The Ormandy Software Suite
Streamlined Operations Management
FRONTLINE
Ormandy FrontLine provides complete transaction processing so you can smoothly navigate every step in your transaction cycle.
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From point-of-sale to financial management, FrontLine communicates directly with all applications in the Ormandy Suite; this centralized design establishes a more secure, more efficient operation, saving time and improving profit margins.
- Sales
- Service/Repairs
- Inventory
- Point of Sale
- Warranties & Contracts
- Rentals
- Recurring Revenue
- Scheduling & Dispatch
- Projects
- Reporting
- Accounting
MOBILE CONNECT
Ormandy Mobile Connect links your team from anywhere on any device, giving you improved internal communication.
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Your field technicians and salespeople need to contact customers on the go and to update tickets remotely. With Mobile Connect they can access vital information and complete tasks from a phone or tablet.
- Access customer info & notes
- Update events from the field
- Receive reminders before events
- Look up customers to notify of ETA
- Map customer locations
- Claim unassigned events from the field
- Add parts to service orders
- Record tech labor & travel time
- Attach repair images to service orders
- Capture signatures
- Update service status for review & invoicing in real-time
CUSTOMER PORTAL
Ormandy Customer Portal promotes partnership between your team and your clients by simplifying the sharing of information.
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Customer Portal offers a personalized experience. It provides freedom of access and ease of use, encouraging brand loyalty. Customer Portal shortens the collection cycle and reduces employee workload by making interactions with customers smooth and effortless.
With Customer Portal, your clients can:
- Request service
- Approve estimates
- Search equipment lists, warranty dates, etc.
- Look up service status
- Review invoices
- Make payments with Square
- Submit feedback
INSIGHT
Ormandy Insight elevates how your team interacts with your data for better-informed operational decisions.
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Tracking the details of today is the first step in achieving your business goals for tomorrow. With Insight, you can keep on top of accounting, view your quote funnel, and recognize sales trends with easy-to-use graphic visualizations of your data.
- Track sales performance with quote & sales dashboards
- Check customer status for collections with the customer profile
- Monitor KPIs in the executive console
- Access from a mobile device when out of office
- Drill down to the details in your data
BASELINK
Ormandy BaseLink provides a secure interface for the Ormandy Suite, as well as for other applications with which we integrate.
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BaseLink provides seamless communication between FrontLine, Mobile Connect, Customer Portal, and Insight, as well as third party products. Our integrations include the Shopify e-commerce platform, Square payment processing, the AvaTax sales tax calculator, and UPS & FedEx shipping. BaseLink allows for a faster, more secure database while providing users with the advantages of browser access, when needed.