Sell the service, prepare the work, support the field team and keep the customer relationship in your brand. OrdexisOne connects the rules and records behind service delivery in your dedicated operating environment.
Order NowService geography establishes where you operate and which location serves the property. The storefront presents eligible offers, collects measurements and condition answers, and calculates pricing from your configured rules.
Services, packages, contracts and add-ons give the business different ways to sell. Suitable work moves through account details, applicable terms, signing and supported payment. Work needing assessment enters the quote workflow, where the team can prepare and present customer options.
Keep the commercial scope and the customer decision available to the team arranging the work.
Appointments connect customers and services to the people delivering the visit. Manage one-time and recurring work, review calendar views and individual visits, and keep assignment decisions with the correct business date and location.
Local example · Fictional appointments · Today is October 26, 2026. Calendar event details and editing are outside this preview.
Mobile Staff Routing: assigned properties, service context and progress; office scheduling and opened-stop details are separate views.
905 Willowstone Way SW
14:30 · Service assessment
Jordan Lee · Calgary
Average Rating —
My Tickets 0
Your work for today
3 service properties · 9 collection bags required.
3 bags used at 642 Aspenfield Drive SW; 6 remain for the route.
3 seasonal cleanups · 6,800 sq ft total.
642 Aspenfield Drive SW: 2,400 sq ft
718 Cedarvale Crescent SW: 1,800 sq ft
905 Willowstone Way SW: 2,600 sq ft
3 assigned service properties · Calgary
Materials: Generated · 9 collection bags
Selected day:1 completed · 718 Cedarvale Crescent SW in progress · 905 Willowstone Way SW scheduled.
Your work for today
1 scheduled quote visit assigned to you for the selected day.
Quote visits come from office scheduling. Open the map, then start the quote route when you are ready to drive.
Selected day:905 Willowstone Way SW · 14:30 assessment. Open the quote route to review the visit.
Seasonal cleanup · In progress
Current: 718 Cedarvale Crescent SW, Calgary.
Next: 905 Willowstone Way SW · Seasonal cleanup.
Finish the current property before continuing to the next stop.
Choose how your position appears on the map.
Local appearance preferences · No live position is requested.718 Cedarvale Crescent SW · Seasonal cleanup
Alex Morgan · Calgary ·
Fictional sample assignments · Local preview only.
Staff work from assigned routes, stops, service details and material manifests in the responsive web portal. Supported route and property states, time controls, input usage and field reports preserve what happened during delivery.
Weather recommendations and weather guidance shown to customers help the office review affected work. Route and stop analysis brings timing, completion, costs and the completeness of the available records back into operating decisions.
Reuse material lists when building estimates. Define the supplies each service needs and the ingredients in each mix, so preparation and forecasting can use the quantities required by scheduled work.
Manage storage locations, suppliers, purchase orders and receiving. Generate and lock route preparation lists, work through checking, picking, loading and applicable mixing, then retain property-level use, waste and returns. Future scheduled demand helps expose shortages and purchasing needs.
Input Catalog: configure the consumables used by services.
Input Catalog configuration: define a consumable item's units, packaging, costing and inventory defaults.
Define inventory behavior, costing, and route defaults for deterministic planning.
Maintain the vehicles and equipment your company uses with asset records, staff-group relationships, distance, runtime, fuel, oil, usage events and associated costs.
Configure time- or meter-based maintenance rules, review due work and manage maintenance work orders. Recorded route usage can update equipment history where enabled, keeping maintenance connected to actual use.
Explore vehicles and equipmentInvoice operations bring billing policy, generation, simulation and operational history together. Supported payments and automatic Canadian e-transfer reconciliation keep payment records with the customer and invoice; a failed security check sends the payment to office review.
The customer portal brings supported schedules, invoices, payments, services, eligible reorder actions, quote visits, support and account settings together. Customers can act on the services and account controls available to them while the office retains the connected history.
Operational email templates support the messages around the work. The business can maintain that communication within its own visual identity.
Outreach can select thousands of homes with geographic boxes and boundaries, organize door-to-door campaigns and sell directly through the commerce engine with the campaign, selling representative and property recorded.
Branded recruiting manages positions, applications, interviews and the transition into staff. Records and business instructions with access based on each person's role support the people doing the work. Location controls let the organization govern shared and local settings as the business grows.
Location configuration: review a location connection and the business setup shared between locations.
Design multi-page agreements with maintained terms, supported layout elements, customer and service details, checks and signing. Keep the document connected to its customer-facing agreement and payment workflow.
Build responsive operational messages using reusable content blocks, styles and personalized customer and service details. Preview and test the template so service communication uses the right content and the business's identity.
Hi {{customer_name}},
Please verify your email address by clicking the button below. This helps us keep your account secure.
Your configured URL, branding, roles, locations, business rules and operating records form the foundation. The Branding Engine controls the visual language across supported components and customer, staff and office experiences.
Location relationships can govern which settings stay linked to the parent, which are copied once and which remain local. Keep the company identity and the operating responsibility clear as the organization expands.
Available capabilities depend on the selected plan, configuration and supporting services. Crews access their work in a supported phone browser. Payment, mapping and messaging options depend on the connected services.
Each feature page explains what the system does, how the workflow operates and where it connects to the rest of the business.
Commerce, field delivery, supplies, assets, finance, customers and location control belong to the same OrdexisOne environment.