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...
Reports
Managing Expenses and Exporting to Quickbooks
Managing expenses is an important aspect of your detailing or tinting business. Easily add expenses, search expenses, upload receipts and search expenses. You can also export to Excel csv file for easy import into Quickbooks or to hand off to your accountant. Watch...
Accountants Rundown Report
Invoices and payments are the fun part of your auto shop however expenses are just as important for your books to make sure that you know where your business stands in terms of profit/loss. Additionally it is helpful to make sure that your books are accurate and up to...
How to Edit Staff Time in the Timeclock
Sometimes staff can be forgetful. We would love it if they were perfect every day but things happen. When it comes to punching in and out everyday, sometimes they may forget to punch out. This happened to us at our shop so we built in the ability to set the end time...
Tracking Staff Time with the Timeclock
Whether you are a one man/woman shop or a bigger shop with multiple staff, time tracking is always an important aspect of any service-based business. For larger shops with payroll requirements, time tracking is even more important. This is where the OrbisX CRM...
Dashboard Stats
At the core of running a successful business and growing your detailing or tinting shop is statistics and keeping a close eye on your vital reports. The OrbisX CRM tracks all kinds of cool stuff like where your customers are coming from, which services are the most...
End of Day Balance Report
One of the reports that can be very helpful for busier shops especially is the End of Day Balance reports in the OrbisX CRM. With many different types of transactions from credit card, cash, etransfer etc. it can be easy for things to get jumbled and overlooked or...
Bookings Reports
There are many reports in the OrbisX CRM and one that helps if you have several staff taking appointments or if you have sales people or affiliates making sales appointments then you will be interested in the Bookings Report which will give you a breakdown of your...
Inventory Management and Reporting
It's important to keep your inventory up-to-date at your shop so that your team is fully prepared for the day's jobs. Faulty equipment or empty chemicals can slow down your production and hinder your profits. This is why we have built a full inventory management...