Exploring
27Ideas we are evaluating from customer feedback and competitive benchmarks.
Technician skills and certification matching
Match jobs to techs who are certified for the equipment and work type.
Receipt-to-material extraction
Snap a supply-house receipt and turn it into billable line items on the job.
Desktop office command center
A focused desktop hub that puts dispatch, the inbox, and live operations on one screen for the people running the office.
Equipment nameplate scan
Photograph a unit nameplate and auto-fill model, serial, and install date.
Taxes
Sales tax and contractor tax tooling wired directly to your invoices and payments.
Intelligent product matching
Match what a tech types in the field to the right price-book item automatically.
Unknown contact resolution
Match an unfamiliar number or email to the right customer fast, or create a new record without breaking stride.
Product and receipt understanding
Pull SKUs, quantities, and costs straight from supplier receipts and invoices, so job costing stops depending on manual entry.
Intake completeness scoring
Know at a glance which leads still need an address, scope, or authorization before you put them on the board.
Voicemail processing
Transcribed voicemails dropped straight into your inbox with suggested follow-ups, so nothing sits unheard.
Customer referral program
Turn happy customers into a tracked referral channel.
Workflow recommendations
Proactive nudges when a job stalls or a margin drifts, so problems surface while you can still fix them.
AI receptionist (24/7 call answering)
Answer and book jobs after hours when your office is closed.
AI website chat and lead capture
Capture website visitors and book jobs from chat, even at 2 a.m.
Financing
Offer customer financing on big-ticket jobs with clear, upfront disclosure.
Inventory scanning and QR workflows
Scan bins, trucks, and QR tags to track parts across vans and the warehouse.
Voice-to-invoice and voice notes
Dictate line items after a job and get a draft invoice.
Line item images on quotes
Show customers a photo of each option on the estimate.
Parts and replacement finder
Find compatible replacement parts from a model number in the field.
Recurring customer pricebook discounts
Automatically discount loyal customers on every invoice.
Adopt nuqs for type-safe URL search-param state
Type-safe, server-synced URL state management for filters, tabs, and table views.
Postcard and direct mail campaigns
Mail postcards to neighborhoods you serve, from the same customer list.
Website builder for contractors
Launch a professional contractor website connected to your booking and reviews.
Accounts payable three-way matching
Match PO, receipt, and vendor bill before you pay.
Post-job satisfaction surveys
Send a quick NPS survey after every completed job.
Subcontractor management
Assign work to subs and track their invoices alongside your crew.
Technician performance scorecards
See revenue, callback rate, and customer scores per technician.
Planned
40Committed work — scoping, design, and sequencing are underway.
Company Hub
An operational center that replaces the Content Portal, every post informs, requests action, preserves knowledge, or starts a conversation.
Daily route optimization
Reorder today's stops to cut drive time and fuel costs.
Thorbis Sites
The website and digital storefront platform built into Thorbis, themes, booking, domains, hosting, lead-to-revenue analytics, and a controlled developer ecosystem for contractors.
Thorbis Fleet Location & Customer Tracking
Live dispatcher fleet maps and Uber-style customer “technician on the way” tracking, fully Thorbis-branded, with honest ETAs, privacy controls, and reliable sync when signal is weak.
Thorbis Offline-First Command Platform
One durable command platform so technicians and office staff can keep working through dead zones, with honest sync status, safe payments, and the same rules on web, mobile, and desktop.
Role-based mobile experience
Give techs, dispatchers, and owners a mobile app tuned to their job, not one cluttered screen everyone has to dig through.
Procurement platform
Run purchase orders, approvals, and receiving in one workflow instead of texts and paper.
Customer arrival windows and SLA tracking
Promise 8-12 arrival windows and track late jobs before customers call.
Contextual action toolbar
See the next best action for whoever's on the line, so your CSRs stop hunting through menus mid-call.
Universal Import Center
Migrate from Jobber, ServiceTitan, Housecall Pro, spreadsheets, or unknown exports, with inspection, mapping, dry runs, and safe rollback.
Retire legacy marketing comms routes
Cleaner navigation, phone and voicemail live under Communications, not Marketing.
Accounting
Core bookkeeping built around how field-service work actually flows.
Physical phone support
Use desk phones and SIP hardware right alongside the softphone, so the front desk keeps the handsets it already relies on.
Native mobile workflows
Field workflows rebuilt for one-handed use on a job site, fewer taps to log work, capture photos, and move a job forward.
Automated follow-ups
Catch customers who go quiet, Thorbis will suggest or schedule the right follow-up so estimates and open work don't slip.
Duplicate customer prevention
Catch likely duplicate customers before they split your service history, billing, and equipment records.
Configurable service area zones
Define where you service on a map and block out-of-area leads early.
Recording and call analytics
Coach from real calls and catch missed-call patterns inside Thorbis, no exporting to a separate analytics tool.
Maintenance agreements
Sell, renew, and dispatch recurring service agreements so your maintenance revenue runs itself instead of slipping through.
Lead source attribution and ROI
Know which marketing channels actually book jobs, not just calls.
Sales pipeline board
Move leads from quote to booked job on a visual pipeline.
Progress payments
Collect deposits and milestone payments on bigger jobs without juggling manual invoices or chasing the balance.
Training module guard
Training area respects your workspace feature toggle.
Cross-channel conversation merging
See every SMS, email, and call with a customer on one timeline, so nobody on your team starts a conversation blind.
Trade starter libraries
Start quoting on day one with pre-built price-book libraries for your trade.
Banking
See your business banking and reconcile transactions right beside your ledger.
Generic record status changes from toolbar
Change job and invoice status from the detail toolbar where supported.
Email communication
Send and track customer email right beside SMS and calls, so every conversation lives in one thread.
Customer service assistance
A help-desk copilot grounded in each customer's history and open work, so your team answers fast with full context.
Customer-specific price book pricing
Special pricing agreements per customer on top of your catalog.
Phone number porting status API
Track number port progress inside onboarding.
Financial reconciliation
Match payouts, deposits, and invoices automatically, no spreadsheet exports.
API and integration registry
A discoverable registry of integrations with clear setup steps and live health status, connect tools without guesswork.
Trusted Caller ID and Number Reputation
Help contractors monitor caller-ID trust and configure verified branded calling where supported.
Marketing campaign automation
Run email and SMS campaigns to past customers without a separate tool.
Review management and website widget
Request reviews after jobs and show them on your website.
Online booking and local SEO presence
Let customers book online and show up in local search results.
Real-time job costing and margin
See labor, materials, and margin update as the job progresses.
Fleet GPS tracking
See where every truck is and share ETA with customers.
Form automation triggers
Require the right checklist when a job starts, finishes, or fails inspection.
In progress
36Active engineering and internal testing before customer rollout.
Phone flow builder
Build your own call routing, business hours, and failover, no vendor tickets, no waiting days for a change.
Onboarding
Get new and migrating teams live faster, guided setup that turns a fresh account into a working operation.
Mobile offline mode
Keep working when the signal drops, jobs, customers, and notes stay available and sync the moment you're back online.
Spreadsheet-style reporting
Edit and analyze your operational data in a familiar grid, no exports required.
AI business brain
An operator-aware assistant that already knows your jobs, customers, pricing, and policies, so answers fit how you actually run.
Supplier API integrations
Pull live catalogs, real-time pricing, and stock from your trade suppliers straight into Thorbis.
Unified Telnyx company resolution
More reliable routing when multiple numbers or brands share one Telnyx account.
Dispatch command center
Run unassigned jobs, late routes, and team capacity from one board instead of three screens and a whiteboard.
Communication-based customer intake
Turn every call, text, and email into a structured customer record so nothing gets lost between the phone and the schedule.
Live database-connected sheets
Reports that stay tied to your jobs, invoices, and payments and update as they change.
Ring group live E2E verification
Ring groups that simultaneously ring multiple team members until someone answers.
Scheduling improvements
Drag-and-drop scheduling that moves fast and warns you before you double-book a tech or overlap a route.
Tool and agent orchestration
Composable agents that take real actions across Thorbis, every step gated behind your approval and a clear audit trail.
Softphone and personal-phone routing
Route business calls to mobile or desk phones with clear caller identity, so techs use their own phones without giving out personal numbers.
Migration and data imports
Bring your customers, jobs, and history over from legacy FSM tools, structured, validated, and checked before it lands.
Automatic customer data extraction
Pull names, addresses, and job details straight from conversations so your team stops retyping what the customer already said.
Product importer
Bulk-import supplier catalogs and price lists into your price book without spreadsheet gymnastics.
Communication understanding
Automatic summaries and intent detection across calls, SMS, and email, so you know what each customer needs without replaying it.
Technician workflows
Checklists, photos, and signatures built for techs in the field, so the job's done right and documented on site.
Payroll
Pay techs and office staff using the time data already captured in Thorbis.
Call transcription
Searchable call transcripts tied to the right customer and job, so you can find what was said without replaying audio.
Security
Ongoing hardening across auth, row-level data access, and admin operations, so your company's data stays your company's.
Fleet module guard and real workflows
Fleet tracking and maintenance when you turn the module on, not a blank placeholder.
Intelligent job intake
Turn a call, text, or email into a drafted job, complete with details, with human review before anything gets dispatched.
Persistent desktop softphone
Answer and place business calls from a softphone that stays put as you move between jobs, customers, and tabs.
Native desktop performance improvements
A faster desktop shell that starts quicker and uses less memory so it holds up through a full day of dispatch.
Observability
Tracing, metrics, and clear error surfaces built for operators, so issues get caught and fixed before they reach you.
SMS and MMS improvements
Richer texting with photo support, delivery visibility, and compliance tooling so messages land and stay above board.
Estimate and invoice workflows
Move from an approved estimate to an invoice and payment cleanly, without rekeying line items or losing the trail.
Price-book rebuild
A modern price book with versioning, margin controls, and a structure that scales with you.
Stripe Connect flows
Smoother account onboarding and clear payout visibility for connected accounts.
New record menu completeness
Create projects, tasks, credits, photos, and more from the quick-add menu.
Durable queues and webhooks
Reliable async processing for payments, comms, and integrations, work gets recorded and retried, not dropped under load.
Field material capture
Log materials used on site without ever leaving the job screen.
Documentation
In-product help and public docs that match what actually ships, answers where you work, kept current with the platform.
Communication observability and diagnostics
One diagnostics view for delivery failures, carrier errors, and routing issues, so a dropped message isn't a mystery.
Rolling out
4Reaching customers through beta access and gradual release.
Payments
Collect by card, ACH, and bank transfer with fraud-aware guidance built in.
Customer and technician notifications
Role-aware alerts that tell customers and techs the moment a schedule changes or a job needs attention.
Customer dispatch notifications
Automated on-my-way and appointment updates customers actually open, cutting callbacks and missed visits.
Client Hub self-service portal
Let customers approve quotes, pay invoices, and book visits without calling.
Shipped
33Generally available — see the changelog for release notes.
Jobs list and creation
Run your job board from one searchable list with fast create.
Integrations directory
Connect Stripe and see integration health in settings.
Job command center
One workspace per job for timeline, money, materials, and tasks.
Developer API and webhooks
API keys and webhooks for custom integrations.
Customers and accounts
Manage customer records, history, and communication context.
Email templates
Consistent branded emails for auth, billing, and customer documents.
Dispatch and status notifications
Automatic texts and emails when job status changes.
Properties and service locations
Track service addresses and property details per customer.
Settings workbench
Configure company profile, jobs, customers, schedule, and billing in one place.
Equipment tracking
Log equipment installed at customer properties.
Customer import
Import customers from spreadsheets to get started faster.
Estimates and quotes
Build, send, and track quotes before they become jobs.
Invoicing
Create invoices, track balances, and collect payment.
Public roadmap and changelog
See what Thorbis ships and what is coming next.
Payments
Record and reconcile customer payments against invoices.
Schedule and calendar
Plan technician days on a live calendar.
Dispatch board
Assign and rebalance today's jobs across technicians.
Dispatch map
See technicians and jobs on a map for routing decisions.
Sales pipeline
Track leads and deals from first contact to won.
Maintenance plans
Sell recurring service agreements that generate visits automatically.
Price book
Standardize services, materials, and pricing for faster quoting.
Contracts
Create and manage customer contracts and templates.
Purchase orders
Create and track purchase orders for parts and materials.
Vendors
Maintain supplier and vendor records for purchasing.
Team, roles, and invites
Invite teammates and control who can do what.
Job forms and change orders
Capture field forms and document scope changes on jobs.
Progress payments on jobs
Collect deposits and milestone payments on larger jobs.
Customer portal
Let customers view jobs, pay invoices, and book online.
Portal appointment booking
Customers request appointments from the portal.
Stripe payments and payouts
Accept card and bank payments with Stripe Connect onboarding.
Core reports (Finance, Jobs, Sales)
Ready-made reports for revenue, jobs, and sales performance.
Today briefing
Start the day with what's next, what's late, and what needs you.
Workspace features
Turn broad app areas on or off to match how your company works.
Transparent enough to plan around, cautious enough to stay honest.
The roadmap should help customers understand direction without treating every planned item like a shipped commitment.
Customer-informed
Priorities should connect to field service workflows, support patterns, and owner-level buying decisions.
Stage-based
Items are grouped by public phase so readers can understand maturity without learning internal planning language.
Changelog handoff
When a feature ships, it belongs in the changelog with release notes and documentation links where useful.
The roadmap follows the same operating loop as the product.
Instead of listing features as isolated bets, roadmap work is organized around the parts of a contractor's day that need to get easier.
Run the day
Scheduling, dispatch, mobile workflows, and field execution work that changes how jobs move.
Close the loop
Estimates, invoices, payments, QuickBooks, reporting, and owner visibility work that protects margin.
Reduce manual follow-up
The Thorbis Brain, communications, automations, and Pending Actions work that keeps teams ahead of risk.
Earn trust
Security, reliability, migration, legal, accessibility, and support improvements that help buyers say yes.
Read status as confidence, not a promise date.
A public roadmap is useful when it helps planning without pretending software work is certain before it ships.
Roadmap input should describe the operating problem.
Specific workflow context makes feedback easier to evaluate and route to the right product area.
- Which role feels the pain most: owner, dispatcher, office staff, technician, or customer?
- What workaround are you using today, and where does it fail?
- How would you know the feature solved the problem after launch?