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  1. ServiceCore
  2. Settings & Configuration

Settings & Configuration

Set up advanced options that control how ServiceCore works for your company.

Company Configuration

  • Add Default Messages
  • Enable and Add Company Divisions
  • Edit Users and Change Passwords
  • Remove A User from the Schedule
  • Deactivate or Reactivate Users
  • Add Equipment
  • See all 7 articles

Accounting & Finance Settings

  • About QuickBooks Online Integration with ServiceCore
  • QuickBooks Online Automated Sales Tax
  • QuickBooks Desktop Integration Overview (Legacy Support Only)
  • About Rental Proration Settings
  • Add Classes
  • Add Payment Terms
  • See all 9 articles

Pricing & Inventory Setup

  • Add Inventory Categories
  • Assign Services to Inventory Products

Job & System Configuration

  • Automated Email Reminders
  • Create an Exchange Job
  • Add Rental and Service Job Types
  • Add System Types
  • Add Service Durations to See Total Service Time on Routes

Online Payments Setup

  • Canada: Set Up Your Credit Card Integration With Fiserv (Apply for a Merchant Account)
  • USA: Set Up Your Card Integration With Fiserv (Apply for a Merchant Account)
  • ACH Authorization Form Overview and FAQs
  • How to sign up for ACH payments

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invoices, rentals, schedule, payments