Job Management
In Sedona Office, go to the Job Management Module and click on Job Queue.
When the Open Job List screen opens select the WeSuite Orders to Process Icon.
The WeSuite Import Queue will open, highlight the Estimate and select Create Job.
The WeSuite Import Confirmation screen opens with the Customer Information.
The below example is for an existing Customer in Sedona Office.
Confirm the information is correct and click OK.
When the Work Order Screen opens, confirm the imported information shown is correct and if needed add any additional information.
Select an Install Company(required) from the drop down menu. Click Apply.
Next the Job System screen will open. If this is a New System, the New System checkbox will be selected.
The System Account number will default with the Customer Number but can be edited along with the System Type. Click Apply.
If the System is an existing System on the Customer Account, uncheck the New System checkbox and select the Customer Systems Icon and the appropriate System Code/Alarm Account. Click Save.
The Sales Summary screen will open, and the Imported Items will be shown: Installs, Parts and Recurring.
The Job Costing Screen will show the imported items in the Estimated Column.
