Implementation is more than importing data.
A strong launch keeps three workstreams moving together: the records, the workflows, and the people who have to use them on Monday morning.
Data
Exports, cleanup, import mapping, and validation reports happen before cutover.
Workflow
Dispatch boards, mobile steps, payments, automations, and portal settings are tested in staging.
People
Dispatchers, technicians, finance, and leaders each get a launch checklist for their role.
Three-phase onboarding blueprint
Use the blueprint to understand what happens before cutover: current-system review, data validation, workflow setup, role training, and launch support.
- 01
Discovery & blueprint
We audit current systems, export data, and map workflows to Thorbis modules. The output is a tailored implementation blueprint.
- ✓Kickoff meeting with stakeholders
- ✓Data audit & export collection
- ✓Success metrics & KPI alignment
- 02
Configuration & validation
Thorbis configures dispatch boards, automations, and integrations while cleaning data. Teams validate in a parallel environment.
- ✓Technician, dispatcher, and finance configuration
- ✓Pending Actions configuration, portal branding, and automations
- ✓Staging environment walkthrough & acceptance
- 03
Launch & optimization
Cutover support, role-based training, and KPI monitoring help the team move from staging to production with clear ownership.
- ✓Go-live support plan and launch checklist
- ✓Post-launch KPI dashboard reviews
- ✓Optimization priorities after launch
Every role gets trained on the screen they actually use.
The launch plan is split by workflow ownership so adoption does not depend on one admin learning the whole system for everyone.
Dispatcher
Board views, reassignment, capacity warnings, and day-of exception handling.
Technician
Mobile route, job notes, photos, signatures, materials, and payment collection.
Finance
Invoice review, payment reconciliation, QuickBooks sync, and closeout reporting.
Owner
Launch KPIs, adoption metrics, cash visibility, and optimization priorities.
Enablement resources for every role
Technicians, dispatchers, finance, and leadership receive tailored instruction through live sessions and on-demand content.
Help Center
Step-by-step guides covering configuration, workflows, and best practices.
Explore →Training templates
Role-based rollout checklists for dispatchers, technicians, finance, and owners.
Explore →Live sessions
Webinars and implementation sessions for common setup, migration, and workflow questions.
Explore →Community
Discuss playbooks, ask operational questions, and compare rollout patterns with other operators.
Explore →Success packages designed for every growth stage
Implementation support should match the amount of data, workflow change, training, and integration review required for launch.
Launch Essentials
IncludedIncluded planning path for teams that need guided migration, setup review, and launch check-ins before cutover.
- ✓Migration scope and data checklist
- ✓Training templates and help-center guidance
- ✓Launch readiness review
Growth Accelerator
PopularFor teams adopting advanced workflows, multiple roles, or deeper reporting. Scope is confirmed during implementation planning.
- ✓Workflow redesign sessions
- ✓Dashboard and reporting review
- ✓Adoption checkpoints after launch
Advanced Rollout
ScopedFor larger teams with more data, integrations, security review, or change-management needs. The plan is scoped before launch.
- ✓Advanced integration and security review
- ✓Stakeholder launch plan
- ✓Post-launch optimization review
Cut over after the important checks are complete
Guided migration moves your customers, jobs, estimates, invoices, and price books with a validation step before cutover, so you verify the data is right before you go live, not after.
The Thorbis migration process
Checklist completed and data verified before cutover
Running on the dispatch board from day one
Flagging risks from day one
Available to your customers after launch
Questions before you switch, answered straight.
How long does implementation take?
It depends on your data and your source system. Guided migration walks through export, mapping, staging, and a validation step before cutover, so you launch once your data is verified, not on a fixed countdown.
Who is on the Thorbis implementation team?
Implementation support can include migration, solution architecture, and customer success roles depending on scope. The implementation plan names owners for data, workflow configuration, training, and go-live review.
Do you offer deeper rollout support?
Yes. Larger rollouts can add deeper workflow sessions, reporting reviews, security review, and post-launch optimization checkpoints. The scope is confirmed before launch so the buyer knows what is included.
How are integrations handled?
Implementation reviews the systems you need at launch, such as accounting, payments, messaging, forms, or file exports. Each integration is scoped for required credentials, data ownership, testing, and fallback steps.
Launch only when the daily work has a named owner
Implementation is not just import work. It is the handoff from old habits to a live operating system your team can trust.
Data owner
Owns export quality, duplicate cleanup, field mapping, validation samples, and import sign-off.
Workflow owner
Confirms dispatch board, mobile closeout, invoice flow, portal setup, and automations before launch.
Adoption owner
Runs role training, first-week questions, exception review, and post-launch KPI checks.
The migration tooling we're building next
Universal Import Center
In design · Later in 2026Migrate from Jobber, ServiceTitan, Housecall Pro, spreadsheets, or unknown exports, with inspection, mapping, dry runs, and safe rollback.
Migration and data imports
In developmentBring your customers, jobs, and history over from legacy FSM tools, structured, validated, and checked before it lands.
Onboarding
In developmentGuided setup that turns a fresh account into a working operation for new and migrating teams.
Ready to start your implementation?
Join the waitlist and our team will reach out to discuss your migration timeline and success goals.