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 article 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 displ...

You can Mark Commissions as Paid to remove a Job from a Commissions Report. If the Job is currently closed, then you will need to Re-open the Job.  This will only affect the Reporting and will not affect GL. Job – Custom Fields ...

The article 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 displ...

After any change orders are entered on a job, any changes afterwards needs to be done by doing a change order.  This also applies when RMR either needs reversed or changed.  The following steps will guide you through the reversal process.  ...

Issue: Customer is running into issues while attempting to add costing to jobs through bills and receiving a message that costing cannot be added to the closed job and wants to know why this is and how to resolve. Resolution: If...

Issue: The customer needs to make some changes to a job but it is locked. Resolution: The first thing to address is how was the job locked. There are several different ways that a job can be locked and some of them cannot be unlo...

Issue: Customer is trying to add a new line item to Installs or RMR but they are not able to add it as it is not available in the dropdown menu on the job. When they try to select a new Recurring Item or a n0ew Install Item, they’re only...

Issue: Receiving error when trying to close a job. Error received is “Error Checking for Parts Issued and Reconciled! 94 Invalid use of Null Resolution: Most commonly, this error is caused by missing part detail. You can u...

Sometimes jobs can require more Job Tasks to be done on them.  What happens when there are no additional tasks that can be added?  How can more be added to the job?  This article will go through the steps needed to add the additional tasks.  These s...

Sometimes jobs are added to a wrong site or even system.  A question was asked, “Can I delete this job that is wrong?”  The answer is yes the job can be deleted.  The step below will show how to do this for SedonaOffice versions 6.2.x. Ov...

The Job has a specific area called Custom Fields for information that companies want access to but there's nowhere else for it to go, much like the presence of Custom Fields on the Customer. To add the necessary fields go to SedonaSetup ...

If you have a user that cannot access Quotes in Jobs, follow the process below. Usually there is a Quote option in the Job, located under Tools. Resolution:  This is due to permissions in the User’s User Group. Check the User Group...

SedonaSetup – JM – Install Companies Appointment Options Select a Dispatch Method if Jobs will be scheduled using the SedonaSchedule. No : Selecting NO allows you to schedule Job Appointments within SedonaSchedule but...