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Change orders • Progress billing • Field forms

Run the whole job from one record

Every job is a single command center: the timeline, line items, change orders, progress payments, photos, and forms in one place. When scope changes, you capture it, bill it, and keep the audit trail — instead of paperwork chasing you for weeks.

thorbis · dispatch boardLIVE
Thorbis job board — jobs, crews, and change orders on one live record
WHY ONE RECORD HOLDS

Thorbis Job Management gives every job a single source of truth. Add change orders when scope grows, bill in stages with progress payments, and capture work with custom field forms — all on one auditable record.

1 record
Source of truth
Timeline, money, forms, and photos
Staged
Billing
Deposits, milestones, retainage
Always on
Audit trail
Every change captured and logged
THE OLD WAY

A job spread across three tools loses money in the gaps.

When the scope, the money, and the paperwork live in different places, things fall through. Here is where the margin leaks.

LEAK 01

Scope grows on-site but the change never makes it onto the invoice — margin walks straight out the door.

LEAK 02

Big jobs need staged billing, but your tools only know how to send one invoice at the end.

LEAK 03

Field paperwork lives on paper or in photos that nobody can find a month later.

WHAT IT DOES

The three things a job record has to get right.

P01

Change orders that get billed

Capture added scope on the spot, get approval, and roll it into the contract value — no missed revenue.

P02

Progress payments

Bill long jobs in stages — deposits, milestones, retainage — instead of waiting until the very end.

P03

Custom field forms

Build the checklists, inspections, and sign-offs your trade needs and capture them right on the job record.

01 · ONE RECORD, END TO END

Four things a job record has to hold.

The record, the change orders, the progress billing, and the field proof — each one lands on the same job, so nothing gets reconciled after the fact.

THE JOB RECORD
ONE SOURCE OF TRUTH

One record that holds the whole story of the job

The timeline, line items, change orders, payments, photos, and forms all live on a single job. Anyone who opens it sees exactly where things stand, without digging through email or a stack of work orders.

  • Timeline, money, and field work in one place
  • Every update timestamped and attributed
  • No more reconciling three systems after the fact
JOB-4187 · EVERYTHING IN ONE PLACE6 TABS
Timeline
Line items
Change orders
Payments
Photos
Forms
AUDIT TRAIL ON · EVERY CHANGE LOGGED
CHANGE ORDERS
SCOPE THAT GETS BILLED

When scope grows on-site, the revenue grows with it

Capture added scope the moment it comes up, get the customer's approval, and roll the amount into the job's revised contract value. The change is on the record and on the invoice, instead of forgotten.

  • Added scope captured in the field
  • Approval with an optional signature
  • Approved value rolls into the revised total
NEW CHANGE ORDER+$1,850
Replace corroded supply line+$1,850

Discovered during rough-in. Added materials and 4 labor hours.

APPROVED & SIGNEDROLLED INTO TOTAL
Revised contract value$26,450
PROGRESS PAYMENTS
BILL IN STAGES

Bill long jobs in stages, not all at the very end

Deposits, milestones, and retainage each become their own invoice on a schedule you set. Cash comes in as the work progresses, so a multi-week job does not tie up your money until close-out.

  • Deposits and milestone billing
  • Retainage tracked and released
  • Each stage invoiced on schedule
BILLING SCHEDULE4 STAGES
DepositPaid
Rough-in milestoneInvoiced
Final milestoneScheduled
Retainage releaseHeld
FIELD FORMS
PROOF ON THE RECORD

Checklists, inspections, and sign-offs captured on the job

Build the forms your trade actually needs and fill them out right on the job record. Photos and signatures attach to the job, so the proof of work is findable a month later, not lost in someone's camera roll.

  • Forms built for your trade
  • Photos attach to the job record
  • Sign-offs captured in the field
COMMISSIONING CHECKLIST3 / 4
System pressure test
Electrical bonding verified
Condensate drain photo
Customer walkthrough sign-off
PHOTOS & SIGN-OFF ATTACHED TO THE JOB
02 · WHEN THE JOB CHANGES

When the job changes, the money keeps up

Scope grows, you capture it, the customer approves, and it's on the contract — automatically.

01Tech adds a change order with a description and amount
02Customer approves it (with an optional signature)
03The approved value rolls into the job's revised total
04A progress payment bills the next stage when it's due
REVISED CONTRACT VALUEAUDIT TRAIL ON
ORIGINAL CONTRACT$24,600
CHANGE ORDER · APPROVED+$1,850
REVISED TOTAL$26,450
NEXT MILESTONE INVOICE QUEUED — DUE ON SCHEDULEBILL →
03 · MADE FOR THE WHOLE TEAM

One record, the right view for each role.

Technicians

Add change orders, photos, and form sign-offs from the job without paperwork to chase later.

Office & billing

Invoice each milestone on schedule and watch the contract value stay accurate as scope shifts.

Owners

See the real revised total and a full audit trail on every job, not last month's guess.

JOB CONTROLS

Keep every job ready for the next handoff.

Job management is where scope, field proof, billing, and customer trust meet. These controls keep the record usable before the work reaches closeout.

01

Job owner

Name the person responsible for schedule, scope, customer communication, and billing decisions on every active job.

02

Required artifacts

Require photos, forms, signatures, and change orders before a job can move into billing or closeout.

03

Exception path

Route blocked jobs, missing approvals, failed inspections, and late milestones to the right manager before the work stalls.

CLOSEOUT CADENCE

Finish with proof, not a pile of loose notes.

Before arrival

Confirm scope, parts, customer notes, and required forms so the field team starts with a clean job record.

On site

Capture changes, evidence, and approvals as they happen instead of reconstructing the job after the fact.

After completion

Close with billing-ready documentation, customer sign-off, and a timeline that explains every change.

JOB RISK SIGNALS

Catch the job problems that usually appear at closeout.

Longer jobs need early warnings for schedule, proof, and money gaps before they turn into billing disputes.

● SIGNAL

Schedule drift

Flag jobs that miss milestones, lose a crew, or stack too many unresolved tasks before the next visit.

● SIGNAL

Missing proof

Surface absent photos, forms, approvals, and customer sign-offs before the job moves to billing.

● SIGNAL

Margin pressure

Show unbilled change orders, added labor, and revised totals while the job can still be corrected.

ON THE ROADMAP · DISPATCH & WORK
See the full roadmap
Technician workflowsChecklists, photos, and signatures built for techs in the field, so the job's done right and documented on site.IN DEVELOPMENT
Dispatch command centerRun unassigned jobs, late routes, and team capacity from one board instead of three screens and a whiteboard.IN DEVELOPMENT
Customer arrival windows and SLA trackingPromise 8–12 arrival windows and track late jobs before customers call.PLANNED
QUESTIONS

Job management questions.

Can I bill a job in stages?+

Yes — progress payments let you invoice deposits, milestones, and retainage instead of one invoice at the end.

How do change orders work?+

Capture added scope on the job, get customer approval (optionally signed), and the approved amount rolls into the job's revised contract value.

Can I build my own forms?+

Yes — create custom field forms (inspections, checklists, sign-offs) and capture them right on the job record.

Run the whole job from one record

Thorbis Job Management gives every job a single source of truth. Add change orders when scope grows, bill in stages with progress payments, and capture work with custom field forms — all on one auditable record.