Dedicated recurring home-service operating system

Can your SaaS sell the work
and run what happens next?

Give your business its own isolated, fully white-label commerce and operations engine. It runs through your server, your subdomain, your brand, and your rules. Start with one truck. Keep the same system when you reach 100+ locations.

One property. Every next step connected.

Commerce Operations
One property: eligible coverage and saved service scopeIllustrative property record for 48 Maple Crescent in the eligible Maple West service area. The selected lawn area is 4,800 square feet: a 60 by 100 foot lot, less a 900 square foot house, 200 square foot driveway and 100 square foot walk. The plan shows selected scope and excluded footprints; it does not imply automatic detection or survey accuracy.48 Maple CrescentProperty record · illustrative scopeHOUSE900 sq ftSAVED AREALawn service60 ft100 ftSERVICE COVERAGEMaple WestAddress eligible4,800sq ft · serviceable6,000sq ft property1,200sq ft excludedSelected scopeHouse + paving excluded
01 / Property intelligenceKnow what can be sold.

Address, eligibility and measured service scope.

The measured service becomes an agreed and paid orderIllustrative completed checkout for Jamie at 48 Maple Crescent: weekly lawn service uses the saved 4,800 square foot scope and a configured price of 64 Canadian dollars per visit. Order 0148 retains the accepted agreement, signature and confirmed 64-dollar payment reference P-148 for the first visit. This does not imply future visits are already paid or scheduled.Weekly lawn care4,800 sq ft · 48 Maple CrescentORDER 0148Recurring serviceWeekly · measured scope$64per visitAGREEMENTTerms acceptedJamie · signedPAYMENT P-148$64.00ConfirmedFirst visit · CADCustomer, property and commitments retained
02 / Connected commerceMake the commitment.

Configured price, agreement, payment and order.

The assigned route retains the property and preparation contextIllustrative office-planned route N-04 on Tuesday 8 September 2026, assigned to Crew A. Three scheduled stops follow the street network at 9:00, 9:40 and 10:30. The selected second stop at 48 Maple Crescent retains order 0148, weekly lawn care, 4,800 square feet of service scope, a checked input manifest and side-gate access. It is a planned sequence, not live vehicle tracking or completed work.Tuesday · Crew A8 September · Route N-04 · planned48123STOP 0248 MapleCrescentOrder 0148Weekly lawn care4,800 sq ftManifest checkedSide-gate access09:00Stop 0109:40Stop 0210:30Stop 03
03 / Prepared operationsDeliver with the context.

Schedule, route, assigned crew and required inputs.

The same operating record carries forward.Illustrative workflow. The sample price and assignments follow your configuration.
Dedicated environment Fully white-label Geo-native Franchise-ready
1Isolated Environment

No shared tenant maze

100%Your Brand

Customers see your business

1Operating Record

From property to payment

1→100+Locations

Grow without changing engines

Can your SaaS do this?

Most software starts after the sale.
Your engine starts at the property.

Every section below is part of the same operating lifecycle. Your team does not have to reconnect it by hand.

The property supplies the scope; your rules produce the offerIllustrative eligible property at 48 Maple Crescent: 6,000 square feet less a 900-square-foot house, 200-square-foot driveway and 100-square-foot walk leaves 4,800 square feet of selected lawn. A configured 40-dollar base plus 24 dollars from 4,800 square feet at 5 dollars per 1,000 produces quote Q-148 at 64 dollars per visit. The property, answers and calculation are retained. Work requiring human judgment follows an office quote instead of an invented price. This saved offer is not a completed purchase.48 Maple CrescentMaple West · eligible service area4,800sq ft selectedHOUSE900 sq ft60 ft100 ftHouse + paving excludedWeekly lawn careMeasured area · supplied conditionsConfigured service base$404,800 × $5 / 1,000 sq ft+$24SAVED QUOTE Q-148Configured offer$64per visitScope needs human judgment?Office quotePrice after assessmentThe property, answers and calculation stay connected.
Configured rules determine the price.Illustrative rule: a $40 service base plus 4,800 sq ft at $5 per 1,000 sq ft adds $24, producing a $64 per-visit price.
Your website should take orders

Can customers buy the service, not just request a callback?

A homeowner verifies the property, sees the eligible catalog, supplies measurements and service conditions, reviews the configured price, chooses add-ons, and moves toward a real order. Jobs that need human judgment move into a quote workflow instead of receiving a made-up number.

  • Address and service-area qualification
  • Property measurements and conditional questions
  • Configured price or a clean human-quote exception
A service boundary connects the address to its local operating contextIllustrative neighboring West and East territories, with one highlighted property at 48 Maple Crescent inside West route division N-04. The eligible address receives the West operating location, its lawn and garden catalog, configured base and area pricing rules, and route context. Territory and route lines are business configuration, not surveyed property boundaries. The highlighted address is one property, not the entire territory.Maple West · service territoryDefined territories · local services and operating rulesWESTEASTROUTE DIVISION N-0448Selected addressWEST LOCATIONQualified hereLOCAL CATALOGLawn + gardenPRICINGBase + area rulesOPERATING ROUTEN-04SELECTED PROPERTY48 Maple CrescentAssigned operating contextWest location · N-04
One address. The right operating location.Illustrative West territory: one qualifying property connects to its local catalog, pricing rules and schedule.
A map should run the business

Can your boundary decide what you sell, what it costs, and who owns the work?

Geography is part of the operating model. Service areas can influence catalog eligibility, local ownership, price modifiers, routes, quote assignments, operating time, and multi-location control.

  • Defined service boundaries and route divisions
  • Location-aware services and price modifiers
  • Property context carried into fulfillment
Checkout retains the agreement, signature, customer and payment recordsIllustrative completed checkout for Jamie, customer C-051, at 48 Maple Crescent. Agreement A-148 records weekly lawn care, a 4,800 square foot scope, the configured 64-dollar per-visit price, accepted terms T-04 and Jamie’s signature. The purchase retains order 0148, invoice I-148 and confirmed payment reference P-148 for the first visit. Office scheduling is the next step; no future appointment or payment is implied.One purchase, retained commitmentsIllustrative checkout · Jamie · 48 Maple CrescentAGREEMENT A-148Weekly lawn care48 Maple CrescentService scope4,800 sq ftCadenceWeeklyPrice$64 / visitConfigured terms T-04 · acceptedJamie · signedORDER 0148Customer C-051JamieInvoice I-148$64CAD · first visitPayment confirmedReference P-148Purchase complete · ready for office scheduling
The agreement belongs to the purchase.Illustrative checkout: the selected service and accepted agreement stay with the order as the customer continues to the configured payment step.
Close the gap after "yes"

Can the same checkout collect the agreement, signature, and payment?

Eligible orders continue through account creation, configured terms, contract review, signature, and the supported payment path. The completed checkout produces the customer and operational records the office needs next.

  • Configured terms and contract language
  • Signature inside the buying flow
  • Order, invoice, customer, and schedule context preserved
Explore the Visual Contract Builder
The selected route stop carries the details needed to perform the visitIllustrative planned route W-08 on 15 September 2026, assigned to Crew A, has four scheduled stops at 9:00, 9:40, 10:45 and 11:30. The second visit is Jamie’s weekly lawn care at 48 Maple Crescent, order 0148, with 45 minutes planned, west side-gate access and checked input manifest M-204 ready for loading. The route follows the streets and its access connector meets the drawn gate opening. This is a planned sequence, not live tracking or completed work.Route W-08 · Crew A15 September · four scheduled property visits481234MAPLE CRESCENTCEDAR AVENUESTOP 02 / SELECTED VISIT48 MapleCrescentJamie · Order 014809:4045 min plannedWeekly lawn careWest side-gate accessInput manifest M-204Checked · ready to load09:00Stop 0109:40Stop 0210:45Stop 0311:30Stop 04
The next stop arrives with its context.Example planned route: stop 02 of four carries the property, weekly service, access note and required inputs.
The sale should already know how it gets done

Can purchased work become schedules, routes, stops, and prepared crews?

One-time and recurring work moves into visible scheduling and route workflows with the property, service, timing, notes, and material context still attached. Field teams see the work they need without opening the full office system.

  • Recurring appointments and route assignments
  • Driving, on-site, hold, and stop context
  • Focused responsive field portal
Scheduled requirements become preparation; property records account for the actual useIllustrative fertilizer round N-06. Three configured service-profile requirements of 8, 6 and 10 kilograms produce 24 kilograms for manifest M-206. The manifest is checked and the load is recorded. Later field records account for 18 kilograms used at three properties: 8 at 48 Cedar Avenue, 6 at 62 Oak Street and 4 at 17 Maple Crescent. Five kilograms return to stock and one kilogram is recorded as waste. The flat bands are proportional to quantities, not pictures of materials. These are operational examples, not treatment rates.Fertilizer · recurring service roundRoute N-06 · illustrative operational quantitiesSCHEDULED PROFILE REQUIREMENTS24 kg8 + 6 + 10 kgMANIFEST M-206CheckedLoad recorded · 24 kg18 kgused at properties8 kg48 Cedar Avenue6 kg62 Oak Street4 kg17 Maple Crescent5 kgReturned to stockUnused quantity1 kgWaste recordedPrepared 24 = used 18 + returned 5 + waste 1 kg
Know what each recurring visit actually used.Lawn seed, fertilizer and weed-control products belong to the service plan. Example fertilizer record: 24 kg prepared = 18 kg used + 5 kg returned + 1 kg waste.
The route should prepare the truck

Calculate tomorrow’s seed, fertilizer and treatment requirements.

Turn recurring lawn and property services into a preparation plan for seed, fertilizer, weed-control products, and configured mixes. Scheduled work calculates the route's requirements; crews record what each property used, what returned, and what was wasted.

  • Service-driven route input requirements
  • Pick, load, package, mix, and preparation workflow
  • Property-level used, wasted, and returned quantities
Explore Input Usage
Scheduled requirements reveal the shortfall before the jobs beginIllustrative main-yard inventory has 6 landscape-fabric rolls and 18 cubic yards of mulch on hand. Scheduled job J-248 at 48 Cedar Avenue needs 2 rolls and 6 cubic yards; job J-263 at 62 Oak Street needs 5 rolls and 14 cubic yards. Their combined demand is 7 rolls and 20 cubic yards, leaving a shortfall of 1 roll and 2 cubic yards. Purchase order PO-074 covers that shortfall but is awaiting receipt, so its quantities are not yet counted as on-hand stock. The two tracks compare quantities independently; this is not an automatic reservation or material simulation.Main yard · stock and scheduled workIllustrative stock point · quantities remain in their own unitsLandscape fabricMulch6rolls on hand18yd³ on hand7 rolls required1 roll short20 yd³ required2 yd³ shortSCHEDULED JOB REQUIREMENTSFABRICMULCHJ-24848 Cedar Avenue2 rolls6 yd³J-26362 Oak Street5 rolls14 yd³PURCHASE ORDER PO-0741 roll + 2 yd³Awaiting receiptNot yet on hand
Stock, scheduled demand and purchasing stay connected.Illustrative main-yard stock: six fabric rolls and 18 cubic yards of mulch. Two scheduled jobs require seven rolls and 20 cubic yards. Purchase order PO-074 covers the shortfall; its quantities enter on-hand stock when the receipt is recorded.
That is only the field side

Plan stocked materials around upcoming jobs.

Keep landscaping fabric, mulch, and other stocked materials connected to the larger jobs that need them. Track available stock, job requirements, suppliers, purchase orders, and receiving so upcoming work shows what to reserve and what to buy.

  • Landscaping materials, fabric rolls, mulch, and stocked supplies
  • Stock points, suppliers, purchase orders, and receiving
  • Job demand, shortages, and material cost context
A recorded usage event crosses the configured maintenance ruleIllustrative asset M-04 has recorded runtime readings of 239 hours on September 1, 248 on September 4 and 252 on September 5. Alex, user U-037, records the last 4-hour increase. The current reading is 2 hours beyond the configured 250-hour maintenance threshold, so maintenance is due; work-order record MW-021 is open. A separate distance-tracked asset V-12 has 12,480 kilometres recorded against a 12,500-kilometre rule, with 20 kilometres remaining. This shows stored usage, rule status and retained work records, not a physical asset, live sensor feed or automatic work-order creation.Asset usage · maintenance historyRecorded events, configured rules and work ordersM-04 / RUNTIME HOURS230240250Configured maintenance threshold239 h1 Sep248 h4 Sep252 h5 SepUSAGE EVENT / 5 SEP / U-037248 → 252 h · +4 hAlex · runtime entry retainedCURRENT RUNTIME252 h250 h service ruleDue · 2 h overMW-021Maintenance work orderOpen · record retainedV-12 / DISTANCE12,480 km12,500 km service rule20 km remaining
Recorded usage brings maintenance due work into view.Illustrative asset M-04 moves from 248 to 252 recorded hours, crossing its configured 250-hour rule. The usage event and open maintenance work order MW-021 stay with the asset. A separate distance record has 20 kilometres remaining before its configured service threshold.
The assets doing the work belong in the operation

Can the same system manage the vehicles and equipment your crews depend on?

Keep fleet and equipment records beside the work they support. Track distance or runtime, fuel and oil costs, maintenance rules, usage events, and maintenance work orders without sending the shop into a separate fleet application.

  • Vehicle and equipment records with staff-group eligibility
  • Distance, runtime, fuel, oil, and usage events
  • Maintenance rules, due work, and maintenance work orders
Explore Vehicle and Equipment Management
One customer account keeps the visit, paid invoice and service request connectedIllustrative account for Jamie at 48 Maple Crescent. A September 2026 calendar marks the completed September 8 visit and scheduled September 15 visit. Invoice I-208 for 64 Canadian dollars is paid. In visit-support request R-12, Jamie asks to move the next visit to September 17. That date is shown as requested and pending; September 15 remains scheduled until the change is approved or completed under the configured rules. The calendar, invoice and contextual request belong to the same customer account.Jamie · 48 Maple CrescentCustomer account C-051 · service and billing historySeptember 2026SMTWTFS1234567891011121314151617181920212223242526272829308 completed15 scheduled17 requested · pendingINVOICE I-208$64Paid8 September visit · CADVISIT SUPPORT R-12“Could we move my visitto 17 September?”Jamie · change requested15 Sep remains scheduledService, payment and support history stay together.
One customer. A continuous service history.Illustrative account: a completed September 8 visit, a scheduled September 15 visit, paid $64 invoice I-208 and visit support request R-12 all belong to the same customer and property.
The relationship continues after checkout

Can customers manage the work without calling your office?

Your branded customer portal keeps supported schedules, invoices, payments, services, reorder, quote visits, support, addresses, and account controls together. The customer stays inside your experience, not a vendor-branded detour.

  • Upcoming service and invoice visibility
  • Supported rescheduling, reorder, and account actions
  • Branded support and service history
An e-transfer reconciles automatically when all configured security checks matchIllustrative customer Maya Chen at 48 Cedar Avenue, account C-052. Imported e-transfer notification N-0891 records 256 Canadian dollars received on September 1 at 09:42. Invoice I-412 contains four August visits at 64 dollars each, totalling 256 dollars. All configured security checks match, so the system reconciles the payment automatically, applies 256 dollars and leaves zero remaining. Payment notification, customer, invoice and reconciliation history remain connected. A security mismatch instead requires office review. Equal amounts alone do not establish that the security checks match.Received. Checked. Reconciled.Maya Chen · 48 Cedar Avenue · customer C-052IMPORTED E-TRANSFER / N-0891$256CADReceived 1 Sep · 09:42Payment notification retainedCustomer + invoice contextINVOICE I-412 / AUGUST VISITS4 August$6411 August$6418 August$6425 August$64Invoice total$256 CADAll configured security checks matchReconciled automatically$256 applied · reconciliation history retained$0RemainingSecurity mismatch?Office review · notification + invoice retained
Security checks match. Payment reconciles automatically.The automatic reconciliation path completes when the configured security measures match. A security mismatch sends the payment to the office for review.
Canadian payments should not create office archaeology

Reconcile e-transfers automatically.

The system reads supported e-transfer notifications and automatically reconciles the payment when all configured security checks match. A security mismatch routes the exception to the office for review, with the notification, invoice, and reconciliation history connected.

  • Automatic reconciliation when security checks match
  • Office review for security mismatches
  • Connected invoice, payment, and reconciliation history
Explore E-Transfer Reconciliation
One branch can share its brand while independently managing other domainsIllustrative approved parent changes update brand B-04 to B-05 and catalog S-11 to S-12. West live-links both domains and receives both changes. North live-links branding and receives B-05, while its catalog was copied once at S-10 and remains locally managed. East independently manages its B-02 branding and S-06 catalog. In this example all three locations retain independently owned customer domains. Each relationship is selected per business domain; no branch has one universal inheritance mode. Local territories, teams and schedules remain associated with their location.Shared standards. Local ownership.A separate relationship for each business domainAPPROVED PARENT UPDATEBrand B-04 → B-05Catalog S-11 → S-12WestNorthEastBrandingLive-linkedB-05 appliedLive-linkedB-05 appliedIndependentLocal B-02CatalogLive-linkedS-12 appliedCopy onceLocal S-10IndependentLocal S-06CustomersIndependentWest-ownedIndependentNorth-ownedIndependentEast-ownedLocal territories, teams and schedules stay in their location.
Share what should travel. Own what stays local.Illustrative governance: West uses live-linked branding, North receives a copied catalog, and East retains independent customer ownership, with local teams, territory and schedules.
Scale without flattening every branch

Can one location become 100+ without rebuilding the operation?

Parent and child locations can share selected branding, services, pricing, contracts, email templates, operations, geography, and staff policy while preserving local ownership where the business requires it.

  • Live-linked, copy-once, or independent domains
  • Controlled parent-child relationships
  • Local geography, time zones, teams, and customer boundaries
Explore Multi-Location Governance
A complete application becomes a staff record without losing the hiring historyIllustrative applicant Alex Rivera submits application A-204 for field technician posting P-016 on August 20 after verifying their email. The application retains experience, résumé, posting answers and consent. Alex confirms attendance for the August 28 interview at 09:30, and interview feedback is recorded. The office finalizes the hire on September 1 and chooses the eligible Employee role for staff record E-037 at West. Application A-204 remains linked to E-037 with application, interview and hiring-decision history. Email verification is not a background or qualification check, and the office makes the hiring and role decisions.Alex RiveraOne person · application, interview and staff historyAPPLICATION A-204Field technician · P-016Submitted 20 Aug · email verifiedExperience + résuméPosting answers + consentINTERVIEW RECORD28 AUG09:30Attendance confirmed by AlexInterview feedback recordedSTAFF RECORDE-037Hire finalizedOffice action · 1 SepELIGIBLE ROLE SELECTEDEmployeeWest locationA-204 stays linked to E-037Application · interview · hiring decision
Keep the person connected through the handoff.Illustrative hiring: Alex Rivera completes an email-verified application and interview. The office finalizes the hire, selects an eligible Employee role and keeps application A-204 linked to staff record E-037.
Hiring is part of operations too

Can your careers portal move an applicant into an interview and a staff account?

The plan-enabled careers system manages positions, public postings, verified applications, applicant status, interview scheduling, and the handoff from a successful candidate into an employee record.

  • Branded public careers portal and job postings
  • Applicant verification, status, and interview self-service
  • Convert a successful applicant into an employee
Explore Careers and Hiring
Geographic selections become door records and an attributed engine orderAn illustrative Maple West autumn campaign covers 2,416 properties. The flat neighborhood excerpt shows two geobox selections, individual property footprints and visited, interested and order outcomes. Campaign totals are 186 doors worked, 52 interested properties and 19 created orders; these are examples, not performance claims, and are not counts of the small excerpt. One highlighted property at 48 Cedar Avenue connects customer Maya Chen, representative Alex Rivera and the Maple West campaign to pending order O-249. The order is invoice-later and requires office follow-up; it is not shown as paid, invoiced, signed or scheduled.Maple West · autumn campaignNeighborhood excerpt · two geographic selectionsGEOBOX 01GEOBOX 02MAPLE CRESCENTCEDAR AVENUEOAK STREET48Order created2,416properties in the campaign186Doors workedRep outcomes recorded52InterestedProperty follow-up retained19OrdersCreated through the engineIllustrative campaign totalsNot visitedVisitedInterestedOrderMaya Chen48 Cedar AvenueSALES REPAlex RiveraOrder O-249 · PendingInvoice later · office follow-up
Thousands of properties. One connected sales campaign.Neighborhood excerpt from an illustrative 2,416-property campaign. Select geo boxes, batch thousands of houses, work door-to-door and sell through the engine with campaign attribution.
Every sales channel should feed the same engine

Select thousands of homes. Sell directly at the door.

Draw geographic boxes or boundaries to select thousands of homes, organize them into door-to-door campaigns, and give the sales team a territory to work. Sell directly through the same commerce engine at the door, with the property, customer, and campaign attribution attached.

  • Boundary-driven campaign areas
  • Property-level activity and outcomes
  • Attribution preserved into conversion
Product capabilities

Configure the details
your operation depends on.

Build agreements and email templates, prepare recurring treatments, maintain equipment, reconcile payments and manage hiring.

A reusable agreement combines customer data, services, pricing and signing elementsIllustrative reusable contract template CT-06 in draft preview, not signed. Customer context supplies Jamie and 48 Maple Crescent. A selected weekly lawn service at 64 dollars and garden service at 36 dollars produce a 100-dollar visit total. Separate agreement content contains configured recurring terms and required legal-name, signing-declaration, signature and date elements. Validation confirms these elements are present in the template; it does not say that the customer has completed them, legally approved the agreement or paid. The first and second content groups represent customer/services and terms/signing within one agreement.An agreement built from live dataReusable template CT-06 · draft preview · not signed01 / CUSTOMER + SERVICESJamie48 Maple CrescentSERVICEPER VISITLawn care4,800 sq ft · weekly$64Garden careSelected service · weekly$36Configured visit total$100per visit02 / TERMS + SIGNINGWeekly serviceConfigured recurring termsRequired signing elementsLegal nameSigning declarationSignature + dateRequired elementspresent in the templateSigner completes these later.
Visual Contract Builder

Build the agreement around the service

Multi-page layouts, services, pricing, live data, validation, signatures, and connected payment.

Explore Visual Contract Builder
Visual Email Builder

Build and test your operational emails

Responsive content blocks, nested layouts, styling, previews, tests, and operational merge fields.

Explore Visual Email Builder
Scheduled visit quantities determine the checked preparation manifestIllustrative configured requirements for twelve scheduled visits on route N-08. Profile A covers stops 01 to 03 with 2.5, 2.5 and 3 litres, totaling 8 litres. Profile B covers stops 04 to 07 with 1.5, 2, 1.5 and 2 litres, totaling 7. Profile C covers stops 08 to 12 with 1.5, 2, 1.5, 2 and 2 litres, totaling 9. All quantities refer to the same configured mixture, so preparation manifest M-218 requires 24 litres. Alex has checked the manifest; the graphic does not claim preparation or application is completed. Actual field usage, waste and returns are separately recorded. These are illustrative configured quantities, not a treatment recipe or dosing recommendation.Prepare for the visits on the route.Configured treatment demand · route N-08 · 12 visitsPROFILE A / 3 VISITS8 L2.5012.502303PROFILE B / 4 VISITS7 L1.5042051.506207PROFILE C / 5 VISITS9 L1.5082091.510211212Litres per scheduled visit · numbered route stopsPREPARATION MANIFESTM-21824 LTotal to prepare8 + 7 + 9 litres12 scheduled visitsChecked by AlexSame configured mixtureField usage, waste and returns are recorded at the visit.
Input Usage

Know what goes into every recurring visit

Plan lawn seed, fertilizer and weed-control products around recurring services. Connect preparation and mix records to what each property used, returned or recorded as waste.

Explore Input Usage
Usage events accumulate toward a maintenance rule and retain their recorded costsIllustrative asset M-04 history through September 4, before the later September 5 event in the main equipment section. A starting 220-hour reading increases to 228 on August 28, 239 on September 1 and 248 on September 4. The gains are 8, 11 and 9 hours, totaling 28; 2 hours remain before the configured 250-hour maintenance rule is due. Alex, U-037, is associated with each usage event. Recorded fuel costs total 84 Canadian dollars and oil costs total 12, for 96 dollars across these events. The horizontal intervals are proportional to the recorded hours, not live telemetry or a forecast.Every recorded hour has a history.Asset M-04 · history through 4 September248 hCONFIGURED SERVICE RULE250 hours+8 h+11 h+9 h2 h22022823924828 h recorded since 220 h2 h before maintenance is dueUSAGE EVENTRECORDED BYMETER HOURSFUELOIL28 AugAlex · U-037220 → 228$32$41 SepAlex · U-037228 → 239$28$04 SepAlex · U-037239 → 248$24$8Recorded costs · fuel $84 + oil $12$96 CAD
Vehicles and Equipment

Every asset has a working history

Runtime, distance, fuel, oil, usage events, maintenance policies, due work, work orders, and cost.

Explore Vehicles and Equipment
Automatic reconciliation and a security exception retain different invoice outcomesThree illustrative supported e-transfer records, not a transaction rate. Notification N-0891 for 256 Canadian dollars matches all configured security checks and automatically reconciles to invoice I-412, leaving zero outstanding. N-0892 for 128 dollars also matches all configured security checks and automatically reconciles to I-413 with zero remaining. N-0893 for 64 dollars has a security mismatch: it remains unapplied and invoice I-414 still has 64 dollars outstanding while the office reviews the exception. Equal amounts alone cannot replace the configured security checks. Notification, invoice and reconciliation history remain connected.Matched checks. Automatic settlement.Three illustrative payment records · Canadian dollarsAll configured security checks matchNOTIFICATION / INVOICERECEIVEDRECONCILIATIONN-0891 · I-412$256Automatic · $0 remainingN-0892 · I-413$128Automatic · $0 remainingN-0893 / SECURITY MISMATCH$64Received · not appliedI-414$64 outstandingOffice reviewException retainedEqual amounts do not replace the configured security checks.Notification, invoice and reconciliation history stay connected.
E-Transfer Reconciliation

Reconcile automatically. Review the exceptions.

Import supported e-transfer notifications, match invoices and reconcile automatically when the configured security measures match. The office reviews payments when a security measure does not match.

Explore E-Transfer Reconciliation
A candidate requests an interview change while the office retains the scheduling decisionIllustrative email-verified applicant Morgan Lee, application A-219. The office has scheduled a thirty-minute interview for Friday September 11, 2026, at 10:00 local interview time. Morgan submits reschedule request R-07 asking for Monday September 14 at 11:00. The time comparison shows the existing 10:00–10:30 appointment and requested 11:00–11:30 interval. The office decision is pending, so September 11 at 10:00 remains scheduled and request history is retained. This is a candidate request, not selection from an available-slot library, automatic approval or a hiring decision.Morgan Lee · application A-219Email verified · interview scheduling and candidate response11 SEPFriday14 SEPMonday09:0010:0011:0012:0010:00–10:3011:00–11:30ScheduledRequestedLocal interview time · 30-minute appointmentRESCHEDULE REQUEST R-07“Could we movethe interview toMonday at 11:00?”Submitted by MorganOffice decisionPendingRequest history retained11 September · 10:00 remains scheduled.
Careers and Hiring

From application to your team

Positions, postings, verified applications, interviews, decisions, candidate status, and staff conversion.

Explore Careers and Hiring

Illustrative examples. Availability depends on plan and configuration.

And that is still not the whole engine

The headline systems get the attention.
The operating depth makes them work.

These are not decorative menu items. They are the supporting systems that let a real home-service business configure, sell, staff, deliver, measure, and improve the work.

Sell & configure

Quotes & Estimating

Manual option quotes, quote visits, landscape estimators, business-built calculators, and rate matrices for work that needs judgment.

Catalog Rule Engine

Services, packages, questions, measurements, conditions, add-ons, fees, discounts, contracts, and availability rules.

Contract Builders

Configure contract terms and, where enabled, use the visual contract builder to keep agreements aligned with the sale.

Branding Engine

Control logos, colors, type, buttons, forms, cards, tables, dialogs, spacing, navigation, and supported interaction styling.

Run & support

Seasons & Weather

Season presets, seasonal operating rules, and plan-enabled weather context for businesses whose day changes with the forecast.

Staff Operations

Time clock, breaks, time off, field reports, staff groups, schedules, and focused staff portals around the same operation.

Support Center

Customer and staff support records stay connected to the people, properties, services, and history that created the question.

Email Builder

Build and govern the operational email templates the system uses instead of moving routine communication into another tool.

Measure & govern

Operational Analytics

Quote, routing, financial, and operating views turn the records already in the engine into decisions for the next day.

Documentation

Operating documentation and contextual help live where the team works, not in a forgotten file nobody can find.

Activity History

Operational actions and changes leave an activity trail so the office can understand what happened and when.

Governed Access

Roles, locations, staff groups, and operating context keep each person working inside the part of the business they own.

Some advanced systems depend on the selected plan, deployment configuration, or supported provider setup.

Not multi-tenant SaaS

Your engine should belong to your operation.

No noisy-neighbour positioning. No shared tenant identity. No “powered by” experience taking your customer somewhere else.

One business domain and brand with distinct customer, field and office accessAn illustrative dedicated business environment uses yourbusiness.example and one configured brand. A public shopper sees the eligible weekly lawn service at 64 dollars per visit. Customer Jamie accesses their own account C-051 and paid invoice I-208 for 64 dollars at 48 Maple Crescent. Field user Alex, U-037, accesses their assigned route W-08 stop 02 at that property. A West manager accesses the authorized location’s services, pricing and operating rules. Shared identity does not give every person the same records or permissions. The example does not describe hardware topology, source-code ownership, instant domain activation or unrestricted customization.yourbusiness.exampleIllustrative dedicated environment · one configured brandPUBLICShopperWeekly lawn careQualified property · $64 per visitEligible catalogCUSTOMERJamieInvoice I-208 · $64 paidAccount C-051 · 48 Maple CrescentOwn accountFIELDAlex · U-037Route W-08 · stop 0248 Maple Crescent · assigned visitAssigned workOFFICEWest managerWest services + pricingLocal catalog and operating rulesAuthorized locationShared identity, with access governed by role and location.
Your identity across role-scoped experiences.A dedicated deployment carries your domain and configured brand, with access governed by role and location.

Your environment

A dedicated deployment aligned to your business instead of one account inside a crowded shared application.

Your URL

Operate through your configured subdomain or custom domain so customers and teams stay in your digital property.

Your brand system

Control far more than a logo: colors, typography, buttons, forms, cards, navigation, tables, dialogs, spacing, and motion.

Your boundaries

Role-aware access, location-aware authorization, and governed operating contexts keep the right people in the right part of the business.

No integration marketplace required to run the operation

Commerce, field work and administration
share the same operating record.

Integration counts sound impressive until your team becomes responsible for every handoff. OrdexisOne keeps the customer, property, service, agreement, schedule, route, inputs, equipment, invoice, support history, and staff context inside one operating engine.

Online Storefront

Address-qualified service buying, measurements, conditions, pricing, options, and checkout.

Customer & Property CRM

People, addresses, property context, service history, invoices, support, and activity.

Quoting & Estimating

Manual options, quote visits, calculators, rate matrices, and landscape estimates.

Contracts & Signatures

Terms, agreements, supported contract building, signatures, and order context.

Scheduling

One-time and recurring work, appointments, route assignments, timing, and holds.

Routing & Field Work

Routes, stops, crew context, mobile field workflows, and property-level completion.

Time & Staff

Time clock, breaks, time off, staff groups, field reports, and staff portals.

Inputs & Inventory

Manifests, usage, mixes, stock points, purchasing, receiving, and forecasting.

Fleet & Equipment

Asset records, usage, running costs, maintenance rules, and maintenance work orders.

Billing & Reconciliation

Invoices, recurring policy, automatic e-transfer reconciliation, and security-exception review.

Customer Portal

Schedules, invoices, services, supported account actions, reorder, quotes, and support.

Support Center

Customer and staff support connected to the operating history behind the issue.

Territory Outreach

Geo-box selection of thousands of homes, door-to-door campaigns, direct sales and attribution.

Careers & Applicants

Public postings, verified applications, interviews, candidate status, and hiring handoff.

Email Builder

Governed operational templates that stay attached to the workflows using them.

Documentation

Internal operating documentation and contextual help where the team needs it.

Analytics & History

Operational reporting, financial context, route views, quote tracking, and activity logs.

Multi-Location Governance

Parent and child locations, inheritance choices, local control, branding, and oversight.

Built in does not mean disconnected from infrastructure. Supported payment processing, e-transfer mailbox access, email delivery, maps, weather data, and optional sign-in providers are configured directly where the operation needs them. Your staff does not have to assemble a second application stack to make the workflow exist.

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One connected lifecycle

The context survives every handoff.

That is the difference between a collection of features and an operating engine.

01

Qualify

Address, service area, location, and property.

02

Sell

Service, measurement, questions, price, and options.

03

Close

Terms, agreement, signature, payment, and order.

04

Fulfill

Schedule, route, stop, crew, time, and materials.

05

Retain

Invoices, support, reorder, and customer self-service.

06

Scale

Locations, inheritance, local control, and oversight.

Grow without migrating again

One truck today. A governed national operation tomorrow.

The operating model grows in place instead of forcing the business to replace its foundation every time the org chart changes.

01

Owner-operator

Sell online, standardize pricing, schedule work, and keep the customer record clean without building an office stack.

10

Growing team

Add roles, crews, recurring routes, materials, billing policy, support, recruiting, and documentation around the same engine.

25

Multi-location company

Give locations real geography, time zones, teams, pricing, and controlled access while sharing selected standards.

100+

Franchise or holding company

Govern parent-child relationships, inheritance, local choice, rollouts, and location context without turning every branch into a clone.

Recurring home service first

The engine stays the same.
The operating language gets specific.

Each industry page translates the platform into the jobs, routes, seasons, measurements, materials, and customer expectations that trade actually manages.

Straight answers

This is not another shared SaaS account.

It is a dedicated operating environment configured around the business that orders it.

No. The product is positioned and deployed as a dedicated, isolated environment for the ordering business rather than one tenant inside a shared application.
The customer-facing and operating experience is white-label. The Branding Engine controls the supported logo, colors, typography, controls, navigation, cards, tables, dialogs, spacing, and interaction styling used throughout the system.
Yes. The system supports the single operating business first, then adds staff, routes, controls, locations, and governed parent-child relationships as the organization grows.
No. Work that fits configured services, measurements, conditions, and geography can progress digitally. Exceptions can move into structured in-person or manual quote workflows so human judgment stays where it belongs.
No. Pricing is designed around configured business rules: services, measurements, conditions, geography, fees, discounts, packages, and contract terms.
Use the Order Now link to enter the self-order application. That is the single purchasing path. No demo request or trial funnel required.

Stop renting a pile of tabs.
Order your operating engine.

Your environment. Your URL. Your brand. Your rules. The same system from the first truck to the hundredth location.

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