Sedona-X app analytics for January 9

Sedona-X Mobile is the integrated business and field service management mobile app created by Bold Group for SedonaOffice, Managely, and AlarmBiller. Stay connected, manage your team, and serve customers on-the-go. This powerful mobile solution helps boost revenue for your security business with enhanced productivity and easy payment options and improves your customers’ experience through faster service times and more accurate data management. ON-SITE PAYMENT COLLECTION • Quickly create invoices • Accept ACH and credit card payments in the field • Ensure PCI compliant transactions • Process credit card transactions with the eDynamo credit card reader from Forte (sold separately) SCHEDULING AND CALENDAR MANAGEMENT • Easily view, add, and manage appointments in the app • Manage dispatch and arrival times • Send appointment and schedule change notifications • Filter by group or choose calendar view to see the information you need TASK MANAGEMENT • Create, edit, close, and assign tasks on-the-go • Manage and send notifications and appointment reminders by email, text, and phone • 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, notes, and documents • Prepare invoices for completed work orders • On-site signature capture CUSTOMER ACCOUNT MANAGEMENT • Search, view, and edit up-to-date customer information and history • Add and edit notes • Maintain RMR listings • Upload and manage photos and documents • Communicate with customers through phone call integration • GPS routing to customer address