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
- Send Statements in Bulk by Print or Email
- Create a Recurring Invoice
- Create an Invoice for Multiple Jobs
- Record a Payment
- Use Batch Billing
- Accept Online Payments
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
- 1/21/2021 Release - Bulk Reassign Improvements, and more
- Coming Soon: New Features and Improvements
- 1/14/2021 Release - Secondary Phone and Customer Notes on Mobile App, and more
- 1/7/2021 Release - Customer and Site Autocomplete Improvements, and more
- 12/17/2020 Release - Route Guidance, Improved Alerts, and more
- 12/10/2020 Release - Bulk Email/Print Statements, Add Inventory During Jobs, Batch Billing Alerts, Site Names for Rentals, and more