Sedona-X Mobile

Brief overview of Sedona-X Mobile and how it works for your business: https://youtu.be/sjn01LUd24M

CLICK HERE TO VIEW IN FULL-SCREEN ...

Adding Notes to a Job or Service Ticket 1. Navigate to the main menu and choose the Job/ Service Ticket option.  2. Choose the Job or Service Ticket. 3. Select the notes option from the top menu. 4. Choose the plus sign to add notes. ...

Adding Photos to a Job or Service Ticket 1. Navigate to the main menu and choose the Job/ Service Ticket option.  2. Choose the Job or Service Ticket. 3. Select the more option from the top menu. 4. Choose the plus sign to add photos fr...

App Setup Three required items for setup: 1. SedonaCloud API URL 2. Username 3. Password Troubleshooting Tip: Your company Admin has access to the API. Setting up a new user in API? Refer to the API Setup instructions:  Installation Process ...

Selecting a Customer for a New Job Choose the blue plus symbol on the top right of the open jobs screen.  Three required fields for a new job will populate in the pop-up menu.  Select a customer Select a site Select a system  Press the ok but...

Calendar The calendar can be found by choosing the calendar option under the hamburger menu. The calendar can be viewed in three different settings: Month, Week, or Day. To adjust the view of the calendar choose the calendar icon at the bottom ...

Locating a Job After logging into the Sedona-X mobile app a welcome screen will appear. Choose the hamburger menu on the left side of the screen. A vertical menu will appear on the left side of the screen. Choose the J obs  option.  ...

Appointments On the Sedona-X main screen, click on the Service Ticket section. A list of open Service Tickets will appear.  Scroll or search for the ticket. At the bottom of the screen is an icon for appointments. This section will show all appoin...

Searching for Service Tickets On the home screen of the app select the hamburger menu on the left side. Choose the Service  Tickets  option to the left. Once selected this option will show all open service tickets. Click on the appropriate ticket...

When there are multiple technicians on a service ticket, they will occasionally both try to resolve the ticket. When the first technician leaves, if they are not marking the ticket resolved, they need to select one of the non-Resolve Ticket options....

Issue:  Technician is trying to add new credit card as a payment method to a customer from the Make a Payment screen using a card reader. Doing so produces an error and they cannot add the new credit card. Resolution:  At this tim...

The Technician Management Tool requires Internet Explorer which is no longer available. Currently anyone who still has IE may continue to use the Technician Management Tool. This Guide is for use by SedonaOffice customers only. Its purpose is t...