The OrdexisOne platform

The complete platform.
From the first order to the next visit.

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.

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Sell the work

Move from an address to a qualified order.

Service 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.

E-commerce storefrontPricing rulesAssessments and estimatesCustomer proposals
Measured service scope and configured conditions carry into a qualified purchaseIllustrative exterior surface-cleaning purchase for 72 Oak Street in eligible Maple West. The flat property plan selects a 20 by 40 foot driveway, 800 square feet, and a 20 by 20 foot patio, 400 square feet. The house is excluded. These recorded service areas total 1,200 square feet, and a supplied condition confirms water access. A configured 60-dollar base plus 1,200 square feet at 8 cents per square foot adds 96 dollars, producing a 156 Canadian dollar one-time service price. Example purchase O-302 is complete and retains the commercial scope; office scheduling follows rather than being implied automatically.72 Oak Street · a qualified orderMaple West · exterior surface cleaningHOUSEExcluded400sq ft800sq ftPatio20 × 20 ftDriveway20 × 40 ftOAK STREETSELECTED SURFACES1,200sq ft · driveway + patioWater access confirmedConfigured base$601,200 sq ft × $0.08$96Calculated service price$156One-time service · CADO-302 · purchase completeOffice scheduling next72 Oak Street · a qualified orderMaple West · exterior surface cleaningHOUSEExcluded400sq ftPatio800sq ftDriveway1,200 sq ftDriveway + patioWater access confirmed$60 + (1,200 × $0.08)$156One-time service · CADO-302 · purchase completeScheduling next

Keep the commercial scope and the customer decision available to the team arranging the work.

Run the work

Give the office and field team the same operating context.

Appointments connect customers and services to the people delivering the visit. Manage one-time and recurring work, review calendar views and actual occurrences, and keep assignment decisions with the correct business date and location.

Assigned service work returns recorded timing and a contextual field reportIllustrative September 8 visit at 72 Oak Street, West, assigned to Alex U-037 for surface-cleaning order O-302. The planned interval is 09:30 to 10:30, or 60 minutes. Recorded work runs from 09:34 to 10:36 without a recorded pause in this example, totaling 62 minutes. The aligned intervals preserve that difference. Preparation manifest M-302 is checked. Field report FR-302 records the driveway and patio serviced, retaining the original 1,200-square-foot scope and completion recorded at 10:36. This is operational completion evidence, not customer-signed acceptance, GPS-certified delivery, automatic photo proof or a claim that every visit has complete event coverage.72 Oak Street · assigned field visit8 September · West · Alex U-037 · order O-30209:3010:0010:30Planned09:30–10:30Recorded09:34–10:3662 minutes of recorded workFIELD REPORT FR-302Driveway + patio serviced1,200 sq ft · original scope retainedPREPARATION M-302Manifest checkedCompletion recorded · 10:36Assignment, time and field report stay with the visit.

Carry the plan into the visit.

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 customer confidence states help the office review affected work. Route and stop analysis brings timing, completion, costs and data coverage back into operating decisions.

Scheduling and dispatchStaff field operationsJob and stop trackingWeather-aware decisions
Prepare the supplies

Connect material decisions to the work that needs them.

Reusable material definitions support structured estimating. Input, service and mix profiles establish what scheduled services require, giving preparation and forecasting a defined quantity to work from.

Manage stock points, suppliers, purchase orders and receiving. Generate and lock route manifests, 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.

Materials and estimating suppliesInput UsageInventory controlPurchasing and receiving
Prepared input usage and stocked-material receiving retain their distinct quantitiesTwo illustrative job examples. For surface-cleaning order O-302 at 72 Oak Street, configured profile C-02 and manifest M-302 prepare 3 litres. Usage record U-302 records 2.5 litres used at the property and 0.5 litre returned, with no waste in this example. For landscaping job J-318 at 95 Cedar Avenue, 6 cubic yards of mulch are required. North yard has 4 cubic yards before receiving 2 more against purchase order PO-086. Recorded receipt RC-086 brings on-hand quantity to 6 cubic yards. Purchase ordering alone does not add stock, and scheduled demand does not reserve or consume it. The liquid input and stocked material retain their own units and records; no treatment recipe or material texture is illustrated.The supply record follows the work.Preparation, actual use and recorded stock receivingSurface cleaningO-302 · 72 Oak StreetLandscape materialsJ-318 · 95 Cedar Avenue3 LPrepared · profile C-026 yd³Mulch required for the job2.5 L0.5Used at the visitReturned4 yd³+2 yd³Before receiptReceivedUSAGE U-302 / MANIFEST M-3023 = 2.5 used + 0.5 returnedLitres · property-level recordRECEIPT RC-086 / PO-0866 yd³ now on handNorth yard · after recorded receiptEach supply keeps its own quantities, units and recorded events.The supply record follows the work.Preparation, actual use and recorded stock receivingSurface cleaningO-302 · 72 Oak StreetLandscape materialsJ-318 · 95 Cedar Avenue3 LPrepared · profile C-026 yd³Mulch required for the job2.5 L0.5Used at the visitReturned4 yd³+2 yd³Before receiptReceivedUSAGE U-302 / MANIFEST M-3023 = 2.5 used + 0.5 returnedLitres · property-level recordRECEIPT RC-086 / PO-0866 yd³ now on handNorth yard · after recorded receiptEach supply keeps its own quantities, units and recorded events.
Manage the assets

Keep the equipment behind delivery in the operation.

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. Eligible route usage can connect to the asset record, preserving the operating context around equipment upkeep.

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Runtime and distance entries retain staff, maintenance-rule and operating-cost contextIllustrative asset usage on September 5. Alex, U-037, is eligible through the West field group. Runtime event U-045 moves M-04 from 248 to 252 hours, 2 hours beyond its configured 250-hour service rule; maintenance work order MW-021 is open. Distance event U-046 moves V-12 from 12,460 to 12,480 kilometres, leaving 20 kilometres until its 12,500-kilometre service rule. The two meter windows use different scales and units. Recorded fuel and oil costs on these events are 12 plus 6 dollars for M-04 and 48 dollars for V-12, totalling 66 Canadian dollars. These are recorded costs for these events, not the complete cost of delivery. The illustration shows stored usage and work records, not live telemetry or automatic work-order creation.Usage makes the maintenance rule actionable.West field group · eligible staff: Alex / U-037 · 5 SeptemberM-04 / RUNTIME252 h248 → 252 h · +4 h · log U-045V-12 / DISTANCE12,480 km12,460 → 12,480 km · log U-046246 h254 h250 h rule12,440 km12,520 km12,500 km ruleDue · 2 hours past the rule20 km until serviceMW-021 · maintenance work order openDistance recorded with the usage eventRecorded fuel $12 + oil $6Recorded fuel $48Two usage events · one retained asset history per asset$66 CAD recorded
Bill and retain

Keep the next invoice and the next visit connected.

Invoice 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; configured security mismatches take the exception path to office review.

A customer keeps billing, delivered work, the next visit and a contextual request togetherIllustrative customer Priya, C-074, at 72 Oak Street. Invoice I-302 for surface-cleaning order O-302 contains a 60-dollar base, 64 dollars for the 800-square-foot driveway and 32 dollars for the 400-square-foot patio. The 156 Canadian dollar invoice is paid by payment P-302 with zero balance. The separate service record FR-302 records the September 8 driveway and patio visit completed at 10:36. A later patio-service order O-335 is scheduled for September 22 from 13:00 to 14:00. Priya’s contextual support request R-302 asks the team to keep the side gate closed on that visit. The support request is retained, not represented as already resolved. Invoice settlement, field completion and the next appointment are distinct records within the same customer relationship.Priya · 72 Oak StreetCustomer C-074 · one service and account historyINVOICE I-302Exterior surface cleaningOrder O-302 · CADConfigured base$60Driveway · 800 sq ft$64Patio · 400 sq ft$32$156PaidPayment P-302 · balance $0COMPLETED VISIT8 SeptemberDriveway + patio · 1,200 sq ftFR-302 · completed at 10:36UPCOMING SERVICE22 September13:00–14:00 · scheduledPatio service · order O-335“Please keep the side gate closed.”Priya · support R-302 · relates to the 22 September visit

A branded place to manage the relationship.

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.

Invoice operationsAutomatic e-transfer reconciliationCustomer self-serviceVisual Email Builder
Grow the organization

Give sales, people and locations an operating foundation.

Outreach can select thousands of homes with geographic boxes and boundaries, organize door-to-door campaigns and sell directly through the commerce engine with campaign, representative and property context.

Branded recruiting manages positions, applications, interviews and the transition into staff. Role-aware records and documentation support the people doing the work. Location controls let the organization govern shared and local settings as the business grows.

Outreach and direct salesCareers and hiringStaff administrationLocation relationships and control
A local team owns the geographic campaign and retains the representative behind each orderIllustrative shared brand B-05 with separately authorized West and North locations. The West neighborhood excerpt contains two geographic campaign selections and individual door outcomes. West campaign C-24 contains 2,416 properties across the complete campaign; the small map is an excerpt, not a count of all properties. Alex Rivera is the assigned representative, with user U-037 in the West staff context. His office-finalized application A-204 and staff record E-037 are retained; the campaign assignment is a separate operating decision. The selected 48 Cedar Avenue property connects Maya Chen, West campaign C-24 and Alex to pending invoice-later order O-249 for office follow-up. North uses the same brand with separately authorized records. Shared branding and hiring do not grant cross-location access or automatically create campaign assignments, payment or scheduled service.Teams belong to the work they own.Shared brand B-05 · location-scoped operationsGEOBOX 01GEOBOX 02MAPLE CRESCENTCEDAR AVENUEOAK STREET48Order createdWEST / LOC-012,416properties · campaign C-24Alex Rivera · assigned repU-037 · West staff accessHire A-204 / staff E-037Office-finalized hireSeparate campaign assignmentNot visitedVisitedInterestedOrderMaya Chen · 48 Cedar AvenueWest · campaign C-24 · Alex RiveraO-249 · pending orderInvoice later · office follow-upNORTH / LOC-02 · same brand, separately authorized recordsTeams belong to the work they own.Shared brand B-05 · location-scoped operationsGEOBOX 01GEOBOX 02MAPLE CRESCENTCEDAR AVENUEOAK STREET48Order createdWEST / LOC-012,416properties · campaign C-24Alex Rivera · assigned repU-037 · West staff accessHire A-204 / staff E-037Office-finalized hireNot visitedVisitedInterestedOrderMaya Chen · 48 Cedar AvenueWest · campaign C-24 · Alex RiveraO-249 · pending orderInvoice later · office follow-upNORTH / LOC-02 · same brand, separately authorized records
Build the customer-facing material

Make the documents and messages part of your brand.

Visual Contract Builder

Design multi-page agreements with maintained terms, supported layout elements, customer and service merge context, validation and signing. Keep the document connected to its customer-facing agreement and payment workflow.

The designed agreement retains its customer, service price, term version and signing eventIllustrative agreement A-302 for customer Priya Shah, C-074, at 72 Oak Street, using reusable template CT-07. The driveway and patio cover 1,200 square feet. A 60-dollar base and 96-dollar measured-scope component make a 156 Canadian dollar one-time service. Maintained exterior service terms T-07 version 3 are assigned to the relevant service. Required customer signing entries are complete and the recorded signing event is September 2, 2026 at 14:08. The name represents the signer identity on that record, not handwriting or biometric verification. Separately retained payment P-302 records 156 dollars paid. A signature does not itself establish payment, scheduling or legal certification.Your agreement. Their service details.Agreement A-302 · customer C-074 · template CT-07PRIYA SHAH72 Oak StreetDriveway + patio · 1,200 sq ftService base$60Measured scope$96$156One-time · CADTERMS T-07 / VERSION 3Exterior service termsAssigned to this serviceRequired entries completeLegal name · declaration · signaturePriya ShahSigned · 2 Sep 2026 · 14:08Payment P-302 · $156 paidSeparate payment record
Explore agreement design and signing

Visual Email Builder

Build responsive operational messages using supported content blocks, styles and merge fields. Preview and test the template so service communication uses the right content and the business's identity.

A reusable service message renders the customer and upcoming visit details in the business identityIllustrative email template E-09 in rendered preview. A greeting supplies Priya, and a service-details content group supplies the September 22 visit from 13:00 to 14:00, 72 Oak Street and patio service. A service-details link is part of the reusable message content. The accent treatment identifies example values supplied by customer and service context. Content composition, styling, merge context, preview and controlled test sending are demonstrated without an inbox or editor mockup. No customer delivery, opening or automatic sending trigger is claimed.One template. The right visit details.E-09 · rendered preview · your business identityHelloPriya,Here are the details for your next visit.YOUR VISIT22 September13:00–14:00SERVICE PROPERTY72 Oak StreetPatio serviceReview your service detailsCustomer + service values insertedPreview · controlled test
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Your system

A dedicated environment, configured around your company.

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. Field access uses a responsive PWA; payment, map and messaging behavior follows the supported providers.

Dedicated deploymentThe operating environment and access foundation.Your visual identityBrand settings, components and supported assets.Governed growthLocation relationships and shared or local settings.
Explore every capability

Find the part of the operation you want to improve.

Each feature page explains what the system does, how the workflow operates and where it connects to the rest of the business.

Sell and estimate

Schedule and deliver

Supplies and equipment

Agreements and billing

Customers and communication

Control and grow

Build around the business you run

Keep the operating context as the work moves forward.

Commerce, field delivery, supplies, assets, finance, customers and location control belong to the same OrdexisOne environment.

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