Inspections

1. Inspection Item Charges  – For use when inspection charges should be a specific agreed to amount. Enter that amount and the invoice item that should be used on the inspection record itself. This will be added to the ticket as a billable Other it...

The Next Inspection At field controls when the Next Inspection date field updates. But it does not control what that date will be updated to. For example, for a monthly inspection due June 1st, the next inspection date will be July 1st. N...

To Add Inspection Templates navigate to the inspection record on the customer, and follow the steps below. Open the Inspection record Select the Reports tab Click Manage… Click New Browse for your template document Click...

What Inspection Reports do: Allow you to save templates to inspection records Automatically add those templates to tickets created for that inspection Give technicians on the FSU the ability to see and download those templates so th...

An Inspection Record can be created at the System Level on a Customer Account.   Go to the Customer System and Right-click on “Inspections."  Select “New Inspection.”   Below is an explanation of each field shown on the Inspection Record.  ...

An Inspection Record can be created through a Job on the Job System Tab.    Once the RMR is billed out from the job or the job is closed the Inspection Record will transfer over to the Customer’s System.    Now that the Inspection Record is l...

When creating an Inspection Record,   a Note may be added in the Notes field .  This field is optional.   Any information entered here will be transferred to the generated Inspection Ticket and displayed as a Field Note for the technician.    Th...

When creating an Inspection Record, select the Service Level that should be assigned to the Inspection Ticket.  The Service Level is used to determine if Time and Materials will be billed on the Inspection Ticket.    The Service Level selected...

On the Inspection Record, you may assign a group number to the inspection.  When generating Inspection Tickets, the software program considers the group number to determine which inspections belong together as a group.    Inspection Groups are us...

When Grouping Inspection Tickets together by entering a Group Number, and you only want to create One Inspection Ticket, you would use the High Frequency Bypass option.     HIGH FREQUENCY BYPASS - Select this option when a customer has multiple ...

When Grouping Inspection Tickets together by entering a Group Number, and you want to create All Inspection Tickets that are due on the same date, you would use the Exclude from High Frequency Check option.     EXCLUDE FROM HIGH FREQUENCY CHECK...

When you attempt to cancel a recurring line that is linked to an Inspection Record, SedonaOffice will display a warning message indicating that the RMR item is associated with an Inspection Record.      The system will ask whether you would...

NEXT INSPECTION AT -  This setting controls when the Next Inspection date is updated. However, it does not determine what the new inspection date will be; it only controls when the update occurs.    The four options are:   Ticket Created – thi...

The Next Inspection Date can be manually updated within the Inspection Record when needed.    Keep in mind that the date you enter will become the basis for future inspection scheduling. The system will use that date to calculate the subsequent...

The below information is used to help better understand how the different fields within an Inspection Record work to Determine the Next Inspection Date and/or How the Next Inspection Date Advances. FREQUENCY – This field determines HOW the I...

If there are older Inspection Tickets that still remain open and need to be closed, but no billable work was performed and no charges need to be invoiced, you can close the ticket either using the Void Resolution Code or a Non-billable Resolution ...

Once an Inspection Record is listed when Generating Inspection Tickets and the Inspection Record is not being Terminated, the only option to remove it from that List is to Generate the Inspection Ticket.    Once the Inspection Ticket is created t...

When an Inspection Ticket has already been created and that Ticket is open in the Service Module, you can select “Open Customer” which will take you directly to the Customer Account.   Then you can select the appropriate Site/System to access the ...

SedonaOffice is designed to support a variety of billing methods based on how each customer is set up and the services you provide.  For example, customers with inspection contracts may be billed using an RMR-linked Service Level, while non-contr...

It's important to understand that Service Tickets created using the same Problem Code and/or Service Level selected on an Inspection Record are not linked to that Inspection Record.   Only Inspection Tickets generated in the Service Module are li...