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 include the relevant business details in the messages your system supports.

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.

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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 Service, quote and interview messages keep their own record detailsIllustrative Maple Services message content: Priya’s O-335 patio service at 72 Oak Lane is scheduled for 22 September from 13:00 to 14:00 for 400 square feet. Separately, Q-341 option A is an accepted 24-foot gutter repair for 180 Canadian dollars, still requiring office follow-up. Morgan’s interview IV-219 for application A-219 has a confirmed new time of 14 September from 11:00 to 11:30. These are record and content examples, not message-delivery evidence.MAPLE SERVICESIllustrative message contentService update · PriyaO-335 · 72 Oak LanePatio · 400 sq ft22 September13:00–14:00ScheduledQuote decision · PriyaQ-341 · 72 Oak LaneGutter repair · 24 ft · option A$180 CAD · acceptedOffice follow-up requiredInterview · MorganA-219 · IV-21914 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. The office can schedule or reschedule a quote visit and email the customer, with the request and visit details 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 included with Business.

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 message content uses the customer and scheduled-service recordIllustrative E-09 preview: customer Priya C-074 and order O-335 supply the customer name, 72 Oak Lane address and scheduled 22 September 13:00–14:00 patio visit to Maple Services email content. The resolved message retains the order reference and invitation to review the scheduled service. Labels identify conceptual record details, not merge-tag syntax. No delivery is asserted.Reusable contentPersonal details from the record.CUSTOMERPriya · C-074ORDERO-335 · 72 Oak Lane22 Sep · 13:00–14:00MAPLE SERVICESYour upcoming patio visitHi Priya,Your service is scheduled for22 September · 13:00–14:00at 72 Oak Lane.Order O-335Review your scheduled serviceE-09 · illustrative email preview
Reusable content, relevant details

Write the message once. Supply the right business context.

In Email Templates, search the available personalization fields for customer, business, order, invoice, service, contract and other supported details. 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 grouped content. Control typography, colors, spacing and message-wide styles so your customer communications feel like your business.

Preview the message for desktop and phone, then send test emails from the template editor before using the content.

Explore the visual email builder 
Configuration and responsibility

Give delivery, content and preferences deliberate settings.

Configure the mail connection
Manage your mail-provider connection in General Settings alongside business identity, regional information and available notification preferences. Messages use the connected mail service and the features you have enabled.
Maintain the message library
Browse and search templates, edit or duplicate existing content, and remove templates where allowed. Preview the finished message and send test emails 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 shared or locally allowed 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. Upcoming work, a previous payment and an open request stay with the customerAs of 21 September, Priya C-074 at 72 Oak Lane has upcoming patio order O-335 scheduled for 22 September from 13:00 to 14:00, with Alex assigned and 400 square feet selected. Previous order O-302 completed on 8 September and invoice I-302 was paid at 156 Canadian dollars. Support R-302 remains open with Taylor for the request to keep the gate closed. These are separate records; no message delivery or click-through event is asserted.Priya · 72 Oak LaneC-074 · as of 21 SeptemberO-335Patio · 400 sq ftAlex assigned22 September13:00–14:00Scheduled servicePrevious visit · 8 SepO-302 completedI-302 · $156 paidR-302 · support openKeep the gate closedTaylor · office follow-upOne customer, distinct records.

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 included with Business.

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