Checklists & field standards

Make the service requirements part of the work.

Collect the information needed to qualify a job, prepare the assigned service and retain the field record. OrdexisOne keeps your team's available questions, preparation steps, reports and work instructions together.

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Customer qualification: collect the answers that define the service.

The answer changes the calculation.
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Before the work is sold

Turn the information your team needs into service questions.

Use configured questions and service conditions to qualify the requested work. The business controls the wording, answer choices, service assignment and any applicable price changes.

Easy Quote supports questions and groups with follow-up paths connected to answers. Ask for relevant property or job details as the customer moves through the guided service experience.

Explore configured service information 
A focused set of questions
Collect the information relevant to the selected service. Conditional follow-ups can reveal or skip questions based on earlier answers.
Reusable service conditions
Create conditions for recurring property or job circumstances, set the answers and any price changes, and assign them to the appropriate services.
A clear assessment path
When the service cannot be qualified and priced through the configured rules, use the quote-visit workflow to collect the property, contact and scope for office assessment.
Preparation that follows the assigned services

Give the crew a defined basis for getting ready.

The staff workspace carries assigned stops, customer and property details, service details and quote visits. Staff start with the work they have been assigned and the information attached to it.

Define what a service requires

With Input Usage enabled, define the supplies and quantities each service needs. Set the ingredients and amounts for each mix your team prepares.

Use the route manifest

Scheduled work calculates the route's requirements. Generate and lock the manifest, then use the applicable check, pick, load, package and mix actions to prepare the materials.

Keep preparation available during the visit

The prepared manifest remains part of the field workflow. Staff can use that context when recording the quantities applied, wasted or returned at the property.

Explore service profiles and preparation controls 

Configure the inputs required by a service.

NorthlineInput Usage · Service Profiles

Create Service Profile

Attach input items to a service with deterministic usage rules.

Profile behavior

Service model: SQFT Service. This service uses square footage. Set application rates by area so inventory usage scales automatically with property size.

Pricing Model: SQFT Service

Rules

Allowed for this service: Application Rate (Area), Fixed Quantity Per Visit, Conditional Add-On Quantity.

Rule Application Rate (Area)

Set amount applied per coverage area (example: 3.5 lb per 1,000 sqft).

Coverage preview

Select an input item to preview rate coverage.

Local profile draft · Nothing is submitted.

Retain the information that explains the visit.

The field record gives office staff a basis for reviewing the delivered work, handling a question and arranging follow-up.

Property activity and completion

Staff review service status and complete the supported property workflow. Arrival, departure, driving, on-site and hold time keep the time record connected to the work.

Used, wasted and returned quantities

Enabled input workflows connect field-use entries to the property, service and route. Actual quantities and usage logs make consumption available for inventory and cost review.

Hazards, incidents and observations

General field, hazard and accident reports preserve issues encountered during the visit. Keep the report in its operational context so the office can understand the situation it describes.

Explore the field record 

Mobile field reporting keeps an observation with its property and staff context.

NorthlineRoutingAlex Morgan

Fictional sample assignments · Local preview only.

Guidance that stays useful

Maintain the instructions people use to do the work.

The documentation system supports how-to, reference, troubleshooting and policy articles, organized into sections and targeted to the appropriate reader roles.

Maintain article versions and review deadlines. Draft, review and approve instructions before an administrator publishes them.

Put relevant help within reach

Link screens to relevant articles or sections, with help available to the appropriate roles. Readers can search, browse, follow related articles and provide helpfulness feedback.

Zero-result searches, stale content and low-helpfulness signals help the office identify guidance that needs attention.

Explore staff roles and working context 

Style the product previews

Your branding, across every UI example.

Appearance
Logo & app icon
Buttons & inputs
Your business
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Enter 0xFF followed by six hexadecimal digits, or a standard hex colour such as #FF652B.