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08/05/2025 - Inventory Updates, New Customer Stage Field to Identify Leads, High Value, and VIPs

The items mentioned below will be available on or after August 5, 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 and update your mobile app to the latest version (9.4.50). Here's how to Get the Latest Version of ServiceCore.


Inventory Updates

We have made key updates to how inventory works in ServiceCore. These changes improve product availability accuracy and help you track what’s really out in the field or back in your yard.

Below is a quick overview of what is included in this release. 

You can dive in deeper in this article!

Count of Units Field (Web + Mobile)

When doing delivery, pickup, or exchange jobs, there hasn’t been a way to record how many units were actually moved. That’s caused mismatches between scheduled units and real inventory.

Now, we’re adding required fields to record how many units were delivered, picked up, or exchanged. This change helps make your Product Availability more accurate.

Inventory Availability Dashboard Widget

We’re updating the “Inventory Availability” widget to help you spot and fix inventory issues quickly. It includes two tables: Jobs with Missing Units and Jobs with Missing Serial Numbers

Inventory Table in Rentals

We’ve added a new link below Inventory table showing Delivery and Pickup jobs with missing inventory. If a job has a unit with "Unknown Serial Number," you’ll see a direct link to the delivery job so you can fix the issue quickly.

Mobile App Updates (9.4.50)

Assign Units on Delivery Jobs

If a driver scans a unit that’s already tied to a past job or rental:

  • It will now assign that unit to the new rental

  • This prevents issues where drivers couldn’t select a unit because it wasn’t picked up in a prior job

Scan Product Not on the Job

Today, if a driver scans a product not on the job, they get blocked.

Soon, they’ll get a message saying the product isn’t assigned but will be able to continue. The product name and serial number will be added to the completion notes.


New Customer Stage Field to Identify Leads, High Value, and VIPs

As part of the upcoming customer management tooling in ServiceCore, we've added a new Customer Stage field to the customer profile. When adding or editing a customer, you will now see a Customer Stage dropdown with the following options: 

  • Lead: Lets you track prospects and potential customers without including them in reporting and customer lists
  • Customer
  • High Value: Helps you identify important customers in the mid-sales process
  • VIP: Highlights your most important customers and is only available to users with Admin or Owner permissions. When selected, VIP customers will be flagged throughout the web and mobile app with a star icon:
    • Customer Details page
    • Customer List view
    • Mobile app schedule
    • Mobile app job details 

We're excited for this to support more efficient lead tracking and customer segmentation, stay tuned for more customer management tooling functionality launching soon! 

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Fixes

Batch Billed Autopay Payments QBO Sync: We fixed an issue that was causing payments to sync before invoices in autopay enabled batch billing flow. Invoices should now always sync before payments that reference them and QBO/QBD syncs should now be successful. 

Mobile App - Unable to Login to App Following Session Timeout: We have fixed an issue that caused an error message to display when attempting to login to the app after your session has expired.

 

 

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