Become an OrbisX Expert in 3 Hours!

Hour 1

Tip #1

Getting Started

Q

Getting Started

Tip #2

Add Your First Client

Q

Add Your First Client

Tip #3

Add an Appointment

Q

Add an Appointment

Tip #4

Add Your First Invoice

Q

Add Your First Invoice

Tip #5

Creating Estimates

Q

Creating Estimates

Tip #6

Taking Payments

Q

Taking Payments

Tip #7

Entering Expenses

Q

Entering Expenses

Tip #8

Adding Staff Members

Q

Adding Staff Members

Tip #9

Staff Timeclock Hours

Q

Staff Timeclock Hours

Tip #10

SMS Text Messages

Q

SMS Text Messages

Tip #11

Manage Appointments

Q

Manage Appointments

Tip #12

Loyalty Reward Cards

Q

Loyalty Reward Cards

Hour 2

Tip #13

Selling Gift Cards

Q

Selling Gift Cards

Tip #14

Warranty System

Q

Warranty System

Tip #15

Internal Inventory

Q

Internal Inventory

Tip #16

POS System

Q

POS System

Tip #17

Fleet Tracking GPS

Q

Fleet Tracking GPS

Tip #18

Accountant Access

Q

Accountant Access

Tip #19

Importing Clients

Q

Importing Clients

Tip #20

Directions by Video

Q

Directions by Video

Tip #21

Daily & Weekly Report

Q

Daily & Weekly Report

Tip #22

Dashboard Statistics

Q

Dashboard Statistics

Tip #23

Artificial Intelligence

Q

Artificial Intelligence

Tip #24

Appointment Reports

Q

Appointment Reports

Hour 3

Tip #25

Services Sources Report

Q

Services Sources Report

Tip #26

Limit Calendar Views

Q

Limit Calendar Views

Tip #27

Calendar View Types

Q

Calendar View Types

Tip #28

Simple Booking Form

Q

Simple Booking Form

Tip #29

Auto Gift Card Sales

Q

Auto Gift Card Sales

Tip #30

Automated Referrals

Q

Automated Referrals

Tip #31

Automated Follow-ups

Q

Automated Follow-ups

Tip #32

Automated Up-sells

Q

Automated Up-sells

Tip #33

Automated Reminders

Q

Automated Reminders

Tip #34

Auto Google Reviews

Q

Auto Google Reviews

Tip #35

Send ETA to Customer

Q

Send ETA to Customer

Tip #36

CRM Maintenance

Q

CRM Maintenance

Tip #37

Filter Calendar Views

Q

Filter Calendar Views

Tip #38

Training Center

Q

Training Center

Tip #39

Booking Intake Forms

Q

Booking Intake Forms

Tip #40

Job Timers

Q

Job Timers

Tip #41

Add Multiple Vehicles

Q

Adding Multiple Vehicles

Tip #42

Staff Commissions

Q

Staff Commissions

Tip #43

Before/After Photos

Q

Before/After Photos