Training
FAQs
- What is ServiceCore?
- Minimum System Requirements
- How to Search
- About Attachments
- Status Page
- FAQs About Email Deliverability
Customers and Sites
Jobs
- Create a Job
- Find a Job
- View Job Completion Notes
- Edit Job Completion Notes
- End a Repeat Job
- Delete a Job
Schedule
Rentals
- Create a Rental
- Add Rental Rates
- Create a Rental Invoice with One-Time Billing
- Create a Rental Invoice with Recurring Billing
- Add Jobs to a Rental
- End a Rental
Accounting
- Send Statements in Bulk by Print or Email
- Create a Recurring Invoice
- Create an Invoice for Multiple Jobs
- Record a Payment
- Use Batch Billing
- Accept Online Payments
Settings
- Settings Overview
- Change or Update the Mailing Address for Your Account
- Add and Manage A User
- About User Permission Levels
- Remove A User from the Schedule
- Add Services
Inventory Management
- Add Rental Inventory
- Add Rental Services
- Assign a Service to an Inventory Product to Show as a Rental Rate Option
- Create an Itemized Inventory Product and Add Inventory Items
- View Item Serial Numbers Associated to a Rental (Delivery Job)
- About Product Availability
QuickBooks Integration
Mobile App
- Use ServiceCore on Mobile Devices
- Mobile App Overview
- Complete a Non-Rental Job
- Complete a Rental Job
- Associate Barcodes and QR Codes to Inventory Items
- Add GPS Coordinates to Itemized Inventory Without Barcodes
Release Announcements
- 4/8/2021 Release - Total Route Times on Schedule Map, Durations on Destinations, and more
- Coming Soon: New Features and Improvements
- 4/1/2021 Release - Next and Last Invoice on Rental Details, Customer Names in Emails, and more
- 3/25/2021 Release - Bulk Print of Statements, Edit Default Job Types, Delete Invoices, and more
- 3/18/2021 Release - Roundtrip Repeat Job Routes, Mobile Photo Improvements, and more
- 3/11/2021 Release - Customer Accounting Quick Links, and more