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8/12/2025 - Schedule Saved Filters, Tax Code Field Updates, & Fixes

The items mentioned below will be available on or after August 12, 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.


Schedule Saved Filters

We are excited to announce we will be updating our schedule filters, which will enable everyone to save filters! This update will include: 

  • Saving filtered views to easily toggle between and share with colleagues
  • New Status, Attachments, Notes and Emergency job filters!
  • New search functionality for saved filters and all filters. 

Learn more about Saved Filters

 

SavedFilters_Fast.gif

 


Tax Code Search on Invoices

To better support tax codes, we have added a search feature to the tax code field in invoices. Now you’ll be able to quickly search and see the relevant tags (Company Default, Site Default, QB) each tax code is tied to.

 

 

 


Dashboard Inventory Management Updates

We have made a few minor tweaks to the Inventory Availability module on the Dashboard.

  • We have renamed the module "Inventory Management" to more accurately reflect the data presented and actions available
  • We have updated the Pencil Icon on the Jobs with Missing Serial Numbers table to link directly to the "Edit Job Complete" form, saving multiple clicks to correct missing serial numbers
  • In the case there are no jobs with missing units and/or no jobs with missing serial numbers, we have added a message that there are no jobs missing information rather than hiding the table(s)
  • In two locations, we have updated the term "Units" to be "Items" to be more consistent with the experience throughout ServiceCore

Fixes

Amount Field Now Editable When Switching Customers in Record Payment: We’ve fixed an issue where switching from a customer with credit to a customer without credit in the Record Payment screen would cause the Amount field to remain locked, even after changing the payment method.

Credit Memo Tax Calculations: We fixed an issue that was impeding tax calculations to automatically trigger on credit memos.

Large amount of invoices sent via aging report: We fixed an issue that was causing large amount of statements sent from the aging report to fail. 

 

 

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