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ServiceCore
ServiceCore Support
ServiceCore Support
Support pages for ServiceCore
Customers & Sites
📽️ Create a Customer
📽️ Create a Site
Add a Customer
Edit a Customer
Deactivate a Customer
Add a Site
See all 11 articles
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
See all 16 articles
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
See all 14 articles
Scheduling & Routing
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
📽️ Print a Single Driver's Route for the Day
See all 27 articles
Accounting
Accept Online Payments
📽️ Learn About the 'Ready for Invoice' Tab
📽️ Create a One Time Invoice
Create a One Time Invoice
📽️ Create a Recurring Invoice Template
📽️ Create and Send Multiple Recurring Invoices at Once
See all 41 articles
Inventory Management
📽️ View Inventory Items' Availability
📽️ Find Serialized Inventory Items
📽️ Learn About Inventory Items
📽️ Adding Products to Your Inventory
Create Inventory Categories
Assign Pricing to Inventory Products
See all 13 articles
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
See all 49 articles
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
See all 28 articles
Reports
About Date Filters on Reports
Aging Report
Credit Cards by Customer Report
Customer Status Report
Deposit Report
Gross Sales Report
See all 19 articles
Integrated Payments
Accessing your CloverConnect account through CardPointe
CloverConnect - How to Create a Support Ticket in CardPointe
ServiceCorePay - CloverConnect Support
CloverConnect - How to Create New Users
CloverConnect - Accessing Reports in CardPointe
CloverConnect - Accessing Statements
See all 13 articles
QuickBooks Integration
QuickBooks Integration FAQs
About QuickBooks Online Sync
QuickBooks Online Automated Sales Tax
QuickBooks Online Glossary of Error Messages
About QuickBooks Desktop Sync
QuickBooks Desktop Glossary of Error Messages
FAQs
FAQs About Pro Reports
What is ServiceCore?
Minimum System Requirements
How to Search
About Attachments
Status Page
See all 12 articles
Training
In-App Training Videos
Training Webinars
Complete Step-by-Step In-App Training Series
Training Options
Onboarding Time Frame and Expectations
Release Announcements
09/21/2023 - Calendar Start Week On Setting, QBD Sync Status, QBO Sync Log Enhancements, "How Did They Hear About Us?", and Fixes
09/14/2023 - Company Preference to Upload Photos from Camera Roll, Authorization Token Refresh
09/07/2023 - Mobile App Updates, Creation Source for Credit Memos, Recording Payments to Multi-Site Invoices and Fixes.
09/05/2023 - Retain GPS Data
08/24/2023 - QuickBooks Online New Site Per-Item Bug Fix
08/17/2023 - New Standard Reports and Fixes
See all 191 articles