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 Report
All the septic job type information will be accessible via our new Septic Job 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?" under 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.