We've collected all the release notes from 2025 and compiled them into this one-stop-shop! You'll see each update listed under the category it's associated with, which is either a specific area of ServiceCore, or a specific feature/function of ServiceCore.
Clicking on the name of a release will take you to a different article where you'll learn more about its functionality in ServiceCore.
Please Note: Some updates were released at the same time, so some of the links will take you to the same article because they're listed and described together.
Before You Start
- Depending on your ServiceCore permissions you may not be able to access some of these listed features.
- If you aren't on our Pro Plan, you won't have access to Pro Plan features.
- If you need to report a bug with one of these releases, please let our Support team know about it by using the orange chat button in the bottom right corner.
- The categories are listed alphabetically to help you find them faster!
- The releases in each category are listed in the order they were built.
Accounting
Quick Action Buttons - These allow users to quickly create, view, edit, copy and delete with less clicks.
Quick Action Buttons Open in a New Tab
Payment Receipt PDF Improvements
Fiserv (formerly CloverConnect)-ServiceCore Nightly Sync for Payment Details
Aging Report (New) - Better navigation and new functionality.
Accounting List Improvements - All Accounting lists default to show most recent item first and Invoice list remembers your last 'Sort By' choice.
Invoice List Remembers Your Last 'Filter' Choices
Accounting Invoice Tab: Filters Remembered
Credits & Refunds
Refunds and Credit Memo Updates - We've improved how Refunds and Credit Memos work together.
Customers
Add Site Attachments from Web App - Upload files to save to a Site.
Add Company Contacts Quickly as Site Contacts
Quick Action Buttons Open in a New Tab
New Customer Stage Field to Identify Leads, High Value, and VIPs - New field on customer profile as part of our upcoming customer management tooling.
Create Job Button - New icon to create a job when using the customer list or customer search.
Advanced Customer Search - You can now search for a customer by contact first name, last name, email, or phone number.
Customer Portal
**The Customer Portal is a Pro Plan feature**
Add New Sites to Service Requests
Filter Portal Requests by Division - Filter portal requests by division directly from the Portal Requests page.
Estimates
Create Jobs and/or Rentals from Estimates
New Estimates Tab - Access all new estimates from the top menu navigation.
Sales Pipeline Tracking - Quickly see where every estimate stands with estimate stages.
Convert Estimates into Jobs or Rentals
Services from Estimates Auto-Populate on Rentals
ServiceCore Sell Report - Provides high-level overview of ServiceCore Sell, and Estimates, performance.
Estimate Tab Added to Customer Details Page
Estimate Owner List Improvements - Exclude technicians and deactivated users.
Estimate PDFs Now Display Estimate Owner
Create an Invoice Directly from an Estimate
Admins and Managers Can Delete Estimates
Division Field Added When Creating Customers on an Estimate
Rentals and Jobs Link Back to Their Original Estimate
Inventory Management
Count of Units Field (Web + Mobile) - Record how many units were actually moved when doing a delivery, pickup, or exchange job.
Inventory Availability Dashboard Widget
Inventory Table in Rentals - New link below Inventory table showing Delivery and Pickup jobs with missing inventory.
Dashboard Inventory Management Updates - This widget is now "Inventory Management" with additional new features.
Jobs with Missing Serial Numbers Table Updates
"Checking In On" Messaging Update
Order Entry Updates - Warning banner if overselling and ability to schedule a delivery job with an availability of zero.
Remove Rental Association when Rental is Closed
NEW Company Preference "Allow Overselling Inventory"
NEW Inventory Management Report
Adding Barcodes to Itemized Inventory - Assistant Managers and above have permissions to update itemized inventory barcodes in ServiceCore
Expand Filter and Sort Options on Item Lists - Order list by barcode and to filter by if an item has a barcode or if an item has a rental.
Invoices
Void Invoice - Use the dropdown menu to void an invoice in the invoice table.
Job Unit of Measure on Invoices
Service Period Dates on Invoices
Improved Default Tax Code Application for Sites
Printed PDFs Now Show Tax Codes - Line items will show tax codes instead of tax amount to avoid rounding errors confusion.
Payment terms on Recurring Invoice List
Bulk Billing Flagging Upgrades
Pending Transactions Stay Expanded after Deleting or Removing Others
Tax Code Search on Invoices - Search and see the relevant tags (Company Default, Site Default, QB) for each tax code.
Online Payment Link on Invoice and Statement PDFs
Batch Billing Creates but Doesn't Send $0 Invoices
Navigate After Creating Recurring Invoice - If you created the recurring invoice page from a Customer's profile, you'll be redirected back to their profile after creating the recurring invoice.
$0 Invoice Emails Say "Paid In Full"
New Inactivity and Weight Overage Fee Automation - Create simple rule that auto-add charges to an invoice.
Update Language for Inactivity and Overage Fee Automation Setup
Jobs
Get Directions from Job Details Opens Google Maps
Job Types New Filter Option - Quickly find your jobs based on their scheduling type.
Global Job Search Update - Timeframe default to two weeks before and after today's date.
Repeat Jobs Update - Standardized to only create two years worth of jobs.
Job Completion Notes & Photos in Proof of Service Emails
Clear Unit Location When Completing a Pick Up Job - GPS coordinates are removed from an itemized unit when that unit is selected on a pick up job.
Easier Selection of Serial Numbers from Job Complete
"Select All" Adds All Known Serial Numbers to the Job
Future Jobs Show Updated Serial Number on Following Exchange
Filter Jobs List to Hide Service Jobs
Select Completion Time when Editing Job Completion
"Quantity Actual" Field Defaults to 0 - If the status of a job is set to "Unable to Service", the "quantity actual' fields for all products associated with the job will default to 0.
Pre-fill Quantity Actual Values with Zero when Unable to Service (Web)
Repeat Job Series, "This and Following" Logic Updates - Edits to a Job, like driver notes, in a Repeat Job Series can apply to remaining jobs.
Units Added via Barcode Scan During Job Completion are Automatically Added to the Job
Mobile App
Site Attachments - Site level attachments will be available on all jobs & job types associated with the Site.
Removed Edit Order Button for Technicians - Technician level users (drivers) are unable to re-order their jobs.
Itemized Inventory Warning Message - 3 changes to the Job Completion workflow in the mobile app for Pick Up, Delivery, & Exchange jobs using Itemized Inventory.
Complete Jobs without Selecting all Serial Numbers
Mobile App Version 9.4.44 - Fixed error messages on login, removed tech's ability to edit services on a job, error messaging when attachment upload fails, and several job pages design updates.
Mobile App Version 9.4.48 - With this update, you can: copy the Site Address and other text, select Site Contacts as recipients of proof of service emails, and view 101+ jobs on a driver's schedule.
Mobile App Version 9.4.50 - Assign units on Delivery jobs and scan products not on the Job.
Mobile App Version 9.4.53 - Allow selection of units not on the Service Job to replace "Unknown Serial Number" value.
Mobile App 9.4.56 - Continued Barcode Scanner improvements.
Mobile App version 9.5.0 - New Offline Database, Finger/Face ID Login (Android), Cancel Start to a Job
Mobile App Version 9.5.3 - Cancel the Start of a Job, New Offline Database, Continued Framework and Finger/Face ID Login improvements.
Miscellaneous Releases
Improvements to Settings - Descriptions on setting pages of what each section does.
Require Billing Address on Public Payments Page & Record Payment Page
Performance Improvement: Faster Rental & Job Lists - The total count display was removed to help pages load faster and more smoothly.
New Color Palette - An updated color scheme in ServiceCore was implemented, changing some of the main colors throughout the platform.
Live Chat Now Available In-App - Get answers faster while keeping live support just one click away!
Setting to Show Legal Name on Printed Documents
Phone Number Input - Improved editing experience.
Timestamp Added to Proof of Service Email
Updates to Items Table on Product Details Page
Price Books for Customer Sites
Tooltips for Product Data Points
Rental + Billing Setting Language Clarity
Bulk Product View Defaults to In Progress Rentals Tab
Multi-Site Invoices
Batch Billing Improvements - Link to associated rental is now displayed and clickable in invoice table.
Batch Billing Multi-Site Invoice for 100+ Invoices in Billing Group
Multi-Site Viewing & Editing More Invoices
Viewing Billing Groups over 100+ - Billing groups will now support 100+ child invoices.
Multi-Site Invoice Number Shows on Statements
Multi-Yard Inventory
No Longer Default to Unassigned Yard on Transfers - Will now default to the first created yard.
Hiding Yard on Service Jobs - When viewing or completing a service job the Yard will no longer display since there's no Yard associated with service jobs.
Enforce Transfer Pickup Job is created before Transfer Delivery Job
Serial Number Selection Required when Completing a Transfer Job (Web App)
Select Yard When Adding a Unit of an Itemized Product
Rentals
New Action Shortcuts on Rentals List - Create a job, set up a recurring invoice, or create a one-time invoice.
Repeat Jobs Validated Against Pickup Job Dates - On the 'Create Rental' form a rental's first occurrence of a repeat service is checked so that it's not set to after the pickup date.
Link from Inventory Availability to Product Details - The Product names in the Inventory Availability table link to the Product Details page for the selected product.
Site Contacts on Rental Page - The first site contact associated with the rental displays on the rental details page.
Quick Action Buttons Open in a New Tab
Inventory Table on Rental Details Page - This table will show a count of bulk units, the count of units of itemized products and the specific units that were selected upon delivery.
Add Serial Number to a Rental from a Service Job via Barcode Scan
Items Table Inline Education Content
Emergency Job and Job Name Fields on Create New Rental Form
Selected View Persists on Availability Chart - When viewing the Availability Chart, the number of products you choose to view at one time will stay selected until/unless your clear your browser's history.
Clearer Language in the End Rental Job Modal - Modal now explains billing behavior based on your settings.
Scheduling & Routing
Improved Scheduling for Repeat Jobs on Irregular Month Days - Enhanced user experience for repeat jobs scheduled on the 29th, 30th, or 31st of the month.
Repeat Job Interval Displays on Map View
Schedule Day and Week View Job Card Update - Hover view of job cards loads faster
Schedule Map Performance Improvements - Smoother navigation and more responsive interactions.
Route Optimization Time Window Validation - Quickly verify if any jobs with time windows are not possible due to the departure time.
Route Optimization Start Route at First Job
New Schedule Map Pin Colors - Updated colors per driver to better support the growing number of drivers per customer.
Schedule Saved Filters - New Schedule filtering options and the ability to save and share filters.
100+ Destinations Support - View 100+ destinations in your Schedule Card views and in your Frequent Destinations list located in settings.
Schedule Performance Optimizations for Real Time Updates
Expanded Schedule Week Cards - Now defaults to 1000 jobs expanded in Schedule Week Card view.
Filter the Schedule for Jobs “Without Divisions/Systems”
Septic
New Septic Product - To better support our septic customers we created an easier way to capture all of the information that is gathered for different types of septic jobs and get you paid faster.
Mobile Invoicing & Payments - Allow your drivers with tech with billing (or higher) permissions the ability to create invoices and collect payment from the ServiceCore mobile app.
New Drainfield Septic Job Type Fields
New Septic Job Type Fields - New fields for Service Details, Tank Inspection, and Tank Condition.
User Permissions
View Only Role - Provide users access to parts of the product without the ability to edit or delete any information.
Read Only Role Enhancement - Read Only role will now have the ability to view the schedule.
Assistant Manager + Order Taker can View Customer KPIs