Sedona-X Mobile is the integrated business and field service management mobile app for SedonaOffice. Here are some questions you may have as you transition from FSU to Sedona-X Mobile.
Q: How similar is Sedona-X Mobile to the FSU?
A: Sedona-X Mobile is very similar to the FSU in day-to-day usage. Technicians familiar with the FSU should find Sedona-X Mobile easy to learn.
Q: What are the biggest differences between FSU and Sedona-X Mobile?
A: Sedona-X Mobile adds customer visibility, customer/job/ticket creation, material management, expanded permissions, and Android support.
Q: Does Sedona-X Mobile support Android devices?
A: Yes. Unlike the FSU, Sedona-X Mobile works on both Apple and Android devices.
Q: Can technicians see customer information in Sedona-X Mobile?
A: Yes. Depending on permissions, technicians can view customers, sites, systems, jobs, notes, documents, and service history.
Q: Can technicians create jobs in Sedona-X Mobile?
A: Certain roles, such as Project Managers and Managers and a Company Admin can create jobs. Senior Technicians and Junior Technicians are not able to create jobs within Sedona-X Mobile.
Q: Can technicians create service tickets?
A: Yes, if granted the necessary permissions.
Q: Can technicians add materials or parts?
A: Yes, this feature allows searching, adding, and issuing inventory parts.
Q: How do warehouse transactions work?
A: Parts can only be issued from the warehouse assigned to the technician.
Q: Can technicians reschedule appointments?
A: Yes, with the necessary permissions that are setup at the User level, the reschedule permission allows adding and modifying appointments.
Q: How are dispatch, arrival, and departure times entered?
A: From the home screen or directly within a job or ticket.
Q: Is ticket locking/unlocking still required?
A: No. Multiple technicians can work in the same ticket simultaneously without locking.
Q: Can technicians take payments?
A: Yes, if permissions are granted. They are able to take credit card of bank account payment methods.
Q: Can technicians capture signatures?
A: Yes. Electronic signatures can be collected and attached to ticket records when a ticket is resolved.
Q: Can technicians update contacts?
A: Yes, with the proper permissions.
Q: Can technicians view service history?
A: Yes. Historical ticket information is available.
Q: Can technicians see purchase orders?
A: Yes. Purchase order information is viewable for a reference within Jobs.
Q: Are custom fields supported?
A: Yes. Ticket custom fields configured in SedonaOffice are available.
Q: Can users stay logged in?
A: There is a Stay Logged In option, but biometric login is recommended.
Q: How can users report errors?
A: The View Logs feature allows error review and direct submission to Bold Group Support.
Q: What permissions should be reviewed before go-live?
A: Role groups, administrator rights, payment permissions, appointment permissions, and notes/document access.
Q: What should technicians expect during the transition?
A: A straightforward transition with familiar workflows and additional functionality.