Give estimating a reusable material-cost foundation and give scheduled services clear supply requirements.
OrdexisOne brings supply records, service profiles, stock, purchasing, route preparation and field consumption into the operation. Your team can work with the material details needed at each stage of the job.
Maintain the material and supply records used in project estimating. Define the relevant units and cost information, then reuse those product details in the relevant parts of an estimate.
Search and browse the supply data, create the records your company needs, and update the information as the business maintains its material library. Estimators can build from a common foundation instead of personal spreadsheets.
A maintained material record that can be found and selected for estimating.
The unit
The relevant quantity unit used to describe the component.
The cost
The cost information available when building the estimate.
The estimate component
The part of the quote that uses the material record.
Input requirements for service delivery
Let the scheduled service define the preparation.
Define the supplies each service needs and how to calculate their quantities, including requirements based on measurements and any mixtures used.
Products and service supply requirements
Maintain consumable names, units, costs and working details. Service supply requirements connect those products to the quantities needed for the work, creating reusable requirements for preparation and forecasting.
Use that foundation for the service mix your company delivers, whether the products are cleaning supplies, seasonal treatments or other consumables you use.
Mixtures and packaged supplies
For services that use a mix, define the ingredients and quantities. Represent packaged inventory where required and retain the working units the preparation team uses.
Estimating supply records support quote construction. Service supply requirements guide preparation for scheduled work; each has a clear role in the operation.
Calculate required inputs from scheduled services and generate a route manifest. The crew's preparation can follow the products and quantities attached to the actual work.
A defined preparation workflow.
Generate and lock the manifest
Establish the route's material requirement and lock its preparation record.
Check, pick and load
Work through the required supplies before they leave with the crew.
Package and mix where needed
Complete the applicable preparation steps using your product and mix details.
Keep the manifest with the field work
Give crews the prepared material details with their assigned route, where supported.
Record products used at the property, with waste and returns retained separately. Input-usage logs preserve route, service and property context, so the office can follow the quantities behind the visit.
See material use alongside the result.
Routing Metrics brings input usage, waste, returns and actual cost into route and stop review. Filter the operating data by employee, customer, service, route or input to examine the work from a useful angle.
Review leading input costs, service performance, employee and customer profitability, or open a route's input and financial detail. The business can evaluate material consumption alongside the time and revenue involved in delivery.
Forecast future input requirements from scheduled work. Review demand alongside available stock, likely shortages, purchasing needs and cost implications.
Stock points define where inventory is held. Sources and supplier records support purchasing; a purchase order connects the required inputs to a supplier and destination. Receiving updates the available stock that preparation depends on.
Use the maintained supply records and the field's consumption history to keep material decisions connected to the services your company sells and delivers.
Use Material Supplies to build detailed estimates. Advanced Input Usage, inventory and preparation tools depend on your plan, service setup and available field access.
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