Everything the shop knows about a customer and a property: jobs, photos, notes, equipment, estimates, invoices, calls. History hangs on the property, so it survives a sale.
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In the Manual
Running the day on Thorbis
The record is the spineThe record replaces all five.
Running the day on Thorbis
From the call to the boardIf they have called before, the record is already open.
Running the day on Thorbis
From the book to the drivewayThe moment of decision and the moment of record are the same moment.
Running the day on Thorbis
Reading the weekThe record shows the work the tech already did.
The money of a service shop
Building the price bookCustomer-specific history lives on the record, not in the book.
The money of a service shop
Collect where the work happenedIt is the payoff of one record running the whole path.
In the product
In Core
Accounts & CRMOne living record per customer.
In Core
Jobs & work ordersThe whole job on one record: timeline, money, photos, proof.
In Core
Invoicing & paymentsDeposits, milestone draws, change orders, and retainage on multi-phase work: progress billing from the job record, not a spreadsheet on the side.
In Core
Customer portalTwo views, one record.
In Core
Online bookingBooking requests land on the dispatch board as real work, deduplicated against the customer record and confirmed by text.
Next
The business numberCalls, texts, and the record in one thread.
Read more
In the Trenches
How to choose field service management softwareIf the next stop, the arrival button, and collect are not usable with a thumb, your crew will fall back to texting within a month, and the record dies there.
In the Trenches
One price, on purposeAnd a shop should never keep a person off the software to save a seat, because a tech outside the record is a tech whose photos and notes go nowhere.
In the Trenches
The whiteboard problemWhen a customer calls in March about the job you ran in January, there is no record of who went, what they found, or what they promised.
Startup guide
How to start an electrical businessTwo habits from day one: price permit costs and inspection time into jobs instead of absorbing them, and keep the documentation (photos, permit numbers, sign-offs) attached to the job record where you can find it when a question comes back years later.
Startup guide
How to start a roofing businessThe shops that build lasting names in storm season do a few things consistently: they show up local and stay local, they document damage honestly with photographs attached to the job record, they never tell a homeowner what their insurance will or will not cover as though they were the adjuster, and they follow their state’s rules about insurance claims to the letter, because those rules exist specifically because of roofers.
Startup guide
How to start a landscaping businessEverything profitable that you add on top tends to be regulated: Pesticide and herbicide application is licensed in every state, usually by the department of agriculture, with an exam, continuing education, and record-keeping requirements.
The glossary
Thirty-odd terms, the system’s words and the trade’s. Read the next one, or go back to the whole list.
