The complete setup and usage guide

1. Getting started

Your account is a website, a job book and a marketing assistant in one place. Start here.

1. 1. Sign in

   Go to /login and sign in with Google or your email and password. The first account created becomes the owner.

2. 2. Check your business details

   Open Website and confirm your business name, phone number, service area and opening hours. These appear on your public site and in every notification.

3. 3. Add your logo and colours

   Branding lets you upload a logo and pick your brand colour. Your public site and customer emails use it automatically.

4. 4. Take the walkthrough

   The first time you sign in, a short guided tour highlights each area. You can replay it any time from Guide & tour in the header.

2. Your website

Every account gets a live website with an enquiry form. No hosting or domain setup needed to start.

1. 1. Services

   Add each service you offer with a short plain-English description. These become the service cards and help you show up in local searches.

2. 2. Gallery

   Upload before/after photos of real jobs. Photos win more work than words — aim for at least six.

3. 3. Reviews

   Add existing reviews from customers, Google or Facebook. They show on your homepage as social proof.

4. 4. Local SEO

   Set your town and the areas you cover. Orvia generates a page per area so nearby customers can find you.

5. 5. View site

   The View site button in the header opens your public website exactly as customers see it.

3. Enquiries and jobs

Enquiries arrive from your website form, QR code scans, phone calls and manual entry.

1. 1. Today

   Your daily overview — new jobs, urgent work, callbacks owed, quotes out and work booked in.

2. 2. Jobs

   The full list. Open a job to see the customer's number, the description, their photos and the history of everything that's happened.

3. 3. Update the status

   Move a job through New → Contacted → Quoted → Booked → In progress → Completed. The status drives your dashboard numbers and your reminders.

4. 4. Board

   The same jobs as a drag-and-drop pipeline. Best on a laptop; on mobile it scrolls column by column.

5. 5. Notes and quotes

   Record a quote amount, booked date and internal notes. Anything you type here is private to your team.

6. 6. Customer portal

   Each job has a private link you can text to the customer so they can see progress and reply without phoning.

4. AI receptionist

Answers the calls you miss, texts the customer back and creates the job for you.

1. 1. Get a number

   Ask us to connect a phone number to your account, or forward your existing number to the one we provide.

2. 2. Set your greeting

   In Receptionist, write how you want calls answered and what questions to ask (job type, postcode, urgency).

3. 3. Missed-call text back

   If a call is missed, the caller gets an instant text with a link to your enquiry form. The call and text both appear as a job.

4. 4. Check the transcripts

   Every call is logged with a summary so you can see exactly what was said before you ring back.

5. Marketing on autopilot

Completed jobs and job photos turn into ready-to-post social content. Nothing publishes without your approval.

1. 1. Ideas

   The idea inbox fills automatically from finished jobs and uploaded photos. You can also type an idea yourself.

2. 2. Generate

   Orvia writes a Facebook post, an Instagram caption, a Google Business update and optionally LinkedIn — in your brand's tone of voice.

3. 3. Approve

   Everything lands in Approvals as a draft. Approve, edit or reject. Only approved content can be published.

4. 4. Accounts

   Connect your Facebook page, Instagram business account and Google Business Profile. If you'd rather we set it up for you, use Setup to request a done-for-you connection.

5. 5. Library

   Every post is stored and searchable, so you can reuse or duplicate anything that worked well.

6. Getting more work

1. 1. QR codes

   Generate a code for your van, invoices, business cards or leaflets. Each code is tracked so you can see which one brings in jobs.

2. 2. Referrals

   Generate a referral code per customer. When someone uses it, the referral is attributed automatically.

3. 3. Offers

   Publish a seasonal offer to your website in a couple of clicks.

4. 4. Insights

   Visitors, where they came from, which pages they read and how many turned into enquiries. Reviewed weekly, this tells you what to do more of.

7. Plans and billing

Start free and only add tools when they earn their place.

1. 1. Free

   A hosted Orvia website, enquiry form, QR code and five enquiries a month. No card needed.

2. 2. Website (£15 a month)

   Your own web address, unlimited email enquiries, up to ten services, reviews, gallery and visitor numbers. Best if you just want a professional site.

3. 3. Starter (£29 a month)

   Everything in Website plus the working tools: jobs, customers, photo attachments, basic customer portal and the no-leads billing pause guarantee.

4. 4. Pro (£79 a month)

   Everything in Starter plus the full job pipeline, team members, gallery and referral tools, marketing content drafts and priority support.

5. 5. Enterprise

   A tailored setup for larger or multi-team operations. Talk to us for pricing.

6. 6. Numbers and Messaging

   Phone numbers, SMS and the AI receptionist are optional paid add-ons. They are not included in any website plan, so you only pay for them when you need them.

7. 7. No-lead pause

   If a full month passes with no enquiries, we pause your subscription automatically on Starter, Pro and Enterprise. We do not charge again until a new lead arrives.

8. 8. Change plan

   Billing shows your current plan, invoices and upgrade options. Changes take effect immediately.

8. A simple weekly routine

Fifteen minutes a week is enough to keep everything moving.

1. 1. Every day

   Open Today. Ring back anything new or urgent, then update each job's status.

2. 2. Twice a week

   Chase the quotes that haven't been answered — the dashboard flags anything going stale.

3. 3. Once a week

   Upload photos from finished jobs, then approve the content Orvia has drafted for you.

4. 4. Once a month

   Read Insights, ask two happy customers for a review, and check your offer is still current.