Keep the person behind the sale connected.
When outreach interest becomes a customer and pending order, OrdexisOne records the selling representative with the sale. Keep that sale with the campaign, property and location where it began.
The business can review documented campaign activity and the operational result of customer work. Give managers evidence for contribution and performance discussions, with the original sales details still available.
Order NowRetain the representative when the opportunity becomes an order.
An interested homeowner can select displayed services and, where enabled, packages or contracts through the outreach sales flow. The representative reviews the displayed totals and captures the customer's name and email, with optional phone details.
The system creates the customer at the campaign's location and a pending order for the office to follow up and invoice. The selling representative stays recorded with that sale, and the representative can return to the campaign map.
The office continues with the appropriate invoice, schedule and fulfillment work. A pending order with its selling representative records the handoff to the office; payment and service delivery have their own operating records.
Explore direct outreach salesSee more than a conversion total.
Campaign runs preserve property-level activity, including supported entry and exit, time at the door, notes and standardized outcomes. Managers can review the effort and the response across the territory.
- Visits and engagement
- Review the properties worked, time at the door and campaign counts for total, visited, converted and pending properties.
- The outcome at the door
- Retain distinctions such as not home, no answer, refused, a door hanger left, a callback requested or converted interest.
- The next action
- Use the recorded outcome and notes when reviewing what should happen next, with the campaign and property details still available.
Location-dependent outreach actions require a supported browser and the relevant device permissions.
Put the sale alongside the business performance.
Financial Tracking provides employee, customer and service performance views, with filters for reporting period, input, invoice status and payment status. Review revenue and costs with the operational records that produced them.
Routing Metrics adds the field perspective: route and stop activity, travel and property time, completion, input usage and actual cost. Record-completeness indicators help the business recognize where timing or cost information is incomplete.
The recorded representative shows who brought the customer into the business. Operating reports help explain the work delivered afterward. Keep both kinds of evidence available when reviewing contribution.
Keep the sales record within the operation.
Follow campaign activity into the customer and pending order, then review the supported service and financial records as work progresses. Your company retains responsibility for its incentive policies and payroll processes.
Available records and reporting depend on your roles, locations, plan and enabled tools.