Welcome to your one-stop-shop for all of the platform releases and bug fixes in 2025! 

Each monthly section covers what’s new, what's been improved, and what’s been fixed.

The releases for each month are listed in the order they were released, with the oldest at the bottom and the newest at the top. You'll also find helpful screenshots, videos, and links to learn more.

Before You Start

Here are some things to know before you continue:

• Depending on your ServiceCore permissions you may not be able to access some of these listed features.
• We release updates, enhancements, improvements, and/or fixes to ServiceCore every week.
• If you aren't on our Pro Plan, you won't have access to Pro Plan features.
• If you need to report a bug with one of these releases, please let our Support team know about it by using the chat button in the bottom right corner.

December

Rentals and Jobs Now Link Back to Their Original Estimate

Rentals and jobs created from an estimate now display a direct link to the estimate details page, giving you a clear record of where the rental or job originated.

Inactivity + Weight Overage Automation Language Updates (Roll-off)

We've updated the language in the automation setup form to make the setup steps a bit more clear. Specifically, we made it easier to understand where to choose the line item that you want to hold the additional overage or inactivity charge.

Units Added via Barcode Scan During Job Completion are Automatically Added to the Job

When completing a job via mobile app with itemized inventory and one of the barcodes needs to be added to an existing item, once you’ve selected the serial number and added the barcode, the unit will be automatically be added to the job you are completing. This minimizes clicks and helps keep your drivers on task. 

Expand Filter and Sort Options on Item Lists

In the items list, we added the ability to order by barcode and to filter by if an item has a barcode or if an item has a rental.

Admins and Managers Can Now Delete Estimates

Users with Admin and Manager level permissions can now delete estimates, making it easier to manage and clean up outdated or incorrect estimates without needing owner-level access.

Division Field Added to Customers on Estimate Creation

We’ve added the Division field to the estimate creation form (as optional, under Customer Info - Additional Information dropdown), making it easy to assign and view customer divisions.

Inactivity + Weight Overages

We've added two new automations that will better support roll-off billing. These two new automations will allow you to set up a rule once and then any time the rule is met, a line item will get automatically added to an invoice. This will save time and ensure you aren't missing out on money related to inactivity or weight overages. The automations will allow you to set rules as follows:

• Inactivity:  “If I haven’t hauled a dumpster rental for some period of time, then charge the customer for the lack of activity.”
• Weight Overage: “If the weight of the dumpster I haul is greater than the weight allowance I gave to my customer, then charge the customer for the additional weight.”

End Rental Job Modal Language Clarity

1. Company Preference for End billing when ending a rental?
2. Recurring invoice template's Advance/Arrears setting.

Bulk Product View Defaults to In Progress Rentals Tab

We've made a small update to the Bulk Products view, it will now default to opening the In Progress Rentals tab and the Items tab will not show. Itemized Products will still show and default to the Items tab when initially loaded. 

New Mobile App Version 9.5.3

App version 9.5.3 includes updates to mobile app framework framework, a new offline database for improved data persistence, and other updates.

Framework Updates
We’ve updated the frameworks that power the mobile app to the latest versions bringing increased performance and stability.

New Offline Database
We’ve replaced the offline data storage service used in the mobile app. Previously, some users experienced data loss when their device’s operating system cleared locally stored data without notice. With the new database, offline data in ServiceCore will persist more reliably, preventing unintentional loss of job data.

Biometric Authentication (Android)
Android users can now sign in using fingerprint or Face ID. This enhancement, enabled by our framework updates, provides a faster and more secure sign-in experience.

Cancel a Started Job
Drivers can now “Cancel Start” if a job is accidentally started. This action moves the job back to “To Do” status.  To cancel, go to the Job Details page, open the ellipsis menu (⋯), and select “Cancel Start.”

Divisions on Rentals

You can now add and update divisions on rentals. These updates will also include updates to the associated one-time and recurring invoices. When ‘Creating a New Rental’ all company divisions added to the customer will be visible. Once a Rental is created, you will now see the associated Division on the Rental Details 

*Note this division will apply to all jobs in this rental. Updating the Division will update all of them

When creating a one-time invoice or recurring invoice for this rental, the division will be defaulted. 

*Note when updating the division for the rental the recurring template will be updated as well.

Filtering the Schedule for jobs “Without Divisions/Systems”

We have updated our schedule filters to include a way to filter out jobs that do not have a division or system tied to them. This will enable customers to utilize these filters more meaningfully. Any current saved filters will be updated so that these new filters would already be applied for them.

Create an Invoice Directly from an Estimate 

You can now create an invoice directly from an estimate, allowing you to easily collect pre-payment for upcoming services. 

Pre-fill Quantity Actual Values with zero when unable to service

When completing a job via web and selecting completion status to “Unable to Service” quantity actual will default to zero. When editing a completed job quantity actual will show the value that was previously saved, regardless of status to keep that data from clearing out before making updates.

Rental + Billing Setting Language Clarity

We've reworked a couple of the rental and billing settings to make the setting selections more clear. Specifically, we've updated the End billing when ending a rental? and Should prorated Credit Memos be generated for inventory returned early? setting explanations to make your setting choices more clear.

We've also updated button fonts for the End Rental Job modal when scheduling the final job pickup. We'll be making language clarifications to this modal shortly.

Repeat Job Series, This and following logic updates

We have made an update to editing jobs in a repeat series. When editing a job in a repeat series and selecting “This and Following”, updates will only apply to fields that have been edited. For example, if only driver notes were updated for “This and Following” jobs, updated driver notes will appear for jobs in that repeat series. It will not update the repeat job frequency.

December Bug Fixes

Email Displaying Multiple Tax Rates if Line Item Taxes is on: We updated the summary details on invoice emails to reflect all tax codes applied on an invoice, even if only at the line item level. This will only impact customers with line item taxes turned on (mostly applicable to Canadian customers).

Batch Billing Time Out Issue from Weight/Inactivity Automations: We quickly caught and fixed a bug that was causing time out issues with batch billing. Batch billing should now be working as expected.

While editing a Delivery job, editing date causes selected inventory to drop off: We fixed an issue that was causing inventory to drop off when editing a delivery job and selecting a new date.

Product not found when scanning inventory on a PU job following completion of other jobs on that rental: We fixed an issue that was causing the product not found to pop up incorrectly in the mobile app when trying to scan inventory at pickup jobs that were scanned at delivery.

No network connectivity causing blue screen: We fixed an issue that was causing a blue screen when closing the app and going into low connectivity in the mobile app. 

Signature does not immediately populate following job completion: We fixed a bug that was impeding displaying the signature in the job details view after job completion in the mobile app.

Site and Item Maps Loading Consistently: We fixed an issue that was causing the site and item maps to load inconsistently.

Division Field in Recurring Invoices: We fixed an issue that was causing the division field to clear on a recurring invoice after adding a rental rate.

Rental Showing in Progress after Final Pickup: We fixed an issue that was causing the rentals to remain open and show as “In Progress” after scheduling and completing the final pickup for all inventory. The rental should now show as Done. 

Rental Inventory table displaying for non-itemized products: We fixed an issue where the inventory table on the rental details page was not showing after only bulk products were delivered. The inventory table should now show for all product types.

500 Error on Password Reset: We fixed an issue that was causing an error to show when attempting the password reset. This should now be working as expected.

Displaying Two Decimal Values in Collect Payments
We’ve fixed an issue where invoice values ending in “.10” would display without the trailing zero in the Collect Payments pop-up. With this fix, both decimal places will now always be shown.

Scanning Barcode on Service Job throws an Error: We have fixed an issue that caused a 'Product Not Found on Job' error message to be thrown when scanning a known barcode on Service job.

Android OS Status Bar Styling: We fixed an issue with the Android OS status bar that was making it illegible with our mobile app white background. 

Displaying Item Location in Product Inventory Map: We fixed an issue that was impacting inventory item pins from showing correctly in the product inventory map.

Displaying units not on a rental in the rentals table: We fixed an issue that showing units that were not yet delivered on a rental. We will now only show units onsite within the rentals table.

Auto response SMS populating incorrect number: We fixed an issue that was causing the wrong number to populate when customers reply to an automated SMS message from SC. The phone number displayed in the auto-response will be the company’s configured phone number.

Invoice Edit View Respects Previously Disabled 'Allow Online Payment' selection: We fixed a bug that will now ensure that editing an invoice will respect any previous selections to the "Allow Online Payments" selection on that specific invoice.

Default Tax Code Inherited on Job-Derived Line Items in Recurring Batch Billing: We fixed a bug in the Line Item Taxes feature (mostly relevant for Canadian customers) that will now ensure that service line items added to invoices from Jobs (ie. outside the recurring invoice template) via batch billing will inherit the service's default tax code.

November

Improved Nightly Sync for New CardConnect Customers 

We’ve updated the Payment Nightly Sync process to handle recent CardConnect changes that combine credit card and ACH transactions for new onboarded customers. This update ensures that credit card and ACH records are only updated once per nightly sync, and duplicate decline emails are no longer sent.

New Inventory Management Report

We've added a new report that allows you to view jobs with missing items, meaning not all scheduled inventory items were recorded when completing the job. This report also expands on the view of jobs with missing items featured on the ServiceCore dashboard. Fields displayed include customer, job, and rental information, quantity expected and quantity actual.  You can find it under Report > Operations Reports > Inventory Management 

Adding Barcodes to your Itemized Inventory via Web

We have updated the web app to allow Assistant Managers and above roles to update barcodes via web app (same permission as editing inventory). This should make it easier for you to add barcodes without having to physically be at the location. This will not impact any GPS coordinates already set with these serial numbers. 

Quantity Actual defaults to 0 if status is Unable to Service (web app only)

When completing a delivery, pickup, or exchange job in the web app, if you select the job status of "Unable to Service" the quantity actual fields for all products on the job will pre-populate with 0, as no units were able to be delivered or picked up saving users clicks. 

Mobile App Version 9.5.2

Mobile app version 9.5.2 fixes an issue that arose in 9.5.0 and 9.5.1 that caused a "Downloading Scheduled Inventory” popup to be displayed after all job actions. 

Due to this update, we'll be temporarily removing a couple of recent features:

• New Offline Database
• Android Biometric Authentication
• Cancelling a Started Job
• Selecting a Yard when adding an inventory item
• Fix: Displaying to decimal values in Collect Payments

MSI Number Shows on Statements

When "Print Multi-Site Invoice as Summary" is set to Yes on a Billing Group, statements will reference the Multi-Site Invoice (MSI) number rather than the individual invoice number(s). The printed invoices will work the same as they have depending on your setting selection.

$0 Due Invoice Emails Say "Paid In Full"

When an invoice has a $0 amount due in its email, the email copy used to say "Please Pay" which was confusing to our custies' custies. Now those emails will say "Paid In Full".

Persist "View" selection on Availability Chart

When viewing the Availability Chart, when you select a number of products to view this value will be persisted until you clear your cache. Previously this always defaulted to 5 results. 

Cancel Job Start from Web App

Following up on our pervious mobile app release, we have added the ability to "Cancel Start" of a job from the Web app. When a job is in progress, if you go to the "Actions Menu" you will see a "Cancel Start" option. This will move the job back to a "Scheduled" status. 

Filter Items List by Yard

For current users of Multi-Yard Inventory, we have added a "Yard" filter to the Items table (both on the Inventory>Items and Product Details pages) allowing users to see which units of an itemized product have a location of a specific yard.

Mobile App version 9.5.0

App version 9.5.0 includes updates to mobile app framework framework, a new offline database for improved data persistence, and a delighter and a bug fix.

Rollout
With this release, we are conducting a phased rollout. The release will gradually become available to all users over the course of the week.

Framework Updates
We’ve updated the frameworks that power the mobile app to the latest versions bringing increased performance and stability.

New Offline Database
We’ve replaced the offline data storage service used in the mobile app. Previously, some users experienced data loss when their device’s operating system cleared locally stored data without notice. With the new database, offline data in ServiceCore will persist more reliably, preventing unintentional loss of job data.

Biometric Authentication (Android)
Android users can now sign in using fingerprint or Face ID. This enhancement, enabled by our framework updates, provides a faster and more secure sign-in experience.

Cancel a Started Job
Drivers can now “Cancel Start” if a job is accidentally started. This action moves the job back to “To Do” status.  To cancel, go to the Job Details page, open the ellipsis menu (⋯), and select “Cancel Start.”

Bug Fix: Displaying Two Decimal Values in Collect Payments
We’ve fixed an issue where invoice values ending in “.10” would display without the trailing zero in the Collect Payments pop-up. With this fix, both decimal places will now always be shown.

Bug Fix: Scanning Barcode on Service Job throws an Error: We have fixed an issue that caused a 'Product Not Found on Job' error message to be thrown when scanning a known barcode on Service job.

Estimate Tab Added to Customer Details Page

We’ve added the Estimates tab to the Customer Details page, making it easy to find and take action on estimates created for a specific customer.

Estimate Owner List Improvements

We’ve updated the Estimate Owner dropdown on estimates to exclude technicians and deactivated users.

Estimate PDFs Now Display Estimate Owner

We’ve updated the Estimate PDF to include the Estimate Owner’s name.

November Bug Fixes

Estimate Emails No Longer Fail When a Site Has an Invalid State: We fixed an issue where new estimate emails failed to send if the related site had an invalid or missing state value. This caused a system error and prevent the email from being delivered.

Tax code updates won't impact historical invoices: We fixed an issue that will now ensure that if a tax code gets updated and old invoices get edited they'll use the rate you set when you created the invoice rather than automatically updating with the newly updated tax code rate.

Assigning Drivers to Territories limitation: We fixed an issue that was impeding assigning any driver on schedule to a territory.

Email Log Not Showing all Previous Emails: We fixed an issue that was impeding showing all sent emails from the previous day. You should now be able to see all previous day emails at any time of day.

Managers and Admins Can Remove Products from Estimates: We fixed an issue where users with Manager and Admin level permissions were unable to save edits after removing products from an estimate, receiving an incorrect error message.

Rental In Progress Label Displays in Green: We fixed an issue where an In Progress rental badge would display with a green background, which is reserved for rentals with a "Done" status. 

Estimate Expiration Date Now Displays on Estimate List: We fixed an issue where the expiration date was not displaying on the Estimate List page. Expiration dates now correctly appear under the dollar amount in the summary column, making it easy to see when each estimate expires at a glance.

Estimate Email Now Displays Correct Expiration Date: We fixed an issue where estimate emails showed “Valid Until” followed by a placeholder (|INVOICEDUE|) instead of the actual expiration date. The email template now correctly displays the Expiration Date if one is set, ensuring customers see accurate estimate details.

Invoice Edit Validation Improvement to Prevent Overpayment Errors: We have fixed an issue where in some cases, ServiceCore would show an overpayment error and prevent an edit to a paid invoice, even if the payment amount matched the invoice amount. Now, customers will not see an overpayment error if the invoice amount and payment amount are equal (to the penny).

Don't Display Units On Site to be Delivered when completing an Exchange Job: We have fixed an issue that caused units that are already on a rental to be selectable in the Delivery section of an completing an exchange job.

October

Expanded PO# on Invoice PDF

We've updated the Invoice PDF to ensure that longer PO# show on 1 row instead of wrapping to 2 rows. It won't allow for an infinite number of digits before wrapping, but it'll at least give a few more digits of space and resize the other bubbles to keep a clean look. We hope this will help address issues certain AP systems  were having reading wrapped long PO#. See below for the before and after views.

New Septic Job Type Fields

We've added new fields to better support septic inspections. 

New fields include: 

• 

  Environment Check

• Effluent Check
• Inflow Pipe Condition
• Airflow Control Valve
• Airlift Valve Condition
• Airlift Pipe Condition
• Chlorinator Refill

Expanded Schedule Week Cards

We've increased the number of automatically expanded cards in the Schedule Week Card view. You'll now be able to see 1000 jobs expanded as a default, decreasing the number of clicks it takes to view the jobs.

ServiceCore Sell Report 

The ServiceCore Sell report provides a high-level overview of ServiceCore Sell performance. It highlights key sales metrics, including total estimates created, open estimate value, estimates won, and overall conversion rate. Use this view to track pipeline health and sales momentum across stages, owners, and time periods. Below, you’ll find breakdowns by stage, estimated revenue by start date, conversion performance, expiring estimates, and owner-level activity to help drive follow-ups and identify opportunities.

Select Completion Time when Editing Job Completion

We have add a time selector when editing job completion. When editing job completion, you will now be presented with both a date & time selector. Both the time and date selectors will be pre-populated with the time and date of when the job was originally completed. Prior to this update, when editing job completion, the "Completed At" timestamp was updated to the current time with no way for the user to edit the updated timestamp, leading to misleading job duration data.

Tooltips for Product Data Points

We have added tooltips with definition of each product data point to the Availability, Products, and Product Details pages. These tooltips are displayed when you hover over the label for a data point or column header for a data table.

Services from Estimates Auto-Populate on Rentals

When you create a rental from a new estimate, all services on the estimate will now automatically populate on the delivery job. 

Navigation After Recurring Invoice Creation

You'll now get redirected back to the Customer's page when creating and saving a recurring invoice from the Customer's page.

Filter Jobs List to Hide Service Jobs

To help you quickly identify any Delivery, Pick Up, or Exchange jobs that may have not been completed or need to be reviewed, we have added a "Hide Service Jobs" checkbox to the Filter menu on the Jobs list. Selecting "Hide service jobs?" will filter out all jobs types that are not used for moving units. The default status of this filter is unselected (showing all job types).

ServiceCore Sell - Lightweight CRM + Improved Estimates Experience

We're excited to introduce ServiceCore Sell, a new lightweight CRM tool that brings structure and visibility to your sales process while introducing an improved Estimates experience inside ServiceCore.

What's New 👇

Resdesigned Estimate Form

A cleaner, more organized experience for creating and managing estimates. You can now: 

• Add an Estimate Name for easy search 
• Assign an Estimate Owner for tracking and reporting
• Choose an Estimate Stage to track where it sits in your pipeline 
• Add Products, Services, and Surcharges directly to estimates
• Copy existing estimates to save time 

Sales Pipeline Tracking

Quickly see where every estimate stands with new stages, such as: 

• Inquiry Received
• Contact Made
• Qualified
• Estimate Sent
• Awaiting Approval
• Closed Won / Closed Lost / Went with Another Option

Convert Estimates into Jobs or Rentals

Easily convert accepted estimates into jobs or rentals. 

New Estimates Tab

Access all new estimates from the top-level navigation, and soon you'll see an Estimates tab on the Customer Details page for a customer-specific view. 

• The old (legacy) estimates form will no longer be available for creating new estimates. 
• You can still view, edit, and take action on existing legacy estimates (edit, create job, create rental). 

Assistant Manager + Order Taker can View Customer KPIs

We made a couple of role updates where users with the Assistant Manager and Order Taker roles can now see customer-specific accounting KPIs. This will hopefully make it easier to check that a customer is in good standing when taking a new order. 

Accounting Invoice Tab: Filters Remembered

Continuing our work to make it easier to navigate away from and then back to the Invoice Tab inside Accounting, we've made an update so that your last selection using the Date Range, Search and Pages are all automatically saved. This means you can easily continue your work when you come back to the invoice tab. We're continuing this work so that all filters you set get automatically remembered. We're starting with the invoices tab on Accounting and then will bring these updates to other lists around ServiceCore.

Date Range Filter Example:

New Septic Field: Drainfield System Type

We've added a new septic field to capture drainfield system types. It is available via the Custom Fields > Job Types > Add Job Type > Create Septic Job Type.  This new field will be a dropdown with the following options: Gravity, Pressure Distribution, Mound, Sand Filter, Drip, Lagoon, Dry Wells, and Other. 

New Job Type Filter

We’ve added a new way to filter all of your job types across all job lists. You will now be able to quickly filter all of your job types using a new search autocomplete field. This will give you access to search specific job types and avoid having to scroll through the full list.

*Note only the top 25 job types will appear but, as you start typing in the search box you will be able to see your other job types. 

Batch Billing Creates but Doesn't Send $0 Invoices 

If your batch billing process generates a $0 invoice (more often relevant for the roll-off business), the $0 invoice will get created and will advance your recurring invoice to the next billing cycle however, the invoice will not get automatically sent to your customer.

Customer Search - Create Job Button

You can now create a job directly from the customer search or customer list via the "Create Job" button.

Advanced Customer Search

You can now search for a customer by contact first name, last name, email, or phone number, making it easier to quickly find the right customer record.

October Bug Fixes

Estimate Emails Now Deliver Correctly: We fixed an issue where estimate emails were not being delivered when using the new estimate template.

Estimate Form Now Saves After Clearing Site: We fixed an issue where the new estimate form could not be saved after removing a linked site.

Copying Estimate with Products Now Works Correctly: We fixed an issue where copying an estimate that included products caused an error and would not copy. Now, estimates containing products can be copied successfully without errors.

Copying Estimates for Deactivated Customers: We fixed an issue where copying an estimate tied to a deactivated customer triggered an error but still created the duplicate estimate in the background. Now, when attempting to copy or edit an estimate for a deactivated customer, you’ll see a single clear error message - and the estimate will not be created or saved. This ensures accurate validation and prevents invalid data from being generated.

Recurring Invoice Redirects Correctly: We fixed an issue where, after creating a recurring invoice from a customer record, the system incorrectly redirected users to the dashboard instead of the customer’s recurring invoice list.

Batch Billing Treatment of $0 Invoices: We fixed an issue that caused batch billing invoices to generate without any line items. This happened when a rental ended, the 'End Rental' feature disabled, and there is still a recurring invoice template -> Batch Billing created $0 invoices without any line items.
Now, the pending invoice won't get created if it has zero line items after processing the recurring template. Instead, we'll advance the billing to the next reminder date and keep the last reminder date (since no invoice was generated).

Price Books Display on New Rental Job Service Rates: We fixed an issue that was blocking the price book rate dropdown from showing when adding a service to a newly created job from an existing rental (for a customer with a price book). The price book rate dropdown will now show as expected.

Order Taker Ability to End Repeat Job Series: We fixed an issue that was preventing the Order Taker role from ending a repeat job series. We created a new permission for 'End Repeat Job' and gave that permission to Order Taker and all other roles that currently have the Edit Schedule permission access (since this is the permission that controlled the End Repeat Job access prior to this update).

Changing date does not reset product quantities when scheduling a delivery job: We fixed an issue where the selected product quantities were not reset when changing the date when creating a delivery job. This was an inconsistent user experience as all other changes reset the product quantities that could lead to inadvertently overselling inventory.

Pickup Job Flagged as "Invalid Product Availability":  We fixed an issue when Product Availability was negative, pickup jobs showed an "Invalid Product Availability" banner. Pickup jobs should not show an Invalid Product Availability banner as units are already on site.

Batch Billing Creating $0 Invoices With No Line Items: We fixed an issue that caused invoices to generate without any line items via batch billing. This was happening when a rental ended, the 'End Rental' feature is disabled, and there is still a recurring invoice template. Now, the blank invoice will not get created and the billing period will advance.

Pending Transaction Invoice Detail Disappearing After Deleting an Invoice from the Preview Screen: We fixed an issue that caused the individual line item rates to disappear from the pending transactions preview screen (ie. batch billing) when deleting one of the invoices from the preview. Now, if/when you delete an invoice from the preview screen, all of the other pending transactions will retain their line item level detail.

Estimate Form Now Saves After Clearing Site: We fixed an issue where the new estimate form could not be saved after removing the selected site. Now, when you clear the site from an estimate and hit save, the form will correctly update and save as expected. 

Bulk Reassignments (Lasso Tool) and updating repeat job frequencies: We fixed an issue that was impeding changing a job's repeat series when using the lasso tool. 

Copying or Editing Estimates for Deactivated Customers: We fixed an issue where copying an estimate linked to a deactivated customer triggered an error but still created the duplicate estimate. Now, when attempting to copy or edit an estimate tied to a deactivated customer, you’ll see a clear error message and won’t be able to proceed or save changes - preventing invalid records from being created for a deactivated customer.

Changing Date when creating Delivery Job Sets Same Day Expected Pickup: We have fixed a bug, that when creating a delivery job for an existing rental, changing the date for a delivery job, an expected pick update of the delivery date was passed into Availability causing an inconsistent experience. Now, when changing the date, no end date is passed in unless you provide an "Expected Pickup Date".

Display Yard Name Label on Job Details Page: For users on Multi-Yard Inventory, we have fixed an issue that caused the "Yard" label to not be displayed on the Job Details page.

Creating new income account with 'Other Current Assets': We fixed an issue that caused QBO to unsuccessfully sync new income accounts with account type as 'Other Current Assets'.

Editing a completed delivery or pickup job clears the value from the 'Units Delivered/Picked up' field: We fixed an issue that caused the value that was recorded in the 'Units Delivered' or 'Units Picked Up' field to be cleared out when editing a completed Delivery or Pick Up job. The Delivered and Picked Up values will remain after changing the planned number of units on the job. 

Outstanding Balance to Exclude Recent Payment: We fixed an issue where recently paid amounts were not getting removed from the outstanding balance when selecting the 'Send Payment Receipt Email to Customer' option. The outstanding balance will now properly subtract out the amount just paid.

Completed Destination Jobs Filtered by Schedule Filters: We fixed an issue that was preventing completed destinations from being filtered in/out when using the 'Done' job status schedule filter. 

"Jobs with Missing Serial Numbers" table experiencing intermittent failures: We have fixed an issue that caused the "Jobs with Missing Serial Numbers" table from timing out.

September

Invoice and Statement PDFs - Online Payment Link

We’ve updated invoice and statement PDFs to include a direct link to the public payment pages. Customers no longer need to enter a Pay Online ID, they can simply click the link to pay their invoice or statement.

NEW Company Preference "Allow Overselling Inventory"

We have added an new Company Preference to give you the ability to allow or disallow your team from overselling your current inventory availability. The default state for this preference is "Yes" which follows the current behavior which allows for overselling inventory.

A selection of "No" block you from creating a rental or delivery where the Quantity value exceeds availability. 

This new preference can be found in setting under, Company > Preferences > Rental

Multi-Yard Inventory: Select Yard when adding a unit of an Itemized Product

For accounts that have Multi-Yard Inventory enabled, when adding an Item to an Itemized product you will now select which yard to add the unit to. Adding the unit to the yard will increase Availability by 1 for that product in that yard and the Items table will show that unit has a location of the selected yard.

Accounting List Improvements

ServiceCore will now remember your last 'Filter' selection on your Invoices list from either your account-wide or company-specific Invoice view. More enhancements to come on this front!

Mobile App 9.4.56

We have made a few more tweaks to improve the performance of the barcode scanner. 

Future Jobs Show Updated Serial Number on Following Exchange

We have made an update to the information populated on future jobs following an one-for-one exchange job. After completion of the swap, future jobs will reflect the serial number of the unit delivered as part of the exchange.

Order Entry Updates

Warning Banner if Overselling Inventory when Creating a Rental or Delivery Job: We are in the process of making it easier for you to have a holistic view of your inventory during the order entry process. As a first step, when creating a delivery job (either as part of Rental creation or a subsequent delivery on an existing Rental), if you enter a Quantity value that is greater than the number of units of that product currently available, we will highlight the row to be yellow and present a waring icon.

Mousing over the warning icon will display a message stating "Selected quantity exceeds current stock. Proceeding may oversell."  This warning is purely informational and does not block any workflows

Ability to create a Delivery for a Product with an Availability of Zero: We have made an update to allow you to create a delivery job for a Product with Availability of zero or less. This will help provide a more consistent order entry experience. 

Closed Rentals

Remove Rental Association when Rental is closed: When a rental is Closed (all units picked up), we are now automatically removing the rental association from any items that were associated with the rental even if they were not explicitly selected on the pickup job.

Inventory Billing Update

Billing based on planned quantity instead of delivered quantity: We have made an update that billing on rentals will be based on the planned number of units instead of the number of units delivered (as entered by the driver when completing the delivery job).

This mirrors the billing experience that existed prior to the introduction of the "Count of Units" input boxes on delivery and pickup jobs. 

As a reminder, you can see any delivery jobs where the number of units moved does not match the planned number of units in the "Jobs with Missing Items" table on the dashboard.

Accounting List Improvements

All Accounting Lists Default to Show Most Recent Item First: We've updated all lists within the Accounting space (eg. Ready for Invoice, Invoices, Refunds, etc.) so that those lists will default to show the most recent transactions at the top of the list. You can still sort 'A -> Z' if needed, but it will now take fewer clicks to find your recent transactions. 

Invoice List Remembers Your Last 'Sort By' Choice: We're in the process of making it easier for you to use your accounting lists. The goal is to get all accounting lists in a place where ServiceCore remembers your last sorting and filtering selections when you click away and then back into your accounting lists (like your list of invoices, refunds, etc.). As a first step ServiceCore will now remember your last 'Sort By' selection on your Invoices list from either your account-wide or company-specific Invoice view.

Schedule Performance Optimizations for Real Time updates

We've optimized the schedule real time driver updates to keep schedule load times low while you get all the real time data from your drivers. This should have no impact to your schedule views. 

Read Only Role Enhancement

Users with the Read Only role will now have the ability to view the schedule.

Barcode Scanner Enhancements
In Mobile App Version 9.4.55: To improve the accuracy of the barcode scanner, we are now checking for 10 consecutive matches from the scanner prior to passing a value from the barcode scanner to the app.

Refunds + Credit Memo Updates

We’re improving how Refunds and Credit Memos work together in ServiceCore.

• Refunds for ‘applied’ payments - payments used to pay off invoices - will re-open the invoice.
• Refunds for ‘unapplied’ payments - payments not used to pay off invoices, automatically turned into a credit - will reverse the credit balance.
• Similar to how payments work, refunds will no longer have line items.
• ‘Take another form of payment’ will be accessible from within the Refund flow.

The credit memo creation flow will be more seamless and accessible directly from an invoice. Additionally, you now have the option to create a refund within the credit memo creation flow.

Aging Report Updates

The Aging Report will change in a few ways. Most importantly though, your Monthly AR Balance and Aging Reports will have fewer reconciling items.

First, we’ve improved the navigation within the report to make it easier for you to find the information you’re looking for.

Second, we’ve added functionality to allow you to look at your aging information in more ways.

Last, we’ve changed the way your receivables data is presented.

September Bug Fixes

Email Download Link Opening Text In Browser: We fixed an issue where clicking on links for downloads of exported data in an email opened the text in the browser window. Now, clicking "Download CSV file" will download in .CSV format as expected.

Cancelled Jobs Pulled into Next Invoice, Recurring Invoices: We fixed an issue where cancelled jobs were getting pulled into recurring invoices. Cancelled service jobs will no longer get added to invoices generated via recurring invoice templates.

Scheduled - Technician Dropdown: We fixed an issue where the technician dropdown showed duplicate users or failed to display certain technicians unless searched by name. 

Job Confirmation emails sending with incorrect date of service if time window is on job: We fixed an issue on the job confirmation email that caused jobs with time windows to who an incorrect date of services.

Serial numbers not available when editing job completion if not selected on delivery: We have fixed an issue, where if a driver associated a unit to a rental via a Service job, if a member of the office staff went to edit the delivery job the serial number was not able to be selected.

Schedule - Weekly Map View Filter: We fixed an issue where the "Filter Days" option on the weekly map view did not remove jobs as expected. The filter now correctly hides jobs on the days you deselect. 

Job/Inventory Relationship Remains After Inventory is "Checked in": We have fixed an issue where future jobs could not be deleted after the completion of a pickup job due to an continuing relation to an inventory item.

Editing Septic Job Completion not working - We fixed an issue that was preventing customers from saving their edits to job completions. 

Final Invoices Set to Print Won't Email - We fixed a bug that will now ensure that final rental invoices set to print won't email.

Unable to scroll the entire list when editing job order via mobile app - We have fixed an issue that blocked Manager and up level users from scrolling the full list of jobs when editing job order in the mobile app

Mobile App Issue Uploading Attachments - We have enhanced image compression to decrease the size of the image being uploaded, decreasing time to upload limiting errors

Duplicate Job Complete Updates causing Duplicate Credit Memos - We have fixed an issue where when a driver is syncing jobs when coming back online, where a second record is entered and causing multiple auto-credit memos to be created

Refresh Token Request Fails Due to Restricting Auth Headers - We have fixed an issue where when returning to to the mobile app the backend process to extend the users session was failing, causing them to need to login to the app

Editing Completed Delivery/Pickup Job is Overriding Manually Entered Quantity: We have fixed an issue for itemized products where if the less serial numbers were selected than units delivered/picked up, the re-opened job would default to the number of serial numbers selected and not the user entered value. Editing completion will now persist the user entered value.

Missing Serial Numbers Table returning Jobs with Correct Number of Serial Numbers: We have fixed an issue that caused jobs with the correct number of serial numbers to display in the Jobs with Missing Serial Numbers table. 

August

Schedule Map Day Pin Icons

You will now be able to quickly reference the job type with icons indicating the type of job in the Map Day schedule view. Colors indicate what driver is assigned to that job but have no correlation to the territory. Unassigned jobs will be marked grey with the icon notating the driver color assigned to that job. 

 

Pin Icon	Description
	Rental Delivery
	Rental Pickup
	Service Job
	Destination
	Exchange Jobs
	Completed Jobs
	Emergency Jobs will show the icon for the job type plus an exclamation point to indicate its an emergency job

When Viewing a Driver Route in the Map Day schedule view, you’ll now see the sequence of jobs within a bubble on the pin to quickly verify the job type and stop number.

VIP Icon in Schedule Views

The VIP icon will now show within our schedule views for your customers that have been marked as VIPs on their account. This will help dispatchers better accommodate VIPs.

Schedule View Options Update

With our recent release of new schedule filters and the new ability to filter by job status, we have removed the "Show Completed Jobs" option from the View Options.  To view completed jobs go to Filters Icon -> New Filter-> Done (Job Status). 

We also recommend saving a filter to quickly toggle on. 

New Drainfield Septic Job Type fields

We will now be supporting the following septic job fields. These will be visible when creating or editing a septic job type and will be visible to your drivers via the mobile app when completing these jobs. Like the other septic fields you will have access to make them required if needed. 

Note: Please have your drivers update to version 9.4.52 to see these new fields in the mobile app. 

New fields: 

• Drainfield Size

• Distribution Box Condition

• Drainfield Vent Condition 

• Mound Washout

• Drainfield Surfacing Effluent

• Drain back 

• Drainfield Needs Service 

Jobs with Missing Serial Numbers Table Updates

We have updated the data in the Jobs with Missing Serial Numbers table on the dashboard to not include closed rentals or cancelled jobs. 

We have also fixed an issue and jobs where no serial numbers were selected will now display in the table. 

"Checking In On" Messaging Update

We have updated the "checking in on delivery date" text on the Inventory table while creating a delivery job to be a warning instead of an error message. 

Destinations

We have increased the number of destinations you can create. You will now see more than 100 destinations within the Schedule Card views and the Frequent Destinations List (in settings). 

"Select All" Adds All Known Serial Numbers to the Job

During job creation, when choosing units if you click on "Select All" we will now be selecting and passing all known serial to the newly created job. 

Items Table Inline Education Content

We have added inline education content to the Items table on the Items  & Product Details pages within inventory. This text explains that the data shown in the table below is a snapshot of the last known location for each item and does not take future jobs into account, meaning it is unlikely that it will sum to the product's availability.

Service Jobs: Allow selection of units not on the Service Job

In Mobile App version 9.4.53: If a service job has one or more Unknown Serial Numbers, we  introduced the ability to associate the correct unit to the rental via barcode scanning in mobile app version 9.4.49. With version 9.4.53 and above, drivers will be able to replace any "Unknown Serial Number" value with any Item of that product that is not currently assigned to a rental (matching the serial number selection experience on Delivery jobs).

Create New Rental Form - Job Name and Emergency Job Checkbox 

We've updated the create new rental form to make it easier to capture critical job details. When creating a delivery, service, or pickup, you can now add a custom job name and mark the job as an emergency directly from the form. 

Schedule Saved Filters

We are excited to announce we will be updating our schedule filters, which will enable everyone to save filters! This update will include: 

• Saving filtered views to easily toggle between and share with colleagues
• New Status, Attachments, Notes and Emergency job filters!
• New search functionality for saved filters and all filters. 

Tax Code Search on Invoices

To better support tax codes, we have added a search feature to the tax code field in invoices. Now you’ll be able to quickly search and see the relevant tags (Company Default, Site Default, QB) each tax code is tied to.

Dashboard Inventory Management Updates

We have made a few minor tweaks to the Inventory Availability module on the Dashboard.

• We have renamed the module "Inventory Management" to more accurately reflect the data presented and actions available
• We have updated the Pencil Icon on the Jobs with Missing Serial Numbers table to link directly to the "Edit Job Complete" form, saving multiple clicks to correct missing serial numbers
• In the case there are no jobs with missing units and/or no jobs with missing serial numbers, we have added a message that there are no jobs missing information rather than hiding the table(s)
• In two locations, we have updated the term "Units" to be "Items" to be more consistent with the experience throughout ServiceCore

Inventory Updates

We have made key updates to how inventory works in ServiceCore. These changes improve product availability accuracy and help you track what’s really out in the field or back in your yard.

Count of Units Field (Web + Mobile): When doing delivery, pickup, or exchange jobs, there hasn’t been a way to record how many units were actually moved. That’s caused mismatches between scheduled units and real inventory. Now, we’re adding required fields to record how many units were delivered, picked up, or exchanged. This change helps make your Product Availability more accurate.

Inventory Availability Dashboard Widget: We’re updating the “Inventory Availability” widget to help you spot and fix inventory issues quickly. It includes two tables: Jobs with Missing Units and Jobs with Missing Serial Numbers

Inventory Table in Rentals: We’ve added a new link below Inventory table showing Delivery and Pickup jobs with missing inventory. If a job has a unit with "Unknown Serial Number," you’ll see a direct link to the delivery job so you can fix the issue quickly.

Mobile App Updates (9.4.50)

Assign Units on Delivery Jobs: If a driver scans a unit that’s already tied to a past job or rental:

• It will now assign that unit to the new rental

• This prevents issues where drivers couldn’t select a unit because it wasn’t picked up in a prior job

Scan Product Not on the Job: Today, if a driver scans a product not on the job, they get blocked. Soon, they’ll get a message saying the product isn’t assigned but will be able to continue. The product name and serial number will be added to the completion notes.

New Customer Stage Field to Identify Leads, High Value, and VIPs

As part of the upcoming customer management tooling in ServiceCore, we've added a new Customer Stage field to the customer profile. When adding or editing a customer, you will now see a Customer Stage dropdown with the following options: 

• Lead: Lets you track prospects and potential customers without including them in reporting and customer lists
• Customer
• High Value: Helps you identify important customers in the mid-sales process
• VIP: Highlights your most important customers and is only available to users with Admin or Owner permissions. When selected, VIP customers will be flagged throughout the web and mobile app with a star icon:
  • Customer Details page
  • Customer List view
  • Mobile app schedule
  • Mobile app job details 

We're excited for this to support more efficient lead tracking and customer segmentation, stay tuned for more customer management tooling functionality launching soon! 

August Bug Fixes

Multi-Yard Not filtering correctly in schedule view: We fixed an issue where jobs associated with multiple yards were not being filtered.

Pickup Jobs Not Removing Items from Repeat Service Jobs: We fixed an issue where in certain circumstances an inventory item was not removed from service jobs following a partial pickup. 

Tax value auto-calculation on manually created credit memos: Taxes on manually generated credit memos should automatically be calculated now based on the configured rate and elected taxable service lines.

Credit memo data populating as expected when editing: Editing a credit memo was showing credit memo fields blank, we have fixed this issue and all fields with data will show now.

Batch billing accurate start date: We fixed an issue that was impacting customers batch billing after 12am UTC and was showing the billing period as the day after, even after selecting the correct start date. We will now match the start date indicated as the beginning of the billing period.

Payment terms/status required for invoice creation: We fixed an issue that was creating invoices without payment terms when deleting the payment terms and creating a new invoice from that template. You will see the required payment terms message when creating these invoices without payment terms.

Intermittent Site Map Failures: We fixed an issue that was causing maps not to render on the site pages intermittently.

Amount Field Now Editable When Switching Customers in Record Payment: We’ve fixed an issue where switching from a customer with credit to a customer without credit in the Record Payment screen would cause the Amount field to remain locked, even after changing the payment method.

Credit Memo Tax Calculations: We fixed an issue that was impeding tax calculations to automatically trigger on credit memos.

Large amount of invoices sent via aging report: We fixed an issue that was causing large amount of statements sent from the aging report to fail. 

Batch Billed Autopay Payments QBO Sync: We fixed an issue that was causing payments to sync before invoices in autopay enabled batch billing flow. Invoices should now always sync before payments that reference them and QBO/QBD syncs should now be successful. 

Mobile App - Unable to Login to App Following Session Timeout: We have fixed an issue that caused an error message to display when attempting to login to the app after your session has expired.

July

Multi-Site Viewing & Editing More Invoices

When previewing multi-site invoices you will now be able to see all available child invoices (100+). Also, when editing multi-site invoices you will not be able to edit up to 500 invoices.

Viewing Billing Groups over 100+

Billing groups will now support 100+ child invoices. When when expanding billing groups in the customer page you will now be able to view all your child invoices. 

Easier Selection of Serial Numbers from Job Complete on Web

To make it easier when selecting a serial number when completing or editing a job from the web app, you can now click anywhere in the row for the unit you want to select instead of just the checkbox. 

As part of this work, we have fixed the alignment on the table headers for Usage and Condition.

Price Books now available for customer sites

Price books can now be scoped to specific customer sites. We’ve added a new Customer Site category to Price books. When choosing ‘Customer Site’ in the Category dropdown both customer and site will be required. To make it easy to invoice these sites, when adding services to an invoice any price books associated with the site will display. 

Pending Transactions stay expanded after Deleting or Removing Others

We made an update to our invoice preview lists that will keep all previewed invoices expanded when removing invoices from the list to help you quickly manage their pending invoices without losing track.

Add Serial Number to a Rental from a Service Job via Barcode Scan

From the mobile app, for service jobs using itemized inventory and have a unit with an Unknown Serial Number, drivers can now scan the barcode of the unit. Scanning the unit will replace the Unknown Serial Number value with the serial number of the scanned unit on the rental and any future jobs. 

Note: this is a backend change and does not require an update to the mobile app.

Route Optimization Start Route at First Job

You will now be able to optimize a route starting at the first job listed on their drivers day. This will give you the flexibility to keep the first job as the starting point for your route. 

Things to note: Any destinations set before the first job will be pinned and only jobs/destinations after the first job will be optimized. You will be able to end a route at ‘Start Destination’ (if starting at a Destination), ‘Last Address’, ‘Any Address’, or a specific ‘Destination’. 

New Schedule Map Pin Colors

We updated map pin colors per driver to better support our growing number of drivers per customer. They will now cycle through more colors. We are also changing the map pin border to better visualize pins that may be overlapping in a small area. 

Payment terms on Recurring Invoice List

You will now be able to see and filter by payment terms on the Recurring Invoice list! We hope that this will allow you to more quickly take action as you're managing your billing process.

Bulk Billing Flagging Upgrades

We're adding some helpful details to the bulk billing list view of pending invoices. to improve the batch billing review process. 

First, we'll be showing when a pending invoice is the first instance of a recurring invoice template

Second, we'll show the previous invoice's total below the 'flag' to let you know that previous total is different from this invoice.

Payment Receipt PDF Improvements

We've made a few improvements to the printed PDF payment receipt to bring this document more in line with our other transaction patterns (like the printed pdf invoice). Also staying consistent with the printed pdf invoice and other transaction PDFs, we've removed the tax displayed at the line item level. These updates were made for single invoices and multi-site invoices.

See below for a sample of the updated printed payment receipt.

Fiserv (formerly CloverConnect)-ServiceCore Nightly Sync for Payment Details 

We are launching a nightly sync between Fiserv (formerly CloverConnect) and ServiceCore to provide more accurate, up-to-date payment information for customers using Fiserv. What's new in the payment details view: 

• Funding Date: Shows the date funds were deposited into your account. Please note that there is a 1-day delay from the funding date to the actual date displayed.
• Trace Number: Helps you quickly locate the transaction in Fiserv (formerly CloverConnect)
• Batch ID: Indicates which batch the payment was included in so you can match it with your bank

This sync runs nightly at 2:00 am MT and ensures the payment data in ServiceCore is always current and aligned with Fiserv (formerly CloverConnect). 

New Septic Product

To better support our septic customers we created an easier way to capture all of the information that is gathered for different types of septic jobs and get you paid faster. You will now be able to create septic job types to fit your needs, invoice your customers while onsite via the mobile app and view this information via our new septic report.

Septic Job Types: Are accessible via Settings -> New Job Type -> Create Septic Job Type.  You will now have access to multiple fields that will enable you to digitize your septic paper forms. You will have the flexibility to create job types with different fields visible and/or required based on the job.

Septic Report: All the septic job type information will be accessible via our new Septic Report. Accessible via Reports -> Operations Section -> Septic Jobs. This will enable you to easily view amounts pumped by zip, county, etc. This will also give you access to view jobs that have recommended next cleanings and download all the information you need to create your regulatory reports. 

Mobile Invoicing & Payments: Allow your drivers with tech with billing (or higher) permissions the ability to create invoices and collect payment from the ServiceCore mobile app by enabling the "Allow Mobile Invoicing and Payments?" Company Preference. Turning this preference on, will allow your drivers to to create an invoice and collect payment for the job they completed prior to leaving the job site.

Updates to Items table on product details page

To provide a more cohesive user experience, we have updated the Items table on the Product Details page (only applicable for itemized products) to match the styles of the table on the Items page. The main style change is the introduction of column headers.

July Bug Fixes

Display "Unknown Serial Number" if no inventory is associated with a job: We have fixed an issue that caused the serial number of units added in a subsequent delivery to be displayed on prior jobs that did not have a serial number associated. This would cause the incorrect serial number to display along with "Unknown Serial Number". After this fix only "Unknown Serial Number" will display.

Duplicate automated credit memos: We fixed a bug that was causing duplicate automated credit memos when jobs were completed more than once.

Customer site for estimates: We fixed a bug that was not showing the customer site once selected for estimates.

Display over 100 units on inventory table on rental or job details: We have fixed a bug that caused only 100 serial numbers to display when more than 100 where selected. All selected serial numbers will now display in the Inventory table on the Rental and Job Details pages.

Pagination Display Issues on Multiple Lists: We’ve resolved several visual bugs affecting pagination in the following places: services list, assign job types, and batch billing preview.

Schedule Filter ‘Show Drivers with No Jobs’: We fixed a bug that was causing driver stops and driver pin colors to not show in the schedule map when toggling the ‘Show Drivers with No Jobs’ view option off. You should now be able to utilize the view option with no issues.

Error showing when Order Taker and Billing Staff roles are logged in: We fixed a bug that was causing an error message (“You do not have permission to complete this action”) to show when users with Order Taker or Billing Staff permission level logged in.

Email Activity Report Pagination Issue: With this release, we've fixed an issue where the Email Activity Report showed blank or partial pages of results when searching by email, especially over wide date ranges.

June

Copy Site Address + Copy Text from Mobile App

In Mobile App version 9.4.48: On the Job Details page, next to the Site Address, we have added a Copy Address Icon. Tapping this icon will copy the Site's address to your device's clipboard and allow you to paste it where ever you are able to paste text. We have also added the ability to "long-tap" to highlight and copy text from the mobile app. Note: there are limitations on copying text from tap-able elements.

Select Site Contacts as Recipients of Proof of Service Email

In Mobile App version 9.4.48: When completing a job, drivers are able to see any site contacts associated with the job they are completing with email addresses on file, and choose to send emails to those contacts. The options of recipients are the Customer's email and Site Contacts. Customer Contacts are currently not an option.

Display 101+ Jobs on a Driver's Schedule

In Mobile App version 9.4.48: We have updated the mobile app to display up to 200 jobs on a driver's route.

Schedule Map Pin Updates

We have updated the Schedule Map pins with a new white border. Also we've updated how pins look when selecting them with the lasso tool. You'll now see the map pins have a new blue border as they are selected. 

Filter Portal Requests by Division

For customers on the Pro Plan, you can now filter portal requests by division directly from the Portal Requests page. This update makes it easier to organize and review incoming requests across different parts of your business. 

Franchise Owner Role

We have added a new role for Franchise Owners. This new role will allow you to set a tailored set of permissions specific to this level of user. You can find and assign this new role under User Management Settings.

Inventory Table on Rental Details Page

We have added an Inventory Details table to the Rental Details page. You will no longer need to look into your jobs associated with a Rental to see what Products and Items are currently on site. This table will show a count of bulk units, the count of units of itemized products and the specific units that were selected upon delivery.  Just like the Inventory table on the Job Details page, if a serial number is not selected then "Unknown Serial Number" will display in the table. 

Clear unit location when completing a Pick Up Job

We have updated pickup jobs to remove the GPS coordinates from an itemized unit when that unit is selected on a pick up job. This will prevent the unit from showing up on a map at the previous job site after being picked up.

Update to Printed PDFs

We’ve updated the printed PDF view of your customer documents, like invoices. The tax amount for each line item will no longer show. The tax code for each item will still be there, so it’s clear how tax applies. Full tax calculations will still be in your reports. This change helps avoid confusion from rounding differences and gives your customers a cleaner invoice.

Before Sample:

After Sample:

Timestamp added to Proof of Service Email

We have added the a timestamp to the When section of the Proof of Service email to give better insight to you customers when your driver preformed the service. The timezone included is based on the location of the Job Site. 

Ensure Site's Default Tax Code (Tax Exemption) is Applied Correctly

With this release, recurring invoices, invoices, and credit memos will automatically apply the selected site's default tax code (or tax-exempt status) on the edit form. This will bring a consistent behavior across all transaction forms -- just like how customer and company default tax codes are already applied. 

Multi-Yard Inventory - Require Serial Number Selection when Completing a Transfer Job from the Web app

With this release, when completing a Transfer Pickup or Transfer Delivery job from the ServiceCore web app for an Itemized Product, you will be required to select the same number of serial numbers as the number of units on the job. This will help ensure the accuracy when moving inventory between yards. 

June Bug Fixes

Incorrect Date Displayed on Proof of Service Email: We have fixed an issue that caused the Service Date on the Proof of Service email to be the next day due to timezone conversion issues.

Dashboard Income Chart Label: The "Estimates" section on the Income pie chart was previously mislabeled as "Invoices". This has now been corrected.

May

Batch Billing MSI for 100+ Invoices in Billing Group

We’ve made two related improvements to make improve the Multi-Site Invoice (MSI) batch billing process.

First, we've ensured that all invoices from a single billing group is included on one MSI.

Second, we've enabled MSI batch billing for 100+ invoices.

Repeat Job Updates

In an effort to standardize job creations, we have updated the number of jobs that will be created for daily, weekly and monthly repeat series jobs with no end date. We will now create 2 years worth of jobs from the start of the repeat series.  This will not impact yearly jobs with no end date and you still have the option to set an end date beyond 2 years if that applies to your job. 

Job Completion Notes & Photos in Proof of Service Emails

With the goal of helping increase transparency with your customers, we now give you the option to choose if you want to include any pictures a driver adds to a job and/or job completion notes in the Proof of Service email. In the Company Preferences of Settings, we have added a Proof of Service Email section containing "Include Job Photos in Proof of Service Email?" and "Include Job Completion Notes in Proof of Service Email?".

A selection of "yes" for 'Include Job Photos in Proof of Service Email?" will include ALL photos attached to a job in the Proof of Service email for ALL jobs completed with an photo attached. These images will display as links in the email, listed as Photo 1, Photo2, etc...

A selection of "yes" for "Include Job Completion Notes in Proof of Service Email?" will include ALL of the Completion Notes on all jobs that contain completion notes. 

Route Optimization Time Window Validation

In an effort to provide the most accurate routes via route optimization, we've added validation in the route optimization modal and when optimizing a route via saved routes that will inform you when a departure time is after the first job time window. This will help you quickly verify if any jobs with time windows are not possible due to the departure time. 

We also highly encourage you to add Durations to jobs and products. This will ensure we are providing you the most accurate optimized route. 

Multi-Yard - Enforce Transfer Pickup is created before Transfer Delivery

With this release, for users of Multi-Yard Inventory, we have made a minor tweak to backend processes to ensure that Transfer Pickup jobs are created before Transfer Delivery jobs. This does not change the user experience, but is intended to make the process of scheduling transfer jobs more consistent. 

Mobile App Version 9.4.44

We have made a series of updates to the mobile app with version 9.4.44 including:

Fix - Session Expired & Unauthorized Error Messages on Login: with version 9.4.44, we have fixed an issue that blocks users from being able to login to the mobile app without hard closing the app. 

Remove Technician level user's ability to modify Services on a job:  with version 9.4.44, we have removed the ability for users with Technician level permissions to add, edit, or delete Services on a Job in the ServiceCore mobile app. Users with Technician with Billing (a.k.a. Accountant) or higher level permissions will still be able to modify services on the job.

Error Messaging when Attachment Upload Fails: with version 9.4.44, we have added error messaging informing drivers when an image they are uploading to a job fails to upload. Drivers will now be informed if an image fails to load and will be be given a reason for the failure.

Job Pages Design Updates: with version 9.4.44; we have updated the design styles across the Job Complete workflow, bringing the styles in-line with the coming soon, custom Septic Job Types. Updated functionality includes:

• New styles on the "Get Directions" button
• New, larger "Scan Barcode" button"
• New "Pin" icon for geolocating units that you have selected but did not scan a barcode
• New "Job Type" section, providing additional details for about the task to be completed

Global Job Search 

In an effort to improve job search load times, we have updated the timeframe that the global job search defaults to. We'll be automatically showing results for jobs that were scheduled 2 weeks prior and after today's date (4 week timespan). You will still be able to update your time frame once in the search results page. 

Customer Portal: Add New Sites to Service Requests

For customers on the Pro Plan, users can now add a new site directly when submitting a service request through the Customer Portal. Previously, customers could only select from existing sites. This enhancement gives your customers more flexibility and streamlines the request process, which is especially helpful for servicing new locations. 

Phone Number Input

We've made a small tweak to the phone number edit experience. Previously, the cursor would get moved to the end of the phone number after each key stroke. Now, the cursor will stay in place with your edits. See below for the old experience that we've since corrected.

Job Types New Filter Option

With this release, we added a new filter option of "Scheduling Type" to the Job Types list. Now you'll be able to quickly find your jobs based on their scheduling type like Service, Rental: Delivery, Rental: Pick-Up, and more. 

May Bug Fixes

Rental Search Results Being Overwritten: We resolved an issue where searching on the Rentals tab could briefly show accurate search results, only to have them overwritten by the full rental list still loading in the background.

Route Optimization Time Window validation error: We resolved an issue that was preventing route optimization for some valid departure times based on job time windows. 

Editing Exchange Jobs: We resolved an issue that was incorrectly preventing editing exchange jobs after completion due to an invalid date. 

Mobile - Customer Notes Getting Cut Off: We've fixed an issue that was preventing the full body of Customer Notes from displaying on the Job Details page.

Mobile - Cannot view full job completion notes unless editing completion: We've fixed an issue that prevented Job Completion notes from displaying in their entirety on the Job Details page.

Editing jobs within a Saved Route: We fixed an issue that was preventing customers from editing a repeat job in a saved route. You should now be able to edit jobs within saved routes without needing to manually remove the job from the saved route.

Always honoring customer tax exemption status: We fixed a bug where in rare cases, customers tagged as tax exempt were showing tax on invoices. This is no longer happening ensuring that tax exempt customers will never show tax charged on an invoice.

Maintaining refund - payment link upon payment edit: Prior to this update, if a refund was linked to a payment and then the payment got edited, the connection between the refund and payment would break. Now, the connection is maintained even if the payment is edited.

Desktop Users Incorrectly Served Mobile View: With this release, we resolved an issue where some desktop and laptop users were incorrectly seeing the mobile version of the ServiceCore app. This was caused by a change to how page sizes were defined behind the scenes. With this fix, desktop users should now consistently see the full desktop version of the site as expected.

Non-Rental Jobs type names showing under Jobs List: We fixed an issue that was preventing non-rental job type names from showing in the jobs list across the site. 

April

Get directions from Job Details page redirect to Google maps

We've updated "Get Directions" from the Job Details page to redirect to Google maps. Site address will still be automatically sent to Google maps.

Setting to Show Legal Name on Printed Documents

We've added a new setting to allow multi-company accounts to display the specific company's legal name on printed documents (eg. statements, estimates, service tickets, etc.).

Rental Form Date Validation

We've added date validation to the rental form that will inform you when date are being set for delivery, service, repeat series and pickup jobs that do not match with other dates already set. For example if a Delivery Date is set for April 17th and the Service Date is set for April 16th, you will see a message that the Service Date needs to be after the delivery date. This will help make sure date are being verified before submitting the rental form.

Schedule Map Performance Improvements

We've made updates to help with the performance of the schedule map views. Once loaded, you may notice the map navigation feeling smoother and more responsive interactions.

View Only Role

In this weeks release, we've added a view only role to the permissions table! Now you'll be able to assign users this role to give them access to most parts of the product, without their ability to edit or delete any information. Specifically, this role will be able to see:

• Jobs
• Rentals
• Customers + customer attachments
• Contacts
• Invoices + invoice attachments, recurring invoices
• Estimates
• Payments, credit memos, refunds
• Reminders
• Sites
• Messages
• Price books

Live Chat Now Available In-App

We’ve made it easier and faster to get help when you need it. Starting this week, you’ll see a new blue chat icon in the bottom-right corner of your screen while using ServiceCore.

Here’s what’s new:

• In-App Access: No more jumping to the Help Center — start a conversation right from within ServiceCore.

• Support Bot: Ask a question anytime. The bot is trained on our full Help Center and can answer common questions or guide you to the right resource.

• Live Agent Access: Want to talk to a real person? Just click “Get Support” or type “talk to a human” — either option gets you in the queue.

• Ongoing Conversations: You can have multiple chats open at once, and revisit previous messages any time — it’s all stored in the widget.

This upgrade is designed to help you get answers faster while keeping live support just one click away.

Mobile - Ability to Mark Jobs as Complete without Selecting all Serial Numbers 

With mobile app version 9.4.41, we have re-enabled the "Complete" option for pickup and delivery jobs where the number of serial numbers selected does not match the number of units on the job. With this update, there are two changes in the workflow from that will persist:

1. We have removed default completion status for pickup, delivery, exchange jobs
   1. Regardless of the number of serial numbers selected, the driver will still need to select a completion status to complete the job
2. If the number of serial numbers selected does not match the number of units on the job, they will still be presented with a warning message
   1. This will give users the ability to correct any issues while onsite

April Bug Fixes

Repeat series jobs adding extra planned duration: We fixed a bug that was causing planned duration times to double when a repeat series with no delivery date was nearing its end. Planned durations for your repeat series should now be accurate.

Rental Rate Billing Periods Displaying Backwards: This weeks release will resolve an issue where rental rate billing periods were appearing inverted when there was:

1. A delivery on the same date as the start of the next billing period,
2. and a pickup job within the same period.

This was causing an error when trying to create the next invoice in the series due to period date mismatches.

This image shows the use case when this bug was occurring:

Limited Contact Visibility in Customer Portal Settings: With this release, for Pro Plan customers, the Customer Portal now correctly displays all company contacts, ensuring full visibility and access for customers managing their counts. 

CVV Field on Public Payment Pages Not Viewable on Smaller Mobile Devices: With this release, we've resolved the display issue to ensure the CVV field is clearly visible and accessible on smaller mobile devices, allowing customers to complete payments successfully.  

Batch Billing 'In Progress Updates: With this release, we've made an update to ensure that we're clearly communicating when batch billing invoices are in process. This should prevent previewing, printing, etc. a batch before all of the invoices in the batch are finished generating.

Mobile App - Exchange Jobs Do Not Display the Delivered Serial Number: With mobile app version 9.4.41, we have fixed and issue that prevented both the serial numbers for the units being picked up and delivered from being displayed on the completed job. 

March

Site Contacts on Rental Details

We've received feedback that the site contacts link wasn't obviously clickable on the rental details page. Before, you would see a single number that was clickable to view all site contacts. In today's release, we'll be adding a new link to open the site contact modal, as well as including the first site contact associated with the rental on the rental details page. 

We hope this makes it easier to find the information you need!

Quick Action Buttons Opening in a New Tab

We've added the ability on quick action buttons to right click and open them in a new tab. You will see this change in our Customers, Rentals, and Accounting pages. 

Mobile App - Itemized Inventory Warning Message

With mobile app version 9.4.39, we've made 3 changes to the Job Completion workflow in the mobile app for Pick Up, Delivery, & Exchange jobs using Itemized Inventory. 

1. The job will no longer have a default status of "Complete" the driver will need to select the completion status.
   1. Note: Rental Service job types, and non-rental job types will still have the default completion status.
2. If the number of serial numbers / barcodes recorded does not match the number of units on the job, then the driver will be presented a warning message.
   1. Message: "Unable to mark job as Complete. Number of units selected does not match the expected quantity"
3. If the number of serial numbers / barcodes scanned does not match the number of units on the job, the driver the completion status of "Complete" will be disabled, and the driver must mark the job as "Partial Service" or "Unable to Service"
   1. This is to denote to staff in the office that there are either still units that need to be picked up/delivered or that the data on the job needs to be corrected for Product/Inventory counts to remain accurate 

Link from Inventory Availability to Product Details

With this release, we have made the Product names in the Inventory Availability table links, allowing you to directly link from Inventory Availability to the Product Details page for your selected product.

New Color Palette

As we continue to iterate on, and modernize, our product, we've released an updated color scheme in the application today! We're excited to continue bringing fresh design to every part of our product.

Job Unit of Measure on Invoice Form

For customers who calculate overage fees based on units of measure entered into the product, like weight or gallons, you will now see that unit of measure on the invoice form. Previously, you would have to click on the job, locate the unit of measure, come back to the invoice, then add a line item and calculate the overage. Now, you can find that number right next to the job link.

Service Period Dates on Invoices

A couple of weeks ago we released an update to invoicing that included service period dates when generating an invoice. This is especially valuable for those customers who use accrual basis accounting. This week, we've added those service period dates to the invoice PDFs so your customers can see those as well.

March Bug Fixes

Service Period Dates Appear on Invoices Despite Company Preference Setting: In this release, we've fixed an issue were service period dates were appearing on Invoice PDFs even though the company setting was set to "no". This issue is resolved, and if you have selected "no" in your company settings (screenshot below), the service period dates will not appear on your invoice PDFs!

Preventing Payments from Being Recorded Without Linking a Credit Memo: With this release, we've fixed an issue where when recording a payment using the "Record Payment" button at the bottom of an invoice, a pre-populated value in the "Amount" field in Section 2 could result in a payment being recorded without properly linking or applying a credit memo. Now, the system will ensure that payments are correctly linked and applied to prevent discrepancies in recorded transactions.

Unable to Print Refunds: We've resolved an issue where the 'Print Refund' button was not producing and downloading the refund PDF and was instead presenting an error message. This issue has been resolved and refunds are now able to be downloaded as a PDF.

Full Screen Schedule Map View not showing headers correctly: We've resolved an issue where the header was not showing correctly within the Schedule Map view when viewing it in full screen. Now, when in full screen mode on the Schedule Map view only the Schedule Map headers will show.

Mobile App - Technicians are unable to see Site Attachments: With this release we have fixed an issue where users with Technician permissions were unable to see Site Attachments in the mobile app. 

Batch Billing - PDF Generation Fails when Batch Billing Over 50 Invoices: With this release, we have fixed an issue where PDF generation failed when generating over 50 invoices through batch billing.

Statements - "Print" or "Email" Statements not working via Customers page or Aging Report: We have fixed an issue where the "Print" and "email" statements functionality is not working when accessed from the Aging Report or the Customers page.

Map View Options: With this release we fixed an issue where certain map views were not rendering. We've removed both Terrain and Public Transport view options from the map view options.

February

Schedule Day & Week View Card Updates

We've made some small but impactful changes to the job cards within the day and week view of the schedule. They will now enlarge at a faster pace as you hover over cards and we've made the hover view a bit larger so that you can easily see the full information on the card.

Soft Deleting Destinations

Previously, when a user deleted a destination you could no longer access the historical data for that destination. Now, with our soft delete functionality, you can still access all historical information for a destination without it appearing in the active destinations list.

Week View Header Sticky

The days header in the scheduling week view will now be pinned to the top as you scroll through the page. You can know quickly reference which day you are referencing.

Repeat Jobs Validated Against Pickup Job Dates

Within the 'Create Rental' form, we are now validating a rental's first occurrence of a repeat service is not after the pickup date. This will give you a chance to check dates before creating jobs and avoid any confusion around what jobs are being created.

Mobile App - Site Attachments

With mobile app version 9.4.38, we have added a "Site Attachments" section to the Site Information accordion of the Job Details page where Site level Attachments will be displayed. Site level attachments will be available on all jobs & job types associated with the Site. Like all attachments in the mobile app, Site Attachments are only available while online. When in offline mode, you will be able to see that the Site has an Attachment but will be unable to download the Attachment. 

Mobile App - Site Information Offline

With mobile app version 9.4.38, Site Information (Site Contacts and Site Notes) on the Job Details page will be available while in Offline Mode. 

Mobile App - Removed Edit Order Button for Technicians

With mobile app version 9.4.38, for users with Technician & Technician with Billing level permissions, we have removed the Edit Order button from the Actions menu on the Homepage. This will mean users with Technician & Technician w/ Billing level permissions are unable to re-order the jobs on their route. Users with Order Taker permissions and higher will still be able to edit the order of jobs on their route. 

Accounting Quick Action Buttons

We've added the accounting quick action buttons across the rest of the account tables as well as the customer list! This will allow you to quickly create, view, edit, copy and delete with less clicks.

Repeat Job Interval added to Schedule Map View

Repeat jobs will now show on what day the series repeats and at what interval (weekly, monthly, etc.). This will make it easier to understand your repeat jobs at glance within the map view.

Add Company Contacts Quickly as Site Contacts

With this release, you can now quickly add company contacts as site contacts when creating a new site or editing an existing site. Instead of manually re-entering contact details, you can add an existing company contacts in one click. 

Performance Improvement: Faster Rental & Job Lists

With this release, we've improved the performance of the rental and job lists by removing the total count display. This change helps pages load faster and more smoothly, especially for customers with large amounts of data. 

Multi-Yard Inventory: No Longer Default to Unassigned Yard on Transfers

With this release, for users of Multi-Yard Inventory, when visiting the Transfers tab of Inventory, the "From Yard" will now default to the first created yard and not the "Unassigned" yard. Unassigned yard can still be selected from the dropdown menu.

Multi-Yard Inventory: Hiding Yard on Service Jobs

With this release, for users of Multi-Yard Inventory, when viewing or completing a Service job the Yard will no longer display as there is no Yard selected for Service jobs.

February Bug Fixes

Services Dropped on Future Jobs in Repeat Series: With this release, we've resolved an issue where adding a new service to repeat job series caused existing services to be incorrectly removed from future jobs instead of remaining in place. Now, when a new service is added to a repeat job series, all previously scheduled services will be retained as expected.

Available Inventory Items Excluded when Completing Transfer Pickup Jobs: With this release, we have resolved an issue for users of Multi-Yard Inventory that caused inventory with previous job history to not be able to be selected when completing a Transfer Pick Up job.

End of month billing - billing periods: In this release, we've fixed the issue where when a start day set near the end of the month (28th-30th), the total number of days in a billing period was being incorrectly calculated.

End of month billing - start day issue: We've also resolved the issue where when a start date was selected as the last day of the month, the system would incorrectly shift the start date to the first day of the following month.

Transfer Job on Schedule Day View displays overflowing text: We've resolved the issue where transfer jobs at the end of a schedule day had overflowing text.

Job Reassignment Does Not Appear on New Driver's Daily Route: With this release, we have fixed an issue when updating the drier associated with a repeat job series, the reassigned job does not appear on the new drier's daily route. 

QBO Syncs: We fixed an issue where recurring invoices and status updates were unnecessarily triggering QB syncs. This should clear up the QBO Sync Logs.

Repeat Job Selector preventing customers from selecting any date: We fixed an issue that was preventing customers from selecting any date when creating a repeat job from the Create Job page.

Repeat Job not ending before pickup job: Repeat jobs will now end the day before the pickup job date and will not go past that pickup date.

Amount to Apply Displays $0 for Customers With Credits: We’ve fixed an issue where the “Total Amount to Apply” field incorrectly displayed $0 when recording a manual payment for customers with open credits. With this fix, the correct amount will now be displayed.

New Customer Creation Redirects to Home Page After Adding Credit Card: We've fixed an issue where, after adding a credit card while creating a new customer, users were incorrectly redirected to the home page instead of staying on the customer profile. With this fix, users will now remain on the newly created customer details page.

January

Require Billing Address on Public Payments Page & Record Payment Page

With this release, we have added a requirement for customers to enter their billing address when making payments on the public payments page and the record payment page. This update enhances security and helps reduce fraudulent transactions that have been flagged. By ensuring billing address validation, ServiceCore customers can now have an additional layer of protection against potential fraud attempts while processing payments.

Rental Search Improvements

With this release, we've made incremental improvements to rental search, with further enhancements planned to optimize performance. 

Create Job & Rental from Estimate

With this release, we've made an improvement to our Estimates by allowing customers to create a job or rental from the Estimate details page. Creating a new job or rental from here will auto-populate the Customer and Date information. 

Add Site Attachments from Web App

With this release, we have added the ability to add Site Attachments in the web app. On the Site Details page, you will now see an Attachments tab where you can upload your necessary attachments at the Site level. Clicking on the  "Add Attachment" button will allow you to select a file to upload and save to the Site. 

IMPORTANT NOTE: with this release Site Attachments can be added but are not yet accessible to drivers in the mobile app. They will be come available to drivers in our next mobile app release.

Improvements to Settings

With this release, we made some user experience improvements to the settings section within ServiceCore. We've added descriptions to each page to make it easier for new companies and new users to onboard and understand what each section does.

Batch Billing Improvements

With this release, we added an improvement to the batch billing workflow. Now, if an invoice is associated to a rental, a link to the rental is displayed in the table. When you click on the link/rental number, it will open up the corresponding rental within a new tab in your browser. 

Void Invoice

With this release we made it easier to void invoices for users with permissions to do so. We made the option to void an invoice available in the drop down of the corresponding row in the invoice table.

Improved Scheduling for Repeat Jobs on Irregular Month Days

With this release, we've enhanced the user experience for repeat jobs scheduled on the 29th, 30th, or 31st of the month. If a job is set to repeat on a specific day of the month and that day doesn't exist in certain months (example: February), the system will now automatically schedule the job for the last day of the month. This ensures jobs are consistently scheduled without requiring manual adjustments.

New Action Shortcuts on Rentals List

With this release, we've added convenient action shortcuts on the rentals list, making it easier to perform your most common tasks. In addition to viewing a rental, you can now quickly create a job, set up a recurring invoice, or create a one-time invoice - all with a single click directly from the rentals list. This update is designed to save you time and streamline your workflow. 

January Bug Fixes

Active Rental Counts Differ Between List & Map Views: We resolved an issue where active rental counts were not the same between Rental List and Rental Map views. 

Rental Rate Proration - Flat Rate Displays Start Date Before Rental Start: We fixed an issue when users would create a recurring invoice template that bills in arrears using proration, flat rates would display dates before the rental had started on the first invoice. Billing for a time frame shorter or longer than the billing interval on the recurring template added service dates before the first delivery was completed.

Mobile App: Get Directions button disabled: We fixed an issue where the Get Directions option from the Actions menu on Homepage of the mobile app was disabled Pro Messaging was not enabled. 

Transfer Jobs Showing in Ready for Invoice: We have fixed an issue for users of Multi-Yard Inventory that caused Transfer Jobs (which are not billable) to display in the "Ready for Invoice" tab of Accounting. 

Service Reminders for Monthly Intervals: We've fixed an issue where Service Reminders set for monthly intervals would incorrectly default to the current date instead of the last reminder date specified by the user. This update ensures that Service Reminders now accurately follow the user-defined scheduled for a seamless experience.