Start your 30 days — Orbis Field

Step 1 of 6

Who are we setting this up for?

Just the basics. Everything here can be changed later from inside Orbis — nothing you pick now is permanent.

Company name

However it appears on your invoices. Your team will see this at the top of every screen.

Please enter your company name.

Where do you sell?

This sets your currency, working week and the default language for new people.

Which teams work the field?

Most companies run both. Pick one now if you are not sure — adding the other later takes a minute.

Pick at least one team.

Step 2 of 6

What do you sell?

Your product lines, as your team calls them. Every target, report and sample record hangs off these, so it helps to name them the way the field already does.

Your brands

One name per brand, as it is printed on the pack — press Enter after each. Got a long list? Paste the whole column and we will split it for you.

Add at least one brand.

Step 3 of 6

Where does your team work?

Territories are how Orbis decides who sees what. A rep sees their own; a supervisor sees their team’s. Pick the places you actually cover today.

Tap the places you cover0 selected

Or pick them by name

Every governorate is on the map. Choosing one here drops its pin, and tapping a pin ticks it here.

Split a city further? (optional)

Skip this. Most companies add sub-areas — Karkh and Rusafa rather than Baghdad — from inside Orbis once they see how their team really divides the map. Only add them now if you already know.

Pick at least one place on the map or in the list.

Step 4 of 6

Who is on the team?

Roughly how many of each. We create the roles and the reporting lines now; you invite the actual people once you are inside, and nobody is charged during the trial.

MRMedical repVisits doctors, shows approved decks, hands over samples.6

SVSupervisorApproves plans and orders, goes out with the reps.1

CRCommercial repTakes orders from pharmacies, collects payment, handles returns.3

CSCommercial supervisorReleases orders and watches what is owed.1

SMSales managerSets targets and the rules the whole field works to.1

NDNational directorThe whole country on one page.1

MKMarketingDecides what the field is allowed to say, and hears what came back.1

HRHRLeave, pay and training — always with a second signature.1

Step 5 of 6

What should be switched on?

We have already turned on what your answers point to. Leave it as it is if you are not sure — every one of these can be switched on or off later without losing anything.

Step 6 of 6

Last thing — who runs it?

You become the first administrator. Once we have built it, your sign-in details reach you by email — and on WhatsApp if you leave a number — and you pick your own password the first time you sign in. No credit card at any point.

Your name

Please tell us your name.

Work email

Your sign-in details go here. We do not add you to any mailing list.

That does not look like an email address.

WhatsApp number (optional)

Only if you would rather we reach you there. It is never shown to your team.

We use these details only to set up your trial and reply to you. We do not sell anything, ever. Read our privacy notice

Building your Orbis

This is what we set up for you. About three minutes on a real company — here it is quicker.

Creating a database only your company can openown key

Loading the standard setup so work can start today20 tables

Creating your roles and what each one may see8 roles

Adding your brands and territories0 · 0

Preparing your reports27

Checking that every screen answersall green

That’s it. Your company is being built.

Nothing left for you to do. We check your setup by hand — usually the same working day — then your sign-in details land at your email, and on WhatsApp if you left a number. You pick your own password the first time you sign in.

We build it, by handA real person reads your answers and creates a database that is yours alone — not a shared one with a filter on it. Usually the same working day.

Your sign-in details arriveBy email to the address you gave, and on WhatsApp if you left a number. You pick your own password the first time you sign in.

Invite the team and run a real dayThe roles are already made. Give a rep tomorrow’s plan — one proper day tells you more than any demo.

Ask us anything on WhatsApp

What happens on day 31. Nothing disappears. We show you what your team actually used and what it would cost, and you decide. If you walk away, you can export everything you put in — accounts, orders, visits, the lot — in a form you can open elsewhere.