Keep a repair call, an opener proposal and a door installation connected to the property and customer. OrdexisOne brings the request, quote decision, assigned work, invoice and follow-up into your own branded system.
A door that will not operate, a noisy opener and a planned replacement require different conversations. Use configured service questions to gather the reported problem, requested outcome and relevant access conditions.
Start with the property address to establish your serving location and configured coverage. The office receives a customer and site context it can carry into an appointment or quote visit.
Explore service qualification →Once your team has assessed the work, build a quote that gives the customer an understandable decision. Create services and custom work against the customer and property, with line-item prices and scope notes.
Configure contract content for supported offerings. Where required in checkout, customers review the agreement and provide the configured typed or drawn signature. Your company controls the terms and inclusions of the service it sells.
Explore contract content →A repair visit and a door installation put different demands on the schedule. Create the appointment with the customer, property and service context, then assign the staff responsible for delivering it.
The field workspace connects the property, assigned service and staff activity. Use recorded time and reports to understand the work and prepare any follow-up.
Supported property entry and exit events, driving, on-site and hold timers, and manual assistance help record the time behind a service call or installation visit.
Staff can submit general field, hazard and incident reports in the operational context. The office can review the detail when responding to a customer or arranging further work.
Available staff, service and customer metrics connect field activity with revenue and cost coverage. Compare the effort behind repair calls and installation work when reviewing the business.
Give customers invoices with charge details, totals, PDFs and payment history through their branded account. The office can review invoice status and connected payment records after the repair or installation.
Configured invoice policies control timing and eligible billing cadence. Processing outcomes and history give the office a record of what ran and what needs attention.
Supported e-transfer notifications reconcile automatically when all configured security checks match. Only a security mismatch sends the exception for office review, with the invoice and payment context connected.
Explore automatic reconciliation →The customer portal brings services, upcoming appointments, quote visits, invoices and support together. Your office can respond to a later request with the existing customer and property relationship available.
Customers can use permitted rescheduling and eligible reorder actions according to the configured offering. If your company provides recurring service, define its included work, agreement, appointments and billing rules.
Explore customer self-service →Your dedicated branded environment connects service sales, customer accounts and staff work. Set role access for the people handling intake, quotes, appointments and administration.
When the business operates in multiple locations, share selected services, pricing and branding while keeping local geography, time zones and settings where needed.
Explore location controls →Choose the capabilities for the way your team sells and delivers work. Advanced catalog features, contracts and automation depend on plan and configuration. Providers require the relevant connections.