Wiki
How Orbit Signal works
Short guides for owners, managers, and anyone setting up the first customer page.
- Getting started2 minHow Orbit Signal worksEach job gets a private page. Customers check it instead of calling you.Read
- Getting started3 minYour first ten minutesThe setup guide walks you from an empty workspace to a link your customer can open.Read
- Projects and sources2 minProjects typed into SignalNo other tool needed. Type the steps, set a status and a date, publish.Read
- Projects and sources2 minGoogle Sheet or CSVPaste a sheet link. Rows become steps, and the customer page follows the sheet.Read
- Projects and sources3 minMonday.comSign in once, pick a board, choose which columns customers see.Read
- Projects and sources2 minTrello and AsanaPaste a key or token once, then pick the board or project.Read
- Projects and sources3 minAny tool via MCPConnect a tool that has an MCP server, or reach one through Zapier, Make, n8n, or Composio.Read
- Projects and sources3 minMapping and status labelsChoose which columns become the customer page, and what each status means.Read
- Customers2 minCustomer links: WhatsApp, text, emailOne private link per customer. No app, no password. Switch it off any time.Read
- Customers3 minThe customer pageWhat your customer sees, and what they can do there.Read
- Customers2 minAsking a customer to approveA quote, a sample, a change, a handover. One tap, saved with the job.Read
- Customers2 minMessages from customersEvery question, photo, approval, and decline from customer pages, in one place.Read
- Checking and auto-publish3 minTo check: held changesSensitive changes wait for a person. You approve the wording, then it publishes.Read
- Checking and auto-publish2 minAuto-publish rulesLet a project publish date changes without review. Every exception is logged.Read
- Checking and auto-publish2 minWhen customers get emailOnly when a person says so, and never at night.Read
- Desk (To-dos)3 minDesk: talk, get to-dos and draftsTalk for a minute. Signal makes your to-do list and drafts every email you mentioned.Read
- Desk (To-dos)3 minDesk: mailbox and writing styleConnect Gmail, Outlook, or any IMAP mailbox, and teach Signal how you write.Read
- Desk (To-dos)2 minDesk: board and inboxEvery to-do and email on one board. Turn this week’s mail into cards.Read
- Workspace2 minYour look: brand the customer pageYour name, colors, logo, and support contact on every customer page.Read
- Workspace2 minTeam rolesOwner, admin, manager, viewer. Who can do what.Read
- Workspace2 minConnected toolsWhere Signal reads your work from, and what happens when a connection breaks.Read
- Workspace2 minHistory, export, and deletingEverything important is logged. Owners can export or delete the workspace.Read
- Billing, security, help2 minBilling and the free trial14 days free, no card. Then €149 once or €19 a month.Read
- Billing, security, help3 minSecurity and privacyCustomers see a published page. Never your board.Read
- Billing, security, help3 minTroubleshootingThe fixes for what usually goes wrong.Read