The following improvements will be available in ServiceCore on or after October 29, 2020. To see these new features you will need to do a hard refresh in your browser. Here's how to Get the Latest Version of ServiceCore.
Bulk Reassign Jobs
When a driver or technician is unable to work, you need a simple and quick way to reassign their jobs to another user or reschedule those jobs for another day of the week. Our new bulk reassign feature on the schedule makes this easy.
Here are a few preview screens to show you what's new:
Notes and Contacts on Customer Details Pages
You told us that you want to see notes and contacts for customers with less clicks. The customer details page has received a facelift to now show notes and contacts on the page, instead of within tabs. Here's a preview of the new sections:
Notes and Contacts on Site Details Pages
You also told us that you want to see notes and contacts for sites with less clicks. The site details page has also received a facelift to now show notes and contacts on the page, instead of within tabs. Here's a preview of the new sections:
- Recurring Invoices: As a company that does recurring billing, you will now be able to search recurring invoices by customer name so that you can find recurring invoices more easily.
- Estimates and Refunds: You will now see the customer name displayed on the estimates and refunds tabs in accounting so it’s easy to identify customers by name across all accounting tabs.
- Statement Emails: The “From” name, ALT text for the company logo image, and the company logo links have been updated to display the correct information on statement emails.
- Rentals Without Delivery Jobs: If you have deleted all the jobs from a rental you created in error or no longer need, you will now be able to check in any itemized inventory previously delivered on that rental, and the "Check-In" button will no longer be disabled.
Please find our coming soon information at its new home: Coming Soon: New Features and Improvements.