Introducing Sedona-X Mobile
Sedona-X Mobile represents Bold Group’s latest financial management application that seamlessly integrates with the powerful AlarmBiller software. This cutting-edge app offers in-field access to enhance team productivity and provides easy payment solutions to help elevate revenue streams.
Sedona-X Mobile grants users comprehensive customer, financial, and billing management capabilities on the go. Gain account visibility, schedule appointments, and process payments in the field conveniently, utilizing an optional PCI-compliant Bluetooth credit card swipe device from Forte.
Furthermore, Sedona-X is fully compatible with popular e-Forms and Sales Automation add-ons, expanding its functionality, control, and customization options.
Utilize Sedona-X Mobile on your iPhone or iPad and enjoy enhanced security features such as built-in biometric security protocols.
Features Overview
- Take Payments:
- Securely process credit card or automated ACH payments within the app while adhering to PCI compliance.
- Enable credit card swipe transactions by incorporating eDynamo and iDynamo devices by Forte (available separately).
- Access payment methods directly under specific customers within the app upon completing invoices.
Calendar and Appointment Management
- Create and manage work order appointments, recurring work orders, and miscellaneous appointments while overseeing dispatches, arrivals, and task completions.
- Integrate time and attendance tools by subscribing to the service.
- Enhance coordination by synchronizing appointment notifications and notifying attendees of any changes.
- Browse the calendar in various views including days, weeks, workweeks, and months with customizable groupings.
Task Management
- Receive and manage notifications through various channels such as emails, SMS text messages, and phone alerts.
- Create, edit, complete tasks, assign them to entities like customers or work orders, and implement task tags for better organization.
Work Order Management
- Efficiently handle lists of work orders and recurring work orders by adding appointments, items, notes, system parts, invoices, and custom fields.
- Easily manage tasks using maps and create invoices for completed work orders directly in the field.
Customer Account Management
- Add or modify customers, sites, systems, create invoices, access credit listings, process payments, add notes, maintain RMR listings, manage documents including photos & Cloud integrations.
Dashboard and Settings
- Utilize the Dashboard to view daily appointments, task lists, work order statuses along with personalized security features like iOS Biometric Security Support (Touch ID & Face ID).
- Customize your app's appearance with dark or light themes and adjust font sizes for optimal viewing experience.
In conclusion:
Sedona-X Mobile stands out as a comprehensive accounting and business management solution brought to you by Bold Group. With its seamless integration with various functionalities tailored for in-field operations and secure payment processing capabilities like credit card swiping through Forte devices. Sedona-X empowers users with a mobile toolkit allowing end-to-end order management directly from the field. This robust app is a must-have for businesses looking to streamline their operations effectively.
Overview
Sedona-X is a Freeware software in the category Business developed by Perennial Software, Inc.
The latest version of Sedona-X is 1.6.15, released on 05/26/2024. It was initially added to our database on 05/26/2024.
Sedona-X runs on the following operating systems: iOS.
Users of Sedona-X gave it a rating of 2 out of 5 stars.
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