Skip to content
Thorbis
Back to roadmap

AI & Automation

Automated follow-ups

Planned

Catch customers who go quiet, Thorbis will suggest or schedule the right follow-up so estimates and open work don't slip.

Overview

Revenue leaks when a sent estimate or open job goes cold and nobody circles back. Thorbis is planning automated follow-ups that notice when a customer goes quiet and either suggest a next touch or schedule one for you. You decide the timing and message, so the right nudge goes out at the right moment instead of falling off someone's mental list.

What we're building

Revenue leaks when a sent estimate or an open job goes cold and nobody circles back. The reminder to follow up usually lives in someone's head or on a sticky note, and the busy weeks are exactly when those nudges get dropped.

Thorbis is building automated follow-ups that notice when a customer or estimate has gone quiet and either suggest the next touch or schedule one for you. You set the tone and the timing, review what is about to go out, and let the right message send at the right moment. The goal is simple: keep open estimates and jobs from slipping away just because no one remembered to check in.

What you'll be able to do

  • Detect when a customer or estimate has gone quiet
  • Suggest the next follow-up message and timing
  • Schedule follow-ups to send automatically
  • Keep open estimates and jobs from going cold
  • Let you set the tone and timing of every touch
  • Review suggested follow-ups before they send
  • Stop tracking follow-ups from memory or sticky notes

Rollout plan

  1. 01

    Quiet detection and suggestions

    In progress

    Thorbis flags estimates and open jobs that have gone cold and suggests a next touch.

  2. 02

    Scheduled sending

    In progress

    Approved follow-ups send automatically at the timing you set.

  3. 03

    Tuned cadences

    In progress

    Set tone and timing rules so the right nudge goes out across more situations.

Milestones

  • Not started:

    Quiet signals defined

    Rules set for when an estimate or job counts as gone cold.

  • Not started:

    Suggestion engine

    Next-message and timing recommendations generated for review.

  • Not started:

    Auto-scheduling

    Approved follow-ups queue and send on schedule.

  • Not started:

    Tone and timing controls

    Settings put you in charge of every touch.

More in AI & Automation

How to send useful feedback

Name the blocked role

Product feedback is more useful when it names the owner, dispatcher, technician, office user, or customer affected.

Explain the workaround

Describe what your team does today and where the process fails under real work.

Define success

Share what would change after launch: time saved, fewer manual steps, cleaner records, or better customer follow-up.

Built for operators

A shared operating layer behind every page

Whether a buyer starts on an industry, feature, migration, or tool page, Thorbis routes the conversation back to the same product system: jobs, money, customers, and team work in one place.

01

One workspace

CRM, dispatch, estimates, invoices, payments, and reporting stay connected.

02

Unlimited users

Bring owners, office staff, dispatchers, techs, and managers into the same system.

03

Guided switch

Migration planning, validation, and cutover support are built into the buying path.