Shape Orbit around how your business already works
Add the fields you track, the record types you need and the forms your customers fill in, without waiting for a release. Your changes work in lists, filters, search and automations.
Custom Fields · Jobs
| Field | Type | Required | Searchable |
|---|---|---|---|
| Treatment type | Dropdown | Required | |
| Chemicals used | Checklist | — | — |
| Site location | Location | Required | |
| Equipment serviced | Reference → Equipment | — | — |
| Technician note | Voice note | — | — |
| Access instructions | Long text | — |
What you can do with Custom modules & forms
Custom fields on built-in records
Add fields to leads, clients, jobs, invoices and about two dozen other records. Choose from text, number, date, dropdown, file, checklist, voice note, location, references to other records and more.
- Required, unique, searchable, sortable and filterable where the type allows
- A location field stores the address and coordinates together
- A reference field links to another record and stays correct when it is renamed
Custom modules
Create your own record types, such as equipment or site surveys, with their own fields, list and detail pages, and place them anywhere in the sidebar.
Forms and surveys
Build a form, share its public link, and collect responses. A form can create a lead for every response and trigger automations.
Your brand on everything
Pick a brand colour and Orbit repaints the app, your quotations and invoices, and your outgoing email to match, while status colours keep their meaning.
Connected to the rest of Orbit
Custom modules & forms: common questions
Something else? Ask us directly.
Do custom fields work in filters and search?
Yes, where the field type supports it. You choose whether each field is searchable, and Orbit only offers options the type can honour.
Can a website form create leads in Orbit?
Yes. Forms have public links, and a form set to create leads adds one for every response.
Model one of your processes in Orbit
Tell us what you track in spreadsheets today and we will show how it fits.