Service

Issue: We are seeing some customers show up more than once in the search. Resolution: This will occur when the customer has more than one active system on their account. In this example the customer 8107 has three diff...

Customers will sometimes want to group their technicians in the Service module. The Service module has a feature to group with instructions below. Click on icon 1, this will open the Display Group. You can create a Display Group in this...

Sometimes customers want their service invoices to be billed to them with their recurring invoices.  This article will go over the steps needed to reverse that if the invoice was either accidentally selected to be billed with the cycle invoicing or ...

When a customer wants to know how overtime is calculated on a service ticket, the following steps can be used to help with calculating. Steps to calculate: Verify the Appointments Labor hours start and end times under Sedona Setup> Ser...

Sometimes customers want their service invoices to be billed to them with their recurring invoices.  This article will go over the steps needed to add the charges from a service call to be added to that customer next cycle billing. The steps provide...