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Dispatch & Work

Maintenance plans

ShippedGenerally available

Sell recurring service agreements that generate visits automatically.

Overview

Set up maintenance plans with visit frequency and billing rhythm. Plans keep recurring revenue on schedule and feed work into scheduling when visits are due.

What we're building

Recurring service is steady money, but only if someone remembers to schedule every visit. Track plans by hand and visits slip, customers get missed, and the recurring revenue you sold slips away.

Thorbis lets you set up maintenance plans with a visit frequency and a billing rhythm. The plan keeps recurring revenue on schedule and feeds the work into scheduling when a visit is due, so the renewals you sold actually get serviced.

It is for companies that sell service agreements and want the visits and billing to run without manual tracking.

What you'll be able to do

  • Sell recurring service agreements
  • Set a visit frequency per plan
  • Set a billing rhythm
  • Generate due visits automatically
  • Feed plan visits into scheduling
  • Keep recurring revenue on schedule

Rollout plan

  1. 01

    Plan setup

    Complete

    Define maintenance plans with visit frequency and billing rhythm.

  2. 02

    Automatic visits

    Complete

    Generate visits and feed them into scheduling when due.

  3. 03

    Recurring revenue rhythm

    Complete

    Keep recurring billing and service running on schedule.

Milestones

  • Complete:

    Plan creation

    Set up maintenance plans.

  • Complete:

    Frequency and billing

    Configure visit frequency and billing rhythm.

  • Complete:

    Visit generation

    Generate visits automatically when due.

  • Complete:

    Scheduling feed

    Feed plan visits into scheduling.

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.

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.