6/27/2019 Release - Improved Filters, Customer Notes While Creating Invoices and more

The following new features and improvements are available in ServiceCore on or after June 27, 2019.

New

Non-Rental Invoice Filters

You are now able to filter for non-rental invoices on the Recurring tab of the accounting section.

Customer Notes and Credit Cards During Invoice Creation

During invoice creation, in the sidebar you will now see internal customer notes and see when the customer has a credit card on file.

Fixed

  • Improvements have been made behind the scenes to reduce the time it takes to load the schedule when you are viewing dozens, hundreds and even thousands(!) of jobs.

Coming Soon

  • A completely new and redesigned Reports landing page.
  • Updated reports including the Detailed Sales Report and Sales Line Item Report.
  • Improvements to how you can sort and filter unpaid invoices.
Was this article helpful?
0 out of 0 found this helpful