ServiceCore Support
Support pages for ServiceCore
Customers & Sites
- Add New Customers and New Sites to Estimates
- 📽️ Create a Customer
- 📽️ Create a Site
- Add a Customer
- Edit a Customer
- Deactivate a Customer
Jobs
- Create a Non-Rental Job
- 📽️ Create a One Time Service Job
- 📽️ Create a Full Pick Up Job
- 📽️ Create a Partial Pick Up Job
- 📽️ Complete a Job with Serialized Assets
- Find a Job
Rentals
- Create a Rental
- Add Jobs to a Rental
- 📽️ Add Additional Units to Existing Rental
- 📽️ Create a Portable Toilet Rental
- 📽️Add Rental Rates
- Add Rental Rates
Scheduling & Routing
- How to Use the Updated Bulk Reassign Tool in ServiceCore
- About Schedule Icons
- 📽️ Learn About Schedule Preferences
- 📽️ Learn About Technician Actions in Your Schedule
- 📽️ Learn About More Actions in Your Schedule
- 📽️ Assign a Job From Unassigned Column
Accounting
- Create Job or Rental from an Estimate
- Updates to Creating & Editing Credit Memos, Refunds, Estimates, One-Time Invoices, and Recurring Invoices
- Accept Online Payments
- 📽️ Learn About the 'Ready for Invoice' Tab
- 📽️ Create a One Time Invoice
- Create a One Time Invoice
Inventory Management
- Multi-Yard Inventory: Transfer Delivery Jobs
- Multi-Yard Inventory: Products & Products Details
- Multi-Yard Inventory Transfers from Unassigned
- Multi-Yard Inventory: Transfer Pick Up Jobs
- Multi-Yard Inventory: Transfers
- Multi-Yard Inventory: Creating Yards
Multi-Yard Inventory
Settings
- 📽️ Learn About User Permissions
- 📽️ Add New Users
- 📽️ Deactivate or Reactivate Users
- 📽️ Change a User's Password
- 📽️ Create Your Payment Terms
- 📽️ Create Custom Fields for Job Types
Mobile App
- 📽️ Get Directions to a Serialized Asset in the Mobile App
- 📽️ Update Serialized Asset GPS in the Mobile App
- 📽️ Download Itemized Inventory in the Mobile App
- 📽️ Complete a Job in the Mobile App
- 📽️ Mobile App Schedule
- Use ServiceCore on Mobile Devices
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
- 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
- Managing Portal Settings and Contacts 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
Integrated Payments
- How customers can pay via ACH online
- How to convert check paying customers to ACH
- How to sign up for ACH payments
- How to find ACH transactions within your CloverConnect account
- How to accept ACH payments in ServiceCore
- Introducing ACH payments
QuickBooks Integration
FAQs
- FAQs About Pro Reports
- Minimum System Requirements
- How to Search
- About Attachments
- Status Page
- FAQs About Email Deliverability
Training
- Add Surcharges to Estimates
- Join Our Facebook Community!
- ServiceCore Live Webinars
- New User Training Course
- Logging Into ServiceCore and the Learning Hub
- In-App Training Videos
Release Announcements
- 10/10/2024 - Mobile App Updates, Company Default Tax & Fixes
- 10/07/2024 - Lasso Tool/Bulk Reassign v2.0 and Multi-Site Invoice PDF Updates
- 10/03/2024 - Mobile App Updates, Create Job or Rental from an Estimate, Refund Workflow Enhancements, Improvements to Monthly Recurring Billing, Coming Soon & Fixes
- Visual Improvements to Your Dashboard: A Clearer, Cleaner Experience
- 09/26/2024 - Fixes and Coming Soon!
- 09/23/2024 - Show Completed Jobs Toggle, Create Rental Improvements, and Coming Soon!