Chimney sweep software

Inspection through repair follow-up.

A seasonal cleaning can finish in one visit. An inspection can uncover work that needs a separate quote. OrdexisOne keeps both connected to the homeowner, property and service history, from the first request to the next appointment.

Sell your configured services, prepare the sweep with the job details and give the office a clear way to act on the findings.

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The 47 Elm Court chimney service scope: flue, inspection and a separately quoted finding.Flat section through the chimney and fireplace at 47 Elm Court. One flue rises 42 feet from the firebox past the smoke shelf and open damper to the rain cap above the roof. The seasonal sweep follows the full flue path in one visit, and the inspection covers the cap, flue, smoke shelf, damper and firebox. A buildup finding between 12 and 18 feet is marked as work scoped in a separate quote, not included in the sweep. Illustrative service scope with independent drawing scales and no material simulation.CHIMNEY SERVICE / THE PROPERTY SCOPEThe sweep and the finding, on one property.42 ft12–18 ftRain capFlueFindingShelf · damperFireboxHearthSEASONAL CLEAN + INSPECTIONWhat the visit covers.47 Elm Court · one flue42 ft sweep · clean in one visitInspection covers cap, flue, damper and fireboxSweep — flue and fireboxInspect — cap, shelf, damper, fireboxFinding — buildup 12–18 ftScoped as a separate quoteReturn work is scoped from the finding, not assumed.Illustrative service scope · independent drawing scales · no material simulationCHIMNEY SERVICE · 47 ELM COURTOne property, two scopes.12–18 ftSweep · 42 ft flue — one visitFinding 12–18 ft · scoped separately

One property relationship, through cleaning, findings and follow-up work.

Before the appointment

Ask about the chimney before sending the crew.

The number of systems, the requested service and access to the work all affect preparation. Build the questions into your service offer so the customer describes more than an address and a preferred date.

Define the service

Make cleaning, inspection visits and other services you offer distinct catalog choices. Set included work, quantities, minimum charges and optional additions using the pricing models enabled for your business.

A homeowner buying a defined sweep should understand the scope they selected. A repair request can take a different path.

Capture the property details

Use service forms and conditional questions for system type, the number of fireplaces, access conditions and the concerns the customer wants reviewed. Relevant answers can reveal follow-up questions or configured pricing modifiers.

Coverage checks connect the address to the serving location before the customer continues.

Leave room for judgment

When the work cannot be priced from the answers alone, offer a quote-visit request. The office can review the request, schedule the visit and assign the staff member who will assess the scope.

The customer can follow the quote visit through the supported status and account experience.

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Two chimney enquiries answered against the same configured service questions: one is sold from the catalog and one needs a quote visit.Two house sections drawn at one shared scale on one floor datum, each answering the same configured service questions. At 18 Ash Road one flue rises from a 1.0 metre fireplace opening through a straight run to a single cap, the hearth is reached from the front with 1.1 metres clear, and the request is a cleaning, so the configured sweep applies and is sold from the catalog for one visit. At 72 Oak Street the same questions return two fireplaces served by two flues — the requested flue offsets 0.6 metres at the bend — the hearth is reached from the rear along a 0.8 metre path, and a draught concern has been raised, so the request cannot be priced from the answers alone and a quote visit is arranged with the scope assessed on site. No flue length is stated here, because 47 Elm Court carries the page's established figure. The drawing is schematic and the labelled dimensions are recorded service measurements, shown as an illustration rather than a compliance or safety conclusion.CHIMNEY SERVICE / SERVICE QUALIFICATIONThe answers decide which path the request takes.TWO ENQUIRIES · THE SAME CONFIGURED SERVICE QUESTIONS01 · 18 ASH ROAD02 · 72 OAK STREET1.0 mFlue runFireboxFront access1.0 mFlue run0.6 mFlue run2nd flueFireboxRear accessANSWERS RECORDEDOne flue · one fireplaceFront access · hearth 1.1 m clearCleaning requested, nothing elseANSWERS RECORDEDTwo fireplaces · two fluesRear access · 0.8 m pathDraught concern raised by the customerSold from the catalogSweep booked for one visitQuote visit arrangedScope assessed on siteIllustrative qualification · schematic drawing · labelled dimensions are recorded service measurementsCHIMNEY SERVICE · QUALIFICATIONThe answers decide the path.01 · 18 ASH ROAD02 · 72 OAK STREETOne flue · front accessTwo flues · offset runCleaning requestedDraught concern raisedSold from the catalogSweep booked for one visitQuote visit arrangedScope assessed on siteIllustrative qualification · dimensions are recorded service measurements

Let the customer buy a clear scope.

A configured service, ready to purchase

Eligible services can proceed through your branded storefront and checkout. The customer reviews the applicable terms and agreement, provides the configured signature and completes payment when the provider is connected. The resulting order gives the office the service and property context needed to arrange fulfillment.

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A finding that needs a quote

Prepare a manual quote with the proposed work, price breakdown, notes and expiry. Offer separate options when the homeowner needs to choose between scopes. They can review the packet, download a PDF and accept or decline an option with a response note.

Acceptance records their choice. The office then follows up with the appointment and appropriate order or invoice.

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The seasonal workload

Plan the round. Keep the work at each property clear.

Use day, week, month and staff-comparison calendars to arrange one-time visits and recurring patterns. Assign and reassign staff with the customer, property and service attached to the appointment.

A routine cleaning and a repair follow-up can share a customer record while keeping separate appointment scopes. The office can adjust the schedule without asking the next crew to reconstruct the earlier visit.

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One planned chimney visit at 47 Elm Court, sectioned: the load checked against the scope, then the route from the vehicle stop to the hearth and up to the terminal.A house in section at 47 Elm Court carrying one planned chimney visit. The sweep kit is checked against the scope before the crew leaves: one set of nine rods, two drop sheets at 3 by 4 metres, and one gauge and mirror each, recorded as counted sets rather than drawn as equipment. On site the visit runs in three marked positions: the vehicle stop, where the prepared load stays until it is carried to the door 4.8 metres away; the hearth, reached 5.3 metres inside the property past the door and the front window; and the terminal, 12.8 metres above the ground on a gable-end chimney whose flue rises from the firebox through a first-floor line to the rain cap above the roof. No equipment is drawn and no price, compliance or safety conclusion is stated: the counted sets and the measured distances are illustrative service values.CHIMNEY SERVICE / THE PLANNED VISITEach stop arrives with its route, access and load settled.PLANNED VISIT · 47 ELM COURT · WORK ORDER MW-021 · CREW ALEX RIVERA U-037LOADED FOR THE STOPRods1 set · 9Drop sheets2 · 3 × 4 mGauge and mirror1 eachCHECKED AGAINST THE VISIT SCOPE01 · VEHICLE STOP02 · HEARTH03 · TERMINALRoof accessterminal check4.8 m outside5.3 m inside12.8 mThe stop is prepared from the agreed scopeAccess, load and route recorded before the visit · week W19 · one visitIllustrative visit preparation · counted sets are recorded values · independent drawing scales, dimensions are service measurementsCHIMNEY SERVICE · THE PLANNED VISITPrepared before the crew leaves.01 · VEHICLE STOPLoad · 1 rod set · 2 sheets02 · HEARTH03 · TERMINALRoof accessto terminalRoute, access and load settled before the visitIllustrative visit preparation · counted sets are recorded values

Give the sweep a working record in the field.

At the assigned stop
Open property, customer and service details in the staff PWA. Route sequence and map context help staff work through assigned visits with the relevant scope at hand.
During the service
Record drive, on-site and hold time, service activity and field reports. Location-assisted arrival and departure depend on device permission and your operating configuration.
When something needs attention
Keep general reports, hazards and issues with the operational context. The office can review what was recorded and prepare the appropriate customer follow-up.
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After the findings

Turn a recommendation into an accountable next step.

A service note and an approved repair are different things. Preserve the reported issue, prepare the proposed scope and record the customer's decision before the office arranges the additional work.

The build-up recorded at 47 Elm Court, beside the quote packet that limits the proposed repair to 1.8 m of the 12.8 m flue run.A chimney in section through the property at 47 Elm Court, whose flue runs 12.8 metres — 42 feet — from the firebox floor to the rain cap. The visit recorded a build-up between 12 and 18 feet above the hearth, which is 3.7 to 5.5 metres, and the proposed repair covers that measured extent only: 1.8 metres of the 12.8 metre run. Beside it, quote packet Q810 records the reported issue, where it was recorded, the completed sweep over the full run, option O-241 repairing over 1.8 metres of flue, the alternative covering the full run that was not selected, and the customer decision accepted with a note. The office arranges the return only after that decision is recorded. Dimensions and record values are illustrative service measurements; no amount is printed and no compliance, safety or certification conclusion is drawn.CHIMNEY SERVICE / THE FINDING AND THE REPAIRA recorded finding is not yet repair work.REPORTED AT 47 ELM COURT · WORK ORDER MW-021 · QUOTE PACKET Q810QUOTE PACKET Q810REPORTED ISSUEBuildup 12–18 ftWHERE RECORDED3.7–5.5 m above the hearthSWEEPCompleted · full 12.8 m runOPTION O-241Repair over 1.8 m of flueALTERNATIVEFull 12.8 m run · not selectedCUSTOMER DECISIONAccepted · note recordedReturn arranged only after the recorded decision1.8 mRepair area12.8 mFinding recordedOnly the approved option becomes repair workSweep completed · repair proposed over 1.8 m of the 12.8 m run · decision recordedIllustrative repair scope · dimensions and record values are service measurements · no amount is printedCHIMNEY SERVICE · THE FINDING AND THE REPAIRA finding is not yet repair work.Finding1.8 mREPORTED ISSUEBuildup 12–18 ftSWEEPCompleted · full 12.8 m runREPAIR PROPOSEDRepair 1.8 m · option O-241Only the approved option becomes repair workIllustrative repair scope · no amount is printed

Explain what the additional work covers

Use quote notes and line items to separate the completed sweep from the repair being proposed. Alternative options help the customer compare scope and cost within one packet rather than across disconnected documents.

Prepare the return appointment

Once the choice is recorded, the office schedules and assigns the accepted work. Keep access instructions and customer context attached, especially when the return visit is handled by different staff.

Maintain the working equipment

Manage your equipment and vehicle records with runtime or distance, maintenance rules and work orders. Fuel, oil and eligible route usage contribute to the asset's operating history.

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Run the seasonal business in your own system.

Compare recorded driving and on-site time, service revenue and available cost information to understand the work behind a busy schedule. Review service performance with the coverage of the underlying operational data in view.

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Your brand carries across the public storefront, customer portal and staff experience. If the company expands, location controls support shared configuration where appropriate and local services, pricing, geography and staffing where needed.

Capabilities depend on the selected plan, configured services and connected providers. Field tools use a responsive browser-based PWA.

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