Online service booking

Let customers arrange the work.
Keep the details with it.

Give new and returning customers a branded path to buy available services, request an assessment and manage permitted booking changes. OrdexisOne carries the address, selected work and customer details into the order and schedule.

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The purchased service retains its property and qualificationPriya purchases O-302 for surface cleaning at 72 Oak Lane. A 20 by 20 foot patio and 20 by 40 foot driveway total 1200 square feet; the 40 by 30 house is excluded. Water access is answered yes. Configured quote Q-302 is156 Canadian dollars, and the September 2 purchase retains the property and selected scope for office fulfillment. Purchase is separate from appointment assignment.Buy the work with its details attached.Priya · 72 Oak Lane · WestHouseSelected surface work400 + 800 sq ft1,200 sq ft totalWater access: yesHouse excludedQ-302 · $156 CADO-302 · purchased2 September · office fulfillment follows the purchase A service purchase retains the property and work detailsPriya at 72 Oak Lane in West selects a 400-square-foot patio and an 800-square-foot driveway, totalling 1,200 square feet. The house is excluded and water access is yes. Quote Q-302 is 156 Canadian dollars. Order O-302 was purchased on 2 September; office fulfillment follows, and no appointment or staff assignment is asserted.Buy the work withits details attached.Priya · 72 Oak Lane · West400 + 800sq ft selected1,200 sq ftWater: yesHouse excludedQ-302 · $156 CADO-302 · purchased2 SeptemberOffice fulfillment follows.Purchase does not assign staff.

A useful booking starts before the calendar.

The office needs to know what the customer purchased and where it will be delivered. Collect those facts in the buying journey so the work reaches operations with clear service and purchase details.

Qualify the address
Verify the property and determine which location serves it. Coverage checks use configured boundaries and routes so customers can see the services available to that address.
Choose the service
Browse individual offers, eligible bundles and ongoing plans. Categories, grouped offers, search and your residential or commercial availability settings help customers find the work they need.
Describe the job
The selected service collects its required quantities, measurements or condition answers. Easy Quote and service forms ask relevant follow-up questions instead of asking every buyer the same questions.
Review the offer
Present the configured price, additions and applicable billing frequency. Customers can adjust eligible selections, save their quote or continue with the purchase.
A connected purchase

Bring identity, agreement and payment into the booking.

Existing customers can sign in and new customers can register within checkout. Contact details and configured business terms join the selected work before the transaction proceeds.

Where required for a supported single-contract purchase, customers review the agreement's pages, enter their legal name and declaration, and type or draw a signature as your setup allows. The agreement keeps the signing record.

With Stripe set up, checkout accepts available saved payment methods or new payment details, with the option to save them for later use. Completing the checkout creates the order for your office to fulfill.

Explore connected checkout 
Assessed work has a booking path too

Arrange a quote visit with the scope already attached.

The in-person request collects the verified property, contact details and description of the work before submitting it for office scheduling. A request becomes a recorded sales appointment whose status the customer can check.

Before the assessment

Customers receive an access code to look up the request and review the scheduled visit. They can request a permitted reschedule, use flexible scheduling options where configured or cancel the request.

After the quote is issued

The customer can review the proposal, compare available options and respond with an acceptance, decline or note. Acceptance records the selected option for the office to follow up, arrange scheduling and complete the appropriate purchase steps.

The assessment preserves the measured repair and selected optionIllustrative QV-341 at 72 Oak Lane, assessed by Riley on September 8 from 11:03 to 11:27. A 24-foot repair section is identified within the 40-foot front gutter. Customer selects Q-341 option A,24-foot repair for 180 Canadian dollars. Option B,40-foot replacement for 320 dollars, has no response. Accepted option A requires office follow-up; it is not booked repair work.Assess the work. Retain the decision.QV-341 · 72 Oak Lane · Riley40 ft front gutter24 ft repair section8 Sep · assessed 11:03–11:27A · repair $180B · replace $320AcceptedNo responseQ-341 · office follow-up before scheduling An assessed repair and the customer decision stay togetherQV-341 at 72 Oak Lane was assessed by Riley on 8 September from 11:03 to 11:27. A 24-foot repair section lies within a 40-foot front gutter. Quote Q-341 option A, repair for 180 Canadian dollars, is accepted. Option B, replacement for 320 Canadian dollars, has no response. The accepted option requires office follow-up before scheduling.Assess the work.Retain the decision.QV-341 · 72 Oak Lane · Riley40 ft front gutter24 ft repair section8 Sep · assessed 11:03–11:27A · repair $180AcceptedB · replace $320No responseQ-341 · office follow-upbefore scheduling
Explore the complete quote-visit workflow 
The next visit

Give returning customers a way to act.

The customer portal keeps upcoming services and historical purchases available after the first booking. Customers can see the property and service details, request schedule changes where permitted and understand relevant account or service status.

Returning customers act without losing their service historyJamie, C-051, at 48 Maple Crescent has a completed September 8 service with invoice I-208 paid at 64 Canadian dollars. The next September 15 visit remains scheduled while request R-12 asks for September 17 and is pending. A repeat purchase depends on current offer eligibility; no new order is shown.Jamie · 48 Maple CrescentService history stays with the next request.8 SEP · COMPLETED$64 paidInvoice I-20815 SEP · SCHEDULED17 Sep requestedR-12 · pending decisionReorder an eligible past serviceCurrent catalog and renewal rules govern the purchase.A pending change is not a confirmed new appointment. Service history stays with a pending schedule requestJamie at 48 Maple Crescent has a completed 8 September visit with invoice I-208 paid at 64 Canadian dollars. The 15 September visit remains scheduled. Request R-12 asks for 17 September and is still pending. A request is not a confirmed new appointment. Any repeat purchase depends on current offers and renewal rules.Jamie · 48 Maple CrescentService history and the next request8 SEP · COMPLETED$64 paidInvoice I-20815 Sep · scheduled17 Sep requestedR-12 · pending decisionA request is not a confirmednew appointment.Reorder an available serviceCurrent offers and renewal rulesstill apply to the next purchase.

Reorder services that are still available.

Customers can reorder past individual services, eligible packages and eligible contracts. Current catalog availability and renewal rules govern the next purchase; an unavailable offer can return the customer to the catalog or a new quote request.

Keep schedule questions with the service history.

Quote visits remain visible alongside the customer's service relationship. Supported account and support actions let the customer manage routine requests without losing the history of the work already arranged.

Explore customer self-service 

Make booking part of your operation.

Configure your catalog, coverage, customer actions and payment providers in OrdexisOne. Advanced offers and support capabilities vary by plan and configuration.

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