CRM · BUILT FOR REPEAT SERVICE WORK

Know every customer
like they're your only one.

Every call, job, quote, payment, property, and installed unit on one living record — built by the work itself, not by data entry. When the phone rings, the whole story is already on screen.

100%HISTORY, AUTO-FILED 0FIELDS TO RE-TYPE 1RECORD PER CUSTOMER
thorbis · accounts LIVE
Thorbis CRM — every customer on one living record
01 · THE PIPELINE

Every lead, worked until it's won or dead.

Every lead lands on one board and gets dragged through stages until it closes. Automatic lead intake from calls, texts, and email is in development (arriving Q3 2026), and automated follow-up nudges are on the roadmap.

sales pipeline · this week $48,300 OPEN · 14 LEADS
New lead 5 · $9.2K
WEB BOOKING$385
Running toilet · Hale St
AUTO-CREATED 10:12 AM · UNCLAIMED
MISSED CALL
New number · text-back sent
AWAITING REPLY
Estimate sent 4 · $21.4K
E-2308$14,200
Repipe · Oak Plaza
VIEWED 3× · FOLLOW-UP DUE FRI
E-2311$2,150
40-gal water heater
SENT YESTERDAY · GOOD-BETTER-BEST
Negotiating 3 · $12.6K
E-2296$6,400
Sewer line · financing asked
OPTIONS TEXTED · AWAITING PICK
Won this week 6 · $18.9K
JOB #4211$4,850
Burst supply · from 2 AM call
BOOKED SAME NIGHT · CREW ASSIGNED
JOB #4218$385
Water heater noise · web
FROM SITE BOOKING
AUTOMATED STALE-LEAD NUDGES · ON THE ROADMAP WIN RATE THIS MONTH: 46%
02 · SEGMENTS & SMART LISTS

Ask your customer list
a real question.

"Who has a water heater past year eight within 10 miles of Tuesday's route?" Segments are live queries over everything the work recorded — and any segment becomes a campaign or a call list in one tap. Automation triggers are on the roadmap.

Live— segments update themselves as jobs close
EQUIPMENT: WATER HEATER AGE ≥ 8 YEARS WITHIN 10 MI OF ROUTE + ADD FILTER 17 MATCHES
RH R. Hensley · Cedar LnAO SMITH 50-GAL · INSTALLED 2016 · 1.2 MI OFF ROUTE OFFER DRAFTED
MP M. Patel · Riverbend CtRHEEM 40-GAL · INSTALLED 2015 · MEMBER OFFER DRAFTED
JW J. Whitfield · Mill RdBRADFORD WHITE · 2017 · LAST VISIT 14 MO AGO CALL LIST
KD K. Dawson · Long HollowAO SMITH 75-GAL · 2014 · COMMERCIAL CALL LIST
Turn these 17 into: Offer campaign Call list Automation
03 · PROPERTIES & EQUIPMENT

The house has a memory too.

Customers move, landlords own five units, and equipment outlives everyone. Thorbis keeps records per property — every installed unit with serial, warranty, and photos — so the tech knows the water heater's history before ringing the bell.

Multi-property customers — landlords, PMs, and franchises handled natively
Aging equipment feeds segments — replacement offers before the failure call
Warranty checked automatically when a repair is quoted
142 Maple Ave · property record 1 OF 2 PROPERTIES · S. MITCHELL
WH AO Smith 50-gal gas · water heaterSN 2117A-88 · INSTALLED 2017 · WARRANTY EXPIRED 2023 9 YRS · FLAGGED
SP Zoeller M53 · sump pumpSN 9931-02 · INSTALLED 2024 · WE INSTALLED IT UNDER WARRANTY
PRV Watts 3/4" PRVREPLACED MAY 2025 · JOB #3822 · PHOTOS ON FILE HEALTHY
MAIN Sewer main · PVC, camera on fileHYDRO-JET QUARTERLY · DRAIN PLAN MEMBER ON PLAN
EVERY UNIT: SERIAL · INSTALL DATE · WARRANTY · SERVICE HISTORY · PHOTOS
NEXT · 3D SPACE SCANNINGIN DEVELOPMENT

Scan the room.
Keep the memory.

A tech points the field app at a utility closet, a crawlspace, a mechanical room — and the customer's record gains a LiDAR partial of the home. Scan by scan, the whole house takes shape.

01 The office sees the spaceNo more describing "the valve behind the furnace" over the phone — the room is right there, in 3D.
02 A map for future maintenanceMapped homes mean the next tech walks in knowing the layout, access points, and what's behind the panel.
03 Guide the customer to the problemPoint at the model, not at a paragraph — customers see exactly where the issue lives and why it costs what it costs.
View the roadmap → SHIPS TO EARLY-ACCESS SHOPS FIRST
UTILITY CLOSET · SCANNED BY T. OKAFOR · THU 10:12 AM LIDAR · 38K PTS · DRAG TO ORBIT · SCROLL TO ZOOM
COVERAGE — UTILITY CLOSET · BASEMENT 64% · WHOLE HOME 2/11 ROOMS ATTACHES TO THE RECORD INSTANTLY
04 · NO DATA ENTRY

The record writes itself.
The work is the input.

CALLS & TEXTS
Conversations file themselves

Every call, voicemail transcript, text, and email threads onto the record — no logging after the fact.

JOBS & PHOTOS
Work becomes history

Checklists, field photos, and signatures attach to the property as the tech works.

MONEY
Balances always current

Estimates, invoices, and payments post live — lifetime value and balance need no bookkeeper.

SOURCE
Attribution stamped in

Tracked numbers and site bookings stamp where each customer came from — lead-source ROI reporting is on the roadmap.

ON THE ROADMAP FULL ROADMAP →
Communication-based customer intakeTurn every call, text, and email into a structured customer record. IN DEVELOPMENT · Q3 2026
Automatic customer data extractionPull names, addresses, and job details straight from conversations. IN DEVELOPMENT
Duplicate customer preventionCatch likely duplicates before they split your service history. PLANNED

Your best customers deserve a better memory.

CRM, pipeline, segments, and property records — included in $299/month + usage at cost, filled in by the work itself from day one.