A big part of the detailing industry is mobile work. At our shop we do mobile jobs as well as service at our shop. When you have techs on the road it can be very helpful to see where they are and send them a message or call them. From the OrbisX app you can see where...
Calendar & Bookings
Track Your Speed with the Job Timer
Ever curious how long it takes you to complete a detailing? You should be since time is money! Maybe you want to track the time of your staff to improve efficiency. With OrbisX it is simple to track time for each job with the job timer built into the CRM. Simply click...
Limit Staff Views to Their Assigned Appointments
Each shop is unique and your operations may be completely different from other shops or mobile detailers in your area. Some shops have all of their staff working together on each job and other detailing businesses assign jobs to staff independently and they are...
Collect Deposits for Invoices
Depending on how you run your detailing business, you may want to collect deposits. With the OrbisX CRM for detailers, this process is very easy and flexible. From your admin settings, you can choose to charge a fixed dollar amount for deposits (ie. $50 per booking)...
Customer Intake Forms
Now you can checkin customers like a pro with the customer intake forms built into the OrbisX CRM for detail shops. Checkoff damage on a vehicle and checkoff any upsells the customer wants for their vehicle. Get the customer's signature too so it's all official. The...
Artificial Intelligence Booking Calendar
Imagine having a dedicated sales person looking at your calendar of appointments every day and following up on your existing customers to book new appointments for their favourite services. Now imagine if this didn’t cost you anything extra. In a nutshell, this is...
How to Use the Calendar and Add Bookings
Aside from customers, your booking calendar is one of the most crucial elements of your business and quick access to the day's jobs can be the difference between success and failure. There are hundreds of calendars and booking systems on the market and we have learned...
How to Setup and Use the Booking Form
Your OrbisX subscription includes an online booking form that your customers can use to submit booking requests for appointments. These requests are saved in your Booking Requests section found in the Leads menu item. You also have a custom form link that you can use...