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Built for HVAC, plumbing, electrical, and recurring service teams.
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Stop losing customers to competitors. Automated campaigns that nurture leads, generate 5-star reviews, and bring customers back—all on autopilot.
"Thanks for reaching out! Here's what to expect..."
"Still need help? Click here to schedule..."
"Just checking in on your estimate. Any questions?"
Auto-assigned to sales rep for personal follow-up
"How did we do? Leave a review and get 10% off next service"
"Thanks for choosing us! Here are some maintenance tips..."
"Time for your spring AC tune-up! Book now and save 15%"
"We miss you! Here's a special offer to come back..."
Your campaigns send from your registered business number and your own email address—not generic short codes or no-reply inboxes.
Every SMS campaign goes through Twilio using an A2P 10DLC registered business number. This means carriers recognize your texts as legitimate business communication—your messages reach inboxes instead of getting flagged as spam.
Your SMS comes from a verified 10-digit number tied to your business, not a shared short code
Customer replies land directly in your unified inbox—no separate SMS dashboard to check
A2P 10DLC registration signals to carriers that your messages are wanted business communication
STOP, HELP, and START replies processed automatically with full audit logging
Connect your existing Gmail, Outlook, or custom domain email account via IMAP/SMTP. Every campaign email your customers receive shows your actual business email—not a noreply@thorbis.com address that looks like marketing.
Customers recognize your domain and open rates improve when they see a familiar sender
Connect any Google Workspace or Microsoft 365 account with app-specific passwords or OAuth
Customer email replies route back into Thorbis so your team never misses a response
Works with any SMTP host—Zoho, Fastmail, cPanel, or your own mail server
For high-volume bulk campaigns, Thorbis integrates with SendGrid. You add DNS records to your domain to complete SPF/DKIM verification, and SendGrid sends on your behalf with full authentication—so your campaigns pass spam filters and land in inboxes.
DNS records prove to receiving mail servers that your domain authorized these sends
Thorbis guides you through the DNS verification process step by step with testing built in
Your domain reputation stays separate from shared IP pools—others' bad sends don't hurt your deliverability
Hard bounces and spam complaints automatically suppress those contacts from future campaigns
Proven templates designed specifically for service businesses
Set the exact delay after job completion before a review request goes out. Only triggered for completed jobs—never for cancelled ones. The default is 24 hours but you can push to 7 days if your service requires follow-up work first.
Send customers directly to your Google Business Profile review form, Facebook reviews, Yelp, or a custom review page you control. Deep links bypass the homepage and put the customer one tap from writing the review.
Optionally attach a discount code to boost response rates—typically 10–15% off the next service. Delivered automatically after the review is submitted.
Customers first see a 1–5 star pre-screen. Those who select 1–3 stars are routed to a private feedback form so you hear their complaint directly—not on Google. Only 4–5 star responses receive the public review platform link.
Automated email and SMS within minutes of first contact. Sent from your real business email and your registered Twilio number so it looks like a personal reply.
Share helpful tips, FAQs, and case studies to build trust before the estimate is even accepted. Builds the relationship before the sale.
Automatic reminders triggered by the estimate creation date if the estimate remains unaccepted. Include a direct payment link and optional limited-time offer. Campaign stops the moment the estimate is accepted.
After automated touches run without conversion, a task is auto-assigned to a sales rep for a personal call. The rep sees the full message history so they can pick up where automation left off.
The system continuously scans your customer list and flags anyone with no jobs in 6+ months (configurable threshold). They're automatically added to a win-back segment—no manual list building required.
Campaigns reference the customer's last service type and equipment. An HVAC customer who last had a furnace repair gets a furnace-themed offer—not a generic discount.
Email and SMS touches spread over 30 days, starting soft and increasing urgency. Sequence exits automatically when the customer books a new job.
Final messages in the sequence include limited-time offers and seasonal reminders to create a reason to act now rather than later.
Templates built for the most common seasonal campaigns: HVAC spring AC tune-up, HVAC fall furnace check, plumbing winter pipe preparation, and electrical annual safety inspection. Each includes email copy, subject lines, and SMS variations.
Only customers with relevant equipment receive each campaign. AC owners get the spring AC tune-up reminder. Furnace owners get the fall furnace check. No irrelevant messages that erode trust.
Incentivize booking before the rush with tiered pricing—customers who book in March get a better rate than those who call in July when you're slammed.
Automatically remind maintenance plan customers as their renewal date approaches, with a direct booking link and options to upgrade their plan tier.
Every campaign is triggered by a real job or customer event—not a timer you have to set manually.
When a job status changes to "completed" in Thorbis, the review request sequence fires automatically after your configured delay. Only completed jobs trigger this—cancelled or on-hold jobs are excluded.
Job #1842 marked complete → wait 24 hours → send review request via SMS and email
When an estimate is created but the customer hasn't accepted it after a configurable number of days, a follow-up sequence launches. The campaign exits automatically when the estimate is accepted or marked lost.
Estimate #E-204 created → 3 days, no response → send follow-up email with direct acceptance link
When a customer's tracked equipment reaches a configured age (e.g., furnace turns 10 years old), an upgrade or replacement campaign launches. Uses equipment install dates recorded during service visits.
Lennox furnace installed 2014 → turns 10 years old → send equipment upgrade campaign
Customers with no completed jobs in a configurable window (default: 6 months) are automatically added to the win-back segment. The system watches this continuously—no manual list exports needed.
Last job completed Oct 2024 → 6 months pass → customer enters win-back sequence
When a maintenance plan renewal date is approaching (e.g., 30, 14, and 7 days out), reminder sequences go out automatically. Customers can renew or upgrade directly from the email or SMS.
Annual plan expires June 1 → reminders sent May 2, May 18, May 25 with renewal link
Build your own triggers based on any combination of job data, customer tags, service history, equipment type, or geography. Conditional logic lets you branch sequences based on customer responses.
Customer tag "VIP" + last job type "HVAC repair" + no visit in 90 days → priority win-back sequence
Merge tags pull real data from the job record so every message reads like it was written for that one customer.
Email templates support merge tags that pull directly from the job record. You can also customize your logo, brand colors, and font in the template editor—every email matches your business identity.
{customer_name}{job_type}{technician_name}{next_service_date}{equipment_model}"Hi {customer_name}, how did {technician_name} do on your {job_type}?"
SMS templates are character-limited by nature, so merge tags let you pack in the right details without wasting space. Tags resolve to real values at send time—never placeholders.
{first_name}{job_date}{tech_name}{payment_link}"Hi {first_name}, {tech_name} finished your {job_date} service. How'd it go? Reply REVIEW to share feedback or call us at 480-555-0120."
Powerful features that make every customer feel like your only customer
TCPA for SMS and CAN-SPAM for email are handled automatically. You don't need a lawyer to send a campaign.
The Telephone Consumer Protection Act (TCPA) requires that businesses honor opt-outs immediately. Thorbis handles this fully automatically through your Twilio integration.
Customer is immediately removed from all SMS campaigns. Thorbis logs the opt-out with a timestamp. Future campaigns skip this contact automatically—no manual list cleanup.
Customer receives an automated message with your business name, phone number, and instructions to reply STOP to unsubscribe—as required by TCPA.
If a customer who previously opted out sends START, they are re-added to the SMS-eligible list and will receive future campaigns again.
Every opt-in and opt-out event is recorded with a timestamp and the originating message. Exportable for compliance audits.
The CAN-SPAM Act requires that commercial email include a clear unsubscribe mechanism that is honored within 10 business days. Thorbis processes email unsubscribes immediately and applies them globally.
Every campaign email includes a compliant unsubscribe link in the footer. One click—no confirmation screen required.
Unsubscribed contacts are added to a suppression list that applies to all future campaigns—not just the campaign they opted out of.
Your physical business address is automatically included in the email footer as required by CAN-SPAM.
Hard bounces and spam complaints (via SendGrid feedback loops) automatically suppress the contact to protect your sender reputation.
Template system discourages deceptive subject lines and flags common spam trigger patterns before you send.
The negative feedback filter intercepts unhappy customers before they reach Google—and routes their complaint directly to you.
When a customer selects 1, 2, or 3 stars on the pre-screen, they are redirected to a private feedback form hosted on your Thorbis customer portal. The form captures:
The complaint is logged against the job record in Thorbis so your team can review it and respond—without it ever appearing on Google.
Customers who select 4 or 5 stars are taken directly to your configured review platform. Deep links bypass the platform homepage and drop the customer directly onto the review submission form.
A single 1-star review can drop a 4.9 rating to 4.7 when you only have 50 reviews. Without a filter, dissatisfied customers are more motivated to leave a review than happy ones—leading to a disproportionately negative public profile.
Private complaints and public reviews both show in your review dashboard so nothing slips through
Every review or complaint is attached to the specific job and technician so you can identify patterns
1 and 2-star private complaints trigger an immediate alert to the job owner so you can follow up fast
"Our Google reviews went from 47 to 312 in six months. The automated campaigns brought back $82K in dormant customers we thought were gone forever. Marketing used to be an afterthought—now it's our best salesperson."
Discover how these features work together to power your field service business
Join service businesses generating 3.2x more reviews and 42% higher conversions with Thorbis.