Job Management Job Processing Tools Job Phases
Each Job Type must contain at least one Phase Code. When SedonaOffice is first installed for your company, one Phase Code, labeled Phase 01, is automatically populated in the Job Phase setup table; this is the default Phase Code for the company. This default Phase Code is also automatically linked to all Job Types existing in the Job Type setup table. A Job Phase Code is a descriptor of a stage of a Job.
You have the ability to setup multiple available Job Phase Codes on some Job Types and use just the one default Job Phase Code on other Job Types. Typically, more complex Job Types are good candidates for multiple Job Phases to better manage the ordering of parts for a Job.
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If your company will not be using multiple Phases on any Jobs, when creating new Jobs, the one default Phase will be automatically assigned to each part on the Materials List, each Install Charge line, and each Job Task line.