Onboarding workflows that don't depend on tribal knowledge
Onboarding is where service businesses either win the relationship or quietly start losing it. Orbit gives you templated, owner-assigned onboarding flows so every new client and every new tech follows the same playbook — without anyone re-inventing it.
Who it's for
- MSPs onboarding new clients onto agreements
- IT support companies adding new endpoints to RMM
- Service teams hiring new technicians
- Internal IT teams onboarding new employees
Pain points we solve
- Every onboarding handled slightly differently
- Steps forgotten because they live in someone's head
- No visibility into where a new client is in the process
- Handoffs from sales to delivery losing context
How Orbit fits
Orbit's onboarding workflows are templates you define once and reuse forever. Each step has an owner, a checklist, and a clear definition of done. New client onboarding, new hire onboarding, and new endpoint onboarding all run on the same engine.
What Orbit delivers
Templated onboarding playbooks
Define the steps once. Apply to every new client or hire. Edit the template and future runs inherit changes.
Owner and team assignment
Every step has an owner. Out-of-office handoffs route automatically.
Stage-based progression
Onboarding moves through stages — discovery, setup, training, handoff — with clear gates between each.
Welcome automations
Trigger client-facing emails, scheduling links, and document requests at the right stages.
Handoff checkpoints
Built-in checkpoints between sales, delivery, and account management ensure context transfers, not just records.
When teams reach for this
- New MSP client moving from a competitor's PSA
- New employee laptop provisioning and access setup
- New technician ramping onto client accounts
- Software-support onboarding for a new product customer
Frequently asked questions
- Can different clients have different onboarding flows?
- Yes. You can have multiple onboarding templates — one for small clients, one for enterprise, one for co-managed — and apply the right one when the client is added.
- Can onboarding tasks be billable?
- Yes. Onboarding tasks behave like any other ticket — time logged against them is billable if the agreement says so.
Want to see how this works in Orbit?
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