Customer Management

One customer. A complete working relationship.

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.

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One customer account retains distinct properties, service scopes and invoice statesIllustrative customer Priya Shah, C-074 at Maple West, has service relationships for two addresses. At 72 Oak Street, a 20-by-40-foot driveway and 20-by-20-foot patio total 1,200 selected square feet for exterior surface cleaning; the house is excluded. One-time order O-302 and invoice I-302 retain the 156 Canadian dollar paid record. At 18 Market Street, a 50-by-60-foot commercial floor has a 10-by-30-foot office excluded, leaving 2,700 selected square feet. Invoice I-710 for three September visits at 210 Canadian dollars each totals 630 dollars and remains unpaid at the September 30 illustrative checkpoint. The customer identity is shared while each property keeps separate service and financial context. Service addresses do not establish legal ownership or unrestricted staff access.Priya Shah · customer C-074Two service properties · Maple West · 30 September72 Oak StreetExterior surface cleaning18 Market StreetCommercial floor careHouseExcluded400sq ftPatio800sq ftDrivewayOffice · 30060 × 50 ft floor2,700sq ft selectedOffice area excludedO-302 · I-302$156 paidI-710 · three September visits$630 unpaidSeparate work and financial history · amounts in CAD One customer account retains distinct properties, service scopes and invoice statesIllustrative customer Priya Shah, C-074 at Maple West, has service relationships for two addresses. At 72 Oak Street, a 20-by-40-foot driveway and 20-by-20-foot patio total 1,200 selected square feet for exterior surface cleaning; the house is excluded. One-time order O-302 and invoice I-302 retain the 156 Canadian dollar paid record. At 18 Market Street, a 50-by-60-foot commercial floor has a 10-by-30-foot office excluded, leaving 2,700 selected square feet. Invoice I-710 for three September visits at 210 Canadian dollars each totals 630 dollars and remains unpaid at the September 30 illustrative checkpoint. The customer identity is shared while each property keeps separate service and financial context. Service addresses do not establish legal ownership or unrestricted staff access.Priya Shah · C-074Maple West · 30 September72 Oak StreetExterior surface cleaning1,200 sq ft400 patio800 drivewayHouse excludedO-302 · I-302$156 CAD paid18 Market StreetCommercial floor care2,700 sq ftOffice excluded300 sq ft60 × 50 ft floorI-710 · three September visits3 × $210 = $630 unpaidSeparate work and financialhistory · amounts in CAD
Maintain the people behind the work

Find the customer and keep the details current.

Search, 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.

A known identity
Use the same customer record when the office prepares a quote, arranges work or reviews an invoice. The record remains useful beyond the transaction that created it.
Relevant properties
Keep service addresses and property details connected to the account. Select the appropriate customer and property for the request, appointment or quote being managed.
The correct operation
Customer records stay within the relevant location and access permissions. Authorized staff work with the records their operating role allows them to use.
From interest to a service relationship

Keep the customer's decisions with the work they create.

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.

Quotes and customer options

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 decisions 

Orders ready for the office to act on

Browse 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 sales 
One-time work, recurring visits and an accepted quote retain separate scopes and next actionsIllustrative customer Priya Shah, C-074. At 72 Oak Street, one-time exterior surface cleaning O-302 covers an 800-square-foot driveway and 400-square-foot patio, with 156 Canadian dollars paid. At 18 Market Street, recurring floor care covers 2,700 square feet with the office excluded, priced at 210 Canadian dollars per visit; September 8, 15 and 22 are generated scheduled occurrences, not proof of completion or payment. Separately, manual quote Q-341 at 72 Oak Street describes a 24-foot front gutter repair at 180 Canadian dollars. The customer accepted that quote; office follow-up remains necessary. It is not shown as signed, paid or scheduled. Each scope stays distinct within the customer relationship.C-074 · different work, distinct decisionsONE-TIMESurface cleaning1,200 sq ft$156 paidO-302 · CAD72 Oak Street · driveway + patioRECURRINGFloor care2,700 sq ft$210 / visitGenerated · 8 / 15 / 22 Sep18 Market Street · office excludedHOUSEQUOTE Q-341Gutter repair24 ft front run$180 acceptedOffice follow-up72 Oak Street · front gutterC-074 · Priya Shah · amounts in CADONE-TIME$156 paidSurface cleaning72 Oak StreetO-302 · 1,200 sq ftRECURRING$210 / visitFloor care18 Market Street8 / 15 / 22 SepQUOTE Q-341$180 acceptedFront gutter · 24 ft72 Oak StreetOffice follow-up One-time work, recurring visits and an accepted quote retain separate scopes and next actionsIllustrative customer Priya Shah, C-074. At 72 Oak Street, one-time exterior surface cleaning O-302 covers an 800-square-foot driveway and 400-square-foot patio, with 156 Canadian dollars paid. At 18 Market Street, recurring floor care covers 2,700 square feet with the office excluded, priced at 210 Canadian dollars per visit; September 8, 15 and 22 are generated scheduled occurrences, not proof of completion or payment. Separately, manual quote Q-341 at 72 Oak Street describes a 24-foot front gutter repair at 180 Canadian dollars. The customer accepted that quote; office follow-up remains necessary. It is not shown as signed, paid or scheduled. Each scope stays distinct within the customer relationship.C-074 · Priya ShahAmounts in CADOne-time service$156 paidSurface cleaning72 Oak StreetO-302 · 1,200 sq ftRecurring service$210 per visitFloor care · 18 Market StreetGenerated: 8 / 15 / 22 Sep2,700 sq ft · office excludedQuote Q-341$180 acceptedFront gutter repair · 24 ft72 Oak StreetOffice follow-upNo signing, payment orappointment shown for Q-341.Generated visits are not completion.
Office and field continuity

Know what was arranged and what happened next.

An 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 assignments 

A continuing service history

One-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.

An explainable financial account

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 operations 
Customer questions with an owner

Keep support inside the service relationship.

With 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.

An assigned support request retains the customer, affected property and planned service contextIllustrative support checkpoint on September 18, 2026. Priya Shah, customer C-074 at 72 Oak Street, has request R-302: Please keep the side gate closed. The flat property plan highlights the side gate and the 400-square-foot patio for the upcoming service, retaining the excluded house and unselected driveway. The ticket is open and assigned to office owner Taylor Brooks, user U-018. A separately office-scheduled patio visit O-335 remains set for September 22 from 13:00 to 14:00 with Alex Rivera, U-037. The support request relates to that visit but did not automatically schedule it. Ticket resolution and visit completion are not recorded in this checkpoint.A customer request has working context.Priya Shah · C-074 · support checkpoint, 18 SeptemberHouseExcluded400sq ftPatioDriveSide gate72 Oak StreetSUPPORT R-302“Please keep theside gate closed.”Open · assigned to Taylor BrooksOffice owner · U-018SEPARATELY SCHEDULED VISIT22 Sep · 13:00–14:00O-335 · patio service · Alex / U-037R-302 remains open; resolution is not recorded. An assigned support request retains the customer, affected property and planned service contextIllustrative support checkpoint on September 18, 2026. Priya Shah, customer C-074 at 72 Oak Street, has request R-302: Please keep the side gate closed. The flat property plan highlights the side gate and the 400-square-foot patio for the upcoming service, retaining the excluded house and unselected driveway. The ticket is open and assigned to office owner Taylor Brooks, user U-018. A separately office-scheduled patio visit O-335 remains set for September 22 from 13:00 to 14:00 with Alex Rivera, U-037. The support request relates to that visit but did not automatically schedule it. Ticket resolution and visit completion are not recorded in this checkpoint.R-302 · Priya Shah · C-07472 Oak Street18 September 2026House400Gate400 sq ft patio selectedHouse and driveway excluded“Please keep the side gateclosed.”Open · office ownerTaylor Brooks · U-018Separately scheduled visitO-335 · patio service22 Sep · 13:00–14:00Alex Rivera · U-037R-302 remains open.Resolution is not recorded.The request did not automaticallyschedule the visit.

A useful account for both your team and your customer.

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.

Keep access and significant activity accountable

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 tools 

Support and other advanced capabilities depend on plan, permissions and configuration. The feature serves customer relationships across your configured industries and service models.

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