Service

There are several setup tables and options which control the functionality within the service module (SedonaSchedule). Below are links to a list of all Service Setup Tables and Options.  Items required are denoted with an asterisk. Default Labor ...

This form contains information that will be used as defaults when creating new Service Level records.   Labor Item Code – Select the Invoice Item code from the drop-down list that will be used for invoicing the labor portion of a Ticket. Trip ...

The Holidays setup table is used to identify which dates in the year your company will charge your customers a holiday rate if service is performed on a holiday in this table.  When labor is posted to a Ticket and the date of the labor falls on ...

The Inspection Items setup table is used to create a list of types of devices that need to be inspected while working on an Inspection Ticket.  The items entered in this setup table are available for selection when setting up or editing an Inspe...

The Instruction Notes setup table is used to create a list of special instructions that may be added to any Ticket.  The Name field is a text field and will allow up to 50 characters and the Note field, which is also a text type field will allow...

Panel Types are typically described as the main controlling device for the system that is or will be installed for a System.  Each Customer System record may be assigned a panel type within the System information form.  Your list of panel types...

Problem Codes are used to identify why the customer is requesting service.  This is a required field on a service ticket, and when setting up a System Inspection record.   These codes will print on the Ticket, and should be descriptive enough to...

Resolution Codes are used to define how the Technician resolved the problem reported by the customer (problem code).  A resolution code is required on each ticket to be able to invoice the customer and/or close the ticket.   These codes may be s...

Routes are used in scheduling Tickets.  A Route typically defines a geographical area for use in scheduling Technicians.  The route assigned to the System or Inspection Record will default into Inspection and Service Tickets created.  The default...

This setup form is no longer used by the application. ...

Service Companies are used to identify which company is providing service or an inspection for an installed system on a Ticket.  If your company operates out of one office, you will only need to create one Service Company record; however, if you...

The fields that are activated will appear for data entry on the Ticket Custom Fields form which is a tab on the Service Ticket.  Fields are activated by typing in a label in the text box to the right of the Custom Field that will be used.  The d...

In the example below, we chose to track a Cause for each Ticket in the Table 1 field.  For each choice available from which the User may select, create one record in this setup table.  The number of records you may enter is unlimited. ...

The Service Level is a required field on each System record, Ticket record, and a System Inspection record. The Service Level automates the amounts that will be invoiced to  your customer for the service performed.  These default amounts and rat...

The Service Ticket Message form allows you to enter a brief message that will print on every Ticket.  You may enter up to 128 characters into this field.  This message will print at the bottom of the service ticket. ...

This setup option consists of three forms which contain information that will be used as defaults when creating System records:, Service Tickets, and defining G/L Accounts for service related expenses.   Definitions of each field on each setup t...

Technicians are your employees that will perform service on an installed system.  A Technician is linked to a Service Company and Warehouse, and is assigned an expertise level.  Employee, Warehouse and Service Company records must first be creat...

Each System is assigned a Warranty Type code, which is a required field on the System record.  This Warranty Type will determine the number of days the system is covered by your company’s warranty, and what types of services are included in this...