Welcome to Ormi

Ormi is designed specifically for field service businesses—HVAC, plumbing, electrical, and remodeling contractors. This guide will walk you through setting up your account and creating your first job.

Creating Your Account

1. Sign up: Visit ormi.com/signup and create your account. No credit card required. Ormi charges $1 per completed job, capped monthly — no subscriptions.

2. Company information: Enter your business name, address, and contact information. This will be used for invoices and customer communications.

3. Verify your email: Check your inbox for a verification email and click the confirmation link.

Setting Up Your Profile

Business Details

• Company name: This appears on all invoices and customer communications
• Business address: Used for service area calculations and customer location mapping
• Phone number: Displayed to customers for contact purposes
• Email: Primary contact for notifications and customer communications

Payment Processing

Connect your Stripe account to enable payment processing:

1. Navigate to Settings → Payments
2. Click Connect Stripe
3. Follow the Stripe onboarding process
4. Once connected, you can accept credit card payments directly through Ormi

Creating Your First Job

Step 1: Add a Customer

Before creating a job, you'll need a customer record:

1. Go to Customers → Add Customer
2. Enter customer name, phone, email, and service address
3. Click Save

Step 2: Create a Job

1. Navigate to Jobs → New Job
2. Select the customer from your list
3. Choose a job type (Service Call, Installation, Repair, etc.)
4. Set the scheduled date and time
5. Assign a technician (optional at this stage)
6. Add any special notes or requirements
7. Click Create Job

Step 3: Track Job Progress

Once created, your job appears on the job board. You can:

• Update job status (Scheduled → In Progress → Completed)
• Add notes and photos
• View customer communication history
• Track time spent on the job

Sending Your First Invoice

After completing a job:

1. Open the completed job
2. Click Create Invoice
3. Review the job items and pricing
4. Add any additional line items if needed
5. Click Send Invoice

The customer will receive an email with a link to view and pay the invoice online.

Next Steps

Now that you've created your first job and invoice, explore these features:

• Job Templates: Create reusable job templates for common work types
• Recurring Services: Set up maintenance contracts and recurring service schedules
• Team Management: Invite technicians and office staff to your account
• Reports: View revenue, job completion rates, and team performance

Getting Help

• Documentation: Visit our documentation page for detailed guides
• Support: Use the live chat in the bottom-right corner for instant help
• Contact: Reach our team via our contact page

Ready to streamline your field service operations? Start using Ormi today.