Browse help topics, find keyboard shortcuts, or contact our team. Everything you need to get the most out of Ormi.
Each section links to full documentation with step-by-step guides.
Set up your account, add your team, and run your first job.
Create jobs, use the dispatch board, and manage the calendar.
Manage customer records, service locations, and communication history.
Send invoices, collect payments via Stripe, and reconcile with QuickBooks.
Manage technicians, assign roles, and configure access.
Get your field techs set up on Android — iOS coming soon.
Connect Ormi with Stripe, QuickBooks, Google Calendar, and more.
Read the dashboard, export reports, and make data-driven decisions.
Ormi is built for dispatchers and managers who live at the keyboard. On Windows and Linux, use Ctrl wherever you see ⌘.
Work from anywhere in the app
Open a creation drawer from anywhere
Jump to any section
Only available in the desktop app
When the palette (⌘K) is open
Tip: start typing anywhere in the app and the Command Palette will open with your keystrokes — just like Spotlight.
The things we get asked most often. For deeper guides, browse the full documentation.
On the login page, click "Forgot password?" and enter your email. You'll receive a reset link within a few minutes. If it doesn't arrive, check your spam folder or contact support.
Android: visit ormi.com/download/android and tap "Get it on Google Play". iOS is coming soon. Technicians sign in with the same Ormi credentials they use on the web.
In Settings → Integrations → Payments, click "Connect Stripe" and complete the Stripe onboarding flow. Once connected, every invoice you send will include a payment link automatically.
Yes. In Settings → Integrations → Accounting, connect your QuickBooks Online account. New invoices, customers, and payments will sync automatically. Xero support is coming soon.
Yes — technicians can view their schedule, job details, and capture photos, notes, and signatures without an internet connection. Everything syncs the next time they're online.
Ormi uses role-based permissions. Default roles (Admin, Dispatcher, Technician, Accountant) come preconfigured. You can also create custom roles with fine-grained permissions in Settings → Team → Roles.
Ormi charges a small per-completed-job fee instead of a monthly subscription. No minimums, no per-user costs. See the pricing page for current rates.
Yes, at any time. Use Reports → Export to download CSV or PDF of customers, jobs, invoices, and payments. You own your data and can take it with you.
If you can't find what you need, reach out and we'll get back to you fast.
No credit card required
No monthly fees
