Sedona-X

Bold Technologies Ltd.

About this app

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

Ratings and reviews

App doesn't stay signed in, biometrics don't work, heavy lag/load times. It would be awesome if we could have data fields in the notes/details pages be links (like a phone number or email address-so we don't have to bounce back and forth to the dialer or email app manually typing the same data) or at least be copy-able. As in, go to the ticket, copy or the customer phone number, then paste it into the phone app - or simply have these thinks link to the relevant default app they can be used in.

App was pretty good on a android based phone till about 2 weeks ago. Now when entering the dispatch, etc. times it always populates 5 hours in advance. Tech support claims it something with the phone and I've checked all the date and time settings to make sure they're set to auto which they are. Super annoying. PLEASE FIX!!!

I cannot upload documents (pdf): every time I try to upload a file I can select the file and by the time I am about to upload it I get a message that my session expired and I need to log back in. How can I fix this?

What’s new

• New multi-file uploader
• Streamlined Documents screen
• General fixes and performance updates