SedonaOffice Implementation Brochure - AiN Group
Information About
SedonaOffice is the only enterprise-level accounting and business management software specifically developed for security companies. Designed and and built on an open platform, SedonaOffice offers complete and easy access to all your data, so you can manage your business better than ever. From operational metric tracking through comprehensive financial statement reporting, SedonaOffice makes it easy to get the information you need when you need it.
Features and Benefits
Best in Class
Used by more of the leading security companies than any other software, including over 60% of the SDM 100.
Experience
Access to Data
Open database schemas to mine the data as you desire.
Reliability
Providing you the peace of mind knowing the application is “battle tested.”
Scalability
No limits, as you grow the applications will grow with you.
Flexibility
Processes built upon your needs, and the ability to change when necessary.
Enhanceability
Solutions with the ability to be changed and modified as needed.
Customer Retention
Solutions proven to better serve your customer base.
Community
Open user forums and Users Conference.
Value
Applications and services competitively priced.
Reach Your Potential
Since 1996 we have worked with over 500 companies exclusively in the security industry.
Your SedonaOffice Investment Includes
1. Client Management
2. Accounts Receivable
3. Accounts Payable
4. General Ledger
5. Service & Inspections
6. Job Management
7. Inventory Mangementt
8. Sales Management
9. Report Manager
10. SedonaSetup
11. Query Builders
• Implementation Services from data conversion to Go Live! • SedonaOffice Premier Level Support for all users • All updates, enhancements and new versions of the SedonaOffice application
Create Time
• All the core modules necessary to operate any size security company:
SedonaOffice Application Modules
1
Client management
2
accounts receivable
3
accounts payable
4
general ledger
5
service & inspections
All the tools you need to manage your customer base. The Client Management module includes the New Customer Setup, Master Accounts and the Customer Explorer. The following utilities will give you further control over your Client Management: RMR Rate Change, Collections Management and Cancellation Tracking. .
The Cycle Invoicing utility is used to generate your recurring revenue invoices. Bank, credit cards and eCheck transactions can all be completed through automatic processing. Manage and collect both ACH and Credit Card transactions through the EFT Processing module.
Complete management of your Accounts Payable. The complete Purchase Order and Receipts integration with the Inventory Management system makes processing and organizing your payables fast and efficient. Paying bills, writing checks and processing vendor transactions are all handled in the Accounts Payable module.
The heart and soul of SedonaOffice. All financial transactions are processed in real time and can be immediately reported. Account periods may be defined by user, providing flexibility for creating financial reports. Track all deferred revenues, balance and reconcile your bank accounts, audit your general ledger account balances and create one-time or recurring journal entries.
Easily create, schedule and dispatch all your customers’ service requests. Managing the complete work flow and status of all your open service and inspection work is easy with the Service Ticket Queue. Schedule and view service, inspections and jobs all in one location. Complete integration with the Inventory and Accounts Receivable modules makes tracking parts used and creating invoices for completed work a simple process.
increase cash flow
Functionality to manage and process your invoices and payments.
6
job management
7
inventory management
8
sales management
All expenses for each job are tracked in the Job Costing utility, including parts, labor, commissions, equipment, contractors overhead/burden allocation and any other related job expenses. All data collection is real-time, allowing you to determine any job’s profitability at any time during or after the installation.
Easily track all of your parts.
Complete integration with other SedonaOffice modules makes ordering, tracking and invoicing for parts simple and straightforward. Unlimited warehouses, including vehicles, are supported within SedonaOffice. The Parts Repair feature takes the frustration out of tracking repair orders.
Opportunity and prospect tracking.
Track prospects by sales department and salesperson and maintain a true pipeline of your opportunities. With the integrated QuoteWerks application, you can easily create a quote and proposal, then turn a lead into a new customer and a proposal into a job.
report manager
Access nearly every report you will need to manage your business. From sales reports and financial statement through service management and job profitability reports, the Report Manager makes reporting simple and effective.
sedona setup
Simple management of SedonaOffice setup.
SedonaSetup easily allows you to walk you through all the setup tables needed to use and operate SedonaOffice effectively to achieve the results you desire.
query builder
Data is always at your fingertips. Using standard data selection criteria and sorting tools, you can report on every aspect of your Customer, Job, Accounts Payable, Sales Tax, General Ledger and Parts database. All data can easily be exported and used in Microsoft Excel, Access or other data mining tools.
know your numbers
9 10 11
Track and manage all your installations.
SedonaOffice Add-On Products SedonaSync No Limitations, Just Your imagination SedonaSync is a “Business Activity Monitoring” application, which allows you to create any type of event and when the event is triggered an action takes place. SedonaSync will work with any ODBC database.
SedonaFSU Field Service Without the Paperwork The SedonaFSU (Field Service Unit) application is a remote management software solution that allows field technicians to fully manage the customer relationship experience remotely. There is both an iPad version and Windows tablet/laptop version.
Payments and Service Tickets Over the Web The SedonaWeb offering is a collection of Internet applications that can be modified and branded to create a customer facing web portal to manage their invoices, payments and service.
SedonaDocs Yes You Can Find Your Documents SedonaDocs is the fully integrated document management solution within SedonaOffice.
SedonaBackup in Case of Emergency SedonaBackup is a service in which your SedonaOffice database(s) will be backed up and restored at our data center on a nightly basis. In the event of a disaster, you can operate your business on our servers until such a time when yours are back up and running.
operate smarter
SedonaWeb
SedonaOffice Partners and Integrations
Manitou Central Station Monitoring Software
Sales Management from Contact to Contract
Invoice and Statement Outsourced Printing & Mailing
Financial and Performance Reporting
Business Consulting Firm Specializing in SedonaOffice
GPS Mobile Vehicle Tracking
Providing Solutions that Allow You to Focus on Growing Your Company
total Solution
Electronic Payment Processing, ACH and Credit Cards
Our Customers Some of the best alarm dealers and system intergration companies in North America are our customers including:
BURGLARY•FIRE•ACCESS CONTROL•VIDEO
continuous growth
R
What Does SedonaOffice Cost? We like to answer that question the following way: SedonaOffice will be worth the purchase price.
12 - 18 months due to increase efficiencies. Making the choice to use The #1 Financial Software for Security Companies will provide value to your organization in ways that you that you cannot even imagine.
For more information contact us by calling (440) 247-5602 or email [email protected]
maximize efficiencies
Companies realize a return on investment within
SedonaOffice is the only enterprise-level accounting and business management software specifically developed for security companies. Designed and and built on an open platform, SedonaOffice offers complete and easy access to all your data, so you can manage your business better than ever. From operational metric tracking through comprehensive financial statement reporting, SedonaOffice makes it easy to get the information you need when you need it.
Features and Benefits
Best in Class
Used by more of the leading security companies than any other software, including over 60% of the SDM 100.
Experience
Access to Data
Open database schemas to mine the data as you desire.
Reliability
Providing you the peace of mind knowing the application is “battle tested.”
Scalability
No limits, as you grow the applications will grow with you.
Flexibility
Processes built upon your needs, and the ability to change when necessary.
Enhanceability
Solutions with the ability to be changed and modified as needed.
Customer Retention
Solutions proven to better serve your customer base.
Community
Open user forums and Users Conference.
Value
Applications and services competitively priced.
Reach Your Potential
Since 1996 we have worked with over 500 companies exclusively in the security industry.
Your SedonaOffice Investment Includes
1. Client Management
2. Accounts Receivable
3. Accounts Payable
4. General Ledger
5. Service & Inspections
6. Job Management
7. Inventory Mangementt
8. Sales Management
9. Report Manager
10. SedonaSetup
11. Query Builders
• Implementation Services from data conversion to Go Live! • SedonaOffice Premier Level Support for all users • All updates, enhancements and new versions of the SedonaOffice application
Create Time
• All the core modules necessary to operate any size security company:
SedonaOffice Application Modules
1
Client management
2
accounts receivable
3
accounts payable
4
general ledger
5
service & inspections
All the tools you need to manage your customer base. The Client Management module includes the New Customer Setup, Master Accounts and the Customer Explorer. The following utilities will give you further control over your Client Management: RMR Rate Change, Collections Management and Cancellation Tracking. .
The Cycle Invoicing utility is used to generate your recurring revenue invoices. Bank, credit cards and eCheck transactions can all be completed through automatic processing. Manage and collect both ACH and Credit Card transactions through the EFT Processing module.
Complete management of your Accounts Payable. The complete Purchase Order and Receipts integration with the Inventory Management system makes processing and organizing your payables fast and efficient. Paying bills, writing checks and processing vendor transactions are all handled in the Accounts Payable module.
The heart and soul of SedonaOffice. All financial transactions are processed in real time and can be immediately reported. Account periods may be defined by user, providing flexibility for creating financial reports. Track all deferred revenues, balance and reconcile your bank accounts, audit your general ledger account balances and create one-time or recurring journal entries.
Easily create, schedule and dispatch all your customers’ service requests. Managing the complete work flow and status of all your open service and inspection work is easy with the Service Ticket Queue. Schedule and view service, inspections and jobs all in one location. Complete integration with the Inventory and Accounts Receivable modules makes tracking parts used and creating invoices for completed work a simple process.
increase cash flow
Functionality to manage and process your invoices and payments.
6
job management
7
inventory management
8
sales management
All expenses for each job are tracked in the Job Costing utility, including parts, labor, commissions, equipment, contractors overhead/burden allocation and any other related job expenses. All data collection is real-time, allowing you to determine any job’s profitability at any time during or after the installation.
Easily track all of your parts.
Complete integration with other SedonaOffice modules makes ordering, tracking and invoicing for parts simple and straightforward. Unlimited warehouses, including vehicles, are supported within SedonaOffice. The Parts Repair feature takes the frustration out of tracking repair orders.
Opportunity and prospect tracking.
Track prospects by sales department and salesperson and maintain a true pipeline of your opportunities. With the integrated QuoteWerks application, you can easily create a quote and proposal, then turn a lead into a new customer and a proposal into a job.
report manager
Access nearly every report you will need to manage your business. From sales reports and financial statement through service management and job profitability reports, the Report Manager makes reporting simple and effective.
sedona setup
Simple management of SedonaOffice setup.
SedonaSetup easily allows you to walk you through all the setup tables needed to use and operate SedonaOffice effectively to achieve the results you desire.
query builder
Data is always at your fingertips. Using standard data selection criteria and sorting tools, you can report on every aspect of your Customer, Job, Accounts Payable, Sales Tax, General Ledger and Parts database. All data can easily be exported and used in Microsoft Excel, Access or other data mining tools.
know your numbers
9 10 11
Track and manage all your installations.
SedonaOffice Add-On Products SedonaSync No Limitations, Just Your imagination SedonaSync is a “Business Activity Monitoring” application, which allows you to create any type of event and when the event is triggered an action takes place. SedonaSync will work with any ODBC database.
SedonaFSU Field Service Without the Paperwork The SedonaFSU (Field Service Unit) application is a remote management software solution that allows field technicians to fully manage the customer relationship experience remotely. There is both an iPad version and Windows tablet/laptop version.
Payments and Service Tickets Over the Web The SedonaWeb offering is a collection of Internet applications that can be modified and branded to create a customer facing web portal to manage their invoices, payments and service.
SedonaDocs Yes You Can Find Your Documents SedonaDocs is the fully integrated document management solution within SedonaOffice.
SedonaBackup in Case of Emergency SedonaBackup is a service in which your SedonaOffice database(s) will be backed up and restored at our data center on a nightly basis. In the event of a disaster, you can operate your business on our servers until such a time when yours are back up and running.
operate smarter
SedonaWeb
SedonaOffice Partners and Integrations
Manitou Central Station Monitoring Software
Sales Management from Contact to Contract
Invoice and Statement Outsourced Printing & Mailing
Financial and Performance Reporting
Business Consulting Firm Specializing in SedonaOffice
GPS Mobile Vehicle Tracking
Providing Solutions that Allow You to Focus on Growing Your Company
total Solution
Electronic Payment Processing, ACH and Credit Cards
Our Customers Some of the best alarm dealers and system intergration companies in North America are our customers including:
BURGLARY•FIRE•ACCESS CONTROL•VIDEO
continuous growth
R
What Does SedonaOffice Cost? We like to answer that question the following way: SedonaOffice will be worth the purchase price.
12 - 18 months due to increase efficiencies. Making the choice to use The #1 Financial Software for Security Companies will provide value to your organization in ways that you that you cannot even imagine.
For more information contact us by calling (440) 247-5602 or email [email protected]
maximize efficiencies
Companies realize a return on investment within
