Dispatch & Work
Estimate and invoice workflows
Move from an approved estimate to an invoice and payment cleanly, without rekeying line items or losing the trail.
Overview
When an estimate gets approved, your team often rebuilds it as an invoice by hand, and details drift between the quote and the bill. Thorbis is tightening the handoff so an approved estimate carries straight into an invoice and on to payment. You'll keep line items and scope intact from quote to cash, so billing is faster and what you charge matches what you quoted.
What we're building
When an estimate gets approved, your team often rebuilds it as an invoice by hand, and details drift between the quote and the bill, so what you charge doesn't match what you sold.
Thorbis is tightening the handoff so an approved estimate carries straight into an invoice and on to payment. Line items and scope come along without rekeying, and the quote-to-cash trail stays intact.
It's for office staff and owners who want faster billing and the confidence that the invoice matches the quote.
What you'll be able to do
- Convert approved estimates into invoices
- Carry line items and scope without rekeying
- Move from invoice to payment in one flow
- Keep the quote-to-cash trail intact
- Reduce billing errors and delays
- Bill exactly what you quoted, with no drift
- Hand an approved estimate straight into billing
Rollout plan
- 01
Estimate-to-invoice conversion
In progressTurn an approved estimate into an invoice without rekeying.
- 02
Invoice-to-payment flow
In progressMove from invoice to payment in one continuous flow.
- 03
Quote-to-cash integrity
In progressKeep line items, scope, and the trail intact end to end.
Milestones
- Not started:
Conversion mapping defined
Decide how estimate data maps onto an invoice.
- Not started:
One-click conversion
Generate an invoice from an approved estimate.
- Not started:
Payment handoff
Carry the invoice through to payment.
- Not started:
Trail preserved
Keep the link from quote to invoice to payment.
More in Dispatch & Work
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.