The items mentioned below will be available on or after October 3, 2024. To see these new features, please perform a hard refresh in your browser and update your mobile app to the latest version (9.4.31). Here's how to Get the Latest Version of ServiceCore.

Mobile App Home Page Updates

With this release, we are excited to bring you a refreshed homepage/schedule experience in the Mobile App. We have made three main updates: we have updated the data displayed in the job cards on the schedule, we have moved the Hide Completed Jobs toggle behind the ellipsis menu in the upper right hand corner, and we have added "Get Directions" as an option in the Actions menu.

We refreshed the styles on the Homepage, bringing a more modern look and feel to the ServiceCore app. You will see these kinds of changes applied across the mobile app. We took this opportunity to evaluate that data was displayed and the order it was presented. We felt it most valuable to present data to drivers that answers the following questions: what job am I doing? when am I doing this job (if applicable), where is this job? and finally for whom am I doing this job?

There are 2 sets of conditions for data display to be aware. If you give a job a Job Name, we will display the Job Name, if not, we will display the Job ID. Likewise, if a Site has a Site Name, we will display the Site Name, if not we will display the Site ID. 

To allow for more space on the screen to display jobs and job data, we have moved the "Hide Completed Jobs" toggle behind the ... menu in the top right corner of the screen. Following the same behavior, this toggle defaults to On (hiding completed jobs).

Lastly, we have added "Get Directions" to the Actions button at the bottom of the Homepage. Previously you have needed to go to the Job Details page, tap on the ... menu in the top right and then select "Get Directions". You can now tap the Actions button and then "Get Directions" or "Get Directions and Send ETA text" (if Pro Messaging is enabled) to get directions to the first, non-completed job or destination on the schedule. After selecting "Get Directions", users on iOS will be presented an option to get directions from Apple Maps or Google Maps and Android users will be directly navigated to Google Maps.

You are only able to get directions for Today. If you are on a navigated to a different day, or want to get directions to a job that is not the next job, you can still get directions from the Job Details page. 

Create Job or Rental from an Estimate

With this week's release, we've made it easier for you to convert your estimate into actionable items! Now, the Estimate Details page, you can quickly create a job or rental directly from the Start Invoice dropdown. 

What's New: 

• Create Job or Create Rental: You can now choose to either create a job or rental directly from the estimate details page. 
• When you select "Create Job" or "Create Rental," you'll be taken to the respective Create New Job or Create New Rental page. 
• Auto-fill Data: Information from the estimate, such as the customer, site, and other details, will be auto-filled to save you time and reduce errors. 
• View Estimate button: A new View Estimate button is available at the top right corner of the Create Job/Create Rental pages, allowing you to easily access the original estimate details whenever you need. 

This update simplifies the process of turning estimates into actionable jobs or rentals, helping you work more efficiently and reducing manual data entry. To learn more, visit our Knowledge Base Article.

Easily Add Associated Services to Refunds

When issuing a refund from a payment, you're now able to easily add any associated services with the click of a button! To do this, you must issue a refund from a payment with at least one associated invoice. In the Services section on the refund, click on the invoice button or multiple buttons if you wish to load the services on the invoice(s). If there are multiple invoices associated with a payment, you can click on the add all button if you wish to add all. From there if you wish to remove certain line items, you can do so my deleting them. Also, if you wish to edit line items (ex. qty) you can click on the pencil icon to edit that line item.

Recurring Invoices and Monthly Billing

With this release, you can now select the 28th, 29th, 30th, or 31st when creating a recurring invoice that is on monthly billing. Note: For months where the date does not exist, the last day of the month will be used. (Example: You select Jan 30th, then the next month would be February 28th, then the following month would return to March 30th)

Coming Soon!

We've moved the Coming Soon section to it's own page! Check out all the exciting things that are coming soon here.

Fixes

Page not scrolling to blank areas of Schedule: With today's release, we have fixed an issue that caused users to be unable to scroll over portions of the Schedule that did not have a job. You are now able to scroll vertically and horizontally on the Schedule, regardless if you are moused over a job or not. 

Tax-Exempt Not Respected on Estimates: With today's release, we have fixed an issue that occurred when creating estimates for tax-exempt customers, items flagged as taxable were still having tax calculated and added to the total estimate amount. 

Batch Billing Preview is incorrectly resetting: We resolved an issue where the batch billing preview was incorrectly resetting the invoice list once an invoice was removed.

Closed Accounting Period Date Off by 1 day: We resolved an issue where in some cases, when users were setting the closing date for closed accounting period, the date selected incorrectly sets to 1 day prior to the date that was actually entered.