The items mentioned below will be available on June 23, 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 (9.6.4+ota.2). Here's how to Keep ServiceCore Up to Date.
Workflow Change: Driver Quantity Confirmation for Itemized Jobs
When completing a delivery or pickup job with itemized products, drivers must now enter the actual quantity moved before they can complete the job.
Audience: Drivers completing delivery or pickup jobs with itemized products via the ServiceCore Mobile App.
What Changed
- The actual quantity field on delivery and pickup jobs with itemized products now defaults to blank instead of pre-filling with a zero quantity.
- Drivers must enter a value before the job can be marked complete.
Why It Matters
Pre-filled quantities let drivers complete jobs without confirming what was actually moved. This change makes active confirmation required, which keeps your inventory counts and availability numbers accurate.
New to Managing Inventory on Jobs?
Learn more about how inventory works during jobs in ServiceCore: Manage Inventory During Jobs Using the Mobile App
Feature Update: Transaction Id Column on the Payment Report
The Payment Report's Details table now includes a Transaction Id column showing the processor's reference number (for example, a CardPointe reference) alongside each payment.
What Changed
- A Transaction Id column now appears in the Payment Report's Details table.
- The column displays the payment processor's transaction reference next to the payment date, method, customer, and invoice.
- Applies to all payment types. Particularly useful for ACH/EFT reconciliation.
Why It Matters
Reconciling payments against your processor previously required cross-referencing the Deposit Report or logging into CardPointe separately. You can now export a single Payment Report that includes the processor reference number alongside your payment detail.