Jobs in ServiceCore allow you to schedule and track one-time or recurring services for your customers. Unlike rentals, Jobs do not require leaving equipment on site. Common non-rental jobs include septic or grease pumping, inspections, maintenance, or service on customer-owned units.
Jobs allow you to:
- Track customer services in one central location
- Assign and manage technicians for each job
- Document important job information using completion notes
- Reference historical jobs for future scheduling and reporting
Before You Start
Here are a few things to know before you continue:
- Jobs are separate from rentals. For rental-specific jobs, please check out our Create a Rental and Add Jobs to a Rental articles.
- To see if you have user permissions to create, manage, or view jobs, please review this article.
Job Features
Job Types
Non-rental jobs generally fall into the following categories:
- Septic or grease pumping
- Inspections
- Maintenance
- Service on customer-owned units
Each job is assigned a Job Type, which helps organize work and informs technicians of the work to be performed. To learn more, please review our articles on creating service or septic job types.
Systems
Jobs can include systems which are used to track important information about customer assets and operational details, such as volume pumped for septic or grease jobs.
Using systems helps you maintain accurate records and provides a reference for planning future services. To learn more, please review our articles on adding system types and adding a system to a site.
Repeat Jobs
If a job is recurring, ServiceCore allows you to set it as a repeat job. You can configure both the frequency of the job and its start and end dates. This is helpful if you have a customer, like a restaurant, that has a specific cadence for a grease pumping job.
Job Status
Each job has a status label that clearly indicates its current status, including:
- Scheduled
- Done
- Partial Service
- Unable to Service
These labels make it easy to track progress at a glance.
Next Steps
Frequently Asked Questions (FAQs)
These FAQs address common questions and quick clarifications to help you use this feature with confidence.
What is the difference between jobs and rentals?
- Rentals: When you are dropping off inventory at a customer’s site, you should create a rental. Creating a rental allows you to schedule delivery jobs, pick-up jobs, and service jobs all in one place. Rentals act as a one-stop workflow for inventory-related jobs.
- Jobs: Creating a job via the “+” icon next to your username, or through a customer profile’s Job tab, creates a standalone, non-rental job. These jobs do not have inventory associated. To assign a Job Type for non-rental jobs, you must create custom job types in the Custom Fields section of your Settings. By default, available job types are all rental types and require inventory.
Can I view all jobs for a customer?
Yes. This can be done by accessing the Jobs tab on the customer profile. To learn more, please review View All Jobs for a Customer.
Why don’t I see all repeat jobs in the Jobs tab on a customer’s profile?
By default, Condense Repeat Jobs is selected in the Jobs tab. When enabled, only the upcoming instance of a repeat Job appears. To see all Jobs in the series you can:
- Uncheck Condense Repeat Jobs.
- Click the Repeat link in the Jobs list to view all Jobs in that series.
Can I add notes to a job after it’s completed?
Yes. Jobs that are completed, partial service, or unable to service can have completion notes added or updated. Completion notes are optional but highly recommended, as they help maintain accurate records and communicate details to your team.
To learn more, please review our article View and Edit Job Completion Notes.
If you have any questions, please reach out to our Support team through the chat widget on the bottom of this page or by sending an email to support@servicecore.com!