Every client, with their work and billing in one place
Store contact and billing details for each client, then see their projects, open tasks and unbilled time without digging — on iPhone, iPad and the web.
A proper home for each client
A client in Orbit is more than a name on a task: it's where their contacts, rates, projects and paperwork come together.
Contact details
Name, company, email, phone, website and a billing address that appears on your invoices.
Rate and currency
Set an hourly or fixed rate in the client's own currency. Tracked time is valued at the client's hourly rate.
Projects and open work
See the client's projects with their progress, plus counts of open and completed tasks.
Quotes, invoices and expenses
Open the client's invoices in one tap, and see their quotes and expenses on the client's page.
Statuses and sorting
Mark clients Active, Paused, Completed or Archived, filter by status, and sort by name, last update or date added.
Files and notes
Attach files to a client and keep notes on their preferences, so the context is there when you need it.
Everything about a client, one tap away
A client page that sums them up
Each client's page opens with their status and quick actions, then counts of projects, open tasks and completed tasks, followed by contact and billing details.
- Email and Invoice actions right under the name
- Their projects, quotes, expenses and files below
- Star your key clients to keep them at the top
Unbilled time, ready to invoice
On the web, a client's page shows their billable time that hasn't been invoiced yet, with a shortcut that starts an invoice for them and brings that time in.
- Unbilled hours and their estimated value
- Every task for the client on the same page
- Home shows your unbilled time across all clients
From new client to paid invoice
Add the client
Enter their contact details, billing address, rate and currency. Only the name is required.
Link the work
Create projects and tasks for the client so their page always shows what's open and what's done.
Bill for it
Track time against their work, then raise a quote or an invoice from what you've tracked.
Find new clients with the leads pipeline
With Orbit Pro, follow every enquiry from first contact to signed quote, then convert the lead into a client in one step.
Frequently asked questions
As many as you like. The Free plan includes unlimited clients, projects and tasks. Orbit Pro adds things like the leads pipeline, contracts with e-signature and Orbi AI with up to 200 requests a day.
Yes. Each client has their own currency and an hourly or fixed rate. Orbit never converts between currencies, so amounts stay in the currency you set for that client.
Archived clients are hidden from your workspace but not deleted, and you can restore them at any time.
No. Clients are records in your workspace, not users. When you share a project's status link, your client can open it without an account.
Related features
- ProjectsStatus, deadlines, budgets and progress for every client project.Learn more
- Time trackingTimers, billable hours and unbilled time you can invoice.Learn more
- Invoices and quotesBranded quotes and invoices, client links and payment reminders.Learn more
- Leads pipelineFollow every enquiry from first contact to signed quote.Learn more
Orbit's web dashboard and its iPhone app, side by side.