Keep the initial scope clear
Describe the service being requested and the information available at intake. Conditional forms can gather more detail when the answers require it, while quote visits support work that needs on-site assessment.
An urgent request can become several visits, new findings and a changing repair scope. OrdexisOne keeps the property, customer, assigned work, reports, quotes and invoices connected through that continuing service relationship.
Give the office a record it can act on, and give the field team the context for the visit they are delivering.
Order Now →Capture the customer, site contact, address and reported issue in the service relationship. Use configured questions to collect the affected areas, access conditions and the work being requested, including details the office needs to assess urgency.
A water-related request, smoke cleanup or another restoration service can have its own qualification questions. Your team retains control of the assessment and the response it arranges.
Explore customer and property records →Describe the service being requested and the information available at intake. Conditional forms can gather more detail when the answers require it, while quote visits support work that needs on-site assessment.
Address qualification uses the configured service area and location context. The office can arrange the appropriate appointment and staff assignment with the customer and property already identified.
The first attendance, a follow-up visit and separately approved repair work can belong to the same property while retaining distinct appointment scopes. Create one-time appointments or recurring patterns where appropriate, and assign staff to the work they need to deliver.
Day, week, month and staff-comparison calendars let the office review commitments and make permitted changes. The location's time zone keeps local schedules meaningful across the operation.
Explore scheduling and dispatch →The initial request does not describe every piece of work that may follow. Keep the proposed additional scope and the customer's response explicit as the team learns more about the property.
Create a manual quote in the customer and property context. Add services and custom work, line-item price breakdowns, notes and relevant measurement details. Set timing and expiry for the packet the customer will review.
Separate options can present different scopes of follow-up or repair work in one place.
The customer can review and download the quote packet, accept or decline an option and add a response note. Their decision remains attached to that proposal.
Acceptance records the choice. The office then follows up with the appropriate appointment and order or invoice, retaining the distinction between recorded findings and approved work.
Configure the service offers, quantities, questions and supported pricing models appropriate to your business. Eligible services can use branded checkout with the required terms, configured agreement and signature, and payment through a connected provider.
Explore the service storefront →A customer may need to review the next appointment, respond to a quote or ask about completed work. The branded portal brings upcoming services, quote visits, invoices, payments and support into the same account.
Explore customer self-service →Support tickets retain the issue, messages, status and history. Eligible resolved tickets can be reopened, allowing the customer to continue the discussion when the service relationship needs further attention.
Customers use the account actions and rescheduling options permitted by your configured rules.
Build branded email templates with supported customer, service and account data. Role-aware documentation lets your business maintain separate customer guidance and internal operating instructions with controlled review and publishing.
Explore branded email templates →Prepare service charges and retain invoice and payment history in the customer account. The office can review the agreed scope, appointments and recorded field activity when explaining the work billed.
Available invoice policies support defined timing and cadence, with simulations and scheduler outcomes that help the office inspect the configuration and monitor the result.
Explore invoice operations →Customers can view charges, download invoice PDFs and review recorded payments. Offer the payment paths configured for your operation alongside the relevant account information.
With a supported payment mailbox connected, the system reconciles matching payments automatically when every configured security check matches. Only security mismatches require office review, with notification and invoice context retained.
Explore automatic reconciliation →Compare recorded drive, on-site and hold time with service revenue and available cost information. Review customer, staff and service performance with the coverage of the underlying data visible.
Explore operating reports →Manage equipment and vehicles with runtime or distance, maintenance rules and work orders. Recorded fuel, oil and eligible route usage contribute to asset history, keeping upkeep within the operating system.
Explore equipment management →Apply your branding across the storefront, customer portal, staff workspace and supported communications. Staff roles and permissions govern operational access, while location controls support shared settings and local services, geography and staffing as the business grows.
Features depend on the selected plan, configured workflows and connected providers. Field tools use a responsive browser-based PWA.
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