OrbitDesk

🔑

Reset Credentials

Enter your username and we'll email you a reset code.

📧

Check Your Email

A 6-digit code was sent to your email address.

🔒

Set New Credentials

Choose a new 4-digit PIN and passphrase.

Create your PIN

First login for —.
Choose a 4-digit PIN.

Enter 4 digits, then confirm

Secret Passphrase

Only you know this — min 8 characters.

At least 8 characters

✓ All set!

Your PIN and passphrase are saved.

Connect Zoho to enable Assist, calendar sync, mail and more.

Connect anytime from Setup → Integrations

A new version of OrbitDesk is available.

OrbitDesk

Dashboard

⌕

—

Calls

⊞Dashboard

📞New Calls0

🧾To Invoice0

💰Quotes

✓Complete Calls

☎Call Logs

Clients

🏥Clients

📅Appointments

Internal

💬Messages2

📋Notice Board

🌴Leave

⏰Reminders

System

🔧Error KB

📝Dev Notes

📊Reports

✉Templates

⚙Setup

Workshop

🔧Workshop

⏻Logout

🔔 Login & Session Notifications

Configure email alerts for this user. Leave blank to disable.

Alert if not logged in by (SAST)

Send alert if user hasn't logged in by this time on any working day.

Alert if session exceeds (hours)

Send alert if user is still active after this many hours since login.

Send alerts to email

Who receives the alert. Defaults to the user's own email if blank.

Confirm Call Log

Please confirm the details below before logging:

Client
Technician
Call Type
Detail

New Call

Log Date

Log Time

Call Date (when did the call actually happen?)

Client *

Call Type *

Technician *

⚠ Offline — only Call Back can be logged for this technician

Requested By * (person calling in)

Call Detail *

Attach File (optional)

Mark as Urgent (emails assigned technician)

🔴 URGENT CALL — PRIORITY RESPONSE REQUIRED

Call Detail

—

Ticket No

—

Date

—

Age

—

Pending Urgent

Call Type

Technician

Logged By

Log Time/Date

Requested By * (person who called in)

Call Detail

Complete Detail

Attachments

Loading…

📎 Add Attachment

Invoice Details (tech fills this in)

Invoice Client

Complete Y/N

Duration

Completed

INVOICE — ACCOUNTS USE ONLY

Invoice Number (accounts fills this in)

Invoice Amount

Invoice Notes *required when amount is R0

Invoice Done (tick when invoice is sent — call moves to Complete)

Custom address

New Template

Template Name *

Email Subject *

Email Body *

Use {client_name} anywhere in the subject or body — it gets replaced with each client's actual name when sent.

Bulk Send:

Sends this template to every Zoho-linked client matching the filters below. Combine filters to narrow down further — all filled-in filters must match. Values are checked live against Zoho before anything sends.

Filter by Tag (legacy)

Tag Name

Tag Option

Filter by Custom Field

Field

Value (optional)

Filter by City

Track opens for this send Best-effort — many email clients block the tracking image until allowed, so "not opened" doesn't always mean unread.

Apply for Leave

Leave Type *

From *

To *

Half day

Description

Days are calculated automatically from the date range (inclusive). Your request will be marked Pending until approved.

New Appointment

Title / Detail

Appointment Type

Client (for billing)

Date

Assigned to

All-day event

Color

Start Time

End Time

Description (optional)

🔔 Reminders (optional)

Popup min before Email min before

📅 This will create an event in Zoho Calendar for the selected user

Edit Appointment

🔁 This is a recurring event.

Edit this occurrence only Edit all events in series

Title / Detail

Date

All-day

Color

Start Time

End Time

Description (optional)

Attendees (comma-separated emails)

Attendee RSVP Status

🔔 Reminders (optional)

Popup min before Email min before

💳 Create Billable Call from Appointment

Client *

Call Type *

Technician

Requested By

Notes / Call Detail *

Mark as Urgent Auto-close call on creation

Also push to Zoho Books as draft invoice line

My Profile

—

Photo (optional) or choose colour + initials

Custom colour

Personal Details

Display Name

Initials (avatar)

Full Name

Email Address

Phone / Cell

Zoho Email (if different)

Notification Preferences

Alert on urgent calls Alert when assigned a call Alert on new messages Alert on leave requests

Status

Zoho Account

Checking…

Connect your Zoho account to enable calendar sync, leave requests, and email.

🔒 PIN & Passphrase — go to Setup → Security

Your PIN and secret passphrase are managed separately for security. Use Setup → 🔒 Security to change them. Both require confirmation with your other credential.