ServiceCore Knowledge Base
Knowledge base articles for ServiceCore
Account Settings
- Edit Company Information
- Upload Your Company Logo
- Add Default Messages
- Enable and Add Company Divisions
- Add to your Chart of Accounts
- Add Services and Surcharges
User Settings
Job Settings
Customers & Sites
- Add New Customers and New Sites to Estimates
- Add a Customer
- Edit a Customer
- Deactivate a Customer
- Add a Site
- Add a System to a Site
Jobs
- Create a Non-Rental Job
- Find a Job
- Copy a Job
- View Job Completion Notes
- Edit Job Completion Notes
- Reschedule a Job
Rentals
- Create a Rental
- Add Jobs to a Rental
- Add Rental Rates
- Create a Rental Invoice with One-Time Billing
- Create a Rental Invoice with Recurring Billing
- Create an Exchange Job
Scheduling & Routing
- How to Use the Updated Bulk Reassign Tool in ServiceCore
- About Schedule Icons
- Add a Destination
- Create a Route
- Optimize Daily Routes and Saved Routes
- Glossary of Route Optimization Errors
Accounting
- Create Job or Rental from an Estimate
- Select a Price Book in an Invoice
- About Proration
- About Statement Types
- Send Statements to Individual Customers by Print or Email
- Send Statements in Bulk by Print or Email
Invoicing
- About the Ready for Invoice Tab
- Create a One Time Invoice
- Add Jobs and Attachments to an Invoice
- Create a Recurring Invoice
- Use Batch Billing for Recurring Invoices
- Create a Multi-Site Invoice
Payments
Credits & Refunds
Inventory Management
- Inventory Item Selection on Service Jobs
- Create Inventory Categories
- Assign Pricing to Inventory Products
- View Item Serial Numbers Associated to a Rental
- View Items with GPS Coordinates on a Map
- About Product Availability
Multi-Yard Inventory
- Multi-Yard Inventory: Items & Items Details
- Multi-Yard Inventory: Creating a Rental with Multi-Yard
- Multi-Yard Inventory: Transfer Delivery Jobs
- Multi-Yard Inventory: Products & Products Details
- Multi-Yard Inventory: Delivering from Unassigned
- Multi-Yard Inventory Transfers from Unassigned
Mobile App
- Downloading the ServiceCore Mobile App for Drivers
- Use ServiceCore on Mobile Devices
- Mobile App Overview
- Mobile App Minimum System Requirements
- Start a Job Using the Mobile App
- Complete a Job Using the Mobile App
Reports
- Pro Reports: Copy A Report
- Pro Reports: Edit and Customize a Report
- Pro Reports: Schedule a Report
- About Date Filters on Reports
- Aging Report
- Credit Cards by Customer Report
Customer Portal
- Customer Portal Phase 2: Updated Make a Payment Page
- Introducing the Customer Portal
- Enable Customer Portal for Your Customers
- Managing Products & Services Displayed in Customer Portal
- Requesting Service via the Customer Portal
- Making Payments via the Customer Portal
Messaging
- FAQs About 10DLC Numbers
- Registering for SMS Campaigns
- Introducing Pro Messaging
- Managing Messaging Preferences in ServiceCore
- Enabling Contacts for Messaging
- Sending ETA Texts via the ServiceCore Mobile App
Credit Card & ACH Processing
- Credit Card Decline Codes and What To Do
- How to handle chargebacks using Business Track-Dispute Manager (Fiserv-CloverConnect)
- Canadian - How to set up your credit card integration (Fiserv - CloverConnect)
- How to set up your credit card integration (Fiserv - CloverConnect)
- ACH Authorization forms - What they are and how to use them
- Network Tokens and CardPointe reporting
QuickBooks Integration
FAQs
- Multi-Site Invoice Statements
- How to Display Unapplied Payments/Credits on your Customer Statements
- TAC Transition Timeline: Key Dates and Moving to ServiceCore
- Transitioning from TAC to ServiceCore
- FAQs About Pro Reports
- Minimum System Requirements
Training
- Join Our Facebook Community!
- ServiceCore Live Webinars
- ServiceCore Office Staff Essentials Training Course
- Add Surcharges to Estimates
- Getting Started with ServiceCore Training Course
- Logging Into ServiceCore and the Learning Hub
Video Tutorials
- 📽️ Select a Price Book in an Invoice
- 📽️ Create a Territory Specific Price Book
- 📽️ Create a Customer/Site Type Specific Price Book
- 📽️ Edit an Existing Price Book
- 📽️ Create a One Time Invoice
- 📽️ Create a One Time Service Job
Release Announcements
- 03/13/2025 - Inventory Availability Links & Fixes
- 3/6/2025 - New Color Palette, Invoicing Improvements, & Fixes
- 2/27/2025 - Updates to Schedule Cards
- 02/20/2025 - Site Attachments in the Mobile App, Soft Deleting Destinations, & More!
- 02/13/2025 - Accounting Quick Action buttons, Repeat job Interval on Map View, & Fixes
- 02/06/2025 - Add Company Contacts Quickly as Site Contacts, Performance Improvement: Faster Rental & Job Lists, & Fixes