Quote journey tracking

See the buying journey before the order.

Understand how customers move from property search to service selection, quote and checkout, and where a buying journey loses momentum.

OrdexisOne lets the business review recorded quote activity and overall buying patterns, then inspect the address, selected services, measurements, answers and pricing behind a particular journey. Assessment requests and outreach sales have their own next steps for the office.

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A recorded saved quote retains the property scope, supplied answer and configured price before an order existsIllustrative saved quote Q-302 at 72 Oak Street on September 1, 2026 at 17:42. Surface cleaning includes a twenty-by-twenty-foot patio, four hundred square feet, and a twenty-by-forty-foot driveway, eight hundred square feet. The forty-by-thirty-foot house is excluded from this twelve-hundred-square-foot service selection within the hundred-by-hundred-foot property. The recorded water-access answer is Yes. The example configured quote uses a sixty-dollar base plus eight cents per selected square foot, totaling one hundred fifty-six Canadian dollars. This checkpoint is a saved quote, before the later return and order; it does not establish purchase, payment or scheduled service.Look inside the saved quote.Q-302 · 72 Oak Street · 1 Sep 17:42House400sq ft800sq ftSurface cleaning1,200 sq ft selectedWater access: YesRecorded answerConfigured price$60 + 1,200 × $0.08$156CAD quote · savedConsidered and saved · no order at this point. The saved quote keeps selected scope, supplied answer and price togetherIllustrative Q-302 at 72 Oak Street, saved 1 September 2026 at 17:42. Within a 100-by-100-foot property, the 40-by-30-foot house is excluded. A 20-by-20-foot patio and 20-by-40-foot driveway total 1,200 selected square feet. The supplied water-access answer is Yes. A 60-dollar base plus 1,200 square feet at 8 cents gives a 156 Canadian-dollar quote. This is a saved quote, with no order, payment or scheduled service at this checkpoint.Look inside the saved quote.Q-302 · 72 Oak StreetSaved · 1 Sep 2026 · 17:42House400800Patio · 20 × 20 ft = 400 sq ftDrive · 20 × 40 ft = 800 sq ftHouse excluded · 40 × 30 ftProperty · 100 × 100 ft1,200 sq ft selectedWater access: YesRecorded supplied answer$60 + 1,200 × $0.08$156CAD · saved quoteNo order, payment orscheduled service at this point.
Look inside the recorded journey

Keep the details that explain the customer's decision.

A completed order shows the outcome. Session detail helps the business understand the property, scope and configured quote that came before it.

Address and geography
Review the selected property and service area behind the service journey.
Services considered
See the services the buyer explored or selected in the recorded session.
Measurements and answers
Inspect the property measurements and question responses that described the requested work.
Calculated pricing context
Review the quote information produced as customers use the available buying tools and your pricing rules.
Status and key events
Follow the recorded quote state and events to understand how the session progressed.
The resulting business record
Connect a completed buying journey to the record created when the customer moved forward.
Review the wider buying picture

Find where interest moves forward or stops.

Search and filter tracked quote activity, review overall buying activity and see where customers progressed or stopped. The office can see more than final orders: it can investigate where recorded buying journeys continued and where they stopped.

Review an individual visit to understand the wider pattern. Selected services, answers and pricing help the business understand what the buyer was considering when it reviews a point of friction.

Explore the storefront journey 

Give the review a concrete starting point.

What was the customer considering?
Look at the selected property and services.
What shaped the quote?
Inspect the recorded measurements, answers and the calculated price and contributing details.
What happened next?
Review progression, key events and the available result.
Recorded quote history distinguishes a returning buyer who ordered from a journey with no later order recordedTwo illustrative Canadian-dollar surface-cleaning quote histories. Q-302 at 72 Oak Street covers an eight-hundred-square-foot driveway and four-hundred-square-foot patio for one hundred fifty-six dollars. It was saved September 1 at 17:42, resumed after sign-in September 2 at 14:04 and subsequently produced completed purchase O-302. Q-336 at 18 Birch Road covers a twenty-by-thirty-foot driveway, six hundred square feet, for one hundred eight dollars. Its latest recorded event is price calculation on September 2 at 15:20, with no later order recorded in this example. Both retain their scope and supplied water-access answer. The missing later event does not establish why the buyer stopped, permanent abandonment or a lost sale.Compare the recorded journeys.Q-302 · 72 Oak StreetQ-336 · 18 Birch Road1,200 sq ft$156CAD quote600 sq ft$108CAD quote1 Sep saved · 2 Sep returnedOrder O-302Purchase completed2 Sep 15:20 · price calculatedNo order recordedReason is not established Two recorded quote histories have different documented outcomesIllustrative Canadian-dollar quotes. Q-302 at 72 Oak Street retains 400 square feet of patio and 800 of driveway, supplied water access Yes and a 156-dollar quote. Saved 1 September at 17:42, it was resumed after sign-in 2 September at 14:04, then became completed purchase O-302. Q-336 at 18 Birch Road retains a 20-by-30-foot driveway, 600 square feet, supplied water access Yes and a 108-dollar quote. Its latest event is price calculated 2 September at 15:20, with no later order recorded. The missing later event does not establish why the buyer stopped, permanent abandonment or a lost sale.Compare recorded journeys.Q-302 · 72 Oak Street1,200 sq ft$156 CADQuotePatio 400 + driveway 800 sq ftWater access: Yes1 Sep 17:42 · saved2 Sep 14:04 · returnedAfter sign-inOrder O-302Purchase completedQ-336 · 18 Birch Road600 sq ft$108 CADQuoteDriveway · 20 × 30 ftWater access: Yes2 Sep 15:20 · price calculatedNo later order recordedReason is not established.
When the work needs an estimator

Keep the request accountable through the customer decision.

Public and customer quote-visit requests enter an office queue. Search and filter the requests, inspect customer, property and job details and whether the property is in the service area, and review the activity around the opportunity.

Arrange and complete the assessment

Schedule the visit, assign staff, reschedule where needed and send customer email updates. Keep route and service-area details available to the team assessing the property.

Record the visit outcome and attach the resulting quote, retaining the sales work beyond the calendar appointment.

Present the options and follow the response

Create a manual quote with its scope, measurements and price breakdown. Build customer alternatives, set timing and expiration, preview the result, generate the PDF and send the proposal.

Review the customer's response to the individual options. The office follows up on accepted work to arrange scheduling or continue into the appropriate order and invoice workflow.

Explore assessment administration Explore quote options and decisions 
A geographic outreach conversation creates a customer and pending order while retaining the campaign and sellerIllustrative Maple West campaign C-24 covers 2,416 properties. Its neighborhood excerpt shows two geographic selections and recorded door outcomes, not all campaign properties. At the highlighted 48 Cedar Avenue, Maya Chen, C-052, selects a displayed grounds-service offer of 64 Canadian dollars. The sale creates pending invoice-later order O-249 and retains Alex Rivera, U-037, as the seller together with the campaign and customer context. Office follow-up is still required; this originating outreach checkpoint is not paid, signed, invoiced, scheduled or completed work.A doorstep sale keeps its origin.C-24 · Maple West · 2,416 propertiesGEOBOX 01GEOBOX 02MAPLE CRESCENTCEDAR AVENUEOAK STREET48Order createdMaya ChenC-052 · 48 CedarSelected offerGrounds service$64 displayedO-249 · PendingInvoice laterOffice follow-upGeobox selection · door outcomesSeller: Alex Rivera · U-037Campaign and customer retained with O-249 An outreach sale retains the campaign, customer and seller with its pending orderIllustrative C-24 Maple West covers 2,416 properties. The map is a neighborhood excerpt with two geobox selections and recorded door outcomes; its selected marker is 48 Cedar Avenue. Maya Chen, C-052, selects a displayed 64 Canadian-dollar grounds-service offer. O-249 is pending, invoice later, with office follow-up required. Alex Rivera, U-037, remains the recorded seller. This originating checkpoint is not paid, signed, invoiced, scheduled or completed work.C-24 · Maple West2,416 campaign propertiesTwo geographic selections48Neighborhood excerpt · door outcomesNot visitedVisitedInterestedOrder48 Cedar AvenueMaya Chen · C-052Grounds-service visit$64 CADDisplayed offerO-249 · pendingInvoice later · office follow-upSeller: Alex Rivera · U-037Campaign and customerretained with the order.Not paid, signed, invoiced,scheduled or completed workat this checkpoint.
Preserve the originating sales channel

A doorstep opportunity can enter the commerce system.

Outreach representatives work a defined geographic campaign, record property outcomes and mark interested homeowners. The supported sales flow selects displayed services and eligible packages or contracts, reviews their totals and captures customer details.

The system creates a customer at the campaign's location and a pending order with the selling representative recorded, for the office to follow up and invoice. Keep the representative and campaign details available as the business continues the sale and arranges the work.

Campaign activity preserves visits, time at the door, notes and outcomes alongside the conversation that produced the opportunity.

Explore geographic outreach and direct sales 
Review the evidence before choosing the next action

Understand the opportunity in its own context.

Recorded buying sessions, assessed quotes and attributed outreach orders describe different paths into the business. Use the available detail to understand the scope, the customer's decision and the next office responsibility.

Quote Tracking is included with Professional and Business. Session detail and review follow the recorded activity and permissions available in your operation.

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