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.
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.
Order NowYour catalog shapes the customer’s choices.
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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.
The answer changes the calculation.
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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 checkoutArrange 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.
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.
Quote visit requests in the customer account.
In-Person Quote Visits
Request, track, reschedule, and manage quote visits from your dashboard.No in-person quote visits yet.
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.
The purchase stays with the customer.
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-serviceMake 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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