ServiceCore’s walkthrough guides provide clear, step-by-step instructions to help you navigate tasks and features with ease. Whether you're just getting started or looking to learn new skills, these guides are designed to support you.
Keep in mind that depending on how you use ServiceCore, some guides may be more relevant to your specific needs than others. Explore the guides to find which ones are best for you and your team!
Before You Start
Here are a few things to know before you continue:
- To see if you have access in ServiceCore to features covered in a guide, please check out this article on user permission levels.
- Each walkthrough guide is tied to a blue play button icon in your ServiceCore account. Clicking on it will show you the name of the guide and the first step.
ServiceCore Walkthrough Guide Directory
Getting Started
Dashboard | Account Navigation
The purpose of this guide is to review how to navigate your account and is located on your home Dashboard.
Rentals and Rental Details
Rentals | Create Rental
The purpose of this guide is to review how to Create a Rental when in the Rentals tab of your account.
Rental Details | Add Rental Rates
The purpose of this guide is to review how to Add Rental Rates to a rental from the rental details page.
Rental Details | Create Job
The purpose of this guide is to review how to Create a Job for a rental from the rental details page.
Customers, Customer Profiles, Sites, and Systems
Customers | Add Customer
The purpose of this guide is to review how to Add a Customer to your account.
Customer Profile | Payment Types | Add a Credit/Debit Card
The purpose of this guide is to review how to Add a Credit/Debit Card to a customer profile.
Customer Profile | Contacts | Add New Contact
The purpose of this guide is to review how to Add a Contact to a customer profile.
Customer Profile | Sites | Add New Site
The purpose of this guide is to review how to Add a Site to a customer profile.
Customer Profile | Jobs | Create New Job
The purpose of this guide is to review how to Create a New Job from a customer's profile.
Site Profile | Systems | Add New System
The purpose of this guide is to review how to Add a System to a site profile.
Invoices and Billing
Rentals | Rental Details | Create One-time Invoice
The purpose of this guide is to review how to Create a One-time Invoice from the rental details page.
Rentals | Rental Details | Create Recurring Invoice
The purpose of this guide is to review how to Create a Recurring Invoice from the rental details page.
Accounting | Invoice Details | Send an Invoice
The purpose of this guide is to review how to Send an Invoice from the invoice details page.
Accounting | Invoice Details | Record a Payment
The purpose of this guide is to review how to Record a Payment from the invoice details page.
Estimates
Estimates | Create Estimate
The purpose of this guide is to review how to Create an Estimate from the Estimate tab in your account.
Estimates | Estimate Details | Send Estimate
The purpose of this guide is to review how to Send an Estimate from an estimate's details page.
Settings
Settings | Inventory | Products
The purpose of this guide is to review how to Add a Product in your Inventory settings.
Settings | Inventory | Products | Items
The purpose of this guide is to review how to Add Inventory Items to a itemized product.
Settings | Inventory | Products | Durations
The purpose of this guide is to review how to Add Product Durations to a product.
Settings | Company | Divisions
The purpose of this guide is to review how to Add a Division in your Company settings.
Settings | Accounting | Services
The purpose of this guide is to review how to Add a Service in your Accounting settings.
Settings | Accounting | Classes
The purpose of this guide is to review how to Add a Class in your Accounting settings.
Settings | Accounting | Payment Terms
The purpose of this guide is to review how to Add a Payment Term in your Accounting settings.
Settings | Accounting | Payment Tax Codes
The purpose of this guide is to review how to Add a Tax Code in your Accounting settings.
Settings | Accounting | Chart of Accounts
The purpose of this guide is to review how to Add an Account in your Accounting settings.
Settings | Schedule | Preferences
The purpose of this guide is to review how to Add a Destination in your Schedule settings.
Settings | Schedule | Equipment
The purpose of this guide is to review how to Add Equipment in your Schedule settings.
Settings | Schedule | Territories
The purpose of this guide is to review how to Add a Territory in your Schedule settings.
Settings | Custom Fields | Job Types
The purpose of this guide is to review how to Add a Septic Job Type in your Custom Fields settings.
Settings | Price Books
The purpose of this guide is to review how to Add a Price Book in your Price Books settings.
Settings | User Management | Users
The purpose of this guide is to review how to Add a User in your User Management settings.
Walkthrough Guide FAQs
What is a walkthrough guide?
Walkthrough guides take you through step-by-step instructions directly within ServiceCore to help you navigate features, complete tasks, and configure settings to meet the needs of your business.
How do I access a walkthrough guide?
Walkthrough guides appear as little blue play buttons.
Simply click the play button to start a guide.
Can I launch a guide more than once?
Yes, there are no limits to how many times you can view a guide. The guide will remain accessible for continued learning or to revisit a topic again.
Can I exit a walkthrough guide?
Yes. You can close a guide at any time by clicking the ‘X’ in the top-right corner of the guide.
Why can’t I see one of the guides listed in this article?
All guides are not accessible to all users. Some guides are only available to certain types of users and permission levels. Please reach out to your Admin if additional access is needed.
If you have any questions, please reach out to our Support team through the chat widget on the bottom right of this page or by sending an email to support@servicecore.com!