What’s Next After Your OrbisX Video Call
You’ve had the tour. Here’s what’s next.
Feel confident, organized and in control of your business with OrbisX, one step at a time.
Our goal is to help you feel confident, organized, and in control of your business using OrbisX — one step at a time.
Immediate Next Steps (Same Day or Next Day)
- Log back into OrbisX and revisit the sections discussed on your video call
- Start using the platform with real data (real leads, real bookings)
- Watch the recommended training videos linked after your call
- Make small adjustments based on what you learned (settings, services, availability)
Focus on Progress, Not Perfection
- You do not need to configure everything at once
- OrbisX is designed to grow with you as your business evolves
- Start with the core tools you’ll use daily:
- Calendar
- Leads & clients
- Estimates / invoices
- Booking requests
Ongoing Support & Help
We’re here to help with every step of your journey. OrbisX is a very powerful system with hundreds of automations available. You don’t have to set everything up day one and 90% of the system has default settings that make sense for most businesses.
If you get stuck – don’t worry, we’ve got your back
- Use support resources (live chat, support@orbisx.com, in-app ticket system with the help icon top right)
- Reach out when you’re ready to implement more advanced features
- Video calls can be booked again if you need a deeper
- Be sure to join our FB group with thousands of members who all help each other out – we’ve got a great community! https://www.facebook.com/groups/detailersuccessgroup
Common Early Wins to Aim For
- Capturing and responding to leads inside OrbisX
- Sending your first estimate or invoice
- Booking jobs through the calendar or booking form
- Automating reminders or follow-ups
- Reducing back-and-forth with customers
How Training Fits In
- Use the OrbisX training course to deepen your understanding
- Watch videos as needed — you don’t need to binge everything
- Each feature has its own workflow and best practices
The Bigger Picture
- OrbisX is not just software — it’s a system for running your business
- The more consistently you use it, the more value you’ll unlock
- Your video call is the starting line, not the finish line
Your shop, on one app. Starting today.
Every feature, unlimited users, iOS & Android apps. Try it free for 30 days. No credit card, no contract, no catch.
- 30-day free trial
- No credit card
- No contracts
- Unlimited users