Business rules & automation

Apply the decisions your business has defined.

Use configured service, pricing, scheduling and billing rules across the customer relationship. OrdexisOne applies those rules to the work and shows the office the results and items that need attention.

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Configured service scope, generated visits and input requirements carry into distinct operating workflowsIllustrative commercial floor-care service at 18 Market Street. A recorded 50-by-60-foot floor footprint is 3,000 square feet; a 10-by-30-foot office, 300 square feet, is excluded, leaving 2,700 selected square feet. A configured 75 Canadian dollar base plus 5 cents per square foot gives 210 dollars per visit. Separate recurring scheduling has generated Tuesday occurrences for September 8, 15 and 22. Configured input profile F-03 calls for 6 litres per scheduled visit, producing 18 litres of requirements across the three visits. This is a planning quantity, not a chemical recipe, material simulation or actual consumption. Separately configured invoice policy IP-12 is subject to simulation review before its operating run. No single universal rule is shown automatically buying, scheduling, preparing, completing or billing all of the work.Configured rules, carried into the work.Commercial floor care · 18 Market StreetOFFICE2,700sq ft selected3,000 − 300 office = 2,700 sq ftCONFIGURED PRICE$210per visit$75 + (2,700 sq ft × $0.05)GENERATED TUESDAY VISITS8 Sep6 L15 Sep6 L22 Sep6 LF-03 / 18 L required3 scheduled visits × 6 LBilling policy IP-12 · simulation reviewBefore the runConfigured rules, carried into the work.Commercial floor care · 18 Market StreetOFFICE2,700sq ft selected3,000 − 300 office = 2,700 sq ftCONFIGURED PRICE$210per visit$75 + (2,700 sq ft × $0.05)8 Sep6 L15 Sep6 L22 Sep6 LF-03 / 18 L required3 scheduled visits × 6 LBilling policy IP-12 · simulation reviewBefore the run
At the buying decision

Calculate the offer from the service and property.

Configured pricing uses the selected service's method, measured quantities, minimums and maximums, geographic adjustments and price changes from service conditions. Available add-ons, discounts and rules for combining them can contribute to the result.

The customer sees the applicable services, price components and one-time or recurring totals. Work requiring assessment is flagged for a custom or in-person quote.

Explore pricing rules 

Set the qualification rules

Service conditions ask the relevant questions and can reveal or skip follow-ups based on answers. Configure the condition's service assignment and its applicable fees or modifiers.

Keep the configured result available

The quote calculation is saved for review and reopening. Customers can adjust eligible options, save the quote and continue through the supported checkout or assessment path.

Preserve a human decision where needed

Complex work can move into a quote visit and a manual quote with customer options. An accepted manual quote records the customer choice for office follow-up into the appropriate scheduling, order or invoice steps.

Explore quote exceptions 
Rules with an operating purpose

Turn scheduled commitments into work the team can prepare.

Recurring patterns, seasonal definitions and service profiles connect customer commitments to their operating requirements. Each capability uses the configuration relevant to its own workflow.

Individual visits from recurring work

Create recurring appointments and review generated service schedules as actual operating records. Search, filter and monitor the work with its order, property, service and timing context.

Explore recurring scheduling 

Service-driven input requirements

When Input Usage is enabled, scheduled services and configured profiles calculate the required inputs. Route manifests support preparation, while forecasting compares future requirements with stock and purchasing needs.

Explore input requirements and forecasting 

Weather-aware service decisions

Enabled Weather Conditions evaluates affected schedules against service-specific thresholds. Monitor, all-clear and reschedule-recommended states support the customer's understanding and the office's scheduling decision.

Explore weather conditions 

Define billing behavior before the engine runs.

Set up billing rules step by step, choose when invoices are processed and review each run. Recurring billing follows your rules, with results the office can check.

Configure the lifecycle policy
Define how invoice generation behaves, including timing, recurring billing, grace, suspension and related operational rules. Review the policy stages before activation.
Simulate the outcome
Test the selected policy's behavior through simulation. Use the result to review the business rules before relying on them for the operation.
Control the operating schedule
Choose when invoice processing runs and review its schedule. Keep the processing schedule aligned with the policy your business uses.
Inspect each run
Review processing runs, invoices created, warnings and failures. Trace invoice automation activity when the finance team needs to understand a result.
Explore invoice policy and processing 
A billing simulation previews a result while a later recorded engine run creates the invoiceIllustrative configured billing policy IP-12 for commercial floor care at 18 Market Street. Selected September 8, 15 and 22 commitments are each 210 Canadian dollars. Simulation SIM-12 on September 29 at 16:30 previews 630 dollars and creates no production invoice. A separate configured processing run, RUN-12 on September 30 at 02:00, records generated invoice I-710 for 630 dollars, with the full 630-dollar balance outstanding. This illustrative run records zero warnings and zero failures; that is not a promise that all runs succeed. Appointment recurrence, invoice processing and payment are distinct, and the example dates and amounts are configured scenario values rather than product defaults.Review the policy before it invoices.IP-12 · commercial floor care · 18 Market StreetSELECTED COMMITMENTSSeptember service8 September$21015 September$21022 September$210SIMULATION SIM-12$630expected29 September · 16:30Preview · no invoice createdENGINE RUN RUN-1230 September · 02:00Configured processing scheduleINVOICE I-710$630Generated · balance $630Payment outstandingThis run: 0 warnings / 0 failuresPolicy preview and production history stay separate.
Automatic matching with an exception path

Reconcile supported e-transfers when security checks match.

The enabled reconciliation system scans the configured payment mailbox and connects supported transfer notifications to the invoice or customer context. Payments reconcile automatically when all configured security checks match.

A security mismatch routes the exception to office review. The finance team can concentrate on the record that needs attention while matching payments proceed through reconciliation.

Explore automatic e-transfer reconciliation 

Keep configuration and operating responsibility together.

Service rules determine what is offered. Scheduling and input profiles determine how work is prepared. Invoice policies and reconciliation govern their respective financial workflows. Authorized staff manage the relevant settings and review their available records.

For multiple locations, governed sharing can keep selected services, pricing or operating rules consistent while preserving appropriate local settings. The configured relationship determines which policies apply.

Explore shared and local operating policy 

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