Standardize repeatable work, edit it once
Every service business has the same handful of workflows it runs over and over. Orbit's workflow templates let you define them once — steps, owners, automations, fields — and apply them as needed.
Who it's for
- MSPs running standardized onboarding, offboarding, maintenance flows
- Service teams with project templates
- Internal IT teams running compliance and audit workflows
Pain points we solve
- Repeated work re-invented every time
- Different techs follow different versions of the same process
- Process improvements that never make it into the actual work
How Orbit fits
Workflow templates in Orbit are first-class objects. Edit a template and existing instances can inherit. New instances always start from the latest version.
What Orbit delivers
Templated checklists
Define ordered steps with owners, due dates, and required fields.
Inherit from template
Existing in-flight instances can optionally inherit template changes.
Template versioning
Track template changes over time, with rollback.
Apply to client or project
Spawn a workflow from a template at the client, project, or ticket level.
When teams reach for this
- New client onboarding
- Employee onboarding/offboarding
- Monthly maintenance flows
- Quarterly business reviews
Frequently asked questions
- Are templates reusable across clients?
- Yes. One template can be applied to many clients, generating its own instance each time.
Want to see how this works in Orbit?
Pick a 15-minute slot — we'll show how Orbit handles this in your workflow.
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