SedonaOffice

Overview

SedonaOffice is an enterprise financial and operations platform for security dealers and integrators. It is best suited to established businesses that need accounting tied to installation, service, and inventory work, rather than a standalone field-service app. Its breadth is compelling, but the on-premises option comes with a Windows client-server setup and a specific route for remote access.

Customers can run it on premises or choose hosted cloud service, which includes the core modules. Sedona-X Mobile extends work orders, appointments, customer accounts, and field payments to iOS and Android. Bold Group was established in March 2019 through the operational merger of Perennial Software, Bold Technologies, SIMS, and Secure Global Solutions. For more options, see Security System Installer Software.

Key features

Accounting and job oversight

Accounts payable, accounts receivable, and general ledger give finance teams a connected accounting foundation. Real-time job data lets managers assess installation profitability during work or after completion, a useful link between project activity and financial oversight. Estimate building, contract management, billing, and invoicing support the commercial work around those jobs.

Service and inventory operations

The platform supports installations, expenses, service requests, inspections, scheduling, and dispatch. Inventory management covers unlimited warehouses and vehicles, which can suit businesses with distributed stock and fleets without imposing a stated location cap. SedonaOffice's operational breadth is a strength for security companies managing both installation and ongoing service, though buyers seeking only a lightweight dispatch tool may find this wider financial-management scope unnecessary.

Reporting, mobile, and extensions

A custom query builder, report manager, dashboards, and analytics provide several ways to examine operations and performance. Sedona-X Mobile supports work orders, appointments, customer accounts, and field payments on iOS and Android, putting selected office workflows in technicians' hands. Optional modules include eForms, Time & Attendance, Sales Automation, SedonaSync, SedonaDocs, SedonaWeb, and SedonaBackup. SedonaAPI offers a REST interface for integration with other databases and modules, and is required for Time & Attendance, eForms, and Sales Automation. Integration documentation covers Sebis, WeSuite, FireNspec, Stages, Manitou, and QuoteWerks.

SedonaWeb states that its data is SSL-encrypted and PCI compliant with ACH Direct. SedonaBackup sends database backups over a secured SSL connection to an access-controlled tier-1 data center and verifies backups monthly. These add-ons address specific operational and security needs, but they are distinct from the core modules.

Pricing

SedonaOffice is paid, with custom pricing and a demo by request. There is no public tier structure to compare, so organizations should request a quote based on their intended setup and module needs. Hosted cloud service includes the core modules; add-ons such as SedonaAPI, eForms, and Sales Automation may expand the scope, and the API is a prerequisite for two of those modules as well as Time & Attendance.

Support and maintenance includes technical issue resolution, product updates and upgrades, guided upgrade support, portal access, and unlimited support requests. Business management phone support, including SedonaOffice, runs Monday through Friday from 8:00 AM to 6:00 PM ET; after-hours support is by appointment. Bold Group also describes ongoing training programs for its portfolio.

Platforms

SedonaOffice is offered on premises or as hosted cloud service, with web, Windows, and self-hosted platform options. The documented on-premises client uses a Windows client-server setup. Direct operation over VPN is not supported; remote access instead runs through Terminal Services or Remote Desktop Services on the SQL Server network. That constraint matters for teams expecting to connect remote users directly over a VPN. Sedona-X Mobile supports Android and iOS, and an API is available for integrations.

Who it's for

SedonaOffice fits security organizations, particularly dealers and integrators that want accounting, job profitability, service management, inventory, and reporting in one system. Unlimited warehouses and vehicles may be valuable to operations with multiple stock locations or fleets. It is a weaker fit for buyers prioritizing simple VPN access to an on-premises client, or those looking for a publicly priced entry plan.

Pros and cons

Pros

• Finance and field operations are connected: Core accounting sits alongside real-time job profitability, installation, service, scheduling, and dispatch functions.
• Room for distributed operations: Inventory Management supports unlimited warehouses and vehicles.
• Useful mobile coverage: Sedona-X Mobile supports work orders, appointments, customer accounts, and field payments on Android and iOS.
• Extensible setup: A REST API and a range of add-ons support connections to other databases and additional workflows.

Cons

• Remote access has a specific requirement: On-premises users cannot operate directly over VPN and must use Terminal Services or Remote Desktop Services on the SQL Server network.
• Pricing requires a sales conversation: Custom pricing and a demo by request make upfront budget comparisons difficult.
• Some workflows depend on the API: SedonaAPI is required for Time & Attendance, eForms, and Sales Automation.

Alternatives

Ember Software is another paid option for Android, iOS, and web; consider it when those platform choices are the priority.

ServiceTrade may suit teams that want a dispatch board and map scheduler, technician mobile apps for Android and iOS, and service and job tracking. Its Select plan includes unlimited office users, equipment history, and online quotes.

Uptick is worth comparing if you prefer monthly invoicing, cancellation at any time, and per-user pricing based on office and field colleagues.

Ascora offers a public Essentials plan at $45 a month per user for trade startups, and an Elite plan at $59 a month per user for teams of up to 30 technicians. It is a more direct comparison for buyers who want published per-user prices and a free trial.

SecurityTrax may be relevant for businesses focused on active customer-record storage: its listed charge is $0.15 a month per active customer record, counting toward a $250 monthly minimum.

simPRO lists a Base Plan with 3 Data Feeds and add-ons including GPS fleet tracking, Takeoffs, Maintenance Planner, SMS, and VoIP; compare it when those integrations or extensions matter.

Optsy uses custom pricing tailored to company size, user count, and requirements, with a personalized demo for a quote.

Servgrow lists PRO at $19 a year for 1 user and PLUS at $32 a year for 1 to 3 users, billed annually; consider it when those published annual entry prices align with your needs.

Verdict

SedonaOffice is a strong candidate for security dealers and integrators that need accounting, job oversight, inventory, and service operations under one roof, with mobile field support and room to add modules. Its main reason to choose it is that breadth for security-focused workflows; its main reason to look elsewhere is the on-premises remote-access constraint, compounded by custom pricing that requires a quote before costs can be compared.