Getting Started

Core Account Setup

• Log Into Your ServiceCore Account and Optimize Your Experience
• Edit Company Information and Upload Your Company Logo
• Add and Manage Customer/Site Types
• Add and Set Up Users
• User Permission Levels

Basic Navigation

• Find a Job
• Find Records Using Global Search

Key First Workflows

• Estimates Overview
• Use the Time and Distance Calculator

Billing Basics

• About the Ready for Invoice Tab
• Edit Billing Information for Your Subscription
• Add an Account to your Chart of Accounts
• Add Services and Surcharges
• Edit Services or Surcharges
• Add Tax Codes
• See all 7 articles

Mobile App Basics

• Download and Set Up the ServiceCore Mobile App for Drivers
• Mobile App Overview and FAQs
• Mobile App Minimum System Requirements & Supported Devices

FAQs / New User Tips

• Contact ServiceCore Support
• Receiving Text Message Updates from ServiceCore Support
• About Date Filters on Reports
• FAQs About Email Deliverability
• FAQs About Pro Reports
• Export and Back Up Your Account Data
• See all 12 articles

Training

• Training Courses and Learning Paths Overview
• Walkthrough Guides in ServiceCore
• Learning Hub Overview
• ServiceCore Live Webinar Registration and Recordings