Three simple steps to get started
Go from signup to scheduling jobs in minutes, not weeks.
Create your workspace
01Join early access or contact sales with your business email, choose the right rollout path, and secure your account.
Import data & configure essentials
02Use guided import templates for customers, jobs, equipment, and pricebooks. Thorbis keeps migration validation visible before cutover.
Invite your team & launch
03Bring dispatchers, technicians, and admins into a shared workspace. Built-in training resources help each role learn the workflows they use.
Reserve Your Spot
Get notified when we launch. Early access members get exclusive pricing.
Resources to guide your rollout
Everything you need to launch successfully.
Migration checklist
Step-by-step guide covering exports, data cleanup, and go-live validation.
Implementation playbook
Understand the guided migration process that Thorbis success teams follow with new customers, validated before cutover.
Knowledge base
Read detailed guides for configuring scheduling, the Thorbis Brain, payments, and reporting.
A useful demo starts with your real operating shape
The fastest way to evaluate Thorbis is to bring a workflow the team already runs and pressure-test it end to end.
Bring one real workflow
Use a current dispatch, estimate, invoice, or payment workflow so the walkthrough stays grounded.
Know your migration shape
List the records that must move before the team can operate: customers, jobs, equipment, invoices, price books, or balances.
Name the decision owner
Have one person own pricing, rollout timing, migration approval, and team communication.
Use the demo to answer three questions
Daily fit
Can the office and field run the current day without adding a second system?
Switch path
Is there a clean way to validate records and go live without a blind cutover?
Cost clarity
Do users, utilities, payments, and optional usage have clear ownership before launch?
What you get on day 1
Here's what opens with your workspace and what needs carrier or payment processor approval. Capabilities still in development are marked on the public roadmap.
Schedule Board
Four views ready immediately: Timeline, Kanban, Map, and CSR dispatch.
Switch between views at any time and assign jobs from a searchable job list. The full dispatch command center and drag-and-drop scheduling improvements are in development on the roadmap.
Customer & Property Database
Import via CSV or create records manually from the first login.
Supports unlimited customers and properties. Each customer record links to job history, equipment, invoices, and communication logs. Full-text search across all fields.
Invoice & Estimate Builder
6 invoice templates, 3 line item types: service, material, equipment.
Templates cover residential service, commercial service, maintenance agreement, estimate conversion, change order, and final invoice. PDF generation, email delivery, and digital signature collection are included.
Customer Portal
Live at yourdomain.thorbis.com/portal from the moment you sign up.
Customers can view job status, pay invoices, approve estimates, request service, and message your team. Custom logo and color branding configurable in Settings.
AI Pending Actions
Operational intelligence activates automatically on your first job.
Runs on a 60-second cycle. Surfaces overdue follow-ups, unpaid invoices past 30 days, equipment due for maintenance, and technicians with no jobs assigned. No configuration required to start.
Technician field app
Designed for iOS and Android technician workflows. Invite technicians by email when mobile access is enabled.
Technicians see their assigned jobs, customer details, job notes, and GPS navigation. They can update job status, collect signatures, and upload photos from the field when mobile access is enabled for the workspace.
Payrix Payment Processing
Apply during onboarding. Approval typically takes ~2 business days.
Standard card processing rates with no Thorbis markup. Supports card-present (tap/chip), card-not-present (portal and email pay links), and ACH transfers. Apply in the Payments section of onboarding, underwriting runs in the background while you configure the rest of your account.
Twilio SMS (A2P 10DLC)
Carrier registration required. Approval runs 3-5 business days.
All business SMS in the US must be registered under A2P 10DLC rules enforced by mobile carriers. Thorbis submits your brand and campaign registration automatically when you enable SMS. Once approved, you get a dedicated local number for job notifications, review requests, and two-way customer messaging.
Your first 45 days
This is the same rollout sequence our success team uses with every new customer. Follow it in order and you'll be fully operational, with real jobs, real payments, and a trained team, before the end of your second month.
- Week 1
Foundation
- Import your customer list (CSV: first_name, last_name, email, phone, address)
- Build your price book, add service types, materials, and equipment with standard rates
- Invite your team: dispatchers, technicians, admins, and CSRs
- Configure working hours and service areas per technician
- Set up your company profile, logo, and invoice branding
- Week 2
First Jobs
- Schedule your first real jobs on the board, use Timeline or Kanban view
- Plan a multi-stop day (daily route optimization is on the roadmap)
- Collect your first payment through the customer portal or the field app
- Send your first invoice via email and confirm PDF delivery
- Review AI Pending Actions for any flagged follow-ups from early jobs
- Week 3
Growth & Integration
- Set up automated review request campaigns (triggers on job completion)
- Configure win-back sequences for customers with no jobs in 12 months
- Connect QuickBooks, hourly auto-sync begins immediately after OAuth
- Enable SMS notifications for job confirmations and technician ETAs (post A2P approval)
- Review first reporting period: revenue by technician, job type, and region
- Week 4
Team Adoption
- Confirm all technicians are using the field app for job status updates
- Configure customer portal branding (logo, colors, custom domain)
- Set up maintenance plan templates for recurring service agreements
- Enable customer equipment tracking, link equipment records to jobs
- Run your first bulk SMS campaign to lapsed customers
- After launch
Optimization
- Review AI Pending Actions recommendations, accept or dismiss each suggestion
- Tune automation rules based on first month of real job data
- Audit price book accuracy against actual job costs and adjust margins
- Evaluate technician performance reports and schedule debrief sessions
- Confirm QuickBooks sync is reconciling correctly and run first month-end close
Migration checklist
Moving from ServiceTitan, Jobber, Housecall Pro, or FieldEdge? Use this checklist to prepare your data exports before your Thorbis account is created. Clean data in means clean data out.
Customer Data
- Export customer list from current system
Required CSV columns: first_name, last_name, email, phone, address, city, state, zip. Optional: company_name, notes, customer_type.
- Export job history, past 12 months recommended
Older records can be imported later as reference-only. Focus on the last 12 months for active customer context and equipment history.
- Export equipment and asset list
Each asset record should include: equipment_type, make, model, serial_number, install_date, location (linked to property address).
Price Book
- Export price book items from your current system
Required: item_name, item_type (service/material/equipment), unit_price. Optional: cost, sku, description, taxable.
- Audit and clean pricing before import
Remove discontinued items. Update rates that haven't been touched in over 12 months. Thorbis price book supports flat-rate and time-and-material configurations.
Team Setup
- Map technician roles to Thorbis role types
Available roles: technician, lead_technician, dispatcher, admin, csr. Each role controls what the user sees and can edit in the dashboard and field app.
- Collect technician email addresses for invitations
Invites are sent from your Thorbis account. Keep technician email addresses ready so mobile access can be enabled cleanly during rollout.
- Configure working hours per technician
Set default shift hours and days. Override available on a per-job basis. Working hours feed into schedule conflict detection and route optimization.
Go-Live Validation
- Test first invoice end-to-end before going live
Create a test job, add line items, generate an invoice, and send it to yourself. Confirm PDF renders correctly, pay link works, and payment posts to your Payrix account.
- Confirm technician can access and update a test job from mobile
Create a test job assigned to one technician. Have them open it in the app, update the status, upload a photo, and collect a signature. Verify all data appears in the dashboard.
- Verify QuickBooks sync is posting transactions correctly
After connecting QuickBooks, create a test invoice and confirm the sync posts to the correct income account. Check that customer records map cleanly across both systems.
Plan for 2-3 hours of data prep
Most migrations from ServiceTitan or Jobber take 2-3 hours of prep work: exporting, cleaning column headers, and removing test or duplicate records. The actual import into Thorbis runs in minutes. Do not skip the end-to-end invoice test before going live, it's the fastest way to catch mapping errors before they affect real customers.
What $299/month + usage at cost includes
One rate covers your entire team and every feature. No per-seat fees, no feature tiers, no annual lock-in. A $100/month utilities credit is included; only usage past it (phone, SMS, AI, storage, API) bills at cost, and payment processing is pass-through.
Scheduling
- Timeline view, drag-and-drop, multi-technician, conflict detection
- Kanban view, job status columns, swimlanes by technician or region
- Calendar view, day, week, and month layouts
- Dispatch Map view, live technician locations, unassigned job pins
- Daily route optimization (on the roadmap)
- Live technician fleet tracking (in design, arriving later in 2026)
Invoicing & Payments
- 6 invoice templates (residential, commercial, maintenance, estimate, change order, final)
- 3 line item types: service, material, equipment
- PDF generation and email delivery
- Digital signature collection
- Estimate-to-invoice conversion in one click
- Payrix card processing (apply during onboarding, no Thorbis markup)
Team & Field
- Unlimited users, dispatchers, technicians, admins, CSRs
- Technician mobile workflows for iOS and Android devices
- Role-based permissions (technician, lead_technician, dispatcher, admin, csr)
- In-app job status updates, photo uploads, and signature collection
- Real-time push notifications for job assignments and changes
- Equipment tracking linked to customer properties and job history
Intelligence & Automation
- AI Pending Actions, operational intelligence on a 60-second cycle
- Overdue invoice detection, maintenance due alerts, follow-up surfacing
- Review request campaigns (triggers on job completion)
- Win-back sequences for lapsed customers
- Maintenance plan automation with recurring job generation
- QuickBooks sync, hourly auto-sync plus on-demand manual trigger
Customer Experience
- Customer portal at yourdomain.thorbis.com/portal
- Self-service invoice payment, estimate approval, and service requests
- Custom portal branding (logo, colors, custom domain support)
- Email via IMAP/SMTP using your own domain
- Two-way customer messaging (SMS requires A2P 10DLC, see below)
- Customer-facing job status tracking from booking to completion
Utilities & payments
Your $299/month plan includes a $100/month utilities credit. Usage past the credit bills at cost, and payment processing is pass-through.
$100/month utilities credit
Every plan includes a $100/month utilities credit covering phone numbers, calling, SMS/MMS, video, AI actions, storage, and API. It resets monthly with no rollover. Emails, invoices, estimates, and standard automations are included, never metered.
Usage past the credit
After the $100 credit, usage bills at cost: calls $0.014/min, texts $0.008, video $0.004/min, AI voice $0.09/min, AI actions $0.02. A2P 10DLC registration is required for US business SMS, Thorbis submits it automatically.
Payments (pass-through)
Payment processing is pass-through with no Thorbis markup: card 2.9% + 30¢, ACH 0.8% ($5 cap), instant payouts 1.5%. You stay the merchant of record, no monthly minimums.
$299
per month
+ usage at cost
Unlimited
users included
no per-seat fees
0
long-term contracts
cancel anytime
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Visit the Help Center for training resources, live webinars, and office hours with our success team.
A good walkthrough follows your operating day.
The fastest way to judge fit is to walk through a customer call, dispatch decision, field closeout, invoice, and owner review using your actual constraints.
Intake
How a request becomes a customer, location, job, and communication record.
Dispatch
How the board handles availability, travel, urgency, and reassignment.
Field work
How techs capture photos, notes, signatures, estimates, and payment.
Owner review
How the day rolls into margin, collections, callbacks, and follow-up.
Turn the walkthrough into a rollout decision
If Thorbis fits, the next step should be a concrete plan, not another generic presentation.
- 1 Review pricing and the utilities credit against your current system cost.
- 2 Choose the first product workflow to validate with your team.
- 3 Gather migration exports or screenshots from the current system.
- 4 Invite the owner of field operations and the owner of billing to the next working session.