ServiceCore Support
Support pages for ServiceCore
Customers and Sites
- Add a Customer
- Edit a Customer
- Deactivate a Customer
- Add a Site
- Add a System to a Site
- Add Customer Credit or Debit Card
Jobs
- Create a Non-Rental Job
- Find a Job
- Copy a Job
- View Job Completion Notes
- Edit Job Completion Notes
- Reschedule a Job
Rentals
- Create a Rental
- Add Jobs to a Rental
- Add Rental Rates
- Create a Rental Invoice with One-Time Billing
- Create a Rental Invoice with Recurring Billing
- Create an Exchange Job
Schedule
- About Schedule Icons
- Add a Destination
- Create a Route
- Optimize Daily Routes and Saved Routes
- Glossary of Route Optimization Errors
- Add Service Durations to See Total Service Time on Routes
Accounting
- Accept Online Payments
- About the Ready for Invoice Tab
- Create a Recurring Invoice
- Enable Autopay for a Customer
- Use Batch Billing for Recurring Invoices
- Add Jobs and Attachments to an Invoice
Inventory Management
- Create Inventory Categories
- Assign Pricing to Inventory Products
- View Item Serial Numbers Associated to a Rental
- View Items with GPS Coordinates on a Map
- About Product Availability
- About Invalid Product Availability Alerts
Settings
- Edit Company Information
- Upload Your Company Logo
- Enable and Add Company Divisions
- Add Default Messages
- Add a New User
- Edit a User
Mobile App
- Use ServiceCore on Mobile Devices
- Mobile App Overview
- Mobile App Minimum System Requirements
- Start a Job Using the Mobile App
- Complete a Job Using the Mobile App
- Complete a Rental Job Using the Mobile App
QuickBooks Integration
- QuickBooks Integration FAQs
- About QuickBooks Online Sync
- QuickBooks Online Automated Sales Tax
- Set Up Quickbooks Online for Sync
- QuickBooks Online Glossary of Error Messages
- About QuickBooks Desktop Sync
FAQs
- What is ServiceCore?
- Minimum System Requirements
- How to Search
- About Attachments
- Status Page
- FAQs About Email Deliverability
Training
Release Announcements
- 12/01/2022 Release - Onboarding Improvements, Refund and In-Schedule User Fixes.
- Coming Soon: New Features and Improvements
- 11/17/2022 Release - Map Performance Improvements, Posting Payments in Closed Accounting Periods, and More!
- 11/03/2022 Release - New Tool to Select Multiple Jobs on the Map View (Lasso Tool)
- 10/27/2022 Release - Fixes for Job Editing and Automated Rental Rate Proration
- 10/20/2022 Release - Permanently Reassign Jobs in Bulk, Monthly Repeat Job Intervals, Edit Sites from Jobs, View Rentals from the Schedule, and more