Sales & customers
· 3 min read
Running your business WhatsApp as a team
When customers book, complain and pay over WhatsApp, one phone in one pocket is a risk. How to share a business number without losing the thread, or the customer.
Guides for running a service business
Written from what we see service companies struggle with: contracts, collections, clean books and busy WhatsApp numbers.
- Field operations
· 3 min read
How to stop missing contract visits
Service contracts are a service business's steadiest revenue, and the easiest to lose. A practical system for planning, confirming and proving every visit.
- Sales & customers
· 3 min read
Quote to cash: five handoffs where service businesses lose money
Revenue rarely disappears in one big mistake. It leaks at the handoffs between sales, operations and finance. Where to look, and what to fix first.
- Finance & accounting
· 3 min read
How to see profit by service line without a cost-centre system
If you run pest control and deep cleaning from one company, you probably cannot say which one makes money. The chart-of-accounts approach that fixes it.
- Finance & accounting
· 3 min read
Bank reconciliation for service businesses: a practical guide
Why reconciliations stop balancing, and a method that keeps them balancing, including timing differences, gateway fees and duplicate statement lines.
See these ideas working in Orbit
Book a demo and we will show you how Orbit handles the problems in these guides.