SedonaSchedule                               SedonaSchedule Designed Functionality                      Inspections

Inspections Overview (continued)

Linking an Inspection to a Recurring Line

Inspection Records may be linked to a Recurring Line on a customer's account.  Setting up an Inspection record in this manner will allow you to Cycle Invoice your customer after the Inspection Ticket has been completed.  Linking an Inspection Record to Recurring Line does not required you to Cycle Invoice your customers for inspection services after work is performed; it is just an option.  You may cycle invoice your customers when desired.  Linking an Inspection Record to a Recurring Line is a good check & balance.  When setting up the Inspection Record and attempting to link to a Recurring Line, if a recurring line has not yet been setup for the Inspection services, you would have nothing to link to the Inspection record.  Linking ensures that if you should be billing for Inspections through cycle invoicing, the recurring lines have been setup.

To be able to Link a Recurring Line to an Inspection Record, you must have at least one Service Level created and flagged for this purpose.  This will be discussed further on the following pages covering Inspection Record setup. 

Pre-Negotiated Inspection Rate

When setting up an Inspection Record you have the option of entering a flat amount that will be invoiced to the customer once the Inspection has been completed.  You would select the Invoice Item code to be used and the amount on the setup form.  When Inspection Tickets are generated, this amount will automatically be populated onto a line on the Other Items form of the ticket.

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