The diagnostic visit may be only the beginning. Keep the reported fault, technician visit, repair quote, customer decision and follow-up appointment connected through the full repair.
OrdexisOne brings the office, staff and customer into your company's branded system, with service and payment history available when the customer returns.
Explore the repair relationship ↓Customer qualification for an appliance diagnostic visit.
A washing machine that will not drain and an oven with a heating problem need different initial context. Configure service questions around the appliance, reported issue and access information your office needs to arrange the visit.
Check the property against your configured service area and serving location. Ask the relevant service questions and use conditional follow-ups to gather more detail when the answers call for it.
Build catalog offerings for the diagnostic or service visits your company sells, using configured descriptions, prices, fees and eligibility rules.
Explore service qualification →Connect the customer, property and service to a scheduled appointment, then assign staff. Day, week, month and staff-comparison calendars let the office review capacity and make changes.
For work needing a quote visit, the request collects contact information, property and scope for office scheduling. The customer can review its scheduled status through the supported self-service flow.
Explore scheduling →The field workspace presents assigned stops and quote visits with customer, property and service details. Staff can review route sequence and map context in a supported phone browser.
Capture supported on-site and hold time and record general field reports. The visit produces operational context the office can use when preparing the repair decision.
Explore the staff workspace →Staff tools run in a responsive PWA. GPS and map behavior depend on supported devices, permissions and configured providers.
Create a manual quote against the customer and property using the work established by your team. Include services, custom line items, price breakdowns and scope notes so the proposal explains what is being offered.
Where there are different repair scopes to consider, present them as options in the same packet. The customer can compare the inclusions, review timing and expiration, download the PDF and respond online.
When a repair needs a later visit, keep the customer and property relationship intact. The office can review the quote decision and earlier service context while arranging the next appointment.
Create the repair appointment against the customer and property, connect the relevant service and assign the technician. Edit the time, reassign staff or update status as the office confirms arrangements.
If a part is required before your team can return, the office can use that readiness decision when scheduling. The customer's accepted scope remains available in the quote record.
Staff use supported entry and exit events, driving, on-site and hold timers, and manual timing assistance. Field, hazard and incident reports give the office a way to review operational issues encountered during the visit.
Customer, property, service and appointment records give the office context across the first visit and subsequent work. Billing and support remain in the same customer environment after the technician leaves.
Explore customer records →Mobile field reporting: record a hazard, incident or observation against the assigned property.
517 Cedarstone Crescent
14:30 · Service assessment
Jordan Lee · Winnipeg
Average Rating —
My Tickets 0
Your work for today
3 assigned service properties · Winnipeg
Review assigned services and property instructions
Selected day:1 completed · 396 Willowcrest Road in progress · 517 Cedarstone Crescent scheduled.
Your work for today
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:517 Cedarstone Crescent · 14:30 assessment. Open the quote route to review the visit.
Seasonal cleanup · In progress
Current: 396 Willowcrest Road, Winnipeg.
Next: 517 Cedarstone Crescent · Seasonal cleanup.
Finish the current property before continuing to the next stop.
Choose how your position appears on the map.
Local appearance preferences · No live position is requested.396 Willowcrest Road · Seasonal cleanup
Alex Morgan · Winnipeg ·
Fictional sample assignments · Local preview only.
Give customers one branded account for their service relationship. They can review upcoming work, quote visits, service history and invoices, or contact the business through a connected support request.
Review customer charges, totals, invoice PDFs and payment history in the invoice center. Customers can access their invoice and supported payment methods in the portal.
Configured policies control invoice timing and eligible recurring cadence, with processing history and outcomes available to the office.
Explore invoice operations →With the capability enabled and notification source configured, supported e-transfers reconcile automatically when all configured security checks match. A security mismatch sends the exception to the office for review.
Explore automatic reconciliation →Customers can use permitted rescheduling and eligible reorder actions within your configured rules. Support conversations stay with the account, giving the office a place to handle questions about previous work.
Use branded email templates with supported customer and service data to keep the company's communications recognizable throughout the relationship.
Explore customer self-service →E-transfer reconciliation availability: Growth, Professional or Business with a separate, dedicated payment inbox. All five security checks must match; mismatches require staff review.
Available route and financial reporting combines recorded staff, service and customer activity with driving, on-site and hold time, revenue and cost coverage. Use those records to review the operating effort behind diagnostic work and completed repairs.
Manage your own vehicles and equipment with supported usage, operating costs and maintenance work. Keep the resources used to deliver the service visible to the business.
Explore performance reporting →Explore equipment management →Your dedicated environment connects the storefront, customer account and staff workspace. Configure role access for the people handling intake, scheduling, field delivery and administration.
Multiple locations can share selected services and branding while retaining their own geography, pricing and operating settings where needed.
Explore location controls →Choose the enabled capabilities for your operation. Advanced catalog, agreements and automation depend on plan and configuration; payment and map services need their provider connections.
Equipment maintenance: configure a maintenance rule or prepare a work order for the assets supporting the visit. This example shows the maintenance forms.