The items mentioned below will be available on or after November 11, 2021. To see these new features you will need to do a hard refresh in your browser. Here's how to Get the Latest Version of ServiceCore.
Itemized Inventory .CSV Export
If your company uses itemized inventory, you can now export a full list of inventory items as a .CSV file. "Itemized Inventory" is the term used in ServiceCore to describe inventory items when each item has a unique serial number. This doesn't mean that each item has a serial number literally stamped on the item, rather, these items each have a unique alphanumeric code to identify them separately in our system.
To export your list of itemized inventory, follow these steps:
- Navigate to Settings > Inventory > Items
- Click Export to Excel
- Watch for an email to arrive in your inbox with the subject line: Your Export is Ready: Inventory Items
- Click Download CSV File in the email
- Download and save the .CSV file to your computer or device
What's in the .CSV file?
The following information (columns) will appear in the .CSV download
| Item | Product | Rental | Customer | Site |
|---|---|---|---|---|
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Improved
Refund Transaction IDs
If your account is connected to Authorize.net or CardConnect, and you issue a refund for a credit card payment processed through ServiceCore, the "Transaction ID" for the refund will now appear on the refund details page, like in this example:
Rentals Jobs Date Ranges
When you go to a Rental Details Page, the list of rental jobs will now default to showing jobs in a 60-day date range:
- From: 30 days before today
- To: 30 days after today
Fixed
- Edit Job Form: An issue has been resolved where the dollar amount total for line items added to jobs was not summing up correctly on the "Edit Job" form.
- Saved Routes: An issue has been resolved where the street address in the list of stops on a saved route was not updating on the screen when the start or end destination on the form was changed.
- Tax Codes for QuickBooks Desktop Users: An issue has also been resolved where tax codes would not sync correctly if they did not have a unique name in ServiceCore.
Coming Soon
Please find our coming soon information at its new home: Coming Soon: New Features and Improvements.