Become an OrbisX Expert in 3 Hours!
Tip #1
Getting Started
Getting Started
Tip #2
Add Your First Client
Add Your First Client
Tip #3
Add an Appointment
Add an Appointment
Tip #4
Add Your First Invoice
Add Your First Invoice
Tip #5
Creating Estimates
Creating Estimates
Tip #6
Taking Payments
Taking Payments
Tip #7
Entering Expenses
Entering Expenses
Tip #8
Adding Staff Members
Adding Staff Members
Tip #9
Staff Timeclock Hours
Staff Timeclock Hours
Tip #10
SMS Text Messages
SMS Text Messages
Tip #11
Manage Appointments
Manage Appointments
Tip #12
Loyalty Reward Cards
Loyalty Reward Cards
Tip #13
Selling Gift Cards
Selling Gift Cards
Tip #14
Warranty System
Warranty System
Tip #15
Internal Inventory
Internal Inventory
Tip #16
POS System
POS System
Tip #17
Fleet Tracking GPS
Fleet Tracking GPS
Tip #18
Accountant Access
Accountant Access
Tip #19
Importing Clients
Importing Clients
Tip #20
Directions by Video
Directions by Video
Tip #21
Daily & Weekly Report
Daily & Weekly Report
Tip #22
Dashboard Statistics
Dashboard Statistics
Tip #23
Artificial Intelligence
Artificial Intelligence
Tip #24
Appointment Reports
Appointment Reports
Tip #25
Services Sources Report
Services Sources Report
Tip #26
Limit Calendar Views
Limit Calendar Views
Tip #27
Calendar View Types
Calendar View Types
Tip #28
Simple Booking Form
Simple Booking Form
Tip #29
Auto Gift Card Sales
Auto Gift Card Sales
Tip #30
Automated Referrals
Automated Referrals
Tip #31
Automated Follow-ups
Automated Follow-ups
Tip #32
Automated Up-sells
Automated Up-sells
Tip #33
Automated Reminders
Automated Reminders
Tip #34
Auto Google Reviews
Auto Google Reviews
Tip #35
Send ETA to Customer
Send ETA to Customer
Tip #36
CRM Maintenance
CRM Maintenance
Tip #37
Filter Calendar Views
Filter Calendar Views
Tip #38
Training Center
Training Center
Tip #39
Booking Intake Forms
Booking Intake Forms
Tip #40
Job Timers
Job Timers
Tip #41
Add Multiple Vehicles
Adding Multiple Vehicles
Tip #42
Staff Commissions
Staff Commissions
Tip #43
Before/After Photos
Before/After Photos
Tip #44
Collecting Deposits
Collecting Deposits
Tip #45
Calendar Waitlist
Calendar Waitlist
Tip #46
Bad Weather Notices
Bad Weather Notices
Tip #47
Invoice Items
Invoice Items
Tip #48
Communication Log
Communication History
Tip #49
Referral Sources
Referral Sources
Tip #50
Tips & Gratuities
Tips & Gratuities
Tip #51
Linking Accounts