Platform Quality
Onboarding
Get new and migrating teams live faster, guided setup that turns a fresh account into a working operation.
Overview
A new platform is dead weight until it's actually set up for how you work. Thorbis is building guided onboarding that walks new and migrating teams through the setup that matters, company details, team, price book, and core workflows, so you reach a usable, running operation sooner. The goal is a clear path from signup to first job instead of a blank account and a manual.
What we're building
A new platform is dead weight until it is set up for how you actually work. A fresh account and a help doc leaves a team staring at a blank screen, unsure what to configure first, and that gap is where a lot of switches stall before the first job ever runs.
Thorbis is building guided onboarding that walks new and migrating teams through the setup that matters, company details, your team, the price book, and core workflows, in a clear order. You see progress toward a running operation instead of guessing, so you reach a usable system and a first job sooner. It is built for teams just signing up and for those bringing an operation over from another tool.
What you'll be able to do
- Guide new companies through essential setup steps
- Configure team, price book, and core workflows
- Shorten time from signup to first usable workflow
- Support teams migrating from another tool
- Show clear progress toward a running operation
- Pick up setup where you left off
- Follow a clear, ordered path instead of a blank account
Rollout plan
- 01
Guided core setup
In progressWalk new companies through the essential first setup steps.
- 02
Operational configuration
In progressConfigure team, price book, and core workflows to a working state.
- 03
Migration-aware onboarding
In progressTailor the path for teams bringing an operation over from another tool.
Milestones
- Not started:
Setup checklist
Define the essential steps to a running operation.
- Not started:
Guided flows
Build guided configuration for team, price book, and workflows.
- Not started:
Progress tracking
Show clear progress toward a usable setup.
- Not started:
Migration path
Support teams onboarding from another tool.
More in Platform Quality
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.