The items mentioned below will be available on May 19, 2026. 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 (9.6.3+3). Here's how to Keep ServiceCore Up to Date.
Feature Update: Availability Table Tooltip
You can now click on any availability number in your inventory table to see a breakdown of what's affecting your stock on that day.
What Changed
- Clicking a number in the availability table opens a tooltip showing a summary of pickups, deliveries, and exchanges for that day.
- The tooltip lists up to 15 relevant jobs with status indicators, like checkmarks for completed tasks and arrows for job types, and links directly to each job's details.
Why it Matters
When availability looks off, you used to have to search through relevant jobs manually to figure out why. Now you can find the related jobs in one click without leaving the page.
Coming Soon
You'll also be able to view this job breakdown in a list view. More details coming when it ships.
New to Product Availability?
Learn more about how ServiceCore tracks your inventory in Product Availability and Invalid Product Availability Overview.
Feature Update: Product Filter on the Rentals List
What Changed
- A new product filter is available on the rentals list.
- Use the autocomplete search to filter by product and see exactly where your units are.
Why it Matters
When inventory is running short, you need to find occupied rentals fast. This filter gets you there without scrolling through your full list.
Feature Update: "In Yard(s)" View on Products Page
Audience: Yard Locations-enabled accounts
A new In Yard(s) column on your Products page shows how many units are physically in your yards or currently en route from completed pickup jobs.
What Changed
- The In Yard(s) column displays the total number of units across all yards, plus units from completed pickup jobs that are on their way back.
- Product statistics and availability calculations have been updated to reflect the most current unit counts.
Why it Matters
If you run multiple yards, this gives you a fast read on where your physical inventory actually is without clicking into individual yard pages.
New to Yard Locations?
Learn more about managing multiple yards in ServiceCore: Yard Locations Overview and FAQs
Feature Update: Exclude Completed, In Progress, and Cancelled Jobs from Route Optimization
Dispatchers can now re-optimize a route midday without moving jobs that are already done, in progress, or cancelled.
What Changed
- When re-optimizing, you can choose to start from the first scheduled job, the last completed job, or the current in-progress job.
- Completed, in progress, and cancelled jobs are excluded from reordering.
Why it Matters
Mid-day changes used to mean re-optimizing the whole route, which risked disrupting jobs your drivers had already started or finished. Now you can adjust the remaining work without touching what's already in motion.
New to Route Optimization?
Learn more about optimizing routes in ServiceCore: Optimize Routes
Feature Update: Start at First Job for Saved Routes
Dispatchers can now optimize saved routes starting from the first job on the list, without selecting a departure destination first.
What Changed
- The saved route optimization no longer requires you to manually pick a starting destination before running.
Why it Matters
Removing the manual starting destination step saves time for dispatchers who set up routes that don't begin at a yard or destination.
New to saved Routes?
Learn more about creating and managing routes in ServiceCore: Add a Route
Feature Update: Select All Divisions When Creating a Customer
We’ve added a "Select All" checkbox to the create customer form, making it much faster to assign a customer to all available divisions at once. This eliminates the need to manually select each division, streamlining the setup process.
What Changed
- The Select All checkbox appears in the divisions section of the create customer form.
- Clicking it assigns the customer to every available division in a single step.
Why it Matters
For businesses with multiple divisions, manually selecting each one added time and room for error when setting up new customers. This speeds that up.
New to adding Customers?
Learn more about adding and managing customers in ServiceCore: Add a Customer
New Feature: "Suspended" Customer Stage
A new "Suspended" stage is now available on customer records, giving your team a visible way to flag accounts that should not be actively serviced.
What Changed
- Suspended is now an option in the Customer Stage field when creating or editing a customer.
- The stage is visible across the app: customer list views, customer details page, and customer search results on rental, job, and transaction forms.
- When you select a suspended customer on a rental or job form, a persistent warning tag appears on the form. It's advisory only and does not block a user from creating, continuing, or saving.
- Please Note: Billing Managers and above can assign the Suspended stage.
Why it Matters
Without a Suspended stage, teams had no consistent way to flag problem accounts. Staff could create jobs or rentals for suspended customers without any in-app warning, which creates billing and service headaches.
New Feature: Service History in the Customer Portal
Audience: Pro Plan accounts
Your customers can now view their job history and upcoming services directly from their Customer Portal.
What Changed
- A new Service History page is available in the left-hand navigation of the Customer Portal.
- The page shows all jobs across all statuses, defaulting to a 30-day lookback and 30-day lookahead from today.
- The Job list displays job number, status, job type, address, schedule date, and completion date.
- Customers can sort, search, and filter jobs by type and status.
- Jobs with attachments show an icon to open and browse photos directly in the portal.
- Jobs with a service ticket include a download button to save the PDF.
Why it Matters
Customers frequently call to ask about past services or confirm upcoming ones. This page gives them a self-serve way to check their history without contacting your office.
New to the Customer Portal?
Learn more about the Customer Portal in ServiceCore: Customer Portal Overview and FAQs
Action Required: Privacy Policy & Terms and Conditions URLs for Pro Messaging
Audience: Pro Plan accounts (Pro Messaging not yet enabled)
If you haven't yet enabled Pro Messaging, you can now add your Privacy Policy and Terms & Conditions URLs in your company settings before Twilio messaging can be activated.
What Changed
- Two new URL fields are available in your Company > Information settings for Privacy Policy and Terms & Conditions.
- Both fields are optional individually, but they are required as part of the Pro Messaging activation process.
- URLs must be valid and start with https://
Why it Matters
Twilio requires these URLs as part of messaging campaign compliance. Without them, your Pro Messaging campaign cannot be enabled.
What to Do Next
- Go to your Company > Information settings.
- Locate the Privacy Policy URL and Terms & Conditions URL fields.
- Enter valid https:// URLs for each.
Feature Update: Improved Security on Public Payment Pages
For accounts with payment processing enabled, ServiceCore has added automatic protection against fraudulent payment attempts on public-facing payment pages.
What Changed
- A new "Allow Online Payments" setting is now available for customers which defaults to "On".
- After five declined payment attempts on an invoice or customer balance, online payments are automatically disabled for that record.
- You can re-enable payments at any time from the customer or invoice record, which also resets the attempt counter.
Why it Matters
Fraudulent "carding" attacks, where bad actors test stolen card numbers against payment pages, can expose your account to chargebacks and processing flags. This setting stops repeated failed attempts automatically, without you having to intervene.
Fixes
Lasso Tool for Yard Locations Enabled Accounts: We fixed an issue where accounts with yard locations enabled were unable to correctly use the lasso tool on the schedule map.
Fixed Invoice Copy Error: We have resolved an issue where using the "Copy Invoice" action would fail with a "LineItems Error." With this update, you can once again quickly copy existing invoices to generate new ones without interruption or error messages, saving your team from having to enter identical billing data manually.
Fixed Saved Route Changes not Persisting: Fixed an issue where edits to a Saved Route (such as reordering stops or adding new jobs) would only apply to the next occurrence. Changes now correctly persist across all future weeks on the schedule.
Pickup Jobs Failing to Save Edits: Resolved a bug where edits to pickup jobs would silently fail — changes would not save and the page would scroll back to the top with no error message. This affected pickup jobs that were created before a company was migrated to the updated Yard Locations architecture and did not have a destination assigned. Pickup jobs can now be edited and saved as expected.