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The full platform showcase

Every module, with previews and proof.

Filter by what you're trying to fix. Compare modules side by side. See how every piece connects through one unified data model — then dive into any module for the full breakdown, example workflow, and screenshots.

9

Connected modules

1

Unified data model

0

Integrations to maintain

AI-first

Built around Tuesday

Platform modules

Filter, compare, then dive in.

Each card includes a preview, the category it belongs to, five concrete benefits, and a direct path to the module's full page — with an example workflow shortcut.

Every module across the platform

Showing 9 of 9 modules

orbitpsa.com · tuesday ai · morning briefing
Tuesday AI morning briefing showing client risk analysis, overdue tasks, decision nudges, and follow-up actions
AI & Intelligence

Tuesday AI

Catch client risk before clients do

Tuesday scans your entire client portfolio overnight and surfaces what actually matters — before your first meeting.

  • Stop losing clients you didn't know were at risk
  • Replace gut-feel triage with ranked, data-backed priorities
  • Cut email drafting time with context-aware AI replies
  • Compress account review from hours to minutes
  • Train the AI on your actual playbook, not generic AI guesses
orbitpsa.com · client detail
Orbit client detail page showing business info, contacts, team members, projects, invoices, and social links
Service Operations

CRM & Contact Capture

Every account, every contact, every conversation

A CRM shaped for service relationships — with contacts captured automatically as they email you.

  • One source of truth per client across sales, delivery, and billing
  • Zero manual entry for inbound contacts
  • Fast ramp for new account managers and techs
  • Sales conversations grounded in real service history
orbitpsa.com · task detail
Orbit task detail with subtasks, email thread, attachments, internal notes, priority and SLA metadata
Service Operations

Ticketing & AI Composer

Every request, every reply, one source of truth

Structured tickets with subtasks, threaded email, internal notes, file uploads, SLA tracking, and AI-drafted replies.

  • Faster first replies with AI-drafted answers
  • Cleaner SLA tracking with per-tier counters
  • Shared ownership without dropped balls
  • Full audit history without any extra effort
orbitpsa.com · time tracking
Orbit time tracking dashboard with hours, utilization, revenue, profit, and time entries by client and project
Revenue & Billing

Time Tracking & P&L

Every hour tracked. Every dollar accounted for.

Log time against any ticket or project. Every entry shows real-time revenue, cost, and profit. Approved hours flow straight to invoices.

  • Stop leaking billable hours
  • See utilization and margin in real time
  • Cut month-end close from days to hours
  • Make staffing decisions with real data
orbitpsa.com · automations dashboard
Orbit automations dashboard with auto-resolve, welcome emails, time reports, invoice follow-ups, and overdue alerts
AI & Intelligence

Automation Builder

Build any workflow. Run it automatically.

A visual canvas for trigger-based workflows. Fire on any status change, time trigger, or milestone — no code.

  • Eliminate the manual admin that drains your best techs
  • Standardize client communication automatically
  • Catch overdue work before it becomes a problem
  • Onboard new clients without anyone touching the keyboard
orbitpsa.com · invoices
Orbit invoices list showing partially paid, paid, sent, draft, and overdue invoices across multiple MSP clients
Revenue & Billing

Invoicing & Stripe Payments

From time entry to paid invoice, in one platform

Generate invoices from time entries. Collect via Stripe. Track paid, sent, overdue, and draft — without leaving Orbit.

  • Cut month-end close to a single morning
  • Stop chasing payments in spreadsheets
  • Native ACH and card support via Stripe
  • Recurring billing without manual setup each cycle
orbitpsa.com · profitability · by client
Orbit profitability reports showing total revenue, expenses, net profit, and 53.8% margin by client
Insights & Growth

Profitability Reporting

Know your margin on every client and project

Real profitability — not just revenue. Net margin per client, project, and technician, updated in real time as work is delivered.

  • Spot unprofitable clients before they drain you
  • Re-price retainers at renewal with real data
  • Justify hiring with utilization and margin trends
  • See in-progress margin, not just post-mortem
orbitpsa.com · sales pipeline
Orbit sales pipeline kanban with prospects in New, Contacted, Qualified, Proposal, Won and Lost stages
Insights & Growth

Sales Pipeline & Org Ops

Close deals and run the company in one system

Kanban pipeline for prospects, plus an executive Org Ops view with health metrics, completion rates, and team workload.

  • One client record across sales and delivery
  • Defensible pipeline forecast with stage probability
  • Executive visibility without asking for status
  • Expansion opportunities surfaced from delivery data
orbitpsa.com · calendar · monthly view
Orbit monthly calendar view showing tasks and events across clients, color-coded by organization
Service Operations

Calendar, Gantt & Lite Mode

Time-based views — and a focused mode for techs

Calendar, weekly, daily, and Gantt views for every project. Plus Orbit Lite — a distraction-free task queue for technicians.

  • Planners get timeline visibility
  • Techs get focused execution mode
  • One platform, two operating modes
  • Fast onboarding for new technicians
One data model

How the modules work together.

Orbit isn't a federation of integrated products — every module reads from and writes to the same client record. Here's where the data flows.

Hours log to the ticket

Approved time flows to invoices

Revenue rolls into margin

Tech cost rolls into margin

Closed deals become agreements

Risk signals surface on accounts

AI drafts replies on tasks

Triggers fire on ticket states

Follow-up workflows run

See it in your workflow

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