Septic Jobs and Mobile Invoicing Overview

Septic jobs in ServiceCore help you track service details, complete work in the field, and bill customers more efficiently. With mobile invoicing and payments, your team can create invoices and collect payment on-site, reducing paperwork and speeding up cash flow. Together, these tools streamline operations from scheduling through payment collection.

Before You Start

Here are a couple of things to know before you continue:

• To see if you have access to these features in ServiceCore, please check out this article on user permission levels.
• This article focuses on features and functions using ServiceCore on a web browser, to learn more about the mobile app experience, please check out this article.

Add Septic Job Types

1. Go to "Settings."
2. Click "Custom Fields."
3. Select "Job Types."

4. Click "Add Job Type."

   
   
    

5. In the menu that appears, select "Create Septic Job Type."

   
   

    

6. Select a Job Type Category from the drop-down menu.
7. Enter a unique Job Type Name.
8. Add a Duration.
   • Although Duration is an optional field, we highly recommended adding it to your septic job type as it will help with your route optimization.
9. Select preferred System of Measurement.
10. Toggle the fields you'd like visible to drivers when completing this job type and check which fields are required.
    • There are a lot of fields in this section. Some or most will only be appropriate or required for certain types of jobs.
11. Click "Create Septic Job Type."

Please Note: We recommend creating multiple job types if you offer different septic services.

Create a Septic Job

After creating the different job types for your septic business, you can select them when creating a job.

To create a septic job:

1. Click the "+" icon in the top-right corner.

2. Select "Create Job" in the drop-down menu.

   
   
    

3. Select the Customer, Site, and System. 

   Please Note: Systems are required for septic jobs. If a customer site does not have a system associated with it, you will need to add one. 
    

4. Select one of the custom septic job types you created.

   
   
    

5. Add scheduling, type of service, notes, and additional details for the job.

6. Click "Save" to create the job.

   
   

Add a System While Creating a Septic Job

Since having a system listed is a requirement to create septic jobs, you might need to add a system while creating a septic job for customers that do not have one yet. 

To add a system when creating a job:

1. Click "add new system."

   
   
    

2. Add Name and Type.
3. Add other basic details. (Optional)

4. Add Lid / System Cover information. (Optional)

   
   
    

5. Add Notes and Attachments. (Optional)

6. Click "Add New System" to save and you can then select the system and continue creating your septic job.

   
   

Please Note: You can update a system after initial creation by going to the Customer’s Profile > Sites > Edit System.

Complete a Septic Job Online

In addition to technicians completing jobs on the mobile app while in the field, jobs can also be completed on the web.

1. Find your septic job using Search, Schedule, or the Customer profile.
2. Click "Actions."

3. Select "Complete Job" in the drop-down menu.

   
   
    

4. Select a Status. If Status is:
   • Complete:  All required septic fields will need to be filled out.
   • Partial Service: All required septic fields will need to be filled out in addition to job completion notes.

   • Unable to Complete: All septic fields will be optional, but job completion notes will be required.

     
     
      

5. Fill out all fields that are required and any other fields you have information for.

6. Click "Mark as Done" at the bottom of the form.

   
   

Mobile Invoicing and Payments

Invoiceable Job Types

Drivers are only able to create invoices for non-inventory job types (job types that have marked ‘No’ for “Does this job use Inventory?” in the job creation template.

This is a “lite” version of Invoicing compared to what is available in the web application as users can only view/create invoices for jobs that are assigned to them.

Please Note: Jobs associated with a Rental or Inventory cannot be invoiced or paid in the mobile app at this time.

Enable Mobile Invoice and Payments

To enable:

1. Go to "Settings."
2. Click "Company."

3. Select "Preferences." 

   
   
    

4. Scroll and click open the Mobile section.
5. Under Invoicing and Payments select "Yes" for “Allow mobile invoicing and payments?”

6. Click "Save."

   

Required Permissions

Drivers must have Tech - Billing or higher permission levels to create invoices and collect payments from the mobile app. To learn more about permission levels, please check out this article.

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!