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03/24/2026 - Estimate Stage Automatically Updates When Sent, Created Date Added to Estimates, Fixes

The items mentioned below will be available on or after March 24, 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.


Estimate Stage Automatically Updates When Sent

When you send an estimate via email, the estimate stage will now automatically update to Estimate Sent. This eliminates the need to manually update the stage and helps keep your pipeline accurate and up to date.

Estimate Details _ ServiceCore (1).png

Created Date Added to Estimates

You can now view the Created Date on both the Estimate List and Estimate Details pages, making it easier to track how old an estimate is and prioritize follow-ups.

Estimates _ ServiceCore (3).png

Fixes

Recurring Invoice Message with No Default: We fixed an issue where users could not set a template-specific default message if there was no company-level default invoice message set up. Now, the checkbox to use or not use the default invoice message will show even if there is no company-level default message set. This will allow users with no default message to specify the template's custom message.

Itemized Inventory & Editing a job after it has been completed: We fixed an issue where editing a job after completion would remove the itemized inventory associations. Now, when you "Edit Job," the itemized inventory linked to the rental remains unchanged, ensuring accurate tracking of serial numbers.

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