Geography & service areas

Make the address part of the operating decision.

Connect where you sell, what you offer and who delivers the work. OrdexisOne carries the customer's property through service coverage, location-specific pricing, scheduled work and the field operation.

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Start with the property

Qualify the location before the customer builds an order.

A customer should see the services your business can deliver at their address. Property entry and verification connect the request to the serving location and your configured boundaries and routes.

Your website and location settings help determine which branch serves the customer. Coverage is checked before the buyer spends time building an unavailable order.

Explore the location-aware storefront 
Address and operating location
Establish the property being served and the business location responsible for it. Carry that context into the service selection and subsequent customer record.
Available services
Present the catalog that applies to the property and configured location. The same geography can inform which offers are eligible and the commercial rules used to calculate them.
A useful quote exception
When the requested work needs an assessment, the quote-visit request preserves the property, contact and scope information for office scheduling.

Build an operating area that reflects your business.

During location creation, combine recognized boundaries with the additional shapes your service area needs. Organize the result so sales and operations can use it.

Use established geographic areas

Set a location center, search OpenStreetMap geography and review administrative levels. Select multiple or nested boundaries using the map and list views, assign colors and organize boundary groups.

Extend the footprint where it makes sense

Create named manual boundary extensions with freehand or follow-along drawing. Node editing, undo and clear controls support precise setup when a recognized boundary does not describe the area you serve.

Create usable operating divisions

Build route or service-area divisions from the geographic setup. The same structures give the business a foundation for staff assignment and route-aware work.

Explore service-zone setup 
Geography with a commercial purpose

Apply the price policy for the place being served.

Different operating areas can carry different service costs. Configure local price adjustments so the offer reflects your approved local policy instead of leaving the adjustment to a separate office calculation.

Geography works alongside the selected service, quantities, property conditions and other configured pricing rules. The customer receives the resulting offer through the pricing journey.

Explore rule-based pricing 

Fixed or percentage adjustments

Choose an available adjustment for the area and keep that pricing rule with the service boundaries it applies to.

Clear price presentation

Decide whether the adjustment is included in the service price or presented as a surcharge. The visible offer follows the configuration your business uses.

The geography continues after qualification

Use the same place to organize the people and work.

The property is relevant to the office, the field team and the sales representative. Geographic context carries through the connected workflows instead of becoming a detail that must be entered again.

Staff and route assignments

Assign staff to routes or geographic work for the relevant business date and location. Give the field portal the route and property context used to prepare and execute the assigned day.

Explore assignment and dispatch 

Property-level field activity

Where enabled, staff can record entry to and exit from the property's mapped work area, use location updates or confirm details manually. Driving, on-site and hold time provide an operating history around the location.

Explore the field workspace 

Territory-based outreach

Choose geographic boundaries or a custom campaign area, build lists of thousands of homes and organize door-to-door work. Sales through the commerce engine keep the campaign, selling representative and property recorded with the sale.

Explore geographic sales campaigns 

Keep local ownership clear as the business grows.

Each operating location has its own identity, geography and time zone. Service boundaries and routes stay local, while reusable branding, service setup and prices can follow the permitted relationship between parent and local operations.

Administrators work only in locations they are allowed to access. Where supported, shared settings can follow parent updates, start from a one-time copy or remain independently managed.

Explore location governance 

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