Use the ServiceCore Mobile App to complete septic jobs, create invoices, and collect payments directly from the field. This workflow helps you finish jobs faster, keep records accurate, and get paid without returning to the office.
Before You Start
Here are a few things to know before you continue:
- You will need to have the ServiceCore mobile app downloaded onto your device. If you need to download the app, check out this article.
- If you are new to the ServiceCore mobile app, we suggest reviewing this video and article to learn about the app and then this video and article covering how to perform tasks using the app.
- This article focuses on features and functions using the ServiceCore mobile app, to learn more about using septic jobs online, please check out this article.
- To see if you have access to these features in ServiceCore, please check out this article on user permission levels.
Complete a Septic Job
To start a septic job:
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Tap the septic job on your schedule.
- Review job details, including; site and system information, job type, and notes.
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Tap "Start Job" to begin.
Once the job is complete:
- Fill in all required fields and any additional septic-related details.
- Tap "Mark as Done."
Please Note: When mobile invoicing is enabled, and you have the permissions, you'll be directed to the job details page after marking the job as done instead of the schedule page.
Create and Customize an Invoice
After marking a septic job as done, you will be taken to a job details page.
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At the bottom of the job details page, tap "Create Invoice."
Please Note: Only non-rental jobs can create an invoice via mobile app. Technicians will need the Tech-Billing permission to create invoices.
This will open a pre-filled invoice form with:
- Customer information
- Services performed
From here, you have the ability to:
- Select a Payment Term
- Add a Message
- Add a Service(s)
- Add a Surcharge(s)
- Add a Discount
- Select a Tax Rate
- Allow online payments
Select a Payment Term
The Payment Term will default to the Payment Term set for the Customer.
If the customer doesn’t have a default payment term:
- Tap the "Term" field in the Payment Terms section.
- Choose the appropriate term for this invoice.
Add a Message
You can include a custom message that will appear on the invoice:
- Tap the "Message" field.
- Type your message.
Add a Service
The Service(s) that were on the job will pre-populate on the Invoice, but you will have the ability to add any additional services completed.
- Tap "+ Add Service."
- Type in the name of the service you’d like to add.
- Tap the name of the service from the list to add it to the invoice.
Add a Surcharge
If needed, you will have the ability to add any additional surcharges and fees that need to be included on the invoice.
- Tap "+ Add Surcharge."
- Type in the name of the surcharge you’d like to add.
- Tap the name of the surcharge from the list to add it to the invoice.
Add a Discount
At your discretion, you can choose to add a discount to the invoice being created.
- Tap the text box next to "Discount."
- Type in the dollar amount you’d like to discount your customer.
Please Note: Discounts can currently only be entered as dollar amounts.
Select a Tax Rate
If a site does not have a Default Tax Rate you can select a Tax Rate for that invoice, or edit the selected Tax Rate if needed.
- Tap the "Tax" dropdown menu.
- Select the desired Tax Rate.
- Tap "OK."
Allow Online Payments
Checking the box for Online Payments will include a link to a payments page where a user can enter a new credit/debit card to pay with.
Please Note: This is the only way a customer can pay with a credit/debit card that isn’t already on file.
Create an Invoice
Once all the invoice details are finalized:
- Tap "Create Invoice."
Tapping Create Invoice will email the invoice to the customer and you can either proceed to collecting payment or go back to your schedule to start your next job.
Select a Payment Option and Collect Payment
After creating an invoice, on the invoice details page, you will have the option to Collect Payment.
To collect payment, start by tapping "Collect Payment." A Collect Payment menu will open where you can:
- Select a Payment Method.
- Enter Payment Amount.
- Collect Payment.
Select a Payment Method
On the Collect Payment menu, you will be able to select a Payment Method of:
- Cash
- Check
- Credit Card
- Other
Please Note: The credit card option will only display if there is a card already on file, if there is not a card on file it will not appear.
Entering a Payment Amount
On the Collect Payment menu, you will be able to enter a Payment Amount.
Please Note: The Payment Amount will default to the invoice balance, but can be edited to reflect the amount collected.
Collect Payment and Send a Receipt
After selecting a Payment Method and confirming the Payment Amount, tap "Collect Payment."
This will mark the invoice as paid and you will have the option to tap "Send Receipt" to the email address(es) associated with the customer.
After completing payment, you can tap back a couple of times to get back to your schedule and start your next job.
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!