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HVAC · Job management

The HVAC job, start to paid, on one record.

Job management for HVAC contractors: the timeline, photos, change orders, and progress payments on the same record the board runs on, so nothing about the job lives in a text thread.

No cool · 3-ton split

Open

Work
Seasonal
Photos
On the record as they happen
Changes
Change orders, approved before the work
Progress
Draws billed as phases complete

From the first call to paid, on one record.

In Core today. One posted price, unlimited people.

The work

The jobs that need a record.

  • 01

    Seasonal

    Maintenance plans generate the tune-up visits, renew on stored cards, and carry a checklist for the system type.

  • 02

    Service

    No cool, no heat. Urgency first, the nearest truck next, and the customer texted an ETA.

  • 03

    Install

    Changeouts and new construction tracked across their days: crews, equipment, and permits on the same record as the service board.

Why it matters

The argument, in three rows.

  • One record, end to end

    When the scope, the money, and the paperwork live in different places, things fall through. Here they are one object with one history.

  • Change orders that bill themselves

    Added scope is captured on site, approved by the customer (optionally signed) and the approved amount rolls into the revised contract value automatically.

  • Proof, not a pile of notes

    Photos, checklists, and signatures attach to the job as it runs. Closeout means billing-ready documentation, not an archaeology project.

HVAC · Job management

Built where the floor is torn up.

Phases, crews, and materials tracked from the same record the same-day board runs on.

The old way

What the group text costs.

  • Two seasons overload one board

    Summer and winter peaks bury dispatch while install crews compete for the same trucks.

  • Renewals slip

    Maintenance agreements lapse quietly when renewal is a spreadsheet column somebody forgets.

  • The paperwork exposure

    Refrigerant logs, warranty registrations, and rebates left incomplete are an audit risk and lost money.

Up close

How it runs.

  • 01

    Progress payments

    Deposits, milestone draws, and retainage: the long job billed by stage, from the same record that runs it.

  • 02

    Field forms

    Custom checklists, inspections, and sign-offs built by you, captured on the job, enforced before closeout where you say so.

  • 03

    Made for the whole team

    The tech sees the work, the office sees the money, the owner sees the risk (schedule drift, missing proof, margin pressure) without asking anyone.

Straight answers

What HVAC contractors ask.

  • What does Thorbis cost for HVAC contractors?

    $99 per company per month, unlimited people, every module as it releases. Plus metered usage. $15 included each month. Nothing on this page is a tier.

  • Is job management a separate module?

    No. Jobs & work orders is in Core, on the same record as the board, the estimate, and the invoice, so the HVAC job never leaves the system it started in.

  • Is it built for HVAC contractors specifically?

    The record is the same for every trade; what changes is the work on it. For HVAC contractors that means seasonal, service, and install, which is the day this page is written around, and the sample rows on it are HVAC jobs.

  • Can I bill a job in stages?

    Yes. Progress payments cover deposits, milestones, and retainage instead of one invoice at the end.

  • How do change orders work?

    Capture the added scope, get customer approval (with a signature if you want one), and the approved amount rolls into the revised contract value.

  • Can I build my own forms?

    Yes. Custom field forms are captured on the job record and can be required before closeout.

Job management for other trades

Start

Job management for HVAC contractors, on one record.

$99 a company. Unlimited people: the whole crew. Plus metered usage. $15 included each month.

Coming from a suite? We’ll extract your records.

Rather talk first? Email the team.