Present the chosen scope in a professional packet
Organize alternatives, set timing and expiration, preview the proposal and provide a PDF. The customer can review the details online, accept or decline options and add a response note.
Installs, service, and agreements.
Sell and deliver site-specific installation and service work through your own branded operation. Keep the customer site, assessed scope, proposal, assigned staff, recurring visits and invoices connected in OrdexisOne.
Give your office a complete commercial and service record, and give customers a place to review their work, appointments and account.
Office proposal preparation: retain the customer site, defined installation scope and alternative prices in a draft quote packet. Customer response and assigned installation are separate steps.
Make the assessment useful before anyone arrives.
An installation inquiry and a service request for an existing site need different questions. Configure your intake around the work your business provides, whether that is alarm installation, camera work, access-control installation or a scheduled service visit.
Qualify the property against your operating geography and location. Bring the customer's contact information, site and requested scope into a quote-visit request for office scheduling.
Explore quote-visit requests →- The customer's objective
- Ask which service is needed and what the customer wants addressed. Configure service-specific and conditional follow-up questions to collect the relevant scope.
- The property and access arrangements
- Capture the site context and practical visit conditions your staff need. Keep that request connected to the customer and property when the office schedules the assessment.
- The appropriate commercial path
- Offer a defined service through configured catalog rules where suitable. For a site-dependent installation, use an assessment and manual quote to establish the proposed work before the customer decides.
Describe the installation, its scope and its alternatives.
Build a manual quote against the customer and property using services, custom work, price breakdowns and notes. For an installation covering different areas of a site, explain what each option includes so the customer understands the decision.
Office quote packet: defined scope and alternative prices, before the customer response.
Keep the decision available for office follow-up
Quote acceptance records the selected option. Your team then confirms the next steps, arranges the installation and continues the order or invoice workflow with the customer choice available.
Use your catalog for defined offerings
Configure service descriptions, quantities, pricing, conditions and availability for the offerings your company can sell directly. Eligible customers review the price and complete account details, terms and configured payment through branded checkout.
Explore service commerce →Bring the agreement into the purchase
Configure the agreement content for supported service offerings. When required in checkout, the customer reviews the terms and provides the configured typed or drawn signature within the purchase path.
Explore agreement content →Give installation and service visits a clear place on the schedule.
Connect each appointment to the customer, property, service and relevant order. Assign staff and review commitments in day, week, month or staff-comparison calendars.
When work needs another visit, create the follow-up against the same customer and site. Edit appointments, change status or reassign staff as the office confirms arrangements.
Explore scheduling and dispatch →Prepare staff with the site context
The staff portal presents assigned service and quote visits with customer, property and service details. Route sequence and map context support the day's work in a supported phone browser.
Keep field activity with the visit
Use supported property entry and exit, driving, on-site and hold timers, and manual timing assistance. General field reports, hazards and incidents give the office operational detail for follow-up.
Maintain your business equipment
Manage your own vehicles and operating equipment with asset records, supported usage, maintenance rules and work orders. Keep the resources behind installation and service delivery visible to the business.
Explore equipment management →Field tools use a responsive PWA. GPS and map behavior depend on permissions, supported devices and configured providers.
Mobile field reporting: record a hazard, incident or observation against the assigned property.
Hi, Alex Morgan
3Jobs
1Done
1In progress
1Quotes
Jobs Today 3
Quote Visits Today 1
386 Maplebank Avenue
14:30 · Service assessment
Jordan Lee · Halifax
My performance
Average Rating —
My Tickets 0
Your work for today
3Services
2Timed
1Day jobs
Choose a day
Assigned jobs
Route preparation details
Assignment Scope
3 assigned service properties · Halifax
Review assigned services and property instructions
Selected day:1 completed · 264 Cedarhaven Road in progress · 386 Maplebank Avenue scheduled.
Your work for today
1Quote Visits
1Timed
0Day jobs
Choose a day
Quote visit queue
Route preparation details
Quote Visit Route
1 scheduled quote visit assigned to you for the selected day.
Quote visits come from office scheduling. Open the map, then start the quote route when you are ready to drive.
Selected day:386 Maplebank Avenue · 14:30 assessment. Open the quote route to review the visit.
264 Cedarhaven Road
Seasonal cleanup · In progress
Next arrival 10:51Route left 0.8 kmTime left 48 min
0.8 kmTo next
3 minDrive next
11:18Finish ETA
On site: 12 minCompleted: 1 stopRemaining: 2 stops
Directions
Current: 264 Cedarhaven Road, Halifax.
Next: 386 Maplebank Avenue · Seasonal cleanup.
Finish the current property before continuing to the next stop.
Map appearance
Your map marker
Choose how your position appears on the map.
Local appearance preferences · No live position is requested.Add Report
264 Cedarhaven Road · Seasonal cleanup
Alex Morgan · Halifax ·
Fictional sample assignments · Local preview only.
Build ongoing service around what your company agrees to deliver.
If you provide scheduled checks, maintenance or repeat site visits, define the service relationship in your catalog and agreements, then plan the actual appointments and billing.
Define the included work
Configure the services, duration, billing frequency and terms for the ongoing offering. Clearly describe what the customer is purchasing and the conditions that apply.
Schedule recurring visits
Create recurring appointment patterns and assign staff. The office can see repeat commitments alongside installation projects and one-time service calls, with the customer and site context attached.
Keep changes accountable
Adjust appointments or staff assignments when arrangements change. Customers can use permitted rescheduling and account actions under the rules you configure.
Configure the included service and contract offer, or explore its separate invoice policy.
NorthlineServices · Contracts
Create Contract
Create Service Contract
NorthlineServices · Contracts
Create Contract
Create Service Contract
An account that continues after installation
Give customers access to their service and billing history.
The branded portal brings services, upcoming appointments, quote visits, invoices and support together. Customers have a clear place to review their account or raise a question about work at the site.
Eligible reorder and permitted rescheduling actions support routine requests. Support tickets and conversations preserve context when the office handles follow-up.
Explore customer self-service →Bill the installation and ongoing service clearly
Present invoices with charges, totals, a downloadable PDF and payment history. Configured invoice policies control timing and eligible recurring cadence, with processing outcomes and history available to the office.
Explore invoicing →Automatically reconcile matching e-transfers
When enabled and configured, supported e-transfer notifications reconcile automatically if all configured security checks match. A security mismatch sends the exception to the office for review.
Explore automatic reconciliation →Keep communications under your brand
Use branded email templates with supported customer and service data. The service storefront, customer account and staff workspace all belong to your dedicated company environment.
Explore branded email templates →E-transfer reconciliation availability: Growth, Professional or Business with a separate, dedicated payment inbox. All five security checks must match; mismatches require staff review.
See the business across installations and service visits.
Review available staff, service and customer reporting with recorded driving, on-site and hold time, revenue and cost coverage. Use that context to understand the effort behind projects and recurring service accounts.
Explore operating reports →Keep location and team responsibilities clear
Configure role access for estimating, scheduling, field work and administration. Multiple locations can share selected catalog and brand settings while retaining local pricing, geography, time zones and independent settings where needed.
Explore multi-location control →Build your installation and service business in OrdexisOne.
Select the capabilities your operation needs. Advanced catalog, agreements and automation depend on plan and configuration; payment and map features require provider connections.