The items mentioned below will be available on or after March 3, 2026. This is a preview of what's coming in the next release. To see these new features once they go live, please update your mobile app to the latest version (9.5.8). Here's how to Get the Latest Version of ServiceCore.

Estimates Totals and Dashboard Income Chart Updates

• Estimates have been removed from the Dashboard Income Chart, so the blue “Estimates” bar and legend will no longer appear here
• The Estimates badges on the Customers Details > Accounting tab and the main Account page now display “Legacy & New”
• A new tooltip has been added on the new Estimates list page to add clarity that: All totals and amounts are related to New Estimates only.

Automatic Sync for Recurring Invoice Messages

We have upgraded how invoice messages work on recurring templates to ensure your invoice messaging stays up to date automatically. Instead of needing to update each existing recurring invoice template every time you change your invoice message, recurring templates can now be synced directly to your company’s default settings.

What’s New:

• "Use Default" Setting: You now have the option to set recurring templates to "Use Default Invoice Message." When this is selected, any future changes you make in Company Settings will automatically flow through to your recurring templates and all invoices generated from them.

• Smart Migration: All existing templates will be set to this new "Use Default" mode automatically. Don't worry—if you currently have a custom message on a specific template, we’ve preserved it so your unique messaging remains intact. However, if you want to keep your custom message, be sure to uncheck the "Use Default" box on the recurring template before you save any changes to it!

• Flexible Customization: You still have the power to override the default. If a specific customer requires a unique message, simply untick the default option on that template to keep their messaging separate from your global updates.

Photo Preview and Download Buttons for Attachments on Customers/Sites/Jobs

Photo attachments on customers, sites, and jobs can now be viewed without needing to open in a new tab. This modal navigates with left/right arrow keys and "esc" to close. There is also now a new download button to download directly without needing to click the link and a "View Gallery' button to view all of your attachments. This should make it easier to quickly view your attachments. 

Fixes

Accurate Billing for Multi-Month Rental Rates: We have fixed an issue where unit quantities were displaying incorrectly on one-time invoices for rentals using multi-month billing cycles (such as quarterly or bi-annual billing). This update ensures that whether you are billing for one month or six, your unit counts and totals will be calculated accurately based on your rental rates.

New Safeguards for Closed Accounting Periods: We have introduced new guardrails to protect your finalized financial data. The system now checks user permissions and accounting settings when you create recurring templates or run batch billing.

• What’s Changing:
  • Restricted Back-Billing: Users without permission to edit closed periods will no longer be able to create recurring templates or invoices with dates that fall within a closed period.
    Authorized Overrides: Authorized users will receive a warning notification when attempting to bill into a closed period, ensuring changes are intentional.
  • Batch Billing Updates: To prevent accidental shifts in your closed books, "catch up" invoices for past periods must now be generated manually by an authorized user rather than through batch billing.
• Please Note:
  • Accrual Reporting: If a recurring start date is in an open period but the actual service dates fall within a closed period, this may still impact your closed-period accrual reporting.
  • Pending Transactions: If you run batch billing to create the invoice previews before a month-end close but the actual invoices are not saved until after the period is closed, this may impact your closed-period revenue.