Your business, in 
Customers, jobs and numbers at your fingertips: on your phone, on the web, or just by asking. Orbit is built, run and shaped around your business by Yellow Sun Software.
Ask, and it’s done.
Orbit is built for AI from the ground up. Connect an assistant like Claude and it can find anything, update anything and answer anything in Orbit, as you and with exactly your permissions.
Claude wants to act as you
It will be able to do what you can do in Orbit, and nothing more. Everything it does is recorded as done by you, through Claude.
- Reads what you can see
- Makes the changes you’re allowed to make
- Marks every change, so your assistant can ask you first
An example consent screen and conversation. Names and figures are illustrative.
YouWhich jobs slipped this month?
Orbit, through ClaudeFour. Two are waiting on parts, one on a signed quote, and the Alder Street repaint has no visit booked. Want them in a list for Monday?
YouLog that I called Dana. She wants Tuesday morning.
Orbit, through ClaudeDone. The call is on Dana Whitfield’s timeline, and a visit is pencilled in for Tuesday at 9:00 for you to confirm.
YouMove Cedar Ridge to Proposal.
Orbit, through ClaudeMoved. Darnell has a task to send the quote by Friday.
It acts as you
No special AI accounts or keys. Your assistant can see and change exactly what you can, and nothing more.
It asks before it changes things
Every change is marked as one, so your assistant checks with you first. Reading is free.
It’s on the record
Everything it does lands in the audit log, saying it was you, through your assistant.
From chat or the terminal
Connect Claude on the web, desktop or phone, or drive Orbit from a terminal with theorbit command.
Built for your mobile workforce.
Most of your business happens away from a desk. Orbit’s phone app is where your crew lives: look up the customer, log the visit, snap the photos, move the job along.
Works without a signal
The records you need are on the phone. Notes, tasks and photos made offline wait in a queue and sync once you’re back.
Notifications that open the thing
A push takes you straight to the record, thread or task it’s about.
Photos and notes from site
Before-and-after shots, documents and notes go straight onto the customer’s record.
Locked when it should be
Sign-in stays behind the phone’s own fingerprint or face check, and data on the phone is encrypted and cleared when you sign out.
iOS and Android, on the same live data as the web.
Dana Whitfield
Facilities lead · Cedar Ridge Services
Offline · 2 changes waiting to sync
Note
Gate code is on the record. Use the side entrance after four.
Waiting to sync · just now
3 photos
From the site walk
Waiting to sync · just now
Job moved to Scheduled
Sam Ortiz · Tue
Customer added
Sam Ortiz · Mon
Every visit, in order, on everyone’s phone.
Jobs tied to the customer they’re for, the day’s visits laid out for each person, and your customers kept in the loop without anyone picking up the phone.
Gutter clean
Harbor Street Clinic · 412 Harbor St
Quarterly service
Cedar Ridge Services · 18 Ridge Rd
Site walk
Alder & Pine Landscaping · 77 Alder St
Repaint estimate
Morgan Reyes · 9 Birch Ln
Jobs, linked to the customer
Every piece of work has its own record and its own stages, from a one-off repair to a monthly service that repeats.
My day
Each person opens the phone to today’s visits and tasks in time order, with the customer’s history one tap away.
Check in, check out
Record the time spent at each customer, ready for billing. It’s time on the job, not a timesheet.
Customers kept in the loop
Appointment reminders and “on my way” texts and emails go out on their own.
Quote it, follow it up
Quotes from the job, and a follow-up task from any visit in a single step.
See the whole picture. Ask for the rest.
Dashboards for the pipeline, the work and the team, on the web and filtered the way you like them. And for any number that isn’t on a dashboard yet, just ask.
Open pipeline by stage
Needs attention
- Alder St repaint has no visit booked
- Harbor Clinic quote is waiting on a signature
- 5 tasks are overdue across 3 people
Dashboards on the web
The pipeline, the work and the team at a glance, from the owner’s view down to one person’s week.
Saved views
Filter any list or dashboard the way you need it and keep it, so the Monday view is one click away.
Ask for any number
“What did we win from repeat customers this quarter?” Your assistant answers from your live data.
In your own words
Reports use the names and fields your business uses, not a vendor’s. You only ever see what you’re allowed to.
Your words, your fields, your way of working.
Orbit bends to your business, not the other way round. Tell us how you work and it’s built into your workspace, in hours your plan already includes.
Your words
Call things what you call them. Opportunities become Jobs or Enrolments, Contacts become Clients or Families, everywhere they appear, on the web and the phone.
Your fields
Add what you track: text, numbers, dates, choices, money, and fields that point to a person. No release, no developer on your side.
Your stages
Pipelines with the stages your work really goes through, for sales and for the jobs that follow them.
Your roles
Start from Owner, Admin, Manager, Member and Read-only, then make them yours. Each action can reach your own records, your team’s, or everyone’s.
Your brand
Your logo in the app, and your colours across it in light and dark, with readable contrast guaranteed.
Your reports and rules
The dashboards, automations and approvals you ask for, built and maintained for you.
What one customer asks for, every customer gets. Work done in your hours lands in Orbit itself, not in a one-off copy, so it keeps working and keeps improving after we’ve built it.
The busywork, handled.
Rules that check the work before it’s saved, automations that move it along, and the messages that go out on time, every time.
Whena job sits in Waiting on parts for more than 10 days
Thentell its owner and add a follow-up task
Whena visit is booked for tomorrow
Thentext the customer a reminder
Whena quote is over $10,000
Thenask the owner to approve it before it goes out
Example automations.
Rules and approvals
Checks that stop a mistake before it’s saved, with the reason shown right on the field, and approvals for anything over your limits.
Stage actions you set yourself
Create a task or send a notification whenever work reaches a stage. No hours needed.
Triggers on time, not just events
“In this stage longer than ten days” is as easy to act on as “just moved.”
Email, SMS, weather and documents
Ready-made pieces for the messages, forecasts and paperwork your work depends on, wired to your own accounts.
A history you can see
Every automation shows when it ran and how it went, so nothing happens in the dark.
We run it. You run the business.
Orbit is hosted, looked after and kept up to date by Yellow Sun Software. You never see a server, and you never count seats.
Nothing to run
Hosting, upgrades, backups and keeping your data apart from everyone else’s are our job.
Everyone gets a seat
No per-seat pricing, so the owner, the office and every crew member can be in Orbit.
Hours in every plan
Monthly plans include time with us to build the reports, fields and automations you ask for.
Set up with you
We create your workspace, bring your customers in, and your people join by invitation.
Your data stays yours, and stays safe.
Real sign-in, a wall around your workspace, a lasting record of who changed what, and the freedom to take everything with you.
Sign in with Google
Your people join by invitation and sign in with the account they already have. Sign out of every device at once when you need to.
Roles you define
Everyone sees what their job needs and nothing else, on the web, the phone and through their assistant.
Walled off
Your workspace is sealed from every other business, where the data lives. Even our staff need an invitation from you to see inside.
An audit log that stays
Who changed what and when, kept even after the record is gone, including what was done through an assistant.
Backed up
Automatic backups you can roll back to a point in time, for the whole workspace.
Yours to take
Export any list to CSV or Excel, or the whole workspace with every field, thread and file.
Put your business in orbit.
A walkthrough on a call, using a business like yours. Bring however you keep track of customers today. The spreadsheet counts.