Job Toolbar

The Job toolbar is comprised of several functions buttons, most of which are typically used by the accounting department of your organization.  When creating a new Job, the buttons on the Job toolbar typically follow the following data entry flow: ...

The Job Approvals button will only be displayed if your company has activated Job Approval Processing in the Job Management Setup Processing form within SedonaSetup.  Approval Groups are first created in SedonaSetup.  Once a list of Approval Groups ...

The Commissions form is used to list the commissions that will be paid to the Salesperson listed on the Work Order form and any other employee override commissions for a Job.  You have the option of manually entering commission line items or auto-fi...

The Custom Fields form is used to enter and track additional information pertinent to the Job.  Reports may be designed from the information saved on this form using the Job Query Builder or a third-party reporting application. If your company is u...

The Installs form is used to create a list of non-recurring type Invoice Items that will be invoiced to the customer.  If the Job is being billed for one lump sum contract amount, you would create one line item.  If that Invoice Item is being invoic...

The Job Costing form is divided into three columns; Estimated Costs, Actual Costs and WIP.  Part of the initial Job data entry is to enter the estimated costs for the job.  As actual costs are incurred and posted to the Job, these amounts are displa...

The Job System form contains information about the System being installed and is used to setup preliminary Inspection information.  The information displayed on this form is imported from the System setup on the Customer Explorer.  If any changes ar...

The Materials form is used to create a list of inventory parts that will be used in the System installation and possibly invoice for individual parts; this depends on the Job Type setup. Depending on the Job Type setup, Part sales prices may or may...

The Recurring form is used to create a list of Items that will be invoiced to the customer for recurring services.  Once recurring services have been invoiced on a Job Invoice, the recurring line(s) will be activated and appear in the Customer Explo...

When clicking the Sales Summary button,  all Install Charges, the Materials List and all Recurring Charges are displayed.  As invoices are created for the Job, this form is updated with the balance remaining to be invoiced for the Job.  The Materi...

Each Job Type is linked to a list of Job Tasks.  The Job Tasks are typically the major milestones that need to be completed to install a system.  As each Task is completed, the responsible person in your company will approve the Task which will adv...

The Work Order is the first data entry form for a new Job and contains key fields which control how the Job will be processed and costed.  There are four key fields on this form which are required to be able to save and advance to the second Job set...