Construction and project-service software

Approved scope through every stage.

Keep the customer's agreed work connected to estimating, appointments, field records and payment. OrdexisOne gives project-based contractors a branded operating environment for the commercial and service work surrounding each property.

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One assessed property in plan with three marked construction work areas, each carrying its own measured quantity.A measured site plan at one scale for work order MW-021 at 47 Elm Court, drawn at forty units to the metre, showing the 17.0 by 6.0 metre house footprint with its interior partitions, door openings and swings, four windows and a kitchen counter run, the rear yard with its boundary fence and a shed, the rear access driveway, the front yard, the walk to the door and the street the property fronts. Three work areas are marked as defined scope: a rear footing area of 6.0 by 3.2 metres, 19.2 square metres of plan, holding a 5.6 by 0.6 metre footing pad; a framed partition run of 12.4 metres with a door opening; and a side entry landing of 2.4 by 1.2 metres with four steps. Those three measured components are what the estimate, the field visit and the invoice describe, and they are carried into production as the visits and supplies the project needs. Dimensions and quantities are illustrative service measurements taken at the assessed property.CONSTRUCTION / THE DEFINED PROJECTOne defined scope carries from the estimate to the invoice.MW-021 · 47 ELM COURT · MEASURED FOOTPRINT 17.0 × 6.0 mREAR YARDFRONT YARDELM COURTDRIVEWAYHOUSE6.0 m3.2 m01 · REAR FOOTING19.2 m²FOOTING PAD 5.6 × 0.6 m0.6 m02 · FRAMED PARTITION RUNDOOR12.4 m03 · SIDE ENTRY2.4 × 1.2 m + 4 STEPS2.4 mSHEDPROJECTMW-021 · 47 Elm CourtMEASURED ON SITEThree work areasCARRIED INTO PRODUCTIONVisits and suppliesDefined before productionEach marked work area keeps its measured quantity and its own scope componentIllustrative construction project · dimensions and quantities are measurements taken at the assessed property · one scale across the planCONSTRUCTION · THE DEFINED PROJECTOne defined scope from estimate to invoice.47 ELM COURT · MW-021 · ONE MEASURED PLAN01 · REAR FOOTING19.2 m²02 · FRAMED PARTITION RUN · 12.4 m03 · SIDE ENTRY2.4 × 1.2 m + 4 STEPSELM COURT · FRONT OF THE PROPERTYDefined before productionEach marked work area keeps its measured quantity and its scope componentIllustrative construction project · measurements are service measurements

The estimate, field visit and invoice should describe the same work.

Site conditions, material choices and the customer's selected option matter beyond the sale. Preserve that context when the office arranges people, supplies and follow-up visits for the project.

The commercial foundation

Expose the structure behind the price.

Build a manual quote around the assessed property, project components and work being proposed. Use measurements, scope notes and line-item breakdowns to explain how the selected work becomes a customer-facing price.

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Three measured construction components costed in material and labor, with the totals shown as the arithmetic that produces them and no price printed.An illustrative component estimate for work order MW-021 at 47 Elm Court. The measured basis is a section through the assessed footing area: the excavated area is 6.0 by 3.2 metres taken to 0.9 metres deep, the footing pad is 5.6 by 0.6 metres and 0.3 metres thick, and the excavation is backfilled to grade. That depth turns the measured area into quantities: 17.3 cubic metres of spoil and 1.0 cubic metre of concrete, requiring 8 labor hours. A framed partition run of 12.4 metres to 2.7 metres high measures 33.5 square metres and requires 32 studs at 400 millimetre centres and 33.5 square metres of board, requiring 6 labor hours. A side entry landing of 2.4 by 1.2 metres with four steps measures 2.9 square metres and requires 0.7 cubic metres of concrete, requiring 5 labor hours. The estimate carries three measured components, 1.7 cubic metres of concrete from 1.0 plus 0.7, and 19 labor hours from 8 plus 6 plus 5, with 17.3 cubic metres of excavation and 33.5 square metres of board with 32 studs. Cost and selling price are produced by the templates, rates and data the business configures, so no price is printed. Quantities and labor hours are illustrative service measurements.CONSTRUCTION / THE ESTIMATE STRUCTUREThe estimate exposes what each measured component needs.MW-021 · 47 ELM COURT · THREE MEASURED COMPONENTS · NO PRICE ISSUED YETTHE MEASURED BASISGRADEBACKFILL TO GRADEFOOTING PAD0.9 m0.3 mSECTION THROUGH THE ASSESSED FOOTING AREAExcavation 6.0 × 3.2 m at 0.9 m deep = 17.3 m³ spoilFooting pad 5.6 × 0.6 × 0.3 m = 1.0 m³ concreteDepth is what turns a measured area into a quantity.THE ESTIMATE COMPONENTSCOMPONENTMEASURED ON SITEMATERIAL REQUIREMENTLABOR01Rear footing and padExcavate 6.0 × 3.2 m to 0.9 m19.2 m²0.9 m deep · 17.3 m³ spoil1.0 m³ concretepad 5.6 × 0.6 × 0.3 m8 hLABOR02Framed partition runFramed 12.4 m run to 2.7 m high33.5 m²12.4 m × 2.7 m32 studs · 33.5 m² boardstuds at 400 mm centres6 hLABOR03Side entry landing and stepsLanding 2.4 × 1.2 m with four steps2.9 m²2.4 × 1.2 m + 4 steps0.7 m³ concretelanding and step unit5 hLABORWHAT THE ESTIMATE CARRIESConcrete 1.0 + 0.7 =1.7 m³Labor 8 + 6 + 5 =19 hoursExcavation 17.3 m³ spoilBoard 33.5 m² · studs 32Three measured componentsCost and selling price come from your configured ratesThe estimate depends on the templates, rates and data your business configuresIllustrative construction estimate · quantities and labor hours are service measurements · no price is shown because your business configures the ratesCONSTRUCTION · THE ESTIMATE STRUCTUREEvery measured component carriesits own material and labor.MW-021 · 47 ELM COURT · THREE COMPONENTS01Rear footing and pad19.2 m²Excavate 6.0 × 3.2 m to 0.9 m · 17.3 m³ spoil1.0 m³ concrete · 8 labor hours02Framed partition run33.5 m²Framed 12.4 m run to 2.7 m high · studs at 400 mm32 studs · 33.5 m² board · 6 labor hours03Side entry landing and steps2.9 m²Landing 2.4 × 1.2 m with four steps0.7 m³ concrete · 5 labor hoursWHAT THE ESTIMATE CARRIESConcrete 1.0 + 0.7 =1.7 m³Labor 8 + 6 + 5 =19 hoursCost and price come from your configured ratesThe estimate depends on the templates, rates and data your business configuresIllustrative estimate · quantities and hours are service measurements

Capture the requested work and site.

An in-person quote request brings the customer, property and scope into the office's queue. Schedule and assign the assessment, record its outcome and attach the resulting quote to that sales context.

Use maintained material and rate data.

Structured complex-quote workflows can combine measurements, material requirements, labor assumptions and configured price logic. Reusable supplies, rate matrices and calculator templates give estimators a shared foundation.

The result depends on the templates, rates and data your business configures. Review estimated cost and the selling price before issuing the proposal.

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Offer a clear scope decision.

Present one proposal or several alternatives in an option packet. Each option retains its details and price. Set timing and expiration, preview the customer result, generate a PDF and review the customer's response.

Terms, options and customer acceptance

Make the agreement part of the sale.

The customer needs to understand the selected work and the terms attached to it. Keep proposal decisions and the configured agreement process within your company's experience, with a recorded basis for the office's next action.

Govern the language you reuse.

Maintain contract-term templates, versions and reusable clauses. Assign relevant terms to services or packages and manage the commercial language your operation uses for access, scheduling, payment and other agreed conditions.

Signature settings control supported methods and when configured changes require signing again.

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Present the document in your brand.

The plan-enabled Visual Contract Builder supports multi-page agreements using company, customer, service, order and price context. Required elements are validated and the final agreement can be previewed before use.

In the supported signer flow, the customer reviews the pages, accepts the declaration and provides the required signature. A timestamped signing event is retained before continuing to the connected payment workflow.

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Acceptance gives the office a decision to act on.

When a customer accepts an issued manual quote, that records the selected option. Your office reviews the response, arranges the project appointments and continues into the applicable order, agreement and invoice workflow.

Bring the approved scope into practical production planning.

The job needs the people and materials to deliver it. Use the connected customer and property context when arranging appointments, staff assignments, supplies and the field information your team will need.

Arrange the visits and assignments.

Use day, week and staff calendars to schedule project work. Assign staff, edit appointments and arrange follow-up visits as the office manages the project. The property and service context stay available through those arrangements.

Staff workloads and appointment details give the office a practical view when assigning another visit or changing the schedule.

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Prepare supplies from maintained records.

Material records provide reusable units and costs for estimating. Supported stock, purchasing and receiving workflows help your operation manage the supplies it carries and the quantities being brought into stock.

Keep the project's selected material scope available when the team checks its preparation requirements.

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The prepared construction work area in elevation: the marked footing area with board and studs staged on it, and the crew and scope assigned to the visit.An elevation of the prepared work area at the rear of 47 Elm Court for work order MW-021. The property wall carries a rear door, two windows; a boundary fence stands at the left and the ground line runs across the drawing. The marked footing work area is six metres wide, and the material the estimate requires for the partition run is staged on it: 33.5 square metres of board and 32 studs, drawn as counted sets rather than to scale. The record beneath the drawing records the crew assigned to the work, Alex Rivera U-037 and Sam U-412, the material checked from maintained records, 1.7 cubic metres of concrete, 33.5 square metres of board and 32 studs, and the scope carried on the visit: the footing, the partition run and the side entry. Access, materials and the assigned crew are checked against the approved scope before the work starts. Quantities are illustrative service measurements.CONSTRUCTION / THE WORK AREAMaterials and crew are set at the work area.MW-021 · 47 ELM COURT · PREPARED FOR THE ASSESSED WORKBOUNDARY FENCEGRADEMATERIAL STAGED IN THE WORK AREA33.5 m² BOARD32 STUDSWORK AREA 01 · FOOTING6.0 mASSIGNED WORK SCOPECREW ASSIGNED TO THE WORKAlex Rivera U-037 · Sam U-412MATERIAL CHECKED FROM MAINTAINED RECORDS1.7 m³ concrete · 33.5 m² board · 32 studsSCOPE CARRIED ON THE VISITFooting, partition run and side entryPrepared against the approved scopeAccess, materials and the assigned crew are checked before the work startsIllustrative preparation record · quantities are service measurements · staged material is drawn as counted sets, not to scaleCONSTRUCTION · WORK AREA PREPARATIONMaterials and crew are set on site.MW-021 · 47 ELM COURT · WORK AREA 0133.5 m² BOARD32 STUDSWORK AREA 01 · 6.0 × 3.2 mPrepared against the approved scopeAccess, materials and the assigned crew are checkedIllustrative preparation record · quantities are service measurements
Field work and operating context

Keep what happens on site available to the office.

Your branded staff PWA shows assigned stops, service details and property information. Crews record travel, on-site and hold time along with supported field reports for hazards, incidents and general observations.

When an unexpected condition needs attention, the office has a recorded context for discussing the scope with the customer and arranging the next work. Supported usage entries keep consumed, wasted and returned inputs visible where that workflow is configured.

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A section through the working excavation where a service pipe was found at 0.6 m, with the travel, on-site and hold time recorded against the assigned stop.A section through the footing area at 47 Elm Court for work order MW-021, taken to the assessed depth of 0.9 metres. In the excavated ground a service pipe is exposed at 0.6 metres below grade, shown in section with a callout, and the work is held at the assessed depth. Against the assigned stop the crew recorded travel of 30 minutes, 2 hours 30 minutes on site and 30 minutes on hold, a total of 3 hours 30 minutes; the recorded time is drawn as a bar whose segments are proportional to those durations. The stop, the depth found and the time held stay with the property record, so the office has a recorded context for discussing the scope with the customer and arranging the next work. Durations are illustrative service measurements and the section is a schematic of the working excavation rather than a scaled site drawing.CONSTRUCTION / THE ASSIGNED STOPThe site record is kept as the work happens.MW-021 · 47 ELM COURT · FOOTING AREA 01 · RECORDED ON SITEGRADESERVICE PIPE EXPOSED AT 0.6 mWORK HELD AT THE ASSESSED DEPTH0.9 m0.6 mRECORDED TIME AT THE ASSIGNED STOPTRAVEL 30 minON SITE 2 h 30 minHOLD 30 minTOTAL RECORDED3 h 30 minA recorded condition the office can act onThe stop, the depth found and the time held stay with the property recordIllustrative site record · durations are service measurements · the section is a schematic of the working excavation, not to site scaleCONSTRUCTION · THE ASSIGNED STOPThe visit is recorded as it happens.MW-021 · 47 ELM COURT · FOOTING AREA 01GRADESERVICE PIPE EXPOSED AT 0.6 mWORK HELD0.9 mTRAVEL 30 minON SITE 2 h 30 minHOLD 30 minTOTAL3 h 30 minA recorded condition the office can act onDepth found and time held stay with the property recordIllustrative site record · durations are service measurements
Customer and financial closeout

Preserve the commercial history after the work.

Keep invoices, payments and customer questions connected to the relationship you built during the project. The office can review the financial record with the service context still available.

The dated closeout of project MW-021: the completed scope in section, the three built components, invoice I-208, the reconciled payment and the retained follow-up visit.The closeout record of project MW-021 at 47 Elm Court, scheduled on 14 April, completed on 28 April, invoiced on 30 April and paid on 5 May. A section through the completed work, drawn at 200 units to the metre, shows the side entry landing and its four steps built at grade, the service found at 0.6 metres left recorded in the ground, and the footing excavation taken to 0.9 metres with the 0.6 by 0.3 metre pad built and the wall above it. The record lists the three built components with their measurements: the rear footing and pad at 19.2 square metres taken to 0.9 metres deep, the framed partition run of 33.5 square metres over a 12.4 metre run, and the side entry landing and steps at 2.9 square metres on a 2.4 by 1.2 metre landing. Invoice I-208 retains three line items and its PDF; the payment is an e-transfer reconciled automatically when the configured security measures match, with only security mismatches going to office review; and the follow-up visit history stays on the property. Dates, record numbers and quantities are illustrative recorded service values, and no amount is printed because rates are configured by the business.CONSTRUCTION / THE CLOSEOUT RECORDThe completed scope stays with the invoice and the record.MW-021 · 47 ELM COURT · SCOPE COMPLETED · INVOICE I-208 · PAYMENT RECONCILED14 Aprscheduled28 Aprcompleted30 Aprinvoiced5 Maypaid in full03 · LANDING AND STEPS BUILT AT GRADEGRADE0.6 mSERVICE AT 0.6 m · LEFT RECORDEDBACKFILL0.9 mPAD 0.6 × 0.3 mWALLFLOORRECORDED AT CLOSEOUT01Rear footing and pad19.2 m² at 0.9 m deepBuilt02Framed partition run33.5 m² · 12.4 m runBuilt03Side entry landing and steps2.9 m² · 2.4 × 1.2 mBuiltINVOICE I-208Three line items · PDF retainedPAYMENTE-transfer reconciled automaticallyFOLLOW-UP VISITVisit history kept on the propertyThe financial record keeps the work it came fromInvoice, payment status and the follow-up visit stay with the customer and the propertyIllustrative closeout record · dates, quantities and record numbers are recorded service values · no amount is shown because your business configures the ratesCONSTRUCTION · THE CLOSEOUT RECORDThe completed scope stayswith the invoice and the record.14 Aprscheduled28 Aprcompleted30 Aprinvoiced5 MaypaidLANDING AND STEPS AT GRADESERVICE AT 0.6 mFOOTING PADRECORDED AT CLOSEOUTThree components built · 19.2 m² footing · 33.5 m² partition2.9 m² landing and steps · one property recordInvoice I-208 · three line items · PDF retainedPayment: e-transfer reconciled automaticallyFollow-up: visit history kept on the propertyThe record keeps the work it came fromInvoice, payment state and follow-up stay with the propertyIllustrative closeout record · no amount is shown

Invoice with a clear payment history.

Maintain invoice line items, totals and PDFs alongside payment status and history. Supported payment methods follow your configured providers. E-transfers reconcile automatically when all configured security measures match; only security mismatches go to office review.

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Review operating performance.

Supported reporting brings revenue, recorded costs, field time and service activity into customer, staff and service views. Use that history when reviewing the work your operation takes on and the assumptions behind future estimates.

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Keep the customer for future work.

The branded portal retains service, billing and support context. A question about completed work or another property improvement starts with the established customer record and conversation history.

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Your company, from assessed scope to completed work.

Operate in your dedicated branded environment, with multi-location controls when you grow. Advanced capabilities depend on plan, configuration, maintained estimating data and connected providers.

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