Customer Intake & CRM
Intake completeness scoring
Know at a glance which leads still need an address, scope, or authorization before you put them on the board.
Overview
Leads get dispatched missing an address, a clear scope, or authorization, and the tech finds out in the driveway. Thorbis is exploring intake scoring that grades each lead on what's still missing before it's ready to schedule. You'll see exactly which records need follow-up, so jobs hit the board complete and your techs stop rolling to dead ends.
What we're building
Leads get dispatched missing an address, a clear scope, or authorization, and the tech only finds out in the driveway, after the trip is already wasted.
Thorbis is exploring intake scoring that grades each lead on what's still missing before it's ready to schedule. You'd see exactly which records need follow-up, so jobs hit the board complete and techs stop rolling to dead ends.
It's for intake staff and dispatchers who want to catch the gaps before a job goes on the board.
What you'll be able to do
- Score each lead on intake completeness
- Flag missing address, scope, or authorization
- Show which leads need follow-up before dispatch
- Keep incomplete jobs off the board
- Cut wasted trips from missing details
- See at a glance which leads aren't ready to schedule
- Make sure jobs hit the board complete
Rollout plan
- 01
Completeness scoring
In progressGrade each lead on how ready it is to schedule.
- 02
Missing-detail flags
In progressFlag missing address, scope, or authorization.
- 03
Dispatch readiness gate
In progressKeep incomplete jobs off the board until follow-up is done.
Milestones
- Not started:
Scoring criteria defined
Decide what makes a lead dispatch-ready.
- Not started:
Lead scoring built
Grade leads on completeness.
- Not started:
Follow-up surfacing
Show which leads need attention before dispatch.
More in Customer Intake & CRM
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.