Skip to main content
Sign inStart free
Explore Ordvero

Features

Customer management for repeat service work

A returning client should not require starting the office record again. Keep the contact details linked to the separate jobs and documents that explain the relationship.

Start your free trialView pricing

Where the work gets disconnected

  • Contact information is copied into each quote.
  • Several projects for one client lose their connection.
  • The office needs billing context before responding to a customer.
estimates & invoices

Harbour Deck Rebuild

Documents stay with the job.

Deck rebuildEstimate · EST-1004CA$18,500.00
Accepted

Accepted May 2 · Total includes tax.

Project depositInvoice · INV-1003CA$7,500.00
Awaiting payment

Balance: CA$7,500.00 · Total includes tax.

Framing milestoneInvoice · INV-1002CA$4,250.00
Paid

Balance: CA$0.00 · Total includes tax.

Planning depositInvoice · INV-1001CA$4,000.00
Paid

Balance: CA$0.00 · Total includes tax.

Open a document to see its status and balance.

Sample workspace Interactive preview
Interactive Ordvero product example · sample project data, not a customer case study.

How the work moves through Ordvero

  1. Create the client record

    Save the business or customer contact information using the client workflow. Review names and contact details before using them in document delivery.

  2. Link each job separately

    Associate new projects with the existing client. Each job retains its own scope, address, costs and documents while remaining connected to the customer.

  3. Prepare documents with context

    Select the client when preparing estimates and invoices. Review the recipient and the project association before sending client-facing information.

  4. Share the appropriate records

    Use the supported client portal and communication workflows to provide relevant information. Workspace roles and permissions still govern private internal records.

Who this fits

For businesses handling new and repeat service clients. This page describes job-connected client records rather than a generic enterprise sales CRM.

Useful questions

Can a client have more than one project?

Yes. Keep each job separate and connect it to the same client record.

Can US clients receive business SMS through Ordvero?

US business texting is coming soon. Canadian business texting is available; do not assume the SMS feature is available in both countries.

Keep the next part connected

Client portalShare appropriate project updates and documents through controlled client access while keeping internal workspace information private.Project managementKeep clients, scope, site instructions, team assignments, schedules, costs and billing connected through the Ordvero project record.EstimatesPrepare estimates with client details, clear line items and saved business defaults. Keep the agreed scope connected to the project in Ordvero.HandymanKeep handyman job instructions, customer history, parts receipts, schedules and invoices together. Start with one job in Ordvero.

Start with your next job.

See how the project record fits your business, then choose a plan.

Start your free trialExplore the product →