Articles
How to Look at Future/Past Tickets without Logging into the Ticket (Android)
This article shows how to open tickets either in the future or past, without needing to log into or add dispatch/arrival times. These steps are good for SedonaOffice version 6.2.0.x and forward.
Overview
The examples d...
How to use Change Orders in Sedona-X Mobile
At the time this document was written; the steps below will be for SedonaX version 1.6.9 and SedonaOffice version 6.2.0.14.
Overview
When techs are on a job, sometimes the need arises to either add an additional p...
Credit Card Readers Compatible with Sedona-X Mobile App
This information below will provide the details on what device is supported by Sedona-X mobile app for taking payments.
Sedona-X mobile app provides the capability of reading a credit card when used with proper equipment.
...
Sedona-X Mobile: How do I add a new payment method?
To add a new payment method to Sedona-X, the first step to being able to do so is to make sure the techs are given the permission to do so from their Company User setup in the API.
Navigate to the API website where the techs are setup...
Available to Service - Marking Parts as Available on the SedonaOffice Mobile App
Description of Issue:
Customers have added many parts to SedonaOffice and found that they are not available in their Service Application (Sedona-X or FSU).
OR
The box to mark parts as Available to FSU (service) is grayed out and will ...
How to Apply Permissions for Sedona-X in API
Issue:
Technicians cannot do certain things in Sedona-X such as Add Payment Method or Reschedule Appointments. Technicians are granted access to the Manager Role Group, but they don’t have access to everything they need.
...
Slower than usual Response Times in SedonaCloud API2.0
Issue:
When accessing the Sedona-X or other API endpoints for the first time that day or after a long period of inactivity you may see slower than usual response times.
Resolution:
The first user to log into the website, SedonaX ap...
Correct Sedona-X error with Service Ticket Dispatch table
Description of Issue:
When accessing Service tickets in the SedonaX, the user may receive an error that something went wrong.
If checking the API Logs in SedonaCloud you should see an error 500 on the API call. ...
Sedona-X user able to access information but unable to write it while a Company Admin
When Sedona-X users are being set up, they need to link them to an employee record. However, if you set the user’s permissions to Company Admin, you will still be able to log in and see data because your permissions don’t require you to have an ID ...
How to Add Terms and Agreements in API for Sedona-X
Setting up terms and agreements steps are shown below.
Overview
Customers may want their customers to acknowledge certain terms explaining either their warranty of work or what is covered in a service call. Below are the steps to ...
How to Make Parts Visible in the Mobile Apps for SedonaOffice
Technicians may have difficulty with adding parts to Sedona-X or FSU due to the part not appearing in the search function. The part is confirmed as added in SedonaOffice.
Description of Issue:
The technicians are not finding parts in Sedon...
Receiving 405 Errors in SedonaX or Problems with PUT or DELETE API Calls
Description of Issue:
When trying to update information in SedonaX or sending PUT or update requests through the API, we are receiving a 405-error response.
HTTP verbs used to access this page are not allowed.
...
Unable to locate Appointments once the service ticket loads in Sedona-X
From the previous screen, there is an Appointment Widget. However, once you have loaded a service ticket, the Appointments are in the top bar of selectables .
...
Sedona-X Mobile Role Group Permissions Query
Here are a few reasons a customer may need this Sedona-X information.
If a customer’s technician is not getting the functionality on their Sedona -X, they can verify what permissions their technician is assigned in a summarized docume...
Internal Training on Custom Role Groups
Internal Training with Lee Owens on May 3, 2024
Setup Troubleshooting for SedonaX Mobile for Sedonaoffice and Time and Attendance Users
Sedona-X Mobile has a complicated setup, especially when being used by a SedonaOffice customer who also uses Time and Attendance. When the cause of a Sedona-X Mobile issue is not clear, here is a list of basic setup items to check.
...
Can a Technician Bypass the Resolution?
When there are multiple technicians on a service ticket, they will occasionally both try to resolve the ticket. When the first technician leaves, if they are not marking the ticket resolved, they need to select one of the non-Resolve Ticket options....
Common Issue: Cannot Use Card Readers to Add New Card Payment from Service Ticket in Sedona-X
Issue:
Technician is trying to add new credit card as a payment method to a customer from the Make a Payment screen using a card reader. Doing so produces an error and they cannot add the new credit card.
Resolution:
At this tim...
We’re Sorry Error
The error below is encountered when using Sedona-X Mobile. Unfortunately, this error message has no useful data in it. It indicates there’s been an issue, but it is a generic message. To gather more information, you will need to look at ...
Sedona-X Company Preferences
The Sedona-X API has Company Preferences settings. The settings are how the Sedona-X API interacts with its customers and SedonaOffice.
Each company can have Sedona-X preferences if a customer has several companies.
...
Sedona-X Resolution Note Rules
Sedona-X resolution notes have some rules to follow when deciding if they are for customer viewing or if the resolution notes should be customer restricted.
These rules apply to manually emailing invoices:
The resolution notes in a s...
SedonaOffice - Sedona-X – Troubleshooting connectivity and functionality on mobile data
Sedona-X does not have any restrictions on the network itself. It functions properly on WiFi and cellular data (mobile data).
When Sedona-X functions on WiFi, but does not work on mobile data, a few things to look for are:
Mobile data...
Sedona X Not Showing PDF or Document Type 8
00151542 Identified an issue where documents associated with the .pdf document type are not visible in the Sedona X application , even though they are correctly attached and fully visible within the SedonaOffice desktop application. This be...