Workflows and capabilities, end-to-end
Workflow and capability solutions Orbit handles end-to-end — ticketing, automation, billing, profitability, and more.
Ticketing & support
Ticket management that scales with how your team actually works
Orbit's ticket management gives MSPs and support teams a single queue for intake, routing, internal notes, and resolution — without the ticketing tax.
SLA tracking that doesn't require a spreadsheet
Track SLAs at the client, agreement, or ticket level. Live counters, escalation triggers, and reporting designed for support teams.
Escalations that carry context, not just a ticket ID
Orbit's escalation paths route stuck tickets to the right tier with full context. Reduce time-to-resolution without losing investigation history.
Capture every support request, no matter how it comes in
Email, portal, phone, or API — Orbit pulls every support request into one queue with auto-tagging, deduplication, and routing.
After-hours coverage without the chaos
Orbit's on-call routing, escalation paths, and SLA-aware queues make after-hours support workable instead of dreaded.
Incidents you can resolve, with the audit trail to show it
Orbit handles incident workflows — severity, owner, communication cadence, postmortem — for IT service operations.
Inbound email, structured tickets
Orbit converts inbound support emails into structured tickets, threaded to the right client — with auto-tagging and routing.
Collaboration that lives on the work, not in Slack
Internal notes, mentions, and shared context on every Orbit record — so collaboration stays attached to the work, not lost in chat.
Queues that drive the day
Orbit's queues organize tickets by team, tier, or skill — with SLA visibility, capacity awareness, and clear ownership.
Automation & workflow
Recurring work, on autopilot
Automate recurring tickets, maintenance windows, and check-ins. Orbit's recurring task engine handles the repetitive work so the team can focus.
Onboarding workflows that don't depend on tribal knowledge
Standardize client and employee onboarding with templated tasks, owners, and checkpoints. Built for MSPs and service teams.
Change management without ITIL overhead
Orbit's change workflow tracks proposed changes, approvals, and implementation — without forcing a full ITIL process on a small team.
Standardize repeatable work, edit it once
Orbit's workflow templates let teams codify recurring processes — checklists, owners, automations — and apply them everywhere.
Keep clients informed without writing the same email twice
Orbit's automations fire client notifications at the right moments — status changes, SLA progress, invoice events — without manual sends.
CRM & client management
Every client conversation, in one history
Orbit captures emails, ticket replies, AI summaries, and notes against each client so the whole team works from the same history.
Give clients a self-service window without losing control
Orbit's client portal lets customers submit tickets, see status, and review invoices — without giving up internal team workflow.
Pipeline visibility without leaving the platform
Orbit's CRM pipeline lives next to delivery and revenue, so sales and service teams work from the same client record.
Run dozens of clients without losing the thread on any one
Orbit is built for multi-tenant service operations — separate client data, shared workflows, and rolled-up reporting.
Capture how clients feel, on every resolution
Orbit triggers feedback requests at the right moments and aggregates the data into account-health metrics.
Account health, scored and visible
Orbit calculates customer health from real signals — ticket trends, response times, feedback, financial health — and surfaces it on every account.
Catch churn risk in time to do something
Orbit watches every account for churn signals — ticket dropoffs, slower responses, unanswered emails — and surfaces them before renewal.
Handoffs that don't lose the client
Orbit's handoff workflows ensure context, expectations, and ownership transfer cleanly — sales-to-delivery, tier-to-tier, account-to-account.
Billing & revenue
From quote to paid invoice, without leaving the platform
Orbit connects sales pipeline, project delivery, time tracking, and Stripe invoicing — so quotes turn into paid work without rekeying.
Recurring revenue you can rely on
Orbit automates monthly retainer billing, usage-based overages, and renewal invoicing — all backed by Stripe.
Service contracts that drive the work, not the other way around
Orbit treats service agreements as the source of truth — for billing, scope, SLA, and renewal — across your client base.
Time, profitability & reporting
Dashboards leadership actually opens
Track tickets, time, revenue, utilization, and profitability — pre-built dashboards for MSP and service-team leaders.
See what's actually being delivered, in real time
Orbit gives service-team leaders live visibility into ticket queues, technician work, project progress, and client health — in one view.
Time tracking that techs will actually use
Track billable and non-billable time per ticket, project, or client. Orbit's time tracking captures hours without slowing techs down.
Find out which clients and projects actually make money
Orbit calculates real profitability per client, project, and agreement — revenue minus tracked cost, surfaced as live margin.
Project work that bills accurately, on time
Orbit ties project tasks to time entries to invoices — so fixed-fee and hourly project work bills accurately.
Defensible SLA reporting, every cycle
Run SLA reports per client, per agreement, or across the portfolio — exportable and ready for QBRs.
Dispatch & operations
Right tech, right ticket, right time
Orbit assigns tickets to the right technician based on skill, capacity, client, and SLA — manually or automatically.
Dispatch with capacity, context, and a calendar
Orbit gives dispatchers a live calendar view of capacity, ownership, and committed work — for field service and remote support alike.
Deliver managed services with the rigor clients pay for
Orbit's PSA-and-CRM is built for managed services delivery — retainers, recurring work, SLA-aware queues, and profitability per client.
Track the vendors behind your service
Orbit tracks vendor relationships, escalations, and contracts — alongside the client tickets they affect.
Know who owns what license, before renewal panic
Orbit tracks software and hardware licenses per client — with renewal dates, usage, and cost — for service teams.
Just enough asset visibility, not asset-management theater
Orbit's light asset tracking gives service teams enough context — what's where, who owns it — without a full ITAM platform.
AI
AI summaries that catch new team members up in 30 seconds
Tuesday AI summarizes tickets, meetings, and client history into readable highlights — so anyone can ramp fast on a record.
Spot trouble before it costs you a client
Tuesday AI flags clients trending toward churn, scope creep, or SLA breach — before the metrics catch up.
Find the right starting point
Not sure which capability fits your team? Book a walkthrough — we'll map Orbit to your workflow.
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