Dispatch & Work
Estimates and quotes
Build, send, and track quotes before they become jobs.
Overview
Create professional estimates from your price book and send them to customers. Track status from draft through approved and convert winners into jobs or invoices when you are ready.
What we're building
A quote that takes too long to build, or one you lose track of after sending, costs you work. Customers move on, and you are left guessing which estimates are still live.
Thorbis lets you build professional estimates from your price book and send them straight to customers. You track each one from draft through approved, and when a customer says yes, you convert the winner into a job or invoice without retyping anything.
It is for office staff and owners who quote work and want to see what is outstanding and turn approvals into work fast.
What you'll be able to do
- Build estimates from your price book
- Send professional quotes to customers
- Track status from draft to approved
- See which estimates are still outstanding
- Convert approved estimates into jobs
- Convert approved estimates into invoices
Rollout plan
- 01
Estimate building
CompleteCreate professional quotes from your price book.
- 02
Status tracking
CompleteFollow each estimate from draft through approved.
- 03
Conversion to work
CompleteTurn approved estimates into jobs or invoices.
Milestones
- Complete:
Quote creation
Build estimates from the price book.
- Complete:
Sending
Send quotes to customers.
- Complete:
Status pipeline
Track draft-to-approved status.
- Complete:
Conversion
Convert winners into jobs or invoices.
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.