Everything you need to run a modern service business
Explore the Thorbis operating system for field service teams. Intake, dispatch, estimates, payments, payroll, and reporting share one customer and job record, so teams can grow without stitching work together by hand.
One connected platform · every solution shares the same record
Solutions grouped by the way work moves.
Every module is part of the same operating loop: capture the opportunity, run the job, then close the revenue and follow-up.
Intake
Calls, forms, referrals, and repeat customers become structured work with customer history attached.
Operations
Dispatch, mobile, inventory, estimates, and job records keep the office and field on the same timeline.
Revenue
Invoices, payments, accounting sync, reviews, and follow-up campaigns close the loop after the work is done.
Book every opportunity and run lifecycle campaigns without adding headcount.
Operational Intelligence • Risk Monitoring • Prioritized Actions
Operational intelligence that watches your whole business, every 60 seconds
Pending Actions is Thorbis operational intelligence — a 60-second monitoring cycle that surfaces prioritized recommended actions by risk level across jobs, invoices, schedule, and customers. No voice bot. No gimmicks. Just the signal your team needs to stay ahead.
- 60-second monitoring cycle: Every minute, Pending Actions re-evaluates your entire operation: jobs, invoices, schedule, and customer threads. Nothing sits unnoticed for long.
- 4 risk levels — Critical to Low: Critical actions (overdue payments, failed jobs) get destructive-red badges. High and Medium get warning treatment. Low actions queue without interrupting the day.
Campaign Builder • Lifecycle Journeys • ROI Analytics
Run campaigns that fill the board automatically
Trigger intelligent campaigns using customer behavior, equipment age, and plan renewals so every contact receives the right message at the right time.
- Lifecycle journeys: Prebuilt flows for new customers, inactive accounts, warranty follow-ups, and plan renewals keep your pipeline warm.
- Multichannel campaigns: Launch coordinated email, SMS, and postcard campaigns that reference dynamic customer data fields.
Dispatch, CRM, and mobile tools that keep office and field teams perfectly in sync.
Drag-and-Drop Board • Skill Routing • Real-Time Visibility
Keep the board balanced while technicians stay on time
See every crew, truck, and commitment on one responsive board. Adjust on the fly with travel times and skill requirements built in.
- Skill-aware scheduling: Tag technicians by certifications, equipment expertise, and shift availability. Thorbis highlights best-fit slots instantly.
- Live technician map: Track en route, onsite, and completed statuses. Automatically adjust ETAs and notify customers.
Offline-ready • Guided Workflows • Upsell Tools
Equip technicians with everything they need on-site
Deliver a digital job folder with workflows, parts availability, and payment collection to turn every visit into a five-star experience.
- Offline workflows: Download jobs, checklists, and asset history before arriving. Sync automatically once connected.
- Visual documentation: Capture photos, videos, and notes that flow directly into job history and customer portals.
Customer Profiles • Activity Timeline • Smart Segments
Give every dispatcher the full customer story
Replace fragmented spreadsheets with a CRM designed for high-volume service operations. Track households, properties, and commercial accounts in one workspace.
- 360° customer profiles: View service agreements, installed equipment, open estimates, and payment standing without leaving the record.
- Timeline of every interaction: Auto-log calls, SMS, emails, and portal activity so your team can pick up any conversation with context.
Invoice faster, sync with accounting, and protect cash flow in one workspace.
Progress Billing • Payment Plans • Automated Reminders
Collect revenue faster with frictionless invoicing
Create professional invoices onsite or in the office, support progress billing, and let customers pay the way they prefer.
- Instant invoice creation: Pull parts, labor, and discounts directly from jobs. Generate invoices with one click.
- Flexible payment options: Accept ACH, credit card, stored payment methods, and subscription billing with autopay.
Two-Way Sync • Job Costing • Financial Accuracy
Keep operations and accounting perfectly in sync
Empower your finance team with accurate, timely data while letting operations run in Thorbis without double entry.
- Two-way data sync: Customers, invoices, payments, vendors, and items stay aligned between Thorbis and QuickBooks in minutes.
- Job costing visibility: Push labor, materials, and expenses into QuickBooks with job references for accurate profitability.
Give homeowners and commercial clients a premium digital journey from booking to payment.
Self-Service • Payments • Real-Time Updates
Provide a modern portal customers actually use
Deliver a white-glove experience without additional staff. Customers log in from any device to view history, upcoming visits, and documents.
- Real-time job tracking: Share technician ETAs, status updates, and photos as soon as teams are en route or onsite.
- Digital approvals: Capture e-signatures on estimates, change orders, and service agreements without chasing paperwork.
Self-Service Scheduling • Smart Capacity • Instant Confirmation
Turn website visitors into scheduled jobs 24/7
Thorbis online booking brings the convenience of consumer apps to your service company—safely respecting technician capacity and travel buffers.
- Real-time availability: Expose only the slots that work with technician skills, drive time, and existing commitments.
- Customizable intake forms: Capture service type, equipment details, urgency, and photos so techs arrive prepared.
Start with the workflow, not the software menu.
The best rollout does not ask the team to learn every module at once. It starts where the operation is leaking time or money.
- 1 Choose the workflows that hurt most today
- 2 Turn on the modules that touch that workflow
- 3 Train each role on the screen they actually use
- 4 Expand into the next workflow after the team is steady
Buy the platform by the operating problem it solves first.
Capture demand
Use AI intake, CRM, marketing, reviews, and communications when the business is missing or mishandling opportunities.
Run jobs
Use scheduling, dispatch, mobile, inventory, and job management when the day breaks in the handoff.
Close revenue
Use estimates, invoices, payments, QuickBooks, finance, and customer portal when cash or approvals slow down.
What's coming next, in the open.
Moving from ServiceTitan or Housecall Pro?
Guided migration — in development now — validates your data, maps critical workflows, and plans cutover before go-live. Keep the operating context your team depends on and compare total cost on the same assumptions.
Everything your team needs to get started
Explore guides, tools, and resources designed to help you make the right decision and succeed with Thorbis.
Learning
Tools
Integrations Directory
Connect CRMs, accounting, and marketing stacks.
ROI Calculator
Model savings from Pending Actions, route optimization, and faster invoicing.
Templates & Tools
Download proposal packs, call scripts, and SOPs.
Free Tools Library
Calculators, checklists, and benchmarking utilities.
Support
Learn about the team behind Thorbis
Explore our company, pricing, careers, and security resources that buyers, partners, and analysts need to make informed decisions.