Job Management                                Job Management Setup

Installer (continued)

If an Installer could be scheduled for service calls or inspections, you should flag that person as "Both" an Installer and Service Tech.  Even if an Installer would never perform service calls or inspections, it is a good idea to flag every Installer as "Both", for one particular reason.  On the Service setup form, is a field for a Text Message address and could also be used for an email address.  If your company has subscribed to SedonaSync, having an email address linked to the Installer will provide many options for creating Sync Events that would benefit your Installers.

Service Form Data Entry Fields

Service Company - Make a selection from the drop-down list.

Warehouse - Make a selection from the drop-down list.  Each Technician must be linked to a warehouse to support functionality in SedonaSchedule pertaining to parts used on Tickets.  If a unique warehouse not exist for the Installer, you may link to either company's main warehouse, or a branch warehouse; whichever is applicable.

Text Message Address - This field may be used to enter an address for sending text messages or you may use an email address if the Installers cell phone is email enabled.

Expertise Level - This is a required field and you must select from a pre-defined list controlled by the software.  The choices are 1-Beginner, 2-Low, 3-Medium, 4-High, and 5-Expert.  Currently there is no designed functionality in the software tied to the Expertise Level; this is for informational purposes only.

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