Branded email & operational notifications

Keep people informed in the context of the work.

Give customer messages, quote updates, support conversations and hiring notifications a place in the operation. Configure mail delivery, build reusable branded emails and carry relevant business information into supported communications.

The recipient should recognize your business and understand what the message means for them. Connected records and configurable templates help your team communicate with that purpose.

Order Now
Operational messages carry the recipient and the relevant recordIllustrative communication content under Maple Services branding. Priya’s O-335 patio service at 72 Oak Lane is scheduled for September 22, 13:00 to 14:00, covering 400 square feet. A separate Q-341 quote context retains the accepted 24-foot gutter repair option A at 180 Canadian dollars with office follow-up still required. Morgan’s A-219 interview IV-219 has a confirmed new time of September 14, 11:00 to 11:30. These are examples of message content and underlying record states, not sent-message or delivery evidence.MAPLE SERVICESIllustrative message contentSERVICE UPDATEPriyaO-335 · 72 Oak LaneYour patio visit22 September13:00–14:00400 sq ft · scheduledQUOTE CONTEXTPriyaQ-341 · 72 Oak LaneGutter repair24 ft · option A$180 · CADAccepted · office follow-upINTERVIEW CONTEXTMorganA-219 · IV-219Your interview14 September11:00–11:30New time confirmed
Communications with a purpose

Different moments need different information.

OrdexisOne includes communication inside the workflows your business uses to win work, serve customers and grow its team. Each workflow keeps the relevant recipient and record in view.

Customer access

Customer registration, email verification and password recovery support access to the branded account. Customers can maintain their contact details and manage available email and account-notification preferences.

Explore the customer portal

Quotes and assessment visits

Preview and send manual quotes, then review the customer's response. Quote-visit administration lets the office schedule or reschedule an assessment and send customer email updates with the request and visit context available.

Explore quote visits

Customer support

Keep messages, attachments, status and activity with the support ticket. Configure support categories, business hours, service-level expectations and notification behavior to suit the way your office handles customer issues.

Customer support is plan-dependent.

Hiring and applications

Applicants verify their email before submitting a complete application. Configure new-application notifications, multiple recipients and a backup recipient in Careers Settings so incoming interest reaches the responsible team.

Explore Careers and Hiring
Reusable email content receives the right customer and service detailsIllustrative E-09 email content preview for Maple Services. Customer Priya, C-074, and order O-335 provide the recipient and scheduled patio visit at 72 Oak Lane on September 22 from 13:00 to 14:00. The composed message addresses Priya and displays that visit, property and order reference. Highlighted values show recipient and service context supplied to reusable content; the field labels are conceptual, not asserted merge-tag syntax. The illustration is a content preview, not a delivered message.Reusable content, filled by the record.E-09 · illustrative email previewCUSTOMERPriya · C-074ORDERO-33572 Oak Lane22 September13:00–14:00MAPLE SERVICESYour upcoming patio visitHi Priya,Your service is scheduled for22 September · 13:00–14:00at 72 Oak Lane.Order O-335Review your scheduled serviceCustomer + business + service context
Reusable content, relevant details

Write the message once. Supply the right business context.

The Email Templates editor provides a searchable merge-tag library for customer, business, order, invoice, service, contract and other supported fields. Reusable content can adapt to the recipient and business event through the fields available to that message.

Build the presentation with text, images, buttons, tables, columns and nested containers. Control typography, colors, spacing and global styles so your operational communications feel like your business.

Preview desktop and mobile output, inspect the rendered message and send controlled tests from the template editor before relying on the content.

Explore the visual email builder
Configuration and responsibility

Give delivery, content and preferences deliberate settings.

Configure the mail connection
Maintain SMTP or mail-delivery configuration in General Settings alongside business identity, regional information and supported notification preferences. The enabled workflow and configured mail service provide the delivery path.
Maintain the message library
Browse and search templates, edit or duplicate existing content, and remove eligible templates. Review the actual rendered output and use controlled template tests when updating your communications.
Respect available customer choices
Customers manage available email and account-notification preferences in their account. Keep the communication settings and contact information used by the business current.
Route hiring notices to the team
Use Careers Settings for new-application recipients and the backup recipient. Configure the public careers content and inherited or permitted careers branding alongside those notices.
Beyond the message

The customer can return to the underlying account.

A useful update is part of an ongoing relationship. The branded customer portal keeps supported services, invoices, payment history, quote visits and support conversations available in the customer's account.

For hiring, the application-status page lets candidates review their stage and timeline, see interview information, confirm attendance or request a new time. The office retains the relevant decision and scheduling controls.

Explore connected customer records Explore candidate self-service
The customer account retains the service relationship beyond a messageIllustrative account context on September 21 for Priya, C-074, at 72 Oak Lane. Upcoming patio order O-335 remains scheduled for September 22, 13:00 to 14:00, with Alex assigned and 400 square feet of patio scope highlighted. The earlier O-302 service completed September 8 and invoice I-302 was paid at 156 Canadian dollars. Support request R-302 remains open with Taylor: keep the gate closed. Upcoming work, prior payment and support are distinct records in the same customer relationship. No message delivery or click-through event is asserted.Priya · one ongoing service relationshipC-074 · 72 Oak Lane · 21 September400HouseO-335 · upcomingPatio · 400 sq ft22 September13:00–14:00Alex assignedScheduled servicePrevious visit · 8 SepO-302 completedI-302 · $156 paidR-302 · support openKeep the gate closedTaylor · office follow-upUpcoming work, payment history and support stay connected.

Your business identity, carried into the conversation.

Configure the delivery, maintain the templates and keep the recipient's next step clear. The connected workflow supplies the operational context.

Available messages depend on the configured workflow. Careers and customer support are plan-dependent.

Order Now