Everything a small service business needs to run day to day.
Orbit is organised the way a small business actually works — leads become clients, quotations become invoices, and your team only sees what their role allows.
Never lose track of a lead again.
Leads pipeline
Capture leads with source and status, and move them through new → contacted → qualified → converted.
Client records
One place for contact details, source, notes, and every project, quotation and invoice tied to that client.
Lead → client conversion
Convert a qualified lead into a client with one action — nothing to re-enter by hand.
From quotation to GST invoice, without re-typing a thing.
Rate card
Keep your reusable pricing — per project, per page, per hour — so every quotation starts from the same numbers.
Quotations
Build line-item quotations against your rate card, auto-versioned as you revise them, tracked from draft to accepted.
GST invoices
Turn an accepted quotation into an auto-numbered invoice with GST calculated automatically at your configured rate.
Payments
Record any number of partial payments against an invoice — paid amount and status update themselves.
Overdue tracking
See exactly what's unpaid and how many days overdue, with a running total of money owed to you.
Expenses
Log business expenses by category and project, so you know your real margin on every job.
Keep the actual work moving too.
Projects
Every client project in one status board — lead, quoted, active, on hold, completed or cancelled.
Tasks
Break a project into tasks with an assignee and due date, and track them through to done.
Documents & time logs
Attach contracts, briefs and deliverables to a project, and log hours to see the real cost of delivering it.
Bring your team in without giving away the keys.
Invite teammates and put them on Owner, Manager, Sales or Staff — or design a custom role from scratch, choosing exactly which modules they can view, add, edit or delete.
Built-in roles
Four sensible defaults to start with, each tuned to a typical job — full access for Owners, day-to-day management for Managers, pipeline access for Sales, delivery access for Staff.
Fully custom roles
Need something different? Build a role from the same permission catalog the rest of Orbit runs on, module by module, action by action.
Notifications and automation that actually help.
In-app notifications
Get flagged the moment an invoice goes overdue or a project completes — no digging required.
Scheduled reminders
Set up recurring digests and reminders — daily, weekly or monthly — sent by email on your schedule.
Personal space
Track your own expenses, income, tasks and documents privately — separate from any business you run.
See it in your own business.
Create your free account and add your first client today.