Job Attachments

Feature Release Update: August 2018

Abby Hackmann Features Leave a Comment

In the month of August, ServiceCore released a ton of new features! Find out how you can use these features to enhance your business and workflow. If there are any features you’d like to see incorporated into our software, just let us know and we’ll see if we can fit it into our development schedule.

August 2018 New Features

Multiple Email Addresses: You can now save more than one email address per customer. Emailing an invoice, credit memo or payment receipts to multiple email addresses is possible as well.

Multiple Email Addresses

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Multiple Email Address

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Gross Sales Report: The Gross Sales Report offers a new tab with more detailed information about your income.

Gross Sales Report

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User Settings: Deactivated users are hidden by default. If you would like to see any deactivated users simply use the filter option.

User Settings

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Update to Mobile App: The city name of a service location has been added to the job list view.

Update to Mobile App

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Tax Rate Display: The tax rates are now ordered alphabetically in the drop down selection of an invoice.

Tax Rate Display

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New Filters for Rentals: On the rental page, there’s now a filter that lets you look for a rental using the rental start and end dates.

New Filters for Rentals

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Edit Service Reminders: You can now edit any service reminder!

Edit Service Reminders

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Service Reminders Edit

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Customer Job Tab: On the customer detail page, in the job tab, you can now easily view more job data.

Aging Report: The pagination for the aging report has been removed, this allows you to easier apply filters and see an overview of you totals and data.

New Smart Banner: If you are using ServiceCore on a mobile device but with a browser, you will now see a friendly reminder that you can also download our new and improved ServiceCore app.

New Smart Banner

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Internal Site Notes: You now have the option to save internal notes to sites, which will be hidden from the job view and service tickets.

Internal Site Notes

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Deactivate Tax Rates: Tax rates can now be deactivated, so they are still available for historical invoices but not for new ones.

Deactivate Tax Rates

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Receive payment: You can now receive a payment for more than 10 invoices.

Site Filter on Job Table: When viewing the job tab on the customer or site details page, you now have a filter option for the site address.

Site Filter on Job Table

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Job Attachments: You can now add or remove attachments directly from the job table by expanding the job section for more detail.

Job Attachments

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Display Customer Credit Memo Balance: Besides viewing the paid, unpaid and overdue balance on the customer detail page, there is now a balance for customers that have an unapplied credit memo.

Display Customer Credit Memo Balance

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Assigning Services to Inventory: You can now assign multiple services at once to an inventory product. Go into the Settings, click on the Inventory tab, view a product, in the drop down called Add Services you can find the “Assign Services” button, which opens a dialog with multiple services to assign at once.

Assigning Services to Inventory

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Recent Customer Activity: On the customer detail page, you can now view the customer’s recent activity, e.g. last completed job and last invoice amount without having to search in the tabs below.

Recent Customer Activity

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