Job Management

The Job Management module is probably the most complex module in the entire Sedona Office application and requires the most setup and planning prior to implementing.  The term Jobs in SedonaOffice typically refers to new system installations or maj...

Before closing a Job, there are several items which should be verified/reviewed prior to beginning the process.  Until you become quite familiar with all the contributing elements of a Job, it is a good idea to develop a check list of items to revie...

Job Phases Overview Job Phases was designed primarily as a resource-planning tool for Job labor and materials.  Job Phases are also used to determine which billable Install charges and/or Parts may be invoiced and when.  Each Job Type setup must ...

The Job Queue is a listing of all Jobs currently in process - this is basically your company's backlog of Jobs.  This listing is accessed from the Main Application Menu Job Management / Job Queue.  At the lower right of the list, the Total Open Inst...

If a Job is closed, and it is later realized that additional costs or invoicing needs to be added to the Job, the Job may be re-opened for such purposes.  Keep in mind, this may affect Job Costing reports if the Job was closed in one month and cost...

Job Sales Reversal Overview The Sales Reversal function is used when a Job has been cancelled and your company will not be completing the Job.  Processing a Sales Reversal will created a Sales Reversal Change Order that will create negative a...

The document will show how to use the Job Query Builder to pull all jobs that have had some type of Change Order done. Overview: The steps below will show what fields to use, criteria to use to pull records in a certain timeframe, and disp...