Client Management           Additional Customer Data Entry           Central Station Tracking

Central Station Tracking (continued)

Monitoring (continued)

The Monitoring form is divided into two tiers; the upper tier displays a list of previously entered Services and the lower tier is where a new Service is entered or edited.  As new Services are added and saved they will appear in the upper tier of the form.

To add a Monitoring Services record, click the New button located at the lower right of the form.  Enter the field information according your company policy and procedures.  Click the Save button when finished entering the information.  When finished entering all records, click the Save button located at the lower right of the System form.

Service – Make a selection from the drop-down list for the Service being provided to the Customer for this System.  The selections available in the drop-down list are entered and maintained in SedonaSetup/Alarm Company/Alarm Company Services.  If the appropriate Service is not listed, contact your company's System Administrator.

Description – The Description will automatically fill in once a valid Service has been selected in the previous field.

Monthly Amount – Enter the monthly amount the Monitoring Company is charging your company for this Service for your Customer’s System.

Bill Cycle – Make a selection from the drop-down list of how frequently the Monitoring Company will be billing your company for this Service.

Start Date – Enter the date the Service will begin with the Monitoring Company.

Recurring Item – Make a selection from the drop-down list.  The drop-down list will display a list of all recurring services that have been setup for the Customer.  If the drop-down list is empty, the User will not be able to save the record; contact your accounting department if this is the case.

Note:  This is a double-save form; click the Save button on the Monitoring form to add new Monitoring Services then click the second Save button located at the lower right of the System form once all records have been entered.

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