Creating a Service Ticket in SedonaOffice

Four Ways to Create a New Service Ticket in Sedona Office

Customer Account

1. From the Customer Account, click on the correct Site and click on the “+” next to Systems.

• Right-click on “Service” under the correct System and select “New Service Ticket.”

Service Module

2. From the Service Module, in the upper left-hand corner click on the “+” sign.

When the Customer Search screen opens, enter the customer number or name.

3. From the Service Module, click on the Wrench in the upper right on the Ribbon.

Double-click on a day, time, and technician. 

When the Customer Search screen opens, enter the customer number or name.

4. From the Service Module, Find the Technician that will be assigned to the Service Ticket and Double-click on the Date/Time under that Technician.

When the Customer Search screen opens, enter the customer number or name.