Define what a service requires
Where Input Usage is enabled, service profiles specify the required inputs and quantity logic. Mix profiles define component inputs and quantities for the combinations your operation prepares.
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 connects the supported questions, preparation actions, reports and operating guidance your team uses.
Order Now →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 applicable price effects.
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, define their answers and price effects, 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.
Give the crew a defined basis for getting ready.
The staff workspace carries assigned stops, customer and property details, service context and quote visits. Staff start with the work they have been assigned and the information attached to it.
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.
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 retain the operating context around 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.
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. A draft, review, approval and administrator-publish workflow gives the business a governed process for its operating guidance.
Put relevant help within reach
Connect application routes to appropriate articles or sections and scope contextual help by role. 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 →