Job Management

Articles

Job Management Overview and Topics
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 o...
Close a Job
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 ...
Job Phases Functionality
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 s...
Job Queue
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 T...
Re-Open a Job
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...
Sales Reversal
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 negat...