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
- ServiceCorePay Overview
- Accepting Card and ACH Payments
- Manually Record a Card or ACH Payment
- Enabling Autopay for Recurring Invoices
- Handling Declined Payments
- Saving a Customer's Payment Details
Credits & Refunds
- Using the New Credit Memo Workflow (Beta Access Only)
- Using the New Refund Workflow (Beta Access Only)
- Create a Credit Memo
- Void a Credit Memo
- Create a Refund
- Edit a Refund
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
- 🎥Perform Tasks in the Driver's Mobile App
- 🎥Realizar Tareas en la Aplicación Móvil del Conductor
- Downloading the ServiceCore Mobile App for Drivers
- Use ServiceCore on Mobile Devices
- Mobile App Overview
- Mobile App Minimum System Requirements
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
- Using Your 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
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
- Talking to Your Customers About Switching to Online Payments
- Protecting Your Business Against Chargebacks
- Configuring Notifications in CardPointe
- Credit Card Decline Codes and What To Do
- Handle Chargebacks Using Business Track-Dispute Manager From Fiserv
- Canadian - Set Up Your Credit Card Integration With Fiserv
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
- 07/17/2025 - New Septic Product Announcement
- 07/15/2025- Route Optimization Start at First Job, New Map Pin Colors, New Septic Product, Payment Receipt PDF Updates, and More
- 6/24/2025 - Mobile App version 9.4.48 & Fixes
- 6/16/25 - Schedule Map Pin Updates, Filter Portal Requests, Franchise Owner, and Fixes
- 06/12/2025 - Printed PDF Updates, Timestamp in Proof of Service Email
- 06/09/2025 - Default Tax Code (Tax Exemption) Update