Job Management

  Job Management Overview

The Job Management module is probably the most complex module in the entire Sedona Office application and requires the most setup and planning prior to implementing.  The term Jobs in SedonaOffice refers to new system installations or major customer system upgrades.  Whether your company will be expensing costs to a Job as they occur or expensing costs using work in process accounts the setup is very important to accomplish the desired operational and financial reporting results.  Refer to the Job Costing Setup topic for a better understanding of how to setup your system for processing jobs.

Your company may choose to use some or all of the features included in this module, however there are some required items for basic Job processing.  Below is a list of functions and features of this module; items required for basic job processing are indicated with an asterisk.

·          Work Order entry *

·          System Information *

·          Job Approvals

·          Job Tasks * (a listing of the major milestones required to complete the installation)

·          Installation Charges *

·          RMR Charges (Recurring Monthly Revenue)

·          Materials

·          Job Costing

·          Commissions

·          Custom Fields

·          Documents

·          Job Scheduling

·          Appointment Summary Scheduling

·          Payroll Timesheets

·          Job Timesheets

·          Order Parts (Automated Purchase Order creation)

·          Job Notes

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