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 sessions and aggregate behavior, then inspect the address, selected services, measurements, answers and pricing behind a particular journey. Assessment requests and outreach sales have their own connected operating paths.

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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.
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 geographic context 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 from the supported buying workflow and configured commercial 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 aggregate behavior and inspect funnel progression. The office can see more than final orders: it can investigate where recorded buying journeys continued and where they stopped.

Use a particular session to add context to the broader picture. 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 calculated pricing context.
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
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/scope details and geographic qualification, 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 geographic context 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
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 an attributed pending order for invoice-later office follow-up. Keep the representative and campaign context 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 plan-dependent. Session detail and review follow the recorded activity and permissions available in your operation.