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Yes. The ordering business receives a dedicated, isolated environment with its own configured address, brand, people, locations and operating rules. Customers, field staff and office users access the relevant parts of that business system.

Your catalog, service geography, terms and billing policies define how the operation behaves. The configured subdomain or custom domain provides its public identity.

The Branding Engine goes beyond the logo. Set the colors, type, buttons, forms, navigation, cards, tables, pop-up windows, spacing and borders your system supports, including how controls look when selected or unavailable.

Your identity carries through the supported storefront, checkout, customer, staff and administrative experiences. The visual email and contract builders let the business maintain branded messages and agreements with relevant customer and service information.

The core customer, property, sales, scheduling, field, supply and billing records belong to the same platform. Specific capabilities also use configured services, including Stripe payments, mail delivery, maps and address lookup, weather and supported Google sign-in.

Automatic e-transfer reconciliation requires a supported payment mailbox. The connections needed by your selected capabilities are part of the your business setup.

Yes. The branded storefront can qualify the address, present eligible services, packages or contracts, and collect the measurements and condition answers the selected service needs. Your pricing rules calculate the offer, including relevant add-ons and adjustments.

Suitable purchases continue through account details, applicable terms, configured signing and payment into an order. The office uses the resulting customer, property and service context to arrange fulfillment.

Pricing applies your configured rules. Service models, measurements, quantities, condition answers, geography, fees, minimums, discounts, packages and contracts can contribute to the result. The price follows your rules; it is not an AI-generated estimate.

For more complex assessed work, reusable calculators, supply costs, labor allowances and rate tables help your team build a detailed estimate. Your team can review the components and present meaningful customer options.

Customers can submit a quote-visit request with the property, contact information and requested scope. The office can manage the request, arrange an assessment, assign staff and prepare a manual quote with measurements, line items, alternatives, timing and an expiry.

The customer can review the protected quote packet, download its PDF and accept or decline individual options. Acceptance records their choice; the office follows up to arrange the next order, scheduling and billing steps. It does not automatically complete the entire checkout and fulfillment process.

Configured checkout brings account access, required terms and supported payment together. For a single-contract purchase, customers review the document, supply their legal name and declaration, and use the enabled typed or drawn signature method before continuing through payment.

Online card payments use the configured Stripe setup. Customers can also review invoices, retrieve PDFs and follow the enabled invoice-payment options, including the supported e-transfer payment or reporting path.

Matching payments reconcile automatically. The system scans the configured payment mailbox and automatically reconciles an e-transfer when all configured security measures match. Office review is the exception when a security measure does not match.

Staff can investigate that exception with its invoice, customer and payment-notification context, then use the supported matching, dismissal or recheck action. Reconciliation history, imported email activity and mailbox diagnostics remain available.

Your team uses OrdexisOne through a supported web browser. Staff open their assigned routes and stops, property and service details, supply preparation lists, time records, input usage, quote visits and reports.

The staff and outreach portals support phone-browser field use. Some field actions can retain work during a connection interruption and send it when the connection returns. Availability depends on the action and your setup. This is not a native App Store app or a guarantee that every screen and action works offline.

The office can create one-time and recurring appointments, assign staff, review day, week, month and staff calendars, and review the individual visits created by recurring schedules. Location time zones and seasonal operating periods keep work scheduled for the right local time and season.

Enabled weather conditions evaluate affected services against configured thresholds. Customers can see whether the weather guidance recommends rescheduling, monitoring conditions or proceeding. The business manages resulting schedule changes; a weather recommendation is not automatic rescheduling.

Input Usage manages consumables, treatments and mixtures across supported service industries. Set up your consumables, units and costs, then define the supplies each service needs, the ingredients in each mix and how supplies are packaged.

Storage locations, supply sources, suppliers, purchase orders and receiving connect stock to scheduled demand. Route preparation lists guide checking, picking, loading and mixing where required. Field records retain property-level use, waste and returns, while forecasting exposes future demand, shortages and purchasing needs.

Inventory records the configured supplies your business holds: product names, working units, available quantities, storage locations and recorded movements. It is relevant across service industries and is not limited to a particular material or job size.

Service supply requirements describe what the work needs; purchasing and receiving replenish the supply; preparation and field records explain what was used, wasted or returned. Together, these records connect stock availability to the work ahead and the work already delivered.

Yes. Maintain vehicle and equipment records with assigned staff groups, distance, runtime, fuel and oil activity, costs and usage history. Recorded route usage can update the equipment history where enabled.

Meter-based or time-based maintenance rules identify due work, and maintenance work orders preserve the service activity. Equipment responsibility and cost remain near the staff and route operation using the asset.

The branded customer portal brings together upcoming service, invoices, payments, active and historical services, quote visits and supported account settings. Customers can use eligible rescheduling, reorder, renewal and cancellation actions, according to the service and configuration.

Support, included with Business, keeps tickets, conversations, status and feedback with the customer account. Existing services and payment history stay available when the customer returns with a question or needs more work.

Select geographic boxes and boundaries, batch thousands of homes into a campaign, and give representatives the property list for door-to-door activity. Recorded visits and outcomes retain the campaign and representative context.

An interested customer can continue through the supported direct-sales path. That creates or connects the customer and a pending order for the office to follow up and invoice. The selling representative remains recorded with the sale, and the office retains the property and sales details.

Yes. Recorded activity includes customer sign-ins and invoice views, including views of overdue invoices. Activity Logs provide a searchable, read-only record of captured operational and system events, showing who acted, what they did, which record and location were involved and the event description.

Recorded before-and-after values show what changed, with further event details where available. Administrators can investigate that access and change history within their permissions and the rules for retaining or hiding sensitive data. The Trust page explains this visibility and its boundaries.

Search recorded activity by type, seriousness, affected record or date. Summary counts and an errors-only view help narrow the investigation. Open the event to see who acted, what happened and any error details they are allowed to view.

The history stays read-only. Authorized staff can review the event details and copy permitted details for an investigation. Invoice processing logs, reconciliation history and relevant operating records provide further context around the affected workflow.

No. Roles, administrative permissions and access permissions for each location determine the supported records and actions available to each person. Customer, staff, outreach and office experiences focus on their respective work.

Access to diagnostic details and activity history is also governed. Assigned work can carry its customer, property and service context without giving every field user unrestricted administrative access.

Yes. Supported location controls preserve local identity, geography, time zones, people and local operations while a parent manages selected shared settings.

Choose whether a location follows parent updates, starts from a one-time copy or manages its settings independently. Set separate sharing rules for branding, services, pricing, terms, communications and other supported areas.

Available modules and account limits depend on the selected plan. Advanced catalog offers, Outreach, Input Usage, support, Careers and Hiring, contract design and other plan-controlled capabilities must be enabled for the corresponding workflow.

Roles, location settings, service definitions and supporting providers also shape availability. The same operating foundation can support a smaller team or a larger organization as its enabled capabilities and staffing needs develop.

Select Order Now to review the available plans, configure your system and complete the order in the purchase application.

Use the feature pages to understand the workflows your company needs, including the customer buying path, staff operation, supplies, agreements, billing and location control.