Tutorial Guide
Getting Started5 min5 min
Getting started with Ormi
A step-by-step walkthrough of how to set up your Ormi account and start managing your first jobs.
Where field service runs. Built for busy offices.
Ormi is designed specifically for HVAC, plumbing, electrical, and remodeling businesses. Whether you're scheduling jobs, managing customers, sending invoices, or tracking payments—Ormi is the platform that grows with your field service business.
Tutorial Library
12 GuidesGetting Started
Job Management
Invoicing
Team Setup
Tutorial Guide
Job Management8 min8 min
Job scheduling basics
Learn how to create, assign, and track jobs from first call to final invoice in Ormi.
Tutorial Guide
Invoicing10 min10 min
Setting up invoicing
Customize your invoice templates and set up payment processing with Stripe integration.
Tutorial Guide
Team Management7 min7 min
Managing your team
Invite technicians, set permissions, and keep office and field teams in sync.
Tutorial Guide
Customers6 min6 min
Customer management
Organize customer information, service history, and communication in one place.
Tutorial Guide
Reporting9 min9 min
Reports and analytics
Track revenue, job completion rates, and team performance with Ormi's reporting tools.
Featured guides
Go deeper on the features that matter
These guides cover the workflows field service businesses use most — from daily scheduling to end-of-month reporting.
How to schedule jobs efficiently
Learn how to use the drag-and-drop dispatch board, set recurring jobs, and batch-assign technicians to minimize drive time and maximize jobs per day.
Understanding your job and revenue data
Get the most out of the analytics dashboard — track revenue trends, filter by technician or job type, compare periods, and export reports for your records.
Best practices for managing your team
Help your office and field teams stay aligned — use shared job boards, technician notes, mobile status updates, and role-based permissions to keep everyone on the same page.
Step-by-step guides
Learn Ormi at your own pace
Practical guides for every part of the platform — from setting up your account to running a full field service operation. No fluff, just the steps that matter.
Getting Started
Setting up your Ormi account
Walk through account creation, company settings, adding your first technician, and running your first job — from zero to operational in under 30 minutes.
8 min readRead guide
Scheduling
Managing jobs and the dispatch board
Learn how to create jobs, assign technicians, use the visual dispatch board, and track job status from scheduled through to invoiced.
10 min readRead guide
Invoicing
Creating and sending invoices
Turn completed jobs into polished invoices in seconds, send payment links via email or SMS, and collect payment through Stripe without any extra software.
7 min readRead guide
Team
Setting up your field team
Add technicians, assign roles and permissions, configure mobile app access, and give your field team everything they need to work independently on-site.
9 min readRead guide
Customers
Building your customer database
Import existing customers, manage service addresses, track full job and invoice history per customer, and keep every interaction organized in one place.
6 min readRead guide
Analytics
Reading your business dashboard
Understand your revenue trends, job completion rates, and team performance metrics. Filter, compare, and export the data that matters most for your business.
5 min readRead guide
Integration
Integrations & tools
Connect Ormi with payment processors, accounting software, and other business tools to streamline your workflow and keep everything in sync. Whether you're processing payments or managing finances
QB
QuickBooks
X
Xero
More resources
Everything you need to get unstuck
Guides, docs, and direct support — use whichever fits your situation best.
Documentation
Full reference docs for every feature — settings, permissions, integrations, the API, and more. The definitive source of truth for how Ormi works.
FAQ
Common questions answered clearly — billing, account settings, integrations, mobile app, and feature explanations without the jargon.
Contact support
Can't find what you're looking for? Ask Marni in the chat bubble or open a support ticket for anything from onboarding to technical troubleshooting.
Get Started
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Join contractors and office teams who are moving jobs, schedules, and invoicing into one simple place.
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