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
- Create a Recurring Invoice
- Create an Invoice for Multiple Jobs
- Record a Payment
- Use Batch Billing
- Accept Online Payments
- Create a Credit Memo
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 Job
- Associate Barcodes and QR Codes to Inventory Items
- Add GPS Coordinates to Itemized Inventory Without Barcodes
- Add GPS Coordinates to Itemized Inventory With Barcodes or QR Codes
FAQs
- Minimum System Requirements
- How to Search
- About Attachments
- FAQs About Email Deliverability
- I Can't Print
- Get the Latest Version of ServiceCore
Reports
Getting Started
Release Announcements
- 7/30/2020 Release - Mini-Aging Report on Invoices and more
- 7/23/2020 Release - New ServiceCore.com Website, Tax Code Improvements and more
- 7/16/2020 Release - QuickBooks Reactivation Messages and more
- 7/9/2020 Release - Email Functionality for Payment Receipts and more
- 7/2/2020 Release - Monthly Training Webinars, Void Functionality for Credit Memos, Mobile Fixes and more
- 6/25/2020 Release - Credit Memo Improvements and more