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
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
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
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
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
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
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
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
Reports
- About Date Filters on Reports
- Aging Report
- Credit Cards by Customer Report
- Customer Status Report
- Deposit Report
- Gross Sales Report
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
QuickBooks Integration
FAQs
- FAQs About Pro Reports
- What is ServiceCore?
- Minimum System Requirements
- How to Search
- About Attachments
- Status Page
Training
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