Air duct cleaning business software

Qualify the property. Prepare the visit.

Sell cleaning services with the property and system details attached. OrdexisOne connects your service menu, customer questions, crew schedule, field work and billing in your company's branded environment.

Duct cleaning scope retains the system, areas and access supplied for the propertyIllustrative Dana at 23 Alder Avenue has one reported system with twelve supply registers and three returns. Ground-floor living, study, dining and kitchen each have two supply registers and the shared hall two returns. Two upstairs bedrooms each have two supply registers and the shared hall one return. Basement access is confirmed. The configured duct-cleaning order O930 covers this scope; a dryer-vent request has unconfirmed outlet access and is separate assessment work. This is an illustrative service scope, not verified duct routing, an engineering drawing or a health claim.23 ALDER AVENUE / CAPTURED CLEANING SCOPEDefine the system before the visit.GROUND FLOORLivingStudyDiningKitchen2 returnsUPPER FLOORBedroom 1Bedroom 21 return1 reported system12 supply · 3 returnBasement access confirmedDryer vent: separate assessmentOutlet access not yet confirmedSupply registerReturnIllustrative captured scope · areas and counts only, not duct routing or an engineering plan23 ALDER AVENUE / O9301 system · 12 supply · 3 returnGROUND FLOORLivingStudyDiningKitchen2 returnsUPPER FLOORBedroom 1Bedroom 21 returnBasement access confirmedDryer-vent outlet unconfirmed · separate assessmentSupplyReturnIllustrative captured scope · not hidden duct routing

The price starts with what you are cleaning.

A service label alone does not describe the property. Translate the questions your office already asks into configured service forms, then keep the answers with the buying journey.

Property and coverage
Qualify the address against your operating area and location. Present the catalog and geographic pricing that apply to the property before the customer builds an order.
System and service scope
Ask for the information your offering needs: the areas to be serviced, relevant system details and the work the customer is requesting. Configure quantities and pricing methods to match how your company sells.
Access and job conditions
Use service-specific questions for access or other conditions that affect preparation, price or eligibility. Conditional questions can expose the relevant follow-up instead of asking every customer everything.
Work needing an assessment
Move uncertain or complex scope into a quote-visit request. Property, contact information and the requested work reach the office together for scheduling.
Your services, ready to buy

Present the complete cleaning offer.

Build individual services, packages and eligible add-ons around the work you actually deliver. If you offer dryer-vent cleaning alongside duct cleaning, make the scope and pricing of each clear in the configured catalog.

Set service descriptions, visibility, applicable customer types and geography. Customers review the calculated price and options before continuing through the purchase path.

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For work your rules can price

Configured checkout brings account details, business terms, any required agreement and provider payment into the branded buying session. The resulting order gives the office the purchased scope to arrange and assign.

Eligible returning customers can reorder supported services from their account; work that no longer qualifies returns to the appropriate catalog or quote path.

For work that needs a site visit

Schedule the requested assessment and prepare a manual quote with services, custom scope, pricing detail and alternatives where useful. Customers can review the packet, download the PDF and respond online.

Their accepted option records the decision for office follow-up. Your team confirms the next appointment and continues the order or invoicing process.

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Prepare the crew for the property

The sold work should shape the service day.

Carry the customer, property and selected service into an assigned appointment. Crews need the work they are delivering and its access context; dispatch needs to see those appointments across the available team.

The duct appointment and equipment upkeep retain their own recordsIllustrative O930 at 23 Alder Avenue is assigned to Riley for October 6, 09:00 to 12:00. Scope is one system, twelve supply registers and three returns, with rear-entry basement stair access. Asset AD04 has a separately recorded three-hour usage event, changing runtime from 148 to 151 hours. Its configured 150-hour maintenance rule is exceeded by one hour and work order MW930 is open. This is a post-use equipment record beside the appointment context; a scheduled appointment is not proof of service completion. No equipment object, live telemetry or automatic lockout is shown.O930 / 6 OCTOBER / RILEY23 Alder Avenue09:00–12:00 · duct cleaning appointment1 system · 12 supply · 3 returnRear entry · basement stairs · access confirmedAD04 / RECORDED USE AFTER THE WORK148 h + 3 h logged = 151 h148 h before150 h rule151 hMW930 open · 1 h beyond the ruleUsage and maintenance stay with the asset.Illustrative asset rule · bar shows the 148–151 h usage interval

Plan visits with the service attached

Use day, week, month and staff-comparison calendar views to schedule one-time work. Assign staff, adjust appointment details or reassign work when the day changes, while preserving its customer and service context.

Maintain your operating equipment

Manage the vehicles and equipment your business owns with asset records, usage and maintenance work. Record supported operating costs and maintenance rules so the tools behind the service remain part of the operation.

Review the assigned route

The staff portal presents assigned stops, service and property details, route sequence and map context. Quote visits and service jobs can both be part of the staff workspace.

At the service address

Record what the crew did and what needs attention.

The field workspace connects activity to the property. Staff can work with assigned service details, track the visit and submit reports that give the office operational context for follow-up.

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Time at the property

Supported entry and exit events, on-site and hold timers, and manual timing assistance help distinguish the time spent delivering work from time spent travelling.

Conditions and exceptions

General field, hazard and incident reports provide a place to record issues encountered during the visit. The office can review the context when arranging additional assessment or follow-up work.

A usable operating history

Keep the customer, service, appointment and recorded activity connected. Available route and service metrics help you review where time went and which work requires a closer look.

Staff workflows use a responsive browser-based PWA. GPS, maps and other device-dependent behavior require the relevant permissions and configuration.

From service to settlement

Make the invoice as clear as the scope.

Present the customer with their charges, invoice PDF and payment history through the branded account. The office can review invoices and payment records in the same operating environment used to manage the work.

Configured invoice policies control when invoices are issued and how eligible recurring billing is handled. Processing outcomes and history support office oversight.

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The relationship after the clean

Give customers a reason and a way to come back.

Keep completed service, invoices, upcoming work and support accessible through your own branded customer portal. When the customer needs service again, the account already belongs to your business.

The completed duct service and later customer question stay in one accountIllustrative Dana at 23 Alder Avenue retains October 6 completed duct service O930, field record FR930 and invoice I930 paid 240 CAD through P930. On October 8, Dana opens support request R930 asking to arrange assessment of the separate dryer-vent outlet access. The request is open and an assessment appointment is not yet assigned. The new request is not included in the completed duct-cleaning invoice. No universal cleaning interval, automatic renewal or health benefit is implied.DANA / 23 ALDER AVENUEThe next question keeps its context.OCT06Duct service O930 · completedFR930 · I930 $240 paid · P930 retainedOCT08R930 · dryer-vent assessment requestOutlet access question · open · visit not assignedIllustrative account history · separate service request, not a recurring due date
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Offer repeat service on your terms

Use eligible reorder actions for individual services and packages. If your business offers ongoing commercial service, configure the agreement, recurring appointments and billing around that actual offering.

Keep communication recognizable

Use branded email templates with supported customer and service data. Customer support requests and conversations stay in the account, giving the office a place to handle questions after the visit.

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Understand the business behind the route

Review available staff, service and customer performance using recorded field time, revenue and costs. For multiple locations, configure shared services and branding while retaining local pricing, geography and operating control.

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Build your duct cleaning business in OrdexisOne.

Your service catalog, sales, operations and customer accounts in a dedicated branded system. Advanced services, packages, agreements and automation depend on the selected plan and configuration.

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