The items mentioned below will be available on or after July 15, 2025. This is a preview of what's coming in the next release. To see these new features once they go live, please perform a hard refresh in your browser. Here's how to Get the Latest Version of ServiceCore.

Route Optimization Start Route at First Job

You will now be able to optimize a route starting at the first job listed on their drivers day. This will give you the flexibility to keep the first job as the starting point for your route. 

Things to note: Any destinations set before the first job will be pinned and only jobs/destinations after the first job will be optimized. You will be able to end a route at ‘Start Destination’ (if starting at a Destination), ‘Last Address’, ‘Any Address’, or a specific ‘Destination’. 

New Schedule Map Pin Colors

We updated map pin colors per driver to better support our growing number of drivers per customer. They will now cycle through more colors. We are also changing the map pin border to better visualize pins that may be overlapping in a small area. 

Payment terms on Recurring Invoice List

You will now be able to see and filter by payment terms on the Recurring Invoice list! We hope that this will allow you to more quickly take action as you're managing your billing process.

Bulk Billing Flagging Upgrades

We're adding some helpful details to the bulk billing list view of pending invoices. to improve the batch billing review process. 

First, we'll be showing when a pending invoice is the first instance of a recurring invoice template

Second, we'll show the previous invoice's total below the 'flag' to let you know that previous total is different from this invoice.

Payment Receipt PDF Improvements

We've made a few improvements to the printed PDF payment receipt to bring this document more in line with our other transaction patterns (like the printed pdf invoice). Also staying consistent with the printed pdf invoice and other transaction PDFs, we've removed the tax displayed at the line item level. These updates were made for single invoices and multi-site invoices.

See below for a sample of the updated printed payment receipt.

Fiserv (formerly CloverConnect)-ServiceCore Nightly Sync for Payment Details 

We are launching a nightly sync between Fiserv (formerly CloverConnect) and ServiceCore to provide more accurate, up-to-date payment information for customers using Fiserv. What's new in the payment details view: 

• Funding Date: Shows the date funds were deposited into your account. Please note that there is a 1-day delay from the funding date to the actual date displayed.
• Trace Number: Helps you quickly locate the transaction in Fiserv (formerly CloverConnect)
• Batch ID: Indicates which batch the payment was included in so you can match it with your bank

This sync runs nightly at 2:00 am MT and ensures the payment data in ServiceCore is always current and aligned with Fiserv (formerly CloverConnect). 

New Septic Product  

To better support our septic customers we created an easier way to capture all of the information that is gathered for different types of septic jobs and get you paid faster. You will now be able to create septic job types to fit your needs, invoice your customers while onsite via the mobile app and view this information via our new septic report.

Septic Job Types: Are accessible via Settings -> New Job Type -> Create Septic Job Type.  You will now have access to multiple fields that will enable you to digitize your septic paper forms. You will have the flexibility to create job types with different fields visible and/or required based on the job.  [Septic Web User Guide]

Septic Report: All the septic job type information will be accessible via our new Septic Report. Accessible via Reports -> Operations Section -> Septic Jobs. This will enable you to easily view amounts pumped by zip, county, etc. This will also give you access to view jobs that have recommended next cleanings and download all the information you need to create your regulatory reports. 

Mobile Invoicing & Payments: Allow your drivers with tech with billing (or higher) permissions the ability to create invoices and collect payment from the ServiceCore mobile app by enabling the "Allow Mobile Invoicing and Payments?" Company Preference. Turning this preference on, will allow your drivers to to create an invoice and collect payment for the job they completed prior to leaving the job site. [Septic Mobile User Guide ]

Updates to Items table on product details page

To provide a more cohesive user experience, we have updated the Items table on the Product Details page (only applicable for itemized products) to match the styles of the table on the Items page. The main style change is the introduction of column headers.

Fixes

Schedule Filter ‘Show Drivers with No Jobs’: We fixed a bug that was causing driver stops and driver pin colors to not show in the schedule map when toggling the ‘Show Drivers with No Jobs’ view option off. You should now be able to utilize the view option with no issues.

Error showing when Order Taker and Billing Staff roles are logged in: We fixed a bug that was causing an error message (“You do not have permission to complete this action”) to show when users with Order Taker or Billing Staff permission level logged in.

Email Activity Report Pagination Issue: With this release, we've fixed an issue where the Email Activity Report showed blank or partial pages of results when searching by email, especially over wide date ranges.