How-Tos & Support
Fleet Management Staff Tracking and Messaging
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...
Save Customer Credit Cards to their Profiles
Learn how to save a credit card to a customer's profile in the OrbisX CRM for detailers. You can assign multiple users to a client profile and then you can add their card when making a payment. The card will save and you will now be able to select the card under the...
Setup Recurring Invoices
It's super easy to make recurring invoices in the OrbisX CRM for detailers. Literally within 2 clicks you can save a recurring profile for a customer when creating their invoice. You can set them to automatically be created weekly, monthly, quarterly, yearly etc. and...
How to Enable Online Payments
Getting paid is easy and fast in OrbisX CRM for detailers. Learn how to setup and enable online payments in the system. You will need to setup a free Stripe.com account to process online payments. Stripe will be your payment gateway and will handle fraud detection,...
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)...
Invoice Approvals and Job Completion Approvals
Your work flow is important. Some detailers and shops want to collect customer signatures for invoices and also signatures and approval once the job is completed. We have built this into the OrbisX system based on feedback from members to ensure that your workflow can...
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...