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
- 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 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
- 10/22/2020 Release - Email Statements, Customer Form and PDF Improvements, and more
- Coming Soon: New Features and Improvements
- 10/15/2020 Release - Delete Items Using the ServiceCore Mobile App, Deposit Detail Report Improvements, and more
- 10/8/2020 Release - Add Site Improvements, Customer CSV Downloads, and more
- 10/1/2020 Release - Delete Products Using the ServiceCore Mobile App, Invoice Dates, Schedule Filters and more
- 9/24/2020 Release - Add and Edit Inventory Items Using the ServiceCore Mobile App, Improved Jobs List, and more