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Thorbis Brain · Roadmap

It could run the whole shop. You decide how much.

One copilot across dispatch, estimates, invoices, and the phones. It watches, drafts, and proposes; anything that matters waits for your approval. Included when released, and costly runs show an estimate first.

The Thorbis work area with Jobs open. The left rail lists Today, Inbox, Schedule, Pipeline, Agent, Work (Jobs, Estimates, Invoices, Payments, Team, Fleet), Customers, Money, Reports, Price Book, and Workflows. The Jobs list is empty and explains that a job starts when an estimate is approved, with a button through to estimates.
Planned workflow · Human approval required

The owner

A workforce with rules. Not a chatbot with opinions.

The board stays the record. Money stays money. Brain drafts, compares, and waits for a person.

  • 01

    It proposes. You dispatch

    Closest after Birch is a suggestion. The board does not move until you do.

  • 02

    Find the money that wasn’t collected

    Due that should have been paid on the drive. Confirmed, likely, and not sure, kept apart.

  • 03

    Approvals sit with a person

    Agents wait. Copilots draft. A named owner still sends, still closes, still collects.

  • 04

    Assistive AI is already in Core

    Naming and summaries stay free. Brain is the longer work. If it is down, the shop still runs.

Two tiers

Some of it is already in Core. The rest says roadmap.

In Core · ships with the product

Assistive AI

The quiet layer: it fills the intake form while the call is still going, suggests the duplicate before you create it, cleans up job notes, summarizes the thread, and answers plain-English questions like “unpaid invoices over $5,000 from last month.” Useful when available, invisible when unnecessary, and never required for the product to be correct.

Roadmap · after the core product ships

Brain: the governed workforce

Named agents with scoped jobs: intake, estimate follow-up, invoice collection, an owner’s briefing. Durable runs you can watch step by step, pause, or take over. An approval queue where every proposal shows the action, the records it touches, the reason, and the cost before you say yes.

The dial

Autonomy is a dial. Not a switch.

Every signal climbs its own ladder, one rung at a time, at your pace. Overdue-invoice reminders can earn their way to running under a rule you wrote. A refund never climbs past a signature.

  1. 01

    Observe

    It watches the board, the phones, and the ledger. Nothing moves.

  2. 02

    Explain

    Why did booked revenue drop? Ranked causes, with the evidence attached.

  3. 03

    Recommend

    What to do about it, as a list you can ignore.

  4. 04

    Draft

    The estimate, the text, the schedule change. Written, not sent.

  5. 05

    Request approval

    The send button is yours. Every proposal shows its work.

  6. 06

    Governed assistance

    Rules you wrote run on their own. Everything else still waits.

What it will do

The work it takes off your desk.

Every tool below is planned, and every one follows the same law: it proposes with evidence, and a person commits.

  • Why did the money move

    Booked revenue, completed work, cash collected: when a number changes, it names the causes in order and links every claim to the records behind it.

  • Find what leaked

    Finished work never invoiced. Estimates expiring with no follow-up. Invoices aging out. Missed calls nobody owns. Labeled confirmed, likely, or not sure, and never silently counted as recovered.

  • A tighter day

    Route and schedule proposals: less windshield time, gaps filled, overrun cascades caught early. Proposal-only, checked for feasibility, and stale the moment the board changes.

  • Good / Better / Best from your own book

    Estimate options priced from your price book and playbooks, with assumptions and margin warnings stated. Material takeoff with stock on hand and lead times. A draft order, never an order it places itself.

  • Before the job closes

    Photos, forms, signatures, the invoice, the payment. It says ready, blocked, or follow-up required, and hands you the recovery list. It cannot mark the job done.

  • The house brief

    Everything that ever happened at this address, compressed to what the next call needs. Before you dial, before the knock, before the number is presented. Every line expands to its source.

  • Codes and permits, with sources

    Likely code, permit, and inspection requirements by jurisdiction, with edition and provenance. When it is not sure, it says verification required instead of guessing.

  • Watch the market

    Competitor price and offer changes, review activity, local demand. An analyst, not a spender: it cannot buy ads, send a word, or publish anything.

  • Draft the workflow

    Say the rule in plain English; get a typed draft with the diff, a simulation, and a rollback plan. Publishing is a review, not a surprise.

  • Today: one calm screen

    Needs approval. Agent work in progress. At risk. Spend and usage. The whole workforce, human and not, on one command center.

The rules

What it is never allowed to do.

These are not settings. They are how the platform is built.

  • It never writes to your records directly

    Every tool calls the same authorized operations a person would use, with the same permissions as the person asking.

  • It never does your money math

    Totals, taxes, balances, and payroll stay deterministic. AI explains numbers; it does not produce them.

  • Every run has a leash

    Budgets, step limits, time limits, and a stop button. An agent cannot keep going just because a model keeps planning.

  • No hidden queues, no invented metrics

    Signals carry their evidence and their definitions. Nothing counts until it is confirmed.

  • Injection is treated as an attack

    What a customer writes in a text is data, never instructions. Context is assembled from authorized records, not one giant dump.

  • Turn it off and the shop still runs

    The board, the invoice, and collect never depend on a model being up. That is a design rule, not a promise.

In practice

Same copilot. Different leash.

  • Summarize this customer’s history

    Automatic

  • Draft the overdue-invoice text

    Suggested

  • Send the appointment reminder

    Runs under your rule

  • Reschedule a customer

    Waits for approval

  • Issue a refund

    A person signs

  • Change a permission

    Never automatic

If it fails

The shop still runs.

Click a row. Dispatch the truck. Collect on the drive. Brain is intelligence on top of a shop that already works without it. That is the point.

Brain

Included when released.

Assistive AI is already in Core. The governed agents arrive after the core product ships, and costly runs show an estimate first.

Coming from a suite? We’ll extract your records.

Rather talk first? Email the team.