Electrical business software

Service calls to approved electrical work.

Connect the service request to the site assessment, customer decision and work your team delivers. OrdexisOne gives electrical contractors one branded environment for service calls, quoted improvements, scheduled crews and customer accounts.

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One property in plan with two starting points: an existing circuit serving a single fixture, and a proposed extent that has not been measured.A residential property at 47 Elm Court in the Maple West territory, request Q810, drawn in flat plan at fifty units to the metre. The 12.0 by 9.4 metre footprint is shown with interior partitions, door openings and swings, three windows, a front door at the street wall and the distribution board symbol in the hall with three marked ways. Two starting points are marked. The first is known work: one fixture replaced on an existing circuit, with its circuit run drawn to the board, one fixture replaced and quantity and access already settled, so it can be sold from the configured catalog. The second is an assessed upgrade: roughly three additional circuits proposed, drawn as a dashed proposed extent with two proposed points, not yet defined, whose extent is confirmed on the quote visit. Room layout, fixture count and the proposed extent are illustrative service measurements, and no price amount and no safety certification are shown.ELECTRICAL / THE STARTING POINTKnown work and assessed work start differently.47 ELM COURT · MAPLE WEST TERRITORY · REQUEST Q810THE PROPERTY, THE EXISTING CIRCUIT AND THE PROPOSED EXTENTKITCHENLIVINGHALLBOARD010201KNOWN WORK1 fixture replacedon an existing circuitquantity and access settled02NEEDS ASSESSMENT≈ 3 additional circuitsproposed, not yet definedthe extent is confirmedon the quote visit12.0 mSTARTING POINT 01Sold from the catalogSTARTING POINT 02Quote visit arrangedKnown work can be sold nowThe configured catalog answers the questions the offer depends onWork needing assessment starts with a visitThe proposed extent is confirmed on site before the office prices itIllustrative electrical scope at one property · room layout and fixture count are service measurementsThe proposed extent is not a measured scope · no price amount and no safety certification is shownELECTRICAL · THE STARTING POINTKnown work and assessedwork start differently.47 ELM COURT · 10.0 × 6.0 m IN PLAN010201 · KNOWN WORK1 fixturesold from the configured catalog02 · NEEDS ASSESSMENT≈ 3 circuitsconfirmed extent on the visitTwo starting points at one propertyKnown work sells from the catalog · assessed work starts with a visitIllustrative electrical scope · quantities are service measurements
The right starting point for the work

Separate the known service from the work that needs assessment.

A customer asking for a fixture replacement has a different starting point from a property owner planning a larger upgrade. Configure the sales path around what your team can responsibly define and price.

Configured service work

Build your service catalog with descriptions, pricing methods, eligible quantities and geography. Ask the questions that affect the offering, such as the requested work, number of items and access conditions, using conditional follow-ups where relevant.

Apply configured minimums, fees and condition rules consistently. Eligible customers can review the offer and complete account details, terms, any required agreement and provider payment in your branded checkout.

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Assessment-led work

For a larger installation or uncertain scope, collect the customer, property and requested outcome through a quote-visit request. Service-area qualification establishes the appropriate operating location before the office arranges the assessment.

The customer can review the scheduled quote visit and use permitted status or rescheduling actions. Your estimator starts with the site and request already connected.

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Service questions and pricing rules describe the commercial offer you configure. Your team's assessment determines the electrical work to propose.

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A clear buying decision

Let the customer see what each option includes.

Build a manual quote against the customer and property with services, custom work, quantities, price breakdowns and scope notes. Attach measurement context where it is relevant to the estimate.

For a lighting project, for example, the customer may need to compare the requested area with a broader scope. Keep the differences visible in an option packet so the office receives a specific decision.

Define the proposal
Describe the work and inclusions for each option. Set timing and expiration, preview the customer-facing packet and provide a downloadable PDF.
Record the response
The customer can review the details, accept or decline individual options and add a note. The selected scope stays with the quote record.
Arrange the approved work
Acceptance prompts office follow-up. Your team confirms the next steps, schedules the work and continues the order or invoice workflow.
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Plan each visit around the accepted scope.

Small service calls and work requiring several visits compete for staff time. Put each appointment in the calendar with the customer, property, service and assigned people connected.

Office planning
Use day, week, month and staff-comparison views to review commitments. Create one-time visits, assign or reassign staff and update appointment status when work changes.
Staff preparation
Give technicians their assigned service and quote visits in the field workspace, with property and service details, route sequence and map context for the day.
On-site activity
Record supported property entry and exit, driving, on-site and hold time. Use manual assistance where timing needs correction and submit field, hazard or incident reports in the operational context.
Further work
Arrange the next appointment against the same customer and property. Keep the relevant service context and prior quote decision available to the office preparing the follow-up.
The accepted scope record beside the installation it plans: a wall elevation at first fix with two of three circuits pulled and six of fourteen positions fitted.Appointment A-118 at 47 Elm Court, visit 2 of 3, assigned to Alex Rivera U-037. The record the office plans from holds the accepted scope, quote Q810 option 02, with fourteen points on three circuits across the kitchen, the living room and the hall, the first-fix runs as the task for this visit and the scheduled window of 08:30 to 12:00, together with the entry and exit recorded at the property on 08:26 and 11:56, which is three hours and thirty minutes on the property and equals the recorded on-site time of 3 hours 18 plus the hold time of 12 minutes, and recorded driving of 22 minutes beside it. Beside it the installation is drawn as a flat wall elevation at first fix: the board with three ways in use and two spare, three circuit runs leaving it, two ceiling points and four wall boxes. Two areas are marked: the ceiling points, two of the fourteen accepted positions, and the wall boxes, four of the fourteen accepted positions, with two of the three circuits pulled and the third drawn as not yet pulled. Positions, circuit runs and recorded times are illustrative service values, and no safety certification and no price amount are shown.ELECTRICAL / THE ASSIGNED VISITThe accepted scope is what the visit is planned around.APPOINTMENT A-118 · 47 ELM COURT · VISIT 2 OF 3 · ALEX RIVERA U-037THE RECORD THE VISIT IS PLANNED FROMTHE INSTALLATION · WALL ELEVATION AT FIRST FIXACCEPTED SCOPEQ810 · OPTION 02ACCEPTED14 points · 3 circuitsAREASkitchen · living · hallDECISIONoption 02 acceptedTHIS VISITTASKfirst-fix runsASSIGNEDAlex Rivera U-037WINDOW08:30 – 12:00RECORDED ON SITEPROPERTY ENTRY · EXIT08:26 · 11:56DRIVING · ON-SITE · HOLD22 min · 3 h 18 · 12 minBOARDcircuit 3 · not pulled010201 · CEILING POINTS · 2 of the 14 accepted positions02 · WALL BOXES · 4 of the 14 accepted positionsRUNS · 2 of 3 circuits pulled6 OF 14 POSITIONS FITTEDOn site now · 6 of 14 positions fittedThe visit is planned from the accepted option, not a verbal scopeNext visit raised from this oneSame customer, property and service for the follow-upIllustrative installation and visit · positions, circuit runs and recorded times are service values · no safety certification and no price amount are shownELECTRICAL · THE ASSIGNED VISITThe accepted scope is whatthe visit is planned around.APPOINTMENT A-118 · 47 ELM COURT · VISIT 2 OF 3ACCEPTED14 points · 3 circuitsASSIGNEDAlex Rivera U-037WINDOW08:30 – 12:00010201 · CEILING POINTS · 2 of 1402 · WALL BOXES · 4 of 146 of the 14 accepted positions fittedRuns: 2 of 3 circuits pulled · planned from the accepted optionIllustrative installation and visit · positions and times are service values
Scheduling and dispatch →Field operations →

Staff workflows run in a responsive PWA. GPS and maps depend on permissions, supported devices and configuration.

The cost of delivering the work

See the operation behind the project price.

Look beyond the quoted amount when reviewing performance. Available reports connect service, customer and staff activity with recorded field time, revenue and cost coverage.

Compare the on-site and travel effort behind short service calls and larger scheduled work. Use those records to understand how your mix of work uses the team's capacity.

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A complete customer account

The work, the invoice and the next service request belong together.

Keep the financial closeout and ongoing customer relationship in the same branded environment. Customers can return to their account after the installation or repair to review the records and ask for support.

Your operation. Your brand. Your locations.

Use a dedicated branded environment for the service storefront, customer account and staff workspace. Configure access roles around the people responsible for estimating, scheduling, field work and administration.

For a business with multiple locations, choose which catalog, pricing and brand settings are shared and which remain locally controlled, with the geography and time zone each location needs.

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Build your electrical business in OrdexisOne.

Advanced catalog features, agreements and automation depend on your plan and configuration. Payment and map services require configured provider connections.

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