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Coming Soon: New Features and Improvements

Product Team
  • Updated

Here's your peek behind the curtain. This page describes upcoming features, tools, improvements and functionality that the ServiceCore team is currently discussing, sketching, designing, coding and testing.

Get Your Hands Dirty with Data

We are looking to start development soon on the following .CSV exports of your data out of ServiceCore, so you can download and review them in your spreadsheet program of choice:

  • Inventory Products
  • Inventory Items
  • Sites
  • Services

Improved

Aging Report

The calculations on the Aging Report have undergone a major upgrade to better communicate the receivables due from your customers at any point in time. Here is what's changed:

Before New
Prior to the changes, the Aging Report was calculated according to these rules:
  • The dollar amounts showing in each column on the web page and in the .CSV export were calculated from the unpaid invoice balances for that customer as of the "As Of" date
  • The dates being used in the report were based off the invoice "Issued At" date
  • The "Created At" date for payments/credit memos was not taken into account
  • Payment/credit memos that were created after the "As Of" date would reduce the invoice balance for invoices issued before the "As Of" date

For example: 

  • For a $100.00 invoice issued Jan 1, 2021
  • If the customer fully paid that invoice on Feb 1, 2021
  • The Aging Report "As Of" Jan 31, 2021 would show an unpaid balance of $0.00 for that period of time
 After the changes, the Aging Report will be calculated according to these rules:
  • The dollar amounts showing in each column on the web page and in the .CSV export are calculated from the unpaid invoice balances AND the payments/credit memos for that customer as of the "As Of" date 
  • The dates being used in the report are still based off the invoice "Issued At" date
  • Payments/credit memos dates are based off the "Created At" date
  • Only payments/credit memos created before the "As Of" date will be calculated into the new totals

For example: 

  • For a $100.00 invoice issued Jan 1, 2021
  • If the customer fully paid that invoice on Feb 1, 2021
  • The Aging Report "As Of" Jan 31, 2021 will show an unpaid balance of $100.00 for that period of time

Note: Due to the additional processing that is required for these new, more advanced calculations, the Aging Report totals will be shown for the past two years before the "As Of" date. The aging report will not show all transactions since the beginning of time.

 

Automated Recurring Billing

We are busy planning on how to improve rental billing when you bill in advance, so you never miss out on extra service jobs, one-time charges, or mid-cycle deliveries or pick-ups that happen during the course of a rental.

Release Announcements

If you want to be the first to know when the features and improvements above are live in your account, you can get release announcements delivered straight to your inbox every Thursday. Here's how:

  1. Go to Release Announcements
  2. Click Follow
    Screen_Shot_2020-08-20_at_11.08.39_AM.png

Questions?

If you have any questions, concerns, feedback, or downright skepticism about any of the upcoming features or improvements mentioned above, please feel free to contact support@servicecore.com for more information.

Surveys

We want to hear your feedback about ServiceCore when it comes to possible new accounting features and route optimization improvements.

New Accounting Features

We're contemplating adding some new features to ServiceCore. Would you mind telling us how you feel about these?

Take the 5-Minute Survey →

Route Optimization and Job Appointment Times

We're in the process of updating Route Optimization in ServiceCore. As part of this update, when you optimize a daily route, appointment times of jobs will be automatically taken into consideration so the stops are arranged in an optimal order. Would you mind telling us how you feel about this?

Take the 3-Minute Survey →

Join the ServiceCore Research Group

When you join the ServiceCore Research Group, you will have a direct line to members of our Product Team. You'll help us discover how to make ServiceCore work even better for you. You'll be invited to interviews, usability studies, surveys and more.

Every study is different, and each session is no pressure and requires minimal time commitment. If you're interested, please tell us a little more about yourself by filling out this quick questionnaire: ServiceCore Research Group. We look forward to meeting you!

 

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Comments

4 comments

Date Votes
  • Product Team

    Happy Thursday everyone!

    We've updated this article with some new features coming soon to your ServiceCore account. We hope you will take a peek at what's coming down the road. And as always, reach out to us at support@servicecore.com with any questions or feedback.

    With gratitude,

    The ServiceCore Product Team

    0
  • Product Team

    Happy Monday!

    Checkout the latest version of this article to learn more about a new, upcoming feature: Roundtrip Routes!

    With gratitude,

    The ServiceCore Product Team

    0
  • Product Team

    Hey Everyone,

    We've updated this page with a bunch of information about upcoming new features and improvements. Feel free to reach out if you have any questions.

    With gratitude,

    The ServiceCore Product Team

    0
  • Product Team

    Hey There!

    The new "View All Jobs on a Map" feature that will allow you to view all assigned and unassigned jobs and individual daily routes on a map will be released in an experimental version within the next few weeks.

    If you'd like to be one of the first people to try out this new feature, please tell us a little more about yourself by filling out this quick questionnaire: ServiceCore Research Group.

    With gratitude,

    The ServiceCore Product Team

    0

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