The items mentioned below will be available on or after November 14, 2024. To see these new features, please perform a hard refresh in your browser and update your mobile app to the latest version (9.4.34). Here's how to Get the Latest Version of ServiceCore.

Unapplied Payments/Credits on Statements

With this release, we've added new functionality to what's displayed on your Customer Statements. Now, you can choose to include Unapplied Payment/Credits on your Statements! To do so, navigate to Settings > Company > Preferences and select ‘Show credits on statement PDFs’ then save. This will then display a section on the Statement for Unapplied Payments/Credits.

Note:

• The ‘Open Balance’ section will reflect the Unapplied Payments/Credits
• The Total Due Section of the Mini Aging will align with the Open Balance
• There has been no change to the Aging Bucket Logic in the Mini Aging section (Credits/Unapplied Payments are included)
• 'Current Due' Section added to Mini-Aging
• Updated Aging Bucket Copy to Include ‘Days Overdue’
• The remittance and totals sections include a row for Unapplied Payments/Credits

To learn more, please refer to this Knowledge Base Article.

Multi-Site Invoice Statements

With this release, we've introduced a new feature for Multi-Site Invoices! Now, you'll be able to generate Multi-Site Invoice Statements via the Customer > Accounting > Invoice > Multi-Site Invoice tab.

The brand new Multi-Site Invoice Statement PDF groups the Multi-Site Invoices by Billing Group Name for an organized look and feel to the Statement. If the Multi-Site Invoice is not associated to a Billing Group, then it will appear in the N/A (No Billing Group) section of the Statement.

To learn more, please refer to this Knowledge Base Article.

Schedule Day View - Route KPIs Popover

With this release, we have added a popover that allows you to see the unit count per product for the selected job type for the route. For example (as seen below) if you click on the wrench icon, you will see the number of units per product that are a serviced on the route. Likewise if you click on the down or up arrows you'll see the number of units being delivered or picked up across the route. 

If there are no units associated with a particular KPI, then the popover will not display. 

Schedule Day View - Job Notes or Attachments Indicator

With this release, we have added icons to show if a job has Driver Notes, Site Notes, Job Completion Notes, and/or any attachments. If applicable, these icons will display at the bottom of the job card next to the unit count icon.

What you can expect to see:

• If the job you are viewing has either Driver Notes (notes left by the office for the driver) or Site Notes, then an notepad outline icon will be displayed
• If the job you are viewing has any Attachments, a paperclip icon will display
• If the driver left any Job Completion Notes for the job you are viewing, the notepad icon will be highlighted in yellow
• If a job has both Driver/Site Notes AND Job Completion Notes, the job card will show the notepad icon highlighted in yellow

Removal of Legacy and Sigma Dashboards

To provide a clearer, more streamlined experience, we have officially retired the legacy and Sigma dashboards in ServiceCore. We initially kept these older dashboards available to give users time to transition and get comfortable with the new design. With this release, all users will now exclusively access dashboard insights through the updated dashboard experience. 

The new dashboards introduce a variety of visual improvements and user-friendly enhancements, making it easier to track your data and navigate your business insights. For a detailed overview of these improvements, please refer to our support article: Visual Improvements to Your Dashboard: A Clearer, Cleaner Experience.

Enhanced Stability for Bulk Exports to QuickBooks Online (QBO)

With this release, we have enhanced the handling of API timeouts during bulk exports to QuickBooks Online (QBO) to provide a smoother and more reliable experience, especially for larger data exports

Fixes

Dispatcher Unable to Optimize Route: We fixed a permissions issue, where users with the Dispatcher Role was unable to optimize a route.

Remove Check on End Rental in Yard Stats: We fixed a bug that caused Yard availability to display incorrectly if a unit was returned to a different yard than it was delivered from.