HVAC business software

Every HVAC call, connected.

Run service calls, quoted repairs and planned maintenance through your own branded system. Give the office the request, the technician the property context and the customer a clear way to approve and pay for the work.

Order Now →Explore the service operation ↓

Office quote packet: defined scope and alternative prices, before the customer response.

When the request arrives

Know what the visit needs to resolve.

A no-cooling request, a scheduled tune-up and a replacement inquiry need different preparation. Configure service-specific questions so the office receives the requested work, customer and property together.

Address qualification checks your configured service area and serving location. The catalog can then present the services and prices available for that property.

Explore your service storefront →
Collect the relevant context
Ask about the service being requested, the reported issue and access conditions. Conditional follow-up questions can gather the details relevant to that answer without making every customer complete the same long form.
Define what the price includes
Configure a service visit, maintenance offering or other eligible catalog service using your pricing method, fees and geographic rules. Keep work requiring assessment on a quote path.
Give the office a usable request
A quote-visit request includes contact information, property and requested scope. The office schedules the assessment, and the customer can review its status through the supported self-service flow.
Explore service conditions and pricing →
Scope before approval

Make the repair decision clear enough to act on.

When a technician or estimator has established the work, create a manual quote against the customer and property. Include the service, custom work, line-item breakdown and notes that explain the proposed repair or replacement.

Office quote packet: defined scope and alternative prices, before the customer response.

Present meaningful alternatives

Organize different scopes into an option packet, with the price and inclusions for each. The customer can review the details, download a PDF and accept or decline options with a response note.

Carry the decision into scheduling

Acceptance records the customer's choice for office follow-up. Your team arranges the approved work and continues the order or invoice process with the selected scope available, including a separate return appointment when needed.

Explore estimates and quote options →
A service relationship through the year

Give maintenance its own commercial and operating rules.

Offer the maintenance services your company delivers as individual visits, packages or ongoing agreements. Define included services, duration, billing frequency and terms in the configured catalog.

Explore agreements and contract content →

Schedule the actual visits

Create recurring appointment patterns and assign staff in the operational calendar. Day, week, month and staff-comparison views let the office see maintenance commitments alongside one-time repairs.

Keep changes connected

Edit, reassign or change an appointment's status as plans change. Customer, property, service and order context stay connected to the scheduled work, so a return visit has a clear place in the account.

Let customers manage routine account tasks

The branded portal brings upcoming service, invoices, quote visits and support together. Customers can use permitted rescheduling and eligible reorder actions under the rules you configure.

Explore recurring scheduling →

Configure the maintenance offer and included service terms. Invoice policy remains a separate billing example; these forms do not schedule visits.

NorthlineServices · Contracts

Create Contract

Basic Information

Display Price is for the store display only.

Storefront Media

Optional image and icon for storefront card headers.

Service Contracts *

Select service contracts to include in this contract. At least one service contract is required.

2 service contracts selected

Billing Frequency

Monthly: total price divided by 12, billed monthly for 12 months. Quarterly: total price divided by 4, billed every quarter. Yearly: full contract amount due on signup. Monthly and Quarterly billing require Start Date and End Date below.

Discount & Availability

Contract Service Period

Define when the actual contract service runs each year (month/day only). This is separate from store availability above.

Contract Period Start
Contract Period End

Contract runs November 1 – October 31 each year.

Location Availability (Optional)

Select specific boundaries, routes, or entire locations where this contract is available. Leave empty to apply to all locations.

0 assignments selected

Local draft · No contract is saved.

Put the visit context in the technician's hands.

The staff portal connects assigned service and quote visits to the customer, property, route and field activity. The technician can work from a supported phone browser.

Before arrival
Review assigned stops, service details and property context. Route sequence and map context help staff follow the day's assigned work.
At the property
Use supported entry and exit events, on-site timing and manual assistance to capture the visit. Record general field reports, hazards or incidents in the operational context.
Across the day
Separate driving, on-site and hold time. The office can use recorded activity to understand how service calls and maintenance appointments use staff capacity.

Field tools run in a responsive PWA. GPS, maps and related browser behavior depend on permissions, supported devices and provider configuration.

Explore field operations →

Mobile field reporting: record a hazard, incident or observation against the assigned property.

NorthlineRoutingAlex Morgan

Fictional sample assignments · Local preview only.

E-transfer reconciliation availability: Growth, Professional or Business with a separate, dedicated payment inbox. All five security checks must match; mismatches require staff review.

See how the work performs.

Compare available service, customer and staff performance with recorded driving, on-site and hold time, revenue and cost coverage. Use that context when reviewing the balance between repair work, recurring maintenance and travel across your service area.

Explore operating and financial visibility →

Keep the business under your brand.

Bring the service storefront, customer account and staff experience into your dedicated branded environment. Configure roles and access for the people handling sales, scheduling, field work and administration.

For multiple locations, control which services, pricing and branding are shared and which stay local. Each location keeps its operating geography and time zone.

Explore location controls →

Build your HVAC operation in OrdexisOne.

Choose your setup and enabled capabilities. Packages, contracts and other advanced workflows depend on the selected plan and configuration; payment and map services require their provider connections.

Order Now →

Style the product previews

Your branding, across every UI example.

Appearance
Logo & app icon
Buttons & inputs
Your business
Email addressContinue

Changes stay in this browser. Uploaded images are not sent to a server.

Choose primary brand color

Use left and right arrows to adjust saturation; up and down to adjust brightness.
Enter 0xFF followed by six hexadecimal digits, or a standard hex colour such as #FF652B.