Keep the person, their properties and the work your company does for them connected. OrdexisOne brings customer identity into quotes, orders, services, appointments, invoices and support so the next conversation starts with the customer's history.
Order NowSearch, filter and browse the customer records used by your operation. Create a customer or open the existing record to review and maintain identity and contact information.
Authorized staff can manage the customer's available roles and account status. Keep the person connected to the services and account information used across the business, rather than maintaining a separate contact list for each team.
Customers can arrive through configured online buying, a quote request, office-created work or an Outreach sale. The resulting relationship gives the office a place to continue the next steps.
Select or create the customer and property while preparing a manual quote. Add the services, custom work, notes and price breakdown, then review the customer's accepted or declined options and any response.
Acceptance records the choice for office follow-up with the appropriate schedule, order or invoice.
Explore estimates and decisionsBrowse and filter orders, review their state and open details with customer, property, service and payment details. The office can create appointments, assign staff and build recurring work from eligible orders.
Direct Outreach sales create a customer and a pending order with the selling representative recorded at the campaign's location for the office to continue.
Explore attributed Outreach salesAn appointment connects the customer and property to the relevant service and assigned staff. Day, week, month and staff-comparison calendars support the office's scheduling decisions.
Assigned service stops and quote visits carry customer, property and service information into the staff workspace. Recorded timing and field reports give the office a record of the work when it arranges another visit or answers a question.
Explore appointments and assignmentsOne-time work, eligible recurring services and additional quoted jobs can belong to the same customer relationship. Preserve the details of each job and appointment while retaining the account behind them.
Review invoices with their line items, totals, PDFs and payment history. The service and order details helps the office understand what a charge relates to and which recorded payments belong to the account.
Supported e-transfer matching reconciles automatically when every configured security check matches; only security exceptions require office review.
Explore invoice operationsWith the support capability enabled, the office can search and filter the ticket queue, review the customer and issue details, assign responsibility and manage status and priority.
Messages, attachments and activity history retain the conversation around the issue. Supported duplicate-ticket merges help keep related conversations together, and the office can resolve the issue from the same workflow.
Office support example · Changes stay in this demo.
Customers can maintain supported profile, password and address details through their branded account. Existing saved payment methods and available email or account-notification preferences are accessible in the available account settings.
The office retains its controlled customer record while customers can handle routine account tasks. Your branding carries through the storefront, account and supported communications.
Location context and permissions govern the records available to staff. Administrators can review supported read-only activity logs with actor, entity, location, action and recorded changes for permitted investigation.
Customer, staff and service reporting provides operational and financial context for the relationship across the work your business delivers.
Explore the available reporting toolsSupport and other advanced capabilities depend on plan, permissions and configuration. The feature serves customer relationships across your configured industries and service models.
Order NowLocal fictional presets · Reusable annual month/day ranges for scheduling. Weather evaluation is a separate workflow.