Client Management Master Account Management
Master Accounts Overview (continued)
Concepts/Terminology (continued)
System
The last element of the Subaccount is the System record. A System is the type of equipment that is installed at a Site. System types are typically described as Burg, Fire, Access Control, CCTV, etc. A System record is attached to a Site record. Multiple Systems may be attached to a Site record. The System record is only required if your company will be using Service Tickets, Inspection Tickets or Installation Jobs. A System record is also required if your company is using Manitou central station software and will be linking Manitou records to SedonaOffice records.
Recurring Lines
If your company is invoicing for recurring services such as monitoring, service agreements, or other recurring type services, a Recurring Line would be created for each type of service being invoiced to the Subaccount or the Master Account. Each recurring line specifies the type of service, the billing cycle (frequency the recurring line will be invoiced), and the amount to be invoiced. The recurring line is linked to a Bill To record.
Recurring Lines are typically attached to a System record. A Recurring Line may be attached at the Site level if your company does not service the account or will not be installing equipment at the site.