Built for how heating and cooling shops actually run — seasonal swings, a service board fighting an install backlog, a maintenance base to protect.
Plan facts for the early-access program.1
Peak demand finds every crack in the workflow.
A heat wave or a cold snap doesn't add work evenly. It piles onto whatever your shop still does by hand — and that's where the day breaks.
Summer and winter peaks bury the dispatch board—no-cool and no-heat calls stack up while the office plays phone tag and customers call the next contractor.
Maintenance agreements are the backbone of recurring revenue, but renewals and seasonal tune-up visits slip when they live in a spreadsheet instead of auto-generating.
Install crews and the service board fight over the same trucks, lift gates, and certified techs, so multi-day changeouts collide with same-day service calls.
Techs rebuild the same replacement quote by hand on every call instead of pulling good-better-best options with IAQ add-ons and financing from a flat-rate book.
Refrigerant logs, warranty registrations, and rebate paperwork get done on personal phones—or not at all—leaving you exposed at an EPA audit and losing rebate dollars.
Three kinds of HVAC day. One system.
A maintenance base, a no-cool service board, and multi-day changeouts run on different rhythms. Thorbis handles each the way the work actually happens — without switching tools.
The homeowner decides
before the tech leaves the driveway.
Build good-better-best changeout options from the flat-rate book — right SEER2 tier, IAQ add-ons, duct work — and present financing on the tablet. Then log refrigerant added and recovered against the cylinder for EPA 608 recordkeeping, and register the warranty by serial and model number from the install record.
The work that comes back — without you chasing it.
Maintenance agreements, aging equipment, and seasonal tune-ups — Thorbis tracks what's due at every address. Automated follow-ups that reach out before the customer calls another contractor are on the roadmap.
The questions HVAC contractors ask first.
Can Thorbis manage HVAC maintenance agreements and service contracts?+
Yes. Thorbis has the most comprehensive maintenance agreement management in the industry. Define unlimited plan types (Bronze/Silver/Gold), set visit frequencies (2x, 4x, or custom), configure pricing with automatic annual escalations, and enable auto-renewal with stored payment methods. Customers receive automated reminders, and techs get pre-populated checklists for each visit type.
How does Thorbis handle multi-day HVAC installations?+
Thorbis project management handles everything from initial load calculation to final inspection. Schedule crews across multiple days, track equipment orders and submittals, manage permit workflows, capture progress photos, and invoice by milestone or completion. Integration with suppliers means you can order equipment directly from job records.
Does Thorbis track manufacturer rebates and warranty registrations?+
Absolutely. When techs complete an install, Thorbis prompts for serial numbers and model numbers, automatically registers warranties with supported manufacturers, and tracks rebate eligibility. Export rebate reports by manufacturer program for easy submission. No more lost rebate dollars.
Can technicians use Thorbis offline in basements and attics?+
Yes. The Thorbis mobile app works fully offline. Techs can view job details, complete checklists, capture photos, collect signatures, and process payments without cell service. Everything syncs automatically when connectivity returns.
How does Thorbis pricing work for an HVAC contractor?+
Thorbis is $299/month with unlimited users—office staff, dispatchers, install crews, and every service tech included, with no per-seat fee as you staff up for peak season. Phone, SMS, and AI utilities draw from the $100/month utilities credit, then bill at published rates; payments are priced separately. There's no long-term contract, so the price doesn't punish you for adding trucks.
Does Thorbis track refrigerant usage and EPA 608 compliance?+
Yes. Log refrigerant type, amount added and recovered, and cylinder serial numbers on the job. Keep that documentation for EPA 608 recordkeeping and audits, and track which techs hold Type I/II/III/Universal certification so refrigerant work goes to a certified tech. Equipment history—model, serial, charge—stays on the property for the next visit.
Can Thorbis handle good-better-best replacement quotes with IAQ add-ons?+
Yes. Build changeout options straight from the flat-rate price book—different SEER2 tiers, IAQ add-ons (media filters, UV, dehumidifiers), and duct work—then present good-better-best on the tablet with financing so the homeowner can approve on the spot instead of waiting for a typed quote.
HVAC Business Software for Growing Contractors
Thorbis is HVAC business management software built for how heating and cooling shops actually run—seasonal demand swings, a service board fighting an install backlog, and a maintenance base that has to be protected. Dispatch accounts for who holds EPA 608 (Type I/II/III/Universal) and NATE certs, what equipment and refrigerant the call needs, and drive time between stops. The flat-rate price book carries diagnostic, repair, and good-better-best replacement options with IAQ add-ons (media filters, UV, dehumidifiers) so techs quote on the tablet instead of guessing. Maintenance agreements (Bronze/Silver/Gold, 1x/2x or custom visit cadence) auto-generate seasonal tune-up visits, renew on stored cards, and pull the right checklist by system type. Refrigerant added and recovered is logged against the cylinder for EPA recordkeeping, warranties register from the install record by serial and model number, and load calcs, permits, and inspections live on the job. Whether you run a 3-truck residential shop or coordinate install crews and service techs across light-commercial and new construction, Thorbis scales at $299/month with unlimited users.