System Update: July 31st, 2025

The following issues, patches, and updates were addressed in our latest update to ServiceWorks:

New Features

• Consolidated Notes Panel
  You can now view, create, and edit your Customer, Job, and Trip Notes all in one place! In addition to this new panel, you can also utilize our AI-powered Create Explanation button, which analyzes all of the notes and job information and converts them into a ready-to-view job explanation summary

Resolved Issues

• Reordered the columns within the Route Sheet
• Estimate approval screen no longer hangs up while loading
• Daily Time Slot view now shows distance based on technician’s starting location for new jobs if no job is assigned.
• Warranty claim receivable report now includes the correct sales & labor tax amounts
• Addressed error where moving jobs on the route sheet resulted in later jobs appearing first in the scheduled trips
• Adjusted error messages with Marcone Cart feature to include more information on how to identify the issue
• Resolved issue where job dispatch numbers did not display in All Jobs page
• Restored functionality to the tech productivity report
• Distributor payments now sync correctly with QuickBooks Online
• Restored functionality to opening secondary contact numbers in mobile app

Mobile App

• Truck Inventory
  You can now perform bulk transfers of unused parts with the ServiceWorks Pro app! This can be useful for unloading unused items at the end of a work day / week or even transferring parts between vehicle inventory locations
  

• Item/Parts Tracking
  Similar to the desktop version, you can now monitor and track items attached to jobs in the ServiceWorks Pro app! Simply click the tracking cube to bring up item information such as when a tracking number was assigned, who placed the item on the job, and more!

• Popup Trip Notes
  Now, whenever trip notes are required on jobs or when opening a job, a popup will appear where a trip note can be entered in. You can also view any previous trip notes taken.
  

Enhancements

• Tracking IDs via POS
  POS orders will now auto-generate a tracking ID for any parts added or submitted.

• Multiple Technician Assignment via Schedule Sidebar
  You can now assign multiple technicians directly from the scheduling sidebar. Use the Check Technician link and select the technicians you wish to attach to the job. Click the crown icon to designate or change the lead technician before saving.

• Parts on Truck Icons in Route Sheet
  The truck icons designating parts on jobs and their status can now be seen from within the Route Sheet, giving you another opportunity to view item dispositions at a glance without the need to navigate to a separate view
  

• Model Search Link
  We’ve added the ability to utilize the Model Search feature from within the Products / Equipment section! Click on the model link next to the model number to search for the model entered or even similar models

• Model Search for Integrated Distributors
  Now when using the model search for our integrated distributors, you can display real time inventory data as you order and add parts for jobs (Only available for Marcone and Reliable Parts)
  

• Messaging Notifications
  We’ve moved where you can view your SMS & Two-Way Messages! Now you’ll be able to access your messages using the new messaging icon located on the toolbar.

• Sooner Service Tab
  Jobs marked as sooner service will be listed within the new Sooner Service tab on the schedule. Much like your unassigned or on hold jobs, these can be dragged and dropped from the list into a date and time slot of your choice.

We update ServiceWorks over the weekend when a patch or update will also affect the mobile app. This prevents our customers from getting an update notice on their mobile devices when starting their workday. Please look for our maintenance notification emails. Please note, the morning after a promotion to the system, you may see some temporary slowness when first logging into your account. This will clear up quickly as your system takes in the new updates.

Need More Assistance?
Contact us: 
Live Chat: app.service.works
Email: support@service.works 
Phone: 636-220-4363 Ext. 1