Plumbing business software

Every plumbing call, connected.

A flat plumbing service section of 47 Elm Court locating three recorded requests: a leak at the first-floor basin, a blocked kitchen drain and a planned fixture replacement.A two-level service section of the house at 47 Elm Court. The cold supply enters at the water service, passes an isolation valve and rises to a DN 20 first-floor branch serving the WC, basin and bath, and a ground-floor branch serving the kitchen sink unit and a stored water heater. Drainage runs from each fixture to a DN 100 stack vented at the top, down to an underground laid run of 14.2 metres to the boundary, measured from the inspection chamber. The floor-to-floor height is 2.70 metres. Three recorded requests are marked where they sit: 01 a leak at the first-floor basin waste, recorded as a repair scope with quote Q810 accepted; 02 a blocked kitchen drain, recorded as a drain service with two visits; 03 a planned fixture replacement at the stored water heater, quoted as O-241 with two options offered. Pipe sizes, runs, dates and record numbers are illustrative recorded service values, not a quote, and no price amount is printed.PLUMBING / ONE PROPERTY, THREE REQUESTSThree plumbing jobs at 47 Elm Court, one property record.47 ELM COURT · PROPERTY RECORD · MAPLE WEST SERVICE AREA · 3 REQUESTS ON FILESERVICE SECTION · PIPE RUNS, FIXTURE POINTS AND WHERE EACH REQUEST SITSFIRST FLOORGROUND FLOOR2.70 mFROM THE WATER SERVICEISOLATIONWCBASINBATHCOLD DN 20KITCHEN SINKSTORED WATER HEATERDRAIN DN 100VENTSTACK DN 100TO THE BOUNDARY14.2 m laid run0101 LEAK AT THE BASIN WASTE0202 BLOCKED KITCHEN DRAIN0303 PLANNED FIXTURE REPLACEMENT01 Leak at the first-floor basinRepair scope recorded · Q810 accepted02 Blocked kitchen drainDrain service · two visits recorded03 Planned fixture replacementQuote O-241 · two options offeredIllustrative plumbing service · pipe sizes, runs, dates and record numbers are recorded service values, not a quote · no price amount is printedPLUMBING · ONE PROPERTY, THREE REQUESTSThree plumbing jobs, one property record.FROM THE WATER SERVICEFIRST FLOORGROUND FLOORVENT01020301 Leak at the first-floor basinRepair scope recorded · Q810 accepted02 Blocked kitchen drainDrain service · two visits recorded03 Planned fixture replacementQuote O-241 · two options offeredIllustrative plumbing service · pipe sizes, runs and record numbers are recorded service values

A leak, a blocked drain and a planned fixture replacement start different conversations. OrdexisOne keeps the customer, property, request, quote, appointment and invoice connected as your team turns each one into work.

Run the service business through your own branded environment, from the first request to the customer account used after the repair.

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A useful record from the start

Give dispatch more than an address and a problem.

Collect the customer, property, requested service and relevant conditions in one intake. Your configured questions can ask about the affected area, the reported issue and access arrangements so the office understands the request before assigning a visit.

Address qualification establishes whether the property falls within your configured service area and which operating location serves it.

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A first-floor plan of 47 Elm Court marking the affected bathroom and the route up from the hall, beside the intake record that qualifies the request.A plan of the first floor at 47 Elm Court with the stair arriving from the hall below, a landing, the affected bathroom, and three bedrooms. The bathroom is the affected area: the reported leak is at the basin waste, and the dashed route runs from the head of the stair, through the bathroom door opening, to the basin. The intake record beside the plan holds five recorded values: the requested service is a leak repair visit, the affected area is the first-floor bathroom, the reported issue is water at the basin waste, the access arrangement is that the customer is on site and the stairs are clear, and the service area is Maple West, inside the configured area. The address therefore sits inside the configured service area and the local operating location serves it, which is what qualifies the request before a visit is assigned. Areas, access notes and record numbers are illustrative recorded service values, and no price amount is printed.PLUMBING / THE REQUEST BEFORE THE VISITThe intake records where the work is and how the visit gets to it.47 ELM COURT · REQUEST 01 ON FILE · MAPLE WEST SERVICE AREAFIRST-FLOOR PLAN · AFFECTED AREA AND ARRIVAL ROUTERECORDED ON THE REQUESTARRIVAL · UP FROM THE HALL BELOWAFFECTEDAREA012 mREQUEST 01 · 47 ELM COURTReceived 11 MarREQUESTED SERVICELeak repair visitAFFECTED AREAFirst-floor bathroomREPORTED ISSUEWater at the basin wasteACCESS ARRANGEMENTCustomer on site · stairs clearSERVICE AREAMaple West · inside the configured areaQualified before a visit is assignedThe address sits inside the configured service area, so the local operating location serves itIllustrative plumbing intake · areas, access notes and record numbers are recorded service values · no price amount is printedPLUMBING · THE REQUEST BEFORE THE VISITThe intake records where the work is.ARRIVAL · UP FROM THE HALLAFFECTEDAREAREQUEST 01 · 47 ELM COURTREQUESTED SERVICELeak repair visitAFFECTED AREAFirst-floor bathroomACCESSCustomer on site · stairs clearQualified before a visit is assignedThe address sits inside the configured service areaIllustrative plumbing intake · areas and access notes are recorded service values

Sell defined services consistently

Build catalog offerings for work you can qualify and price through your rules. Configure the service description, pricing method, quantities, fees, geography and condition questions. Let complex work enter a quote-visit request with its contact and scope information intact.

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Make the appointment actionable

Choose the date and time, connect the customer, property, service and order, then assign staff. Day, week, month and staff-comparison calendars help the office review capacity and make changes to the schedule.

Reassign or update work when the day changes. The appointment retains the context needed to prepare the technician for that specific visit.

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From assessment to a decision

A small repair and a larger project can share the same customer history.

The first visit may establish a straightforward repair or reveal a larger scope to quote. Keep both paths connected to the customer and property so the office can see what was requested, what was proposed and what the customer chose.

Work that is ready to sell

For an eligible configured service, customers review the offer and price, then proceed through account details, terms, any required agreement and configured provider payment. The purchased scope becomes an order for your office to arrange.

Use add-ons and service packages where enabled to explain related work clearly. The price remains based on your configured service rules.

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Work that needs a proposal

Create a manual quote for the customer and property with services, custom work, line-item breakdowns and scope notes. Present alternatives when the customer needs to compare a limited repair with broader replacement work.

Customers can view the quote packet, download the PDF and accept or decline options with a note. Acceptance records the choice for office follow-up; your team then arranges the approved work and continues the order or invoice process.

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One leaking pipe run drawn twice at a single scale: option 01 replaces 1.2 metres of the branch, option 02 replaces the whole 6.4 metre run and the stored water heater.The same drawn pipe run appears twice at one drawing scale on a shared datum. Option 01 repairs the leaking branch: 1.2 metres of the run between two isolation valves is replaced and marked with a dashed work envelope, while the rest of the run, the stored water heater and the sink are retained. Option 02 replaces the whole 6.4 metre run and the stored water heater, shown as a heavier pipe with dashed work envelopes around the run and the cylinder, while the sink is retained. On one drawing scale the difference in the amount of work is visible directly: 1.2 metres against 6.4 metres. The two commercial paths are recorded underneath — option 01 is offered as a configured service where the price follows your rules, and option 02 is presented as a manual quote with line items and scope notes that the customer accepts or declines. The lengths are illustrative recorded service measurements, not prices, and no price amount is printed.PLUMBING / REPAIR OR REPLACEMENTThe same run can be repaired or replaced.QUOTE O-241 · 47 ELM COURT · BOTH OPTIONS AT ONE DRAWING SCALEOPTION 01 · REPAIR THE LEAKING BRANCHOPTION 02 · REPLACE THE RUN AND THE HEATERSTORED WATER HEATERSINK1.2 m replacedDN 20 COLDSTORED WATER HEATERSINK6.4 m run and heater replacedDN 20 COLDOffered as a configured serviceThe customer reviews the offer and the price from your rulesPresented as a manual quoteLine items and scope notes · options accepted or declinedIllustrative options in one quote · both extents are drawn at one scale on a shared datum · lengths are recorded service measurements, not pricesPLUMBING · REPAIR OR REPLACEMENTA repair or a replacement.02 · 6.4 m run replaced01 · 1.2 m repairedOffered as a configured serviceThe price follows your configured rulesPresented as a manual quoteLine items and scope notes to acceptIllustrative options · both extents measured on one drawing scale

The return visit should continue the repair.

A second appointment needs the approved work and the property context from the first. Use connected schedules, field activity and customer records to keep the office and technician working from the same service history.

Prepare the assigned work

The staff portal presents assigned service stops and quote visits with their customer, property and service details. Route sequence and map context support the day's work from a supported phone browser.

Record the visit and its exceptions

Track driving, on-site and hold time with supported property entry and exit events and manual timing assistance. General field reports, hazards and incidents preserve operational detail for the office.

Arrange the follow-up deliberately

When additional work is needed, the office can create the next appointment against the customer and property, attach the relevant service context and assign staff. Review the earlier quote decision and account history when preparing that visit.

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The staff experience is a responsive PWA. GPS and map behavior depend on supported browsers, permissions and provider configuration.

Close the work with a clear account

Connect the repair, the invoice and the payment.

Create and review customer invoices with their charges, totals, PDF and payment history. Customers can access their invoices and supported payment methods in your branded portal.

Configured invoice policies provide control over timing and recurring cadence, with processing outcomes available to the office. A repeat service agreement can follow its defined billing rules while a one-time job retains its own charges.

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E-transfer reconciliation runs automatically.

Supported e-transfer notifications reconcile the payment automatically when all configured security checks match. A security mismatch routes that exception to the office for review, with the payment and invoice context connected.

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The completed repair in section beside invoice I-231, whose three charge lines and matched e-transfer leave the balance settled in full.A section through the wall at 47 Elm Court showing the finished work: the basin and its waste trap above, and the branch passing through the wall with a 1.2 metre section fitted between two couplings on 19 March, the isolation valves reopened around it. Beside the drawing, invoice I-231 is recorded as issued on 19 March with its PDF retained. It carries three charge lines: the repair of the leaking branch, marked completed; the parts supplied on the visit, marked fitted; and the return visit time, marked recorded. The payment received by e-transfer on 21 March matched the invoice and reconciled automatically, so the balance is settled in full, and the record is kept against 47 Elm Court. Reconciliation follows the configured security checks: a mismatch routes that exception to the office with the payment and invoice context. No amount is printed because the business configures the rates for the work, and the invoice, payment and time values are illustrative recorded service values.PLUMBING / THE CLOSED ACCOUNTThe repair, its invoice and its payment close on one record.47 ELM COURT · INVOICE I-231 · REPAIR COMPLETED 19 MAR · PAYMENT MATCHEDTHE COMPLETED REPAIR · SECTION FITTED, VALVES REOPENEDINVOICE AND PAYMENT RECORD1.2 m replacedSECTION REPLACED · 19 MARBASINWASTE TRAPRECORDED AT COMPLETION19 Mar · 1.2 m section fittedINVOICE I-231 · 47 ELM COURTIssued 19 Mar · PDF retained01Repair of the leaking branchCompleted02Parts supplied on the visitFitted03Return visit time recordedRecordedCHARGE LINES3PAYMENTE-transfer matched · reconciled automaticallyBALANCESettled in fullINVOICEI-231 · issued 19 MarPAYMENT RECEIVEDE-transfer · 21 MarRECONCILIATIONAutomatic · checks matchedCUSTOMER RECORDKept against 47 Elm CourtThe payment closes on the invoiceReconciles automatically when the security checks matchOnly a mismatch needs the officeA security mismatch routes the exception for office reviewIllustrative invoice and payment record · no amount is printed because your business configures the rates for the workPLUMBING · THE CLOSED ACCOUNTThe repair, its invoice and its payment.1.2 mREPLACED 19 MARBASINTRAPINVOICE I-231 · 47 ELM COURT01Repair of the leaking branchCompleted02Parts supplied on the visitFitted03Return visit time recordedRecordedPAYMENTE-transfer matched · reconciledBALANCESettled in fullThe payment closes on the invoiceReconciles automatically when the checks match · a mismatch routes to the officeIllustrative invoice and payment record · no amount is printed

Be the company the customer comes back to.

The customer portal keeps services, upcoming appointments, invoices, quote visits and support under your brand. Routine account questions have a home after the technician leaves.

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Support repeat and planned work

Customers can use eligible reorder and permitted rescheduling actions. If your company offers scheduled plumbing maintenance, configure its included services, agreement terms, recurring appointments and billing.

Review the economics of the work

Available service, staff and customer reporting combines recorded time, revenue and cost coverage. Compare the travel and on-site effort behind small calls, larger quoted work and returning accounts.

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Grow with clear local control

Use roles for office and field access in your dedicated branded system. Multi-location controls let you share selected services, pricing or branding while retaining local geography, operating time zones and independent settings where needed.

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Put your plumbing business in OrdexisOne.

Choose the capabilities for your operation. Advanced catalog, agreements and automation depend on plan and configuration; payment and map providers require connection.

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