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.
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.
Order NowExamples: service pricing, input requirements and discount rules.
NorthlineInput Usage · Service Profiles
Create Service Profile
Attach input items to a service with deterministic usage rules.
Local profile draft · Nothing is submitted.
NorthlineServices administration
Create Discount
Local draft · Nothing is submitted.
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 rulesKeep 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 exceptionsTurn 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 schedulingService-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 forecastingWeather-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 conditionsDefine 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 the policy settings for invoice timing, due dates, grace periods, auto-charge, late fees and cancellation.
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 reconciliationE-transfer queue: Pending, Manual Review and History
E-Transfer Queue
Northline View InboxGrowth · Professional · Business · A separate, dedicated payment inbox is required. Matching all five checks reconciles automatically; mismatches remain for staff review.
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