of these changes are on the backend, we have made two key changes to the Multi-yard Inventory user Experience.

The first change we have made is we, removed Home Yard from the Multi-Yard Inventory workflow. We discovered that the Home Yard value was not being heavily utilized and causing issues in our inventory availability calculations. The only change you will see in the app is the removal of the "Update Home Yard" checkbox on the Transfers page.

The second change is you are no longer able to select "Multiple" in "From Yard" dropdown menu. With this release, you will now select ONE yard do deliver inventory from for a rental. If inventory needs to come from multiple yards for a rental, you will need to create a subsequent delivery job to select the second yard. This is to help mitigate long page load times when viewing the Multiple Yards. We are working on improving the performance of inventory availability and will bring back the Multiple Yard selection once the performance concerns are addressed. 

With this change, if you are delivering inventory from Unassigned, you will now select Unassigned in the From Yard dropdown instead of selecting Unassigned from the "Multiple" yards option. 

Dashboard Income Chart Updates

With this release, we've made several enhancements to the Income Chart on the new dashboard to improve both usability and performance:

• Default Label Selection: You can now set a default label that will be automatically displayed when the chart loads.
• Loading Indicator: We’ve added a loading spinner to ensure you know when the chart is retrieving data.
• Improved Animations & Transitions: Smoother transitions between hovering and clicking on different sections of the chart for a more polished user experience.
• Mobile Responsiveness: The chart is now optimized for better viewing and interaction on mobile devices.
• Direct Navigation: Clicking on any section of the chart will now take you directly to the corresponding report page.

These improvements will help you better analyze your income data and navigate ServiceCore more efficiently.

Add Bank Account Information on Customer Details Page

With this release, we've introduced the ability to add and manage bank account information directly from the Customer Details page under the Payment Types tab. This update allows ServiceCore users to add bank accounts to a customer’s profile without needing to record a payment.

Default Card or Bank for Auto-Pay on Recurring Templates

With this release, we've introduced a streamlined way for billing managers to automatically apply new credit cards or bank accounts to auto-pay for recurring invoices, simplifying your payment process. This update provides greater control and convenience, allowing you to streamline your billing process and get paid faster!

View Recurring Invoice Page

With this release, we've added a new page to recurring invoices! Now you'll be able to view the details of a recurring invoice without having to go in via 'Edit Recurring Invoice'. To view the recurring invoice, simply click on 'View Recurring Invoice'.

Hide Invoice Numbers on Multi-Site Invoice

With this release, we've added the ability to conditionally hide extra invoice numbers on a multi-site invoice! To enable this functionality, first you will need to have a Billing Group. Once you create the billing group, you can select whether or not you'd like the multi-site invoice to print with all the invoice numbers associated to the invoices on the multi-site and the multi-site invoice number, or just the multi-site invoice number. From there, any multi-site invoice (one-time or created via batch billing) with that billing group will print to that setting!

Coming Soon! Multi-Site Invoice PDF Updates

Soon you'll notice updates to the Multi-Site Invoice PDFs! Just like the Invoice, Credit-Memo and Refunds PDFs, Multi-Site Invoices will have a new look and feel! We expect the updates to the Multi-Site Invoice PDF to be released on or between 9/26 and 10/3, so please keep an eye on the Release Notes announcements for updates!

We will also be introducing a new more streamlined 'Multi-Site Invoice Summary' to compliment the more detailed Multi-Site Invoice PDF that you're used to seeing. We're targeting a mid-October release for the new Multi-Site Invoice Summary PDF.

Coming Soon! Refund Workflow Improvements!!

Soon, you will be able to optionally apply related services when creating a refund! Stay tuned for updates!

Fixes

Transaction PDFs Subtotal Not Respecting Discounts Before Tax: We resolved an issue where the transaction (Invoice, Credit Memo, Refund) PDFs were not respecting discounts before tax in the subtotals section.