Skip to main content
Help Center
System Status
Submit a request
Sign in
ServiceCore
ServiceCore Support
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
See all 12 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
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
See all 28 articles
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
See all 42 articles
Inventory Management
Inventory Item Selection on Service Jobs
📽️ View Inventory Items' Availability
📽️ Find Serialized Inventory Items
📽️ Learn About Inventory Items
📽️ Adding Products to Your Inventory
Create Inventory Categories
See all 14 articles
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
See all 10 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
Downloading the ServiceCore Mobile App for Drivers
🎥 How to Use ServiceCore's Driver App (Video for Drivers!)
📽️ 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
See all 30 articles
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
See all 20 articles
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
Making Payments via the Customer Portal
See all 8 articles
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
See all 7 articles
Integrated Payments
How to set up your credit card integration (Fiserv - CloverConnect)
How to handle chargebacks using Business Track-Dispute Manager (Fiserv-CloverConnect)
Canadian - How to set up your credit card integration (Fiserv - CloverConnect)
ACH Authorization forms - What they are and how to use them
Network Tokens and CardPointe reporting
Introducing Network tokens for Fiserv/CardPointe
See all 28 articles
QuickBooks Integration
Quickbooks Online Sync Logs
About QuickBooks Online Integration with ServiceCore
QuickBooks Online Automated Sales Tax
QuickBooks Online Glossary of Error Messages
About QuickBooks Desktop Sync
QuickBooks Desktop Glossary of Error Messages
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
See all 15 articles
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
See all 10 articles
Release Announcements
02/13/2025 - Accounting Quick Action buttons, Repeat job Interval on Map View, & Fixes
02/06/2025 - Add Company Contacts Quickly as Site Contacts, Performance Improvement: Faster Rental & Job Lists, & Fixes
01/30/2025 - Require Billing Address on Public Payments Page & Record Payment Page, Rental Search Improvements, & Fixes
01/09/2025 - Improvements to Settings, Batch Billing Improvements, Void Invoice, Improved Scheduling for Repeat Jobs on Irregular Month Days, New Action Shortcuts on Rentals List, and Fixes
12/19/2024 - Bulk Reassign Performance Improvements & Fixes
12/12/2024 - Refund Workflow Improvements & Fixes
See all 264 articles
Coming Soon
Coming Soon!
Alerts
📢 Holiday Closure: President's Day
Join Our Exclusive Facebook Community