Finances, Estimates, and Gift Cards
Quote it. Invoice it. Get paid. Done.
Estimates, invoices, deposits, expenses, financing and gift cards built for how auto shops actually make money.
Streamline Your Operations with OrbisX
At OrbisX, we know that managing your business’s finances, creating professional estimates, and boosting revenue with gift cards are crucial to your success. That’s why our platform offers all the tools you need to stay on top of your business operations effortlessly. Explore our powerful features for invoices, payments, estimates, gift cards, and expense tracking—all designed to save you time and help your business grow.
Invoices: Professional, Flexible, and Easy to Manage
OrbisX makes it simple to create and manage invoices that look great and help you get paid faster. With these features, you’ll never miss a detail:
Create Unlimited Invoices
Design professional invoices with ease, without limits.
Accept Online Payments
Securely accept payments directly on your invoices.
Deposits & Full Payments
Easily request and manage deposits.
Quick-Access Items
Add line items with just a click, making invoice creation fast and intuitive.
Vehicle & VIN Support
Add vehicles and VINs, including scanning and CARFAX integration for automated record submission.
Staff Commissions
Assign multiple commissions for your team members directly on invoices.
Discounts, Gift Cards, & Taxes
Apply discounts, gift cards, and per-line tax rates with ease.
Recurring Invoices & Auto-Charge
Set up recurring invoices with automatic billing and card charging.
POS Integration & Barcode Scanning
Quickly add retail or service items with barcode scanning and track inventory.
Profit & Loss Tracking
Attach expenses and see the profit and loss for each invoice.
QuickBooks Sync
Seamlessly sync with QuickBooks to keep your books up to date.
Payments: Seamless, Secure, and Global
With OrbisX, accepting payments has never been easier. We support a wide range of payment methods and currencies to suit your business:
Online & Offline Payments
Accept payments through Stripe, Square, Clover, Yoco, or offline.
Tips & Gratuities
Easily accept tips and gratuities on any transaction.
Cash Drawer Management
Keep track of your cash on hand for change and balance.
Financial Reports
Get detailed reports on your profit/loss, forecasts, taxes collected, and more.
Multi-Currency Support
Accept payments in over 130 currencies, with PCI-compliant integrations.
Payment Methods
Use card readers, terminals, and save cards on file for easy recurring payments.
Gift Card Integration
Apply gift cards directly to invoices as payment.
Estimates: High-Converting & Visually Stunning Estimates
Our estimates are designed to convert customers quickly and effortlessly. With automation and customization, OrbisX estimates help you close more deals:
Professional Designs
Create beautiful, branded estimates that impress clients and convert sales.
Expiration Timers & Urgency
Add timers and send automated messages to create urgency.
Tracking & Acceptance
Track views and allow customers to accept and sign online.
AI Tools
Use AI to generate stunning vehicle images and text for a polished, professional look.
Custom Templates
Save time by creating and applying custom templates to your estimates.
Alternative Options & Upsells
Add a-la-carte options or suggest alternative packages to upsell.
One-Click Conversion
Convert estimates to invoices or appointments with a single click.
Gift Cards: Boost Revenue with Gift Cards
OrbisX makes it easy to sell and manage both online and physical gift cards, allowing you to increase your revenue while offering customers a flexible payment option:
With our physical gift cards (plastic NFC cards) you can load and reload physical gift cards with a tap of the card. Customize them to your brand and business to sell to customers and reload again and again.
Online & Physical Gift Cards
Offer both types of gift cards, with customizable amounts.
AI Backgrounds
Customize gift cards with AI-generated backgrounds to suit your branding.
Quick Checkout
Encourage quick and easy gift card purchases online.
Redeem Online or In-Shop
Gift cards can be redeemed both online for invoices and in your shop.
NFC Card Support
Use NFC-enabled gift cards with our app for seamless redemption of physical gift cards (plastic NFC cards)
Embed on Your Website
Easily embed your gift card purchase form on your website with just one line of code.
Expense Tracking: Simplify Your Expense Management
Keep track of every dollar spent with OrbisX’s expense management tools, designed to save you time and provide full visibility into your business expenses:
Take Control of Your Business with OrbisX Finances, Estimates, and Gift Cards
OrbisX gives you everything you need to manage your business finances, create professional estimates, and boost revenue with gift cards—all in one easy-to-use platform. Effortlessly create invoices with online payment options, recurring billing, and profit/loss tracking, while staying in sync with QuickBooks. Generate stunning estimates designed to close more sales, with AI-powered images, custom templates, and automated follow-ups. Plus, sell and manage online and physical gift cards to grow your revenue. With OrbisX, you can also track expenses with ease using AI-powered receipt scanning, detailed reports, and seamless QuickBooks integration. Simplify your operations and focus on growing your business.
Add Expenses with Receipts
Easily add expenses and upload receipts for tracking.
AI Receipt Scanner
Use AI to quickly scan and input receipt details, saving time.
Recurring Expenses
Set up recurring expenses for regular outflows like rent or utilities.
QuickBooks Sync
Keep your accounting in order by syncing expenses with QuickBooks.
Expense Reports
Get detailed reports on your spending and upcoming expenses, right on your calendar.
Accounts, Vendors, & Categories
Organize expenses by accounts, vendors, and categories for easy tracking and reporting.
From the OrbisX community
Shops that switched say it best.
I researched about 2-3 months all the CRM’s I could find that detailers, ppf, tint, wrap, mechanics, etc, use and this one beat them all.
The cost is very affordable compared to other CRM’s, and it comes with so much packed in.
OrbisX will do everything you need and more for a CRM, and integrates seamlessly to QB.
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.
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