FREE RESOURCES

Free tools for the operating decision you need to make next.

Calculators, templates, guides, and playbooks to model a switch, clean up a process, or train a role — before you move the repeatable work into Thorbis.

FREE TO DOWNLOAD·NO THORBIS ACCOUNT REQUIRED·SHARE WITH YOUR TEAM
TEAM USE

Different roles need different outputs.

A template that helps the owner may not help the dispatcher. Point each role at the part of the library that changes their week.

  • Owner ROI, cash, pricing, and growth decisions.
  • Office Migration, intake, scheduling, and billing checklists.
  • Field Mobile closeout, photos, signatures, and job quality standards.
  • Marketing Google, reviews, follow-up, and local demand workflows.
PUT IT TO WORK

A free tool should turn into an operating change.

The useful path is not download, forget, repeat. It is decide, assign, test, then move the result into the live workflow.

01

Decide

Pick the calculator, checklist, or playbook that answers one question.

02

Assign

Give the output to the person who owns the next step.

03

Test

Use it on a real job, estimate, route, invoice, or campaign.

04

Operationalize

Move the repeatable part into Thorbis so it survives handoff.

FAQ

Free tools FAQ

Looking for something specific? Search the help center for written walkthroughs or ask in the community.

Are these tools really free?

Yes. Templates, checklists, and calculators are free to download. Some webinars may require registration for access, but there is no cost.

Can I share these templates with my team?

Yes. We encourage you to adapt the templates for your operations and share them with dispatchers, technicians, and leadership.

Do I need to be a Thorbis customer?

No. These resources help any field service company price jobs, plan crews, review margins, and tighten follow-up. Thorbis customers receive additional guided onboarding resources.

When the process is clear, move the repeatable work into Thorbis.

Thorbis One is $299/month + usage at cost, with unlimited users and a $100/month utilities credit included.

Built for operators

A shared operating layer behind every page

Whether a buyer starts on an industry, feature, migration, or tool page, Thorbis routes the conversation back to the same product system: jobs, money, customers, and team work in one place.

01

One workspace

CRM, dispatch, estimates, invoices, payments, and reporting stay connected.

02

Unlimited users

Bring owners, office staff, dispatchers, techs, and managers into the same system.

03

Guided switch

Migration planning, validation, and cutover support are built into the buying path.