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1/28/2021 Release - Payment Receipt Improvements, Winterizing for PROs Webinar, and more

The items mentioned below will be available on or after January 28, 2021. 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.

New

Winterizing for PROs

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Please join us as Satellite Industries partners with ServiceCore's John Gadeken to discuss new products to help PROs winterize their units. This webinar will touch on the problems the industry has each winter, the latest Satellite products and a sneak preview on an upcoming product. Make sure to bring your questions about winterizing as the trio will also be doing a live Q&A.

The Details

  • When: Fri, Feb 19, 2021 10:30 AM - 11:30 AM MST
  • Where: Wherever you want (online webinar)
Book Your Spot

 

Improved

  • Payment Receipts: When there is an overpayment amount on a payment, the receipt PDF now reflects the outstanding balance amount that is left on the account as the "overpayment".
  • Add New Customer Link:  When creating a job or rental, we have added back the quick link to "Add new customer" underneath the customer search field.
  • Customer Secondary Phone Number:  We are now displaying the customer's secondary phone number in addition to the main one in the customer overview section.

Fixed

  • Deposit Summary Report: The Deposit Summary Report is now showing the correct amounts.
  • Transaction Alerts: Improvements have been made to the wording of alert messages you may see when filling out forms for Invoices, Estimates, Credit Memos, and Refunds.
  • Partially-applied Payments:  In some instances we showed payments with a $0.00 remaining amount as partially-applied. We have fixed the payment status to show it as "Closed".
  • Rental Rate Quantity:  We have fixed the rental quantity calculation for a rental that had some units picked up. The quantity will now show correctly as 0 instead of 1.
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