Every tool Orbvelo gives you

A project holds the budget, the costs, the paperwork and the client. Open a job and you see where the money stands today instead of piecing it together from a spreadsheet and an inbox.

• Active projects

  How many jobs you can run at the same time.

  Solo · 5Pro · UnlimitedCrew · Unlimited

• Project overview

  Budget, spend, remaining and profit on one screen.

  SoloProCrew

• Project files and photos

  Keep job documents and images attached to the job.

  SoloProCrew

• Project templates

  Start a new job from a saved area and cost structure.

  SoloProCrew

Build the budget by area and cost item, then keep it live. Committed and paid amounts roll up automatically, so remaining money and profit are always current rather than a guess at the end of the month.

• Budget Tracker

  Keyboard-fast rows, areas and totals.

  SoloProCrew

• Committed and paid tracking

  See what is promised versus already spent.

  SoloProCrew

• Cost, client price and profit

  Separate what the job costs you from what the client pays.

  SoloProCrew

• Markup and margin controls

  Set markup per item or per area and watch margin update.

  SoloProCrew

• Contingency

  Hold money back and see it in the totals.

  SoloProCrew

• Voice budgeting

  Speak line items and they are added to the sheet after you review them.

  SoloProCrew

Forecast Studio projects the finish based on what is left to spend. Adjust remaining spend by area, add extras, set a target profit or margin, and see the impact instantly. Save scenarios so you can compare options with the client.

• Remaining-spend forecast

  Projected final cost and profit from today's numbers.

  SoloProCrew

• Target profit and margin

  Work backwards from the profit you need.

  SoloProCrew

• Saved scenarios

  Compare options side by side before you commit.

  SoloProCrew

• Overspend alerts

  Get told when an area crosses a threshold.

  SoloProCrew

New inquiries land in a simple pipeline you drag across stages. When a lead is real, draft the estimate with reusable items or dictate it, then convert the accepted estimate into a project budget without retyping anything.

• Lead pipeline

  Drag leads across stages from new to won.

  SoloProCrew

• Estimates

  Editable estimates with reusable cost items.

  SoloProCrew

• Client-facing estimate link

  Send a clean link the client can review and accept.

  SoloProCrew

• AI estimate drafting

  Describe the job and get a first draft to edit.

  SoloProCrew

• Convert lead to project

  Turn the accepted estimate into a live budget.

  SoloProCrew

Use your own agreements. Upload a PDF, drop signature, initial, date and text fields where they belong, set signer order, and send. Signers get a private link, and you see the moment it is opened and signed.

• Upload your own documents

  Bring the agreement you already use.

  SoloProCrew

• Signature, initial, date and text fields

  Place fields exactly where they belong.

  SoloProCrew

• Multiple signers and signing order

  Route the document to the right people in order.

  SoloProCrew

• Reusable templates

  Save a prepared document and reuse it on every job.

  SoloProCrew

• Signed copy download

  Keep the completed document on the job record.

  SoloProCrew

• Viewed and signed alerts

  Know the moment they open it.

  SoloProCrew

Invoice from the budget you already built. Pick a branded design, send a link, take card payment, and watch the balance update on the job. Expenses are tracked on the same job so profit is real, not estimated.

• Invoices

  Create, send and track invoices per job.

  SoloProCrew

• Expenses

  Log costs against the job as they happen.

  SoloProCrew

• Clients

  Client records with contact and job history.

  SoloProCrew

• Branded invoice designs

  Six designs with your logo and colors.

  SoloProCrew

• Online card payment

  Clients pay from the invoice link.

  SoloProCrew

• Opened and paid alerts

  See when an invoice is viewed and when money lands.

  SoloProCrew

• Recurring and partial payments

  Handle deposits, draws and progress billing.

  SoloProCrew

Invite your team with Owner, Admin or Member roles. Decide per person who can see money, send invoices, send contracts, manage clients and use AI, and which projects they can open at all.

• Included seats

  People who can log in on the plan.

  Solo · 1Pro · 2Crew · 5

• Extra seats

  Add more people as you grow.

  SoloProCrew · $20/mo each

• Roles: owner, admin, member

  Control what each person can change.

  SoloProCrew

• Hide money from selected members

  Let the crew work without seeing costs and profit.

  SoloProCrew

• Per-project access

  Give someone only the jobs they work on.

  SoloProCrew

• Live collaboration

  Changes appear for everyone as they happen.

  SoloProCrew

One monthly pool of credits covers voice budget entry, AI estimate drafting and scope writing. You can see what each action costs and cap how much a team member may use.

• Monthly AI credits

  Shared across your workspace each month.

  SoloPro · 100Crew · 300

• Voice budget entry

  Speak items into Budget Tracker.

  SoloProCrew

• AI estimate drafting

  Turn a job description into an estimate draft.

  SoloProCrew

• Scope writing

  Write clear scope language for proposals.

  SoloProCrew

• Per-member credit caps

  Limit how much any one person can spend.

  SoloProCrew

• Credit top-ups

  Buy 100 more credits for $15 whenever you need them.

  SoloProCrew

Orbvelo watches the things that cost you money: documents opened and signed, invoices viewed and paid, budget thresholds crossed and team activity. Alerts arrive in the app and by email.

• In-app alerts

  One feed for everything happening on your jobs.

  SoloProCrew

• Email notifications

  The same alerts in your inbox.

  SoloProCrew

• Budget threshold alerts

  Warn me before an area runs out.

  SoloProCrew

• Team activity alerts

  See what the crew changed.

  SoloProCrew

Put your logo, colors and company details on every estimate, contract and invoice. Support is available on every plan, and Crew moves to the front of the queue.

• Company branding on documents

  Logo, colors and details on client-facing paperwork.

  SoloProCrew

• Email support

  Help from a real person.

  SoloProCrew

• Priority support

  Your questions answered first.

  SoloProCrew

• Onboarding help

  We help you move your first jobs in.

  SoloProCrew