Leads

• Add Custom Tags and Labels to Leads and Clients
• Automated Follow ups
• Contests and Raffles
• Creating Estimates
• How to Import and Export Records
• Leads & Journal Entry Significance
• Leads vs. Clients
• Tawk to Integration
• Waitlist Appointments

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Clients

• Add Custom Tags and Labels to Leads and Clients
• Add Files & Documents to Client Profiles
• Add Multiple Addresses to a Clients
• Before & After Photos
• CARFAX and OrbisX Fully Explained
• Clients Leaderboard
• Creating Clients
• Creating Estimates
• Customer Communication History
• Customer Review Links
• Customer Signing Documents
• How to Import and Export Records
• Import Clients
• Job Approval Signatures and Invoice Signatures
• Job Locations Map
• Leads vs. Clients
• Reduce Cancellations with Cancellation Offers
• Resend Booking Notification to Customers
• Save a Credit Card to Client
• Save Vehicle Colors
• Setup Automated Google Reviews
• Setup Loyalty Cards and Redeem Customer Rewards
• Special Dates Messaging
• Work Flows

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Calendar

• Add and Manage Appointments
• Add Wash Bays and Locations
• Appointment Options and Action
• Appointment Reminders
• Auto VIN Magic Wand Button
• Before & After Photos
• Blockout Dates
• Booking Form Settings & Options
• Calendar View Options
• Confirm an Appointment
• Coupon Codes and Discount QR codes
• Create a New Event from the Estimates Tab
• Creating Appointments
• Custom Booking Calendar and Form
• Drop off Dates in the Calendar for Detailers
• Duplicating Events/Jobs/Appointments
• Embed Your Booking Form on Your Website
• Event Checklists Master View
• Filter Calendar Services
• Hide Calendar Prices from Staff
• How to Use the Calendar and Add Bookings
• Job Approval Signatures and Invoice Signatures
• Job Locations Map
• Job Timers
• Limit Calendar Views
• Manage Staff Schedules
• Manage Staff Schedules in OrbisX CRM for detailers
• Mobile & Shop Calendar Filter Feature Update
• Outstanding Jobs Calendar Feature
• Override Calendar View Restriction Per User
• Recurring Events/Appointments
• Reduce Cancellations with Cancellation Offers
• Resend Booking Notification to Customers
• Send ETA to Customers for Mobile Appointments
• Service Color Coding
• Simple Booking Form
• Upsell Exclusions for Services & Packages
• Work Flows

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Invoices & Estimates

• Add Payments Popup Payment Method Choices
• Attach Appointments to Invoices
• CARFAX Integration
• Collect Deposits on the Go
• Collecting Deposits
• Collecting Tips
• Coupon Codes and Discount QR codes
• Create a New Event from the Estimates Tab
• Creating Estimates
• Creating Invoices
• Default Staff Commissions
• Download Work Orders in OrbisX
• Estimate Additional Options
• How to Notify Specific People of Invoices
• How to Setup Square in OrbisX CRM for Detailers
• Invoice Items vs Services
• Make Recurring Invoices
• Multiple Staff Commissions
• Offline Payment Methods & Processing Fees
• Save a Credit Card to Client
• Selling Gift Cards
• Stripe Error card_present source type can only be used in testmode
• The POS System
• Tips and Gratuities Collection
• Track Your Staff Commissions
• Work Flows

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Payments

• Add Payments Popup Payment Method Choices
• Cash Drawer & Activity Log
• Collect Deposits on the Go
• Collecting Deposits
• Collecting Tips
• Enable Online Payments
• How to Setup Square in OrbisX CRM for Detailers
• Offline Payment Methods & Processing Fees
• Save a Credit Card to Client
• Setup CPOS payments
• Setup CPOS Terminal for In-Person Payments
• Square Payments
• Stripe BBPOS Chipper 2X BT
• Stripe Error card_present source type can only be used in testmode
• Stripe Integration Setup
• Stripe Payments
• Taking Deposits and Collecting Deposits
• Tips and Gratuities Collection
• Work Flows

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Expenses & Accounting

• Accountant Access
• Accounting Rundown Report
• AI Inventory Reports
• Daily and Weekly Progress Reports
• Dashboard Stats and Financial Snapshot
• Entering Expenses
• Expense Accounts
• How to Edit Staff End Times
• Managing Expenses
• The POS System
• Track Staff Timeclock Hours
• Track Your Staff Commissions
• Work Flows

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Appointments

• Add and Manage Appointments
• Add Video Directions to Customer Notifications
• Add Wash Bays and Locations
• Appointment Options and Action
• Appointment Reminders
• Attach Appointments to Invoices
• Automated Bad Weather Notices
• Before & After Photos
• Blockout Dates
• Booking Form Settings & Options
• Calendar View Options
• CARFAX Integration
• Checklists and Task Lists
• Collecting Deposits
• Confirm an Appointment
• Create a New Event from the Estimates Tab
• Creating Appointments
• Custom Booking Calendar and Form
• Customer Intake Forms
• Customer Review Links
• Download Work Orders in OrbisX
• Drop off Dates in the Calendar for Detailers
• Duplicating Events/Jobs/Appointments
• Embed Your Booking Form on Your Website
• Event Checklists Master View
• Filter Calendar Services
• Job Approval Signatures and Invoice Signatures
• Job Timers
• Limit Calendar Views
• Manage Staff Schedules in OrbisX CRM for detailers
• Outstanding Jobs Calendar Feature
• Override Calendar View Restriction Per User
• Post Service Follow-ups
• Recurring Events/Appointments
• Reduce Cancellations with Cancellation Offers
• Resend Booking Notification to Customers
• Save Vehicle Colors
• Send ETA to Customers for Mobile Appointments
• Service Color Coding
• Simple Booking Form
• Upsell Automation
• Upsell Exclusions for Services & Packages
• Vehicle Sizes and Variations
• Waitlist Appointments
• Work Flows

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Automation

• Add Video Directions to Customer Notifications
• AI Booking Robot
• AI Inventory System
• Appointment Reminders
• Auto VIN Magic Wand Button
• Automate Gift Card Sales Each Year
• Automated Bad Weather Notices
• Automated Referrals
• CARFAX and OrbisX Fully Explained
• Checklists and Task Lists
• Contests and Raffles
• Coupon Codes and Discount QR codes
• Customer Signing Documents
• Global Pricing Updates
• Google Reviews Handled the Right Way
• How to Import and Export Records
• Offline Payment Methods & Processing Fees
• Post Service Follow-ups
• Recurring Events/Appointments
• Reduce Cancellations with Cancellation Offers
• Resend Booking Notification to Customers
• Send ETA to Customers for Mobile Appointments
• Setup SMS Text Messaging
• Special Dates Messaging
• Tawk to Integration
• Upsell Automation
• Upsell Exclusions for Services & Packages
• Waitlist Appointments
• Zapier Date and Times and End Times
• Zapier Integration with 3000+ Apps

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Marketing

• AI Booking Robot
• Automate Gift Card Sales Each Year
• Automated Referrals
• Contests and Raffles
• Coupon Codes and Discount QR codes
• Google Reviews Handled the Right Way
• Leads & Journal Entry Significance
• Post Service Follow-ups
• Referral Sources in OrbisX to Grow Your Business
• Selling Gift Cards
• Services Sources Reports
• Setup Automated Google Reviews
• Setup Loyalty Cards and Redeem Customer Rewards
• Upsell Automation
• Upsell Exclusions for Services & Packages

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Reports

• Accountant Access
• Accounting Rundown Report
• AI Inventory Reports
• AI Inventory System
• Appointment Reports
• CARFAX and OrbisX Fully Explained
• CARFAX Integration
• Cash Drawer & Activity Log
• Clients Leaderboard
• CRM Maintenance
• Daily and Weekly Progress Reports
• Daily Staff Feedback in OrbisX CRM
• Dashboard Stats and Financial Snapshot
• Default Staff Commissions
• Entering Expenses
• Event Checklists Master View
• Expense Accounts
• Fleet Tracking with GPS
• How to Edit Staff End Times
• Job Locations Map
• Mileage Tracker
• Referral Sources in OrbisX to Grow Your Business
• Report Card
• Services Sources Reports
• Simple Inventory Tracking & Reports (Manual)
• The Simple Inventory System (manual)
• Track Staff Timeclock Hours
• Track Your Staff Commissions

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Settings

• Add Custom Vehicles to the Database
• Add Video Directions to Customer Notifications
• Add Wash Bays and Locations
• Adding Staff or Users
• Adjust User Permissions Access
• Blockout Dates
• Booking Form Settings & Options
• Checklists and Task Lists
• Coupon Codes and Discount QR codes
• CRM Maintenance
• Daily Staff Feedback in OrbisX CRM
• Embed Your Booking Form on Your Website
• Enable Online Payments
• Event Checklists Master View
• Fleet Tracking with GPS
• Getting Started with OrbisX CRM app for Detailers
• Global Pricing Updates
• Google Reviews Handled the Right Way
• Goto Calendar on Login Hidden Gem
• Hide Calendar Prices from Staff
• How to Import and Export Records
• Invoice Items vs Services
• Linking accounts
• Manage Staff Schedules
• Manage Staff Schedules in OrbisX CRM for detailers
• Manage Variable Staff Schedules and Bulk Schedule Updates
• Multilingual Languages Available
• Multiple Staff Commissions
• Offline Payment Methods & Processing Fees
• Older Video - Quick Run Through Entire Software
• Override Calendar View Restriction Per User
• Reduce Cancellations with Cancellation Offers
• Service Color Coding
• Setup Automated Google Reviews
• Setup CPOS payments
• Setup CPOS Terminal for In-Person Payments
• Setup Google Review Link
• Setup SMS Text Messaging
• Setup Wizard
• Special Dates Messaging
• Square Payments
• Stripe Error card_present source type can only be used in testmode
• Stripe Integration Setup
• The Simple Inventory System (manual)
• Toggles & Options
• Training Center
• Upload Staff Documents and Files
• Upsell Automation
• Upsell Exclusions for Services & Packages
• Vehicle Sizes and Variations
• Zapier Date and Times and End Times

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Integrations

• CARFAX and OrbisX Fully Explained
• CARFAX Integration
• Setup CPOS payments
• Setup CPOS Terminal for In-Person Payments
• Setup SMS Text Messaging
• Square Payments
• Stripe BBPOS Chipper 2X BT
• Stripe Integration Setup
• Stripe Payments
• Tawk to Integration
• Zapier Integration with 3000+ Apps

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Artificial Intelligence

• AI Booking Robot
• AI Inventory Reports
• AI Inventory System
• Automated Bad Weather Notices
• Booking Form Settings & Options

Warranties

• CARFAX and OrbisX Fully Explained
• Create New Warranty Codes and Activate Them
• Warranties & Claim Management

Webinars

• Are Groups Relevant For New Detailers
• Gorilla Marketing | Shawn Gervais CEO OrbisX | Owner's Pride Podcast 47
• OrbisX & Wilson Detailing Tutorial #1
• OrbisX & Wilson Detailing Tutorial #2
• OrbisX CRM app for detailers officially crowned the "CRM Swiss Army Knife!" by Owner's Pride!
• Pints & Polishing Auto Detailing Podcast New World Order in Detailing
• Pints and Polishing Podcast Marketing Funnels Part 4
• Social Media & Marketing Owner's Pride Podcast 59

Staff & Users

• Adding Staff or Users
• Adjust User Permissions Access
• Checklists and Task Lists
• Daily Staff Feedback in OrbisX CRM
• Default Staff Commissions
• Download Work Orders in OrbisX
• Hide Calendar Prices from Staff
• How to Edit Staff End Times
• Job Timers
• Limit Calendar Views
• Manage Staff Schedules
• Manage Variable Staff Schedules and Bulk Schedule Updates
• Multiple Staff Commissions
• Override Calendar View Restriction Per User
• Track Staff Timeclock Hours
• Track Your Staff Commissions
• Training Center
• Upload Staff Documents and Files

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