All-In-One Booking, Invoicing & Accounting Solution for Auto Pros

The OrbisX system is complete auto shop management software that makes running your shop easy, fast and secure. Spend less time on accounting and paperwork and more time doing the work you love.

Bookings like a pro

Quickly add bookings with notes, mark jobs complete, mark no-shows and see a snapshot of daily jobs, dollars booked, daily $ goal.

Automation time saving

From appointment reminders to asking for Google reviews, put your business on autopilot and spend more time growing your business.

Robust reports

Keep a close eye on your business with daily & weekly reports on everything from no-shows, dollars booked, new clients and more

If you’re in the auto industry, the OrbisX CRM is for you!

Detailing Shops
Tinting Shops
Windshield Replacement Shops
PPF & Vinyl Wrap Installers
Ceramic Coating Installers
Mobile Detailers
Mobile Tinters
Mobile Windshield Techs

Stay Organized

Beautiful Estimates, Invoices & CRM

Create professional looking estimates & invoices, manage customers & vehicles, and use our powerful search to find the info you’re looking for instantly.

Smooth Workflow

Streamline your workflow with job tracking, no-show counts, appointment reminders and confirmations and SMS notifications and chat.

Calendar & Scheduling

Never miss a beat with appointments and planned work in your shop calendar. Add notes, multiple vehicles and track appointment history in each customer profile.

Communicate with Customers

SMS Texting, Emailing and Chat

Instantly send estimates, invoices, appointment reminders, confirmations and payment receipts. Plus chat with customers via SMS right from the system.

Automated Followups & Reminders

Automatically remind customers and stay ahead by knowing which customers confirm their appointments and which need to cancel. Automated Google review emails & SMS text messages are sent to customers to build your online reviews!

Notifications

Get instant updates when your customers accept estimates, respond with questions, confirm appointments or pay their invoices.

Get Paid

Integrated Payments Processing

Collect payment online with credit cards or record payments made in the shop. You can even mark off multiple invoices as paid with bulk payments.

Overdue Reminders

Never miss an unpaid invoice by seeing which customers are overdue and by how long. Automated reminders are sent to customers who have an outstanding balance.

Professional Estimates

Easily send estimates to customers that look professional and help you close more deals. Convert estimates to invoices for a smooth workflow.

Track & Manage Your Team

Time Clocks

Track time for each staff member including breaks, vacation days and sick days. Easily generate reports and information for payroll.

Permissions

Protect your shop’s information by restricting what each user can see and do.

Efficiency Reports

See how your staff are doing with their tracked hours versus break time, sick days and vacation days. Generate reports through any time period you specify.

OrbisX has been designed for automotive professionals to be the all-in-one solution for managing your business. Everything is included from unlimited bookings, customers, invoicing, estimates, payments, expenses, automated appointment confirmations, automated Google reviews, accounting, inventory tracking and reporting, online gift certificates and more.

If you’re in the automotive industry, the OrbisX CRM is for you!

Detailing Shops
Tinting Shops
Windshield Replacement Shops

PPF Installers
Vinyl Wrap Installers
Ceramic Coating Installers

Mobile Detailers
Mobile Tinters
Mobile Windshield Techs

Everything you need to run your business like a boss!

Full-Feature Calendar

See all of your bookings in one place with a full-feature calendar. Quickly see how many bookings you have and the dollar amounts for the day and month. The calendar even tracks your daily $ goal so you can see a snapshot of how well you are doing.

Click on a day for a complete list of daily bookings and which jobs are complete or in-progress.

Multiple staff, multiple services and even assign multiple vehicles to customer profiles.

Easy Invoicing

Quickly create invoices for customers and add items with auto-complete based on your services and products.

Send to customers by email, download PDFs and even accept payments online or offline.

You can even setup recurring invoices, copy invoices, add staff commissions and apply gift certificates.

Professional Estimates

Easily send estimates to customers that look professional and help you close more deals. Customers can accept & sign online and even ask questions right on the estimate.

Convert estimates to invoices for a smooth workflow. Expiry dates on estimates with a countdown timer add a sense of urgency to close deals faster with time limited offers.

Online & Offline Payments

Mark invoices paid with manual payments (offline) and connect to Stripe for online payments via credit card.

Accept cash, check, credit card and e-transfers, all from one platform.

Online payments with Stripe automatically record transaction costs in your expenses to save you time!

Easy To Understand Reports

We can crunch the numbers for you. Conveniently access important reports (like profit and loss) and skip the math headaches.

Receive daily + weekly summaries for vital business statistics like no-shows, new customers, dollars booked etc.

Also receive stats on where your customers are coming from to make better advertising decisions.

Organize Expenses Easily

Wave goodbye to that shoebox of receipts. Easily log and organize expenses in OrbisX to track every dollar spent so you're always ready for tax time.

Use automatic checks and balances to ensure accuracy and compliance, while financial info helps you make smart business decisions and working with your accountant even easier.

You can even export to Excel for import into QuickBooks - your accountant will love it!

Track Staff Hours & More

Focus on your work and not the clock. Put a tablet on the wall and staff can clock in/out for work as well as breaks.

Mark vacation days, sick days and see at a glance how many hours, sick days and vacation days each staff member has logged. Easily generate reports to calculate payroll - without the headaches and paperwork.

Save Time with Automation

Let us do the grunt work so you can get back to what you do best.

Automated appointment reminders, confirmations, cancellations, overdue payment reminders and requests for reviews once the job is done.

Even receive reminders to do your inventory reports! We save you time with automation of many tasks you would normally have to do yourself.

Everything You Need & More

We built this software for one of our own shops. We noticed that every shop offering detailing, tinting, ppf & wrap installation and even windshield replacements could benefit too.

Too many features to list - everything from the ability to sell online customizable gift certificates, a full warranty system with online activation and claim submissions, loyalty cards, and a POS system.

Full-Feature Calendar

See all of your bookings in one place with a full-feature calendar. Quickly see how many bookings you have and the dollar amounts for the day and month. The calendar even tracks your daily $ goal so you can see a snapshot of how well you are doing.

Click on a day for a complete list of daily bookings and which jobs are complete or in-progress.

Multiple staff, multiple services and even assign multiple vehicles to customer profiles.

Easy Invoicing

Quickly create invoices for customers and add items with auto-complete based on your services and products.

Send to customers by email, download PDFs and even accept payments online or offline.

You can even setup recurring invoices, copy invoices, add staff commissions and apply gift certificates.

Professional Estimates

Easily send estimates to customers that look professional and help you close more deals. Customers can accept & sign online and even ask questions right on the estimate.

Convert estimates to invoices for a smooth workflow. Expiry dates on estimates with a countdown timer add a sense of urgency to close deals faster with time limited offers.

Online & Offline Payments

Mark invoices paid with manual payments (offline) and connect to Stripe for online payments via credit card.

Accept cash, check, credit card and e-transfers, all from one platform.

Online payments with Stripe automatically record transaction costs in your expenses to save you time!

Easy To Understand Reports

We can crunch the numbers for you. Conveniently access important reports (like profit and loss) and skip the math headaches.

Receive daily + weekly summaries for vital business statistics like no-shows, new customers, dollars booked etc.

Also receive stats on where your customers are coming from to make better advertising decisions.

Organize Expenses Effortlessly

Wave goodbye to that shoebox of receipts. Easily log and organize expenses in OrbisX to track every dollar spent so you're always ready for tax time.

Use automatic checks and balances to ensure accuracy and compliance, while financial info helps you make smart business decisions and working with your accountant even easier.

You can even export to Excel for import into QuickBooks - your accountant will love it!

Track Staff Hours & More

Focus on your work and not the clock. Put a tablet on the wall and staff can clock in/out for work as well as breaks.

Mark vacation days, sick days and see at a glance how many hours, sick days and vacation days each staff member has logged. Easily generate reports to calculate payroll – without the headaches and paperwork.

Save Time with Automation

Let us do the grunt work so you can get back to what you do best.

Automated appointment reminders, confirmations, cancellations, overdue payment reminders and requests for reviews once the job is done.

Even receive reminders to do your inventory reports! We save you time with automation of many tasks you would normally have to do yourself.

Everything You Need & More

We built this software for one of our own shops. We noticed that every shop offering detailing, tinting, ppf & wrap installation and even windshield replacements could benefit too.

Too many features to list – everything from the ability to sell online customizable gift certificates, a full warranty system with online activation and claim submissions, loyalty cards and a full POS system to sell products.