The operating system for service businesses
Run the whole business.Not six disconnected systems.
CRM, ERP-style operations, billing, inventory, reviews, marketing, and human-guided AI—working from one secure source of truth.
- One customer record
- One permission system
- One audit trail
[DEMO] Northline Contracting
Live workspaceHere is what needs attention today.
$84,250
Illustrative reference workspace using fictional demonstration data.
One place for the whole business
Your business finally has one home.
Stop rebuilding the same customer story across disconnected tools. Orchestiva carries context from first contact through operations, money, reputation, and growth.
One connected operating rhythm
One customer story. Every team. Every next step.
Information should move with the work—from inquiry through operations, finance, reputation, and growth.
Capture
Turn incoming interest into organized work
Bring inquiries and customer context into one reviewable intake flow.A complete customer recordCoordinate
Keep the team aligned from quote to calendar
Prepare estimates, schedule appointments, assign owners, and approve the next step.A clear, approved next stepDeliver
Carry the right context through completion
Move accepted work into jobs, invoices, payments, and an auditable history.Work and money stay connectedGrow
Build the next opportunity from finished work
Request reviews, understand performance, and follow up without losing the human touch.Finished work fuels growthThe cost of disconnected software
Stop paying the integration tax at every handoff.
A collection of tools can store information. It cannot guarantee that customer context, permissions, and decisions arrive with the work.
Six systems, one source of truth
Every part of the business. Visibly in motion.
Each capability is useful on its own. Together, they become a live operating system for the whole company.
CRM that knows what happened next
Keep leads, customers, inquiries, communications, and follow-ups attached to one relationship history.
Explore this capabilityOperations without the blind spots
Run appointments, estimates, jobs, tasks, approvals, and team assignments from one live operating picture.
Explore this capabilityBilling that starts with the real work
Move accepted work into invoices, payments, credits, tax summaries, and a ledger-derived balance.
Explore this capabilityInventory you can trace, not guess
Track products, stock locations, movement history, supplier references, and low-stock conditions.
Explore this capabilityReputation that grows from delivery
Turn completed work into review requests, thoughtful responses, and a reputation history your team can manage.
Explore this capabilityMarketing connected to the customer story
Plan content, govern approvals, schedule campaigns, and retain publication evidence across channels.
Explore this capabilityHuman-governed intelligence
AI can prepare the move. People authorize it.
Orchestiva can organize context, prepare recommendations, and move approved work forward. People retain control over customer records, communications, financial actions, and sensitive decisions.
- Review recommendations before applying them
- Preserve source context and decision history
- Restrict actions through roles and permissions
Grounded in the customer's original inquiry.
Configured around your work
Start with a workspace that already speaks your language.
Industry templates shape modules, navigation, roles, settings, and recommended workflows—without creating a separate product for every business.
Construction & contractors
Manage requests, estimates, scheduled work, crews, materials, invoices, and follow-up in one connected workspace.
Local service businesses
Keep appointments, customer history, recurring work, team tasks, billing, and reviews moving together.
Professional services
Coordinate leads, client work, approvals, deliverables, invoices, and relationship follow-up with a clear audit trail.
Security architecture
Security isn't a badge. It's the boundary around every action.
Every request must pass through identity, authority, policy, and tenant-data controls before it reaches a business record.
Business operations, tenant administration, product configuration, and platform oversight remain separate.
Roles, feature policy, approval state, and allow-listed actions are checked before execution.
Row-level controls enforce tenant isolation at the database boundary—not merely in navigation.
Tenant isolation at the data layer
Workspace boundaries are enforced where records are read and written. A hidden screen is never treated as authorization.
Time-bound support access
Support access is requested, independently approved, scoped, recorded, and automatically expires. There is no ambient access.
Protected provider credentials
Connected-service credentials are encrypted server-side, with secret values kept out of ordinary workspace configuration.
Human gates for sensitive automation
AI may prepare recommendations, but sensitive writes require permitted actions and explicit approval.
Decisions leave evidence
Important changes retain who acted, what policy applied, and the correlation needed to reconstruct the event.
Questions before consolidation
A bigger platform should make the decision clearer.
Start where the operational friction is highest, expand deliberately, and keep authority visible as the system grows.
Start with your first workflowDo we need to replace every tool at once?
No. Start with the workflow creating the most drag, preserve the connections your team still needs, and expand as the shared record becomes more useful.
What does ERP-style operations mean here?
It means the operational backbone of an ERP—customers, estimates, schedules, jobs, inventory, billing, and controls—shaped for a service business instead of a heavyweight enterprise rollout.
Can AI change important records on its own?
Sensitive actions remain permission-aware and reviewable. AI can assemble context and prepare a recommendation, while the authorized person approves the action.
How is business data kept separated?
Every request carries tenant and workspace context, and tenant boundaries are enforced at the data layer. Roles, feature policy, and approval state are checked before sensitive work executes.
Can different teams have different views?
Yes. Navigation, modules, permissions, and recommended workflows can be configured around the responsibilities of each team without creating separate products.
One business. One platform.
Replace operational sprawl with one intelligent command centre.
Start with an industry-configured workspace, then shape it around the work, controls, and growth loops your team actually needs.