You can have account visibility on the go, schedule appointments, and process payments in the field through an optional, PCI-compliant, Bluetooth credit card swipe from Forte. Sedona-X also is compatible with popular e-Forms and Sales Automation add-ons, offering you more functionality, control, and options. Use Sedona-X Mobile on your iPhone or iPad and feel secure with the built-in biometric security features. Features Overview - Sedona-X has all the features you expect in an accounting and business management mobile app, plus some unique new features. Take Payments - Process credit card or automated ACH payment methods which are PCI-compliant within the app. - Process credit card swipe transactions with the addition of eDynamo and iDynamo by Forte (sold separately). - Upon completion of the invoice, the payment method is available under the customer in within the app. Calendar and Appointment Management - Manage work order appointments, recurring work orders, and miscellaneous appointments. - Manage dispatches, arrivals, completed tasks, and break times. - Integrate time and attendance tools (subscription required). - Synchronize appointment notifications and notify all attendees of appointment changes. - Use calendar filtering to include groupings such as All, Technician Tearch, Mine, Miscellaneous, Work Orders, Recurring Work Orders, Proposals, and Sales Appointments - View the calendar in days, weeks, workweeks, and months. Task Management - Manage notifications and reminders, including emails, SMS text messages, and phone notifications. - Add, edit, complete tasks. - Assign tasks to any entity, such as customer, work order, and so on. - Complete “By Owner” (loopback) for your tasks. - Use task tags, and search and filter by title, owner, assigned, tags, status, and priority. Work Order Management - View and manage lists of work orders and recurring work orders. - Add and edit appointments, items, parts, RMRs, notes, system parts and notes, documents, as well as add custom fields. - Do task management, use maps, and create invoices for completed work orders. Customer Account Management - Add and edit customers, sites, and systems. Access customer listings and favorites, quick searches, and contact lists. - Create invoices, view credit listings, and process payments. - Add and edit notes, including critical notification pop ups, and add custom fields. - Maintain RMR listings. - Manage documents (photos & Cloud integrations) to include downloading, adding, and deleting. - Use address mapping and quick phone call integration. Dashboard and Settings - With the Dashboard you can view the day’s appointments, tasks and work order lists. - Get a personalized security with iOS Biometric Security Support, Touch ID & Face ID. - Customize your views with dark and light themes, and have the option to change the font size Simply Put… You won’t be able to find a better accounting and business management mobile app than Sedona-X Mobile. The app is produced and backed by Bold Group, providing you the mobile power to manage customer data, work orders, tasks, and appointments. And with Sedona-X’s credit card swiping ability, you are truly mobile with the ability to manage orders from start to finish in the field.
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