Skip to content
Thorbis
Back to roadmap

AI & Automation

Workflow recommendations

Exploring

Proactive nudges when a job stalls or a margin drifts, so problems surface while you can still fix them.

Overview

By the time a stalled job or a shrinking margin shows up in a report, it's often too late to act. Thorbis is exploring workflow recommendations that watch your active work and flag trouble early, a job stuck between stages, a quote priced below your usual margin, an account going quiet. The aim is to put the next best action in front of you while it still moves the needle.

What we're building

By the time a stalled job or a shrinking margin shows up in a report, it's usually too late to act, the work has already drifted and the money's already gone. Most problems are visible long before anyone runs the report that finally catches them.

Thorbis is exploring workflow recommendations that watch your active work and flag trouble early: a job stuck between stages, a quote priced below your usual margin, an account that's gone quiet. Instead of just handing you a number, the aim is to put a concrete next action in front of you while it still moves the needle.

It's for owners and managers who'd rather have problems surfaced as they form than discover them in next month's numbers, without pulling reports by hand to find them.

What you'll be able to do

  • Flag jobs that stall between stages
  • Spot margins drifting below your norms
  • Recommend a concrete next action, not just a number
  • Surface issues early enough to fix them
  • Watch active work without manual report-pulling
  • Catch a quiet account before it goes cold
  • Act on the next step without pulling a report

Rollout plan

  1. 01

    Early problem detection

    In progress

    Watch active work and flag stalled jobs, drifting margins, and quiet accounts.

  2. 02

    Actionable recommendations

    In progress

    Pair each flag with a concrete next action, not just a number.

  3. 03

    Timely surfacing

    In progress

    Put issues in front of you early enough to actually fix them.

Milestones

  • Not started:

    Signal detection

    Detect stalled jobs, below-norm margins, and quieting accounts.

  • Not started:

    Recommendation engine

    Turn each signal into a concrete next action.

  • Not started:

    Proactive surfacing

    Deliver nudges early without manual report-pulling.

More in AI & Automation

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.