How-Tos & Support

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...

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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...

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Training & Resources for Staff

Easily train new staff members with video resources and training material you upload into the OrbisX system. Onboarding new staff members will now be easier and you can ensure they will get the right training on how to do things in your shop the way you want them...

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CRM Maintenance and Duplicate Entries

Duplicate entries such as multiple profiles for one client etc. can make things confusing, add clutter and make it harder to keep track of the right info in your OrbisX CRM. The CRM Maintenance tool is a great feature to help keep your database duplicate-free. Learn...

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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...

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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...

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Marking Invoices Paid

Easily mark invoices paid in the OrbisX CRM and you can even add bulk payments for many invoices at once. You have the option to enter offline payments as well as online payments if you have setup your online payment gateway. If you have setup the online payments...

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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...

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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...

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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...

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