Sell one-time cleans and recurring plans, prepare crews with the property details, connect invoices to the work, and make the next booking easier—all through your company’s branded system.
NorthlineYour service quoteFictional service example
Your service catalog and pricing
Price the work your crew will actually clean.
An exterior clean, an interior-and-exterior service and a regular shopfront visit have different scope. OrdexisOne lets you define the services, quantities, questions and pricing rules that distinguish them.
Customers enter their address first. Your service boundaries determine whether you cover the property and which offers apply. They can then choose from the services, packages and ongoing plans you make available.
Turn your estimating questions into buying decisions.
Glass and included work
Use quantities and service questions to capture the job. Define interior or exterior cleaning and offer screen or track cleaning as relevant add-ons, with clear descriptions of what is included.
Property and access
Create questions about the details your team needs, such as floor level, access restrictions and window condition. Follow-up questions can depend on earlier answers.
Your commercial rules
Apply your selected pricing model, quantity rules, minimum charges, condition fees and geographic modifiers. Present eligible options with the one-time or recurring price.
Services that belong together
Package related cleaning work or build a recurring contract with included services, duration, billing cadence and renewal rules. You control the offer and its availability.
NorthlineYour service quoteFictional service example
Configure a fixed-price exterior window-cleaning visit.
From enquiry to an actionable sale
Close routine cleans online. Give complex jobs a proper estimate.
Your business decides which window-cleaning jobs can be priced from the information collected and which need someone to see the property.
When the job fits your online rules
The customer reviews the price, chooses eligible add-ons and continues through your branded checkout. Account details, business terms, the required agreement and payment are part of the same buying journey.
Customers can save a quote and return to it.
Collect the required signature and take payment through your configured Stripe checkout.
The completed checkout creates an order with the customer, property and purchased services attached, ready for the office to schedule.
A property with unusual access, extensive glazing or uncertain cleaning conditions can follow an in-person quote path. The request carries the property, contact details and scope into office scheduling.
Assign the estimator and give the customer a quote-visit status page.
Present a manual quote with alternative service options, breakdowns and a downloadable packet.
Record the customer's acceptance or decline, with office follow-up to arrange the next steps.
Plan the regular exterior round alongside first-time cleans, interior appointments and quote visits. The office can work in day, week, month and staff-comparison views, with the customer, property, order and service connected to each appointment.
See the visits behind the promise
Build recurring appointment patterns, review the generated service occurrences and track their status. Edit or cancel appointments as needed, with the purchased service available to the dispatcher.
Assign the people who own the round
Use your route geography to assign staff and give them the relevant stops. Reassign work when staffing changes; the property and service information stay with the appointment.
Handle weather with service-specific rules
Configure the weather thresholds that matter to exterior work. Scheduled services can surface monitoring or reschedule recommendations to customers, while the office manages appointment changes.
The team needs to know which surfaces were sold, how to access the property and what happened on the stop. The staff portal connects the assigned work to the route, property, timing and field record.
Before the first stop
Review the assigned services, customer and property details, access notes and route sequence. Quote-visit assignments are available alongside service work.
At the property
Review the scope, confirm arrival and record the work. Property entry and exit can support drive, on-site and hold timing, with manual assistance when an event needs correction.
When the visit needs attention
A locked gate, inaccessible glass or a hazard can change what the crew can complete. Record the issue through a field report with the property context, so the office has something concrete to follow up.
At the end of the round
Review stop outcomes, route activity and recorded input usage. The workday leaves an operational history that the office can inspect.
Crews use a responsive web app on their field devices. Location-assisted activity depends on the device, browser and permission settings.
Mobile field reporting: record a hazard, incident or observation against the assigned property.
NorthlineRoutingAlex Morgan
Hi, Alex Morgan
3Jobs
1Done
1In progress
1Quotes
Jobs Today 3
Quote Visits Today 1
724 avenue des Cèdres 14:30 · Service assessment Jordan Lee · Montréal
My performance
Average Rating —
My Tickets 0
Your work for today
3Services
2Timed
1Day jobs
Choose a day
Assigned jobs
Route preparation details
Assignment Scope
3 assigned service properties · Montréal
Review assigned services and property instructions
Selected day:
1 completed · 846 rue du Verger in progress · 724 avenue des Cèdres scheduled.
Your work for today
1Quote Visits
1Timed
0Day jobs
Choose a day
Quote visit queue
Route preparation details
Quote Visit Route
1 scheduled quote visit assigned to you for the selected day.
Quote visits come from office scheduling. Open the map, then start the quote route when you are ready to drive.
Selected day:
724 avenue des Cèdres · 14:30 assessment. Open the quote route to review the visit.
846 rue du Verger
Seasonal cleanup · In progress
1 of 3jobs complete
Next arrival 10:51Route left 0.8 kmTime left 48 min
0.8 kmTo next
3 minDrive next
11:18Finish ETA
On site: 12 minCompleted: 1 stopRemaining: 2 stops
Directions
Current: 846 rue du Verger, Montréal. Next: 724 avenue des Cèdres · Seasonal cleanup. Finish the current property before continuing to the next stop.
Map appearance
Your map marker
Choose how your position appears on the map.
Local appearance preferences · No live position is requested.
Add Report
846 rue du Verger · Seasonal cleanup Alex Morgan · Montréal ·
Fictional sample assignments · Local preview only.
Invoices, payments and reconciliation
Keep billing connected to the clean.
A first-time whole-property clean and an ongoing shopfront agreement can have different billing arrangements. Define the invoice policy for the work you sell, with charges, payment history and the underlying order available to the office and customer.
Define invoice timing, billing cadence and the applicable grace or suspension rules. Simulate the policy before relying on it and inspect engine runs, outcomes and warnings.
Make the invoice useful to the customer
Customers can review charges, download a PDF, see payment history and use the card or e-transfer payment options enabled for your business.
Reconcile matching e-transfers automatically
With a supported payment mailbox configured, payments reconcile automatically when every configured security check matches. A security mismatch goes to office review with the notification and invoice context attached.
Keep the relationship after the van leaves. Your branded customer portal brings the property's services, included add-ons, visit history, invoices and support together.
Show upcoming visits, allow the rescheduling actions your rules permit, and keep payment and service status visible. Customers can open a support conversation and follow its status in the same account.
Turn service history into a return visit
A homeowner returning for the next seasonal clean can find their previous service and reorder it when eligible, including eligible packages or contracts. If the old offer is no longer available, they can browse the catalog or request a new quote.
Keep follow-up in your brand
Create return-service and payment email templates with your own content, design and customer information. Preview the message and test it before using it in your customer communications.
Territory sales and operating visibility
Grow the round in the neighborhoods you serve.
Use the service geography behind your operation to organize door-to-door sales. Then review the work those sales create through route activity, service performance and financial records.
Work a defined territory, thousands of homes at a time.
Build a campaign around the streets your window-cleaning crews already serve. Select geographic boundaries or draw the area, batch the properties, refine their geoboxes and approach points, and give representatives a campaign they can work door by door.
Record visits, notes, callbacks and outcomes. Representatives sell directly through the commerce engine, preserving the campaign, property and selling representative with the customer and order. Office follow-up handles the configured invoicing and fulfillment steps.
Compare the time spent on regular shopfront visits with larger residential cleans. Review travel, on-site and hold time alongside completed stops, service revenue and recorded input costs, filtered by customer, service, staff or route.
Financial Tracking brings invoice status, payments and operational costs into the same review. Data-coverage indicators show where records are missing, so a summary can be assessed against the activity behind it.
Build the operation around your window-cleaning business.
OrdexisOne is a dedicated, white-label environment. Present your own brand and domain across the storefront, customer account and staff experience, with your service catalog and operating rules behind them.
Give each team the appropriate access
Manage staff accounts, roles and departments. Keep field work, customer service, sales and administration connected through the records each role is permitted to use.
Expand with control over local operations
For multi-location businesses, manage service territories and decide which branding, catalog, pricing and operating settings are shared from a parent or managed locally.
Bring your services, rounds and customers together.
Choose the plan and enabled capabilities that fit your operation. Packages, contracts, service conditions, add-ons, Input Usage, outreach and e-transfer reconciliation depend on your selected plan and configuration. Payment and mapping services require their provider connections.
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