Loading...
Loading...
Thorbis lets you switch from Housecall Pro and keep the accessibility your team is used to — scheduling, estimates, invoicing, and payments are simple from day one. What you gain is deeper operational control as you scale: a real dispatch board, service agreements, inventory, job costing, and reporting on one platform. Guided migration brings your data over with a validation step before cutover.
Your office is doing more dispatching than a simple schedule view was built for.
You want job-level costing to see real margin, not just totals.
You're managing recurring service work and want it structured as agreements.
You'd rather add inventory and reporting in place than bolt on more tools.
We never claim every record type moves from every tool. Here's what comes over from this source — and what doesn't move cleanly.
Comes over
Doesn't migrate cleanly
Export
We pull your data out of your current tool using its export or API, so nothing is retyped by hand.
Mapping
Each field from your old system is mapped to its home in Thorbis, including your custom fields and tags.
Staging
The mapped data lands in a staging copy first, separate from your live workspace, so nothing goes live unchecked.
Validation
You review a validation report — record counts, balances, and unmapped fields — and sign off before anything cuts over.
Parallel operation
You can keep your old tool open alongside Thorbis while you confirm the data matches what you expect.
Cutover
When you approve, your workspace goes live with the validated data and your team starts working in Thorbis.
Reconciliation
We compare key totals — customers, open jobs, and outstanding balances — against your old system to confirm they line up.
Rollback preparation
Your original export is kept so the import can be corrected and re-run if validation surfaces a problem.
Post-launch review
After you're live, we walk through any records the importer flagged so nothing is left in limbo.
Before cutover, you review a validation report and confirm the data matches your old system. The example below uses sample data to show the shape of that report — it is not a real customer's data.
Workspace: Sample Plumbing Co. (placeholder)
Do I lose the simplicity I like about Housecall Pro?
No. The everyday flow stays simple — you only see the extra operational tools, like dispatch and job costing, when you choose to turn them on.
Can my memberships and recurring work come over?
Memberships and service agreements are part of the guided migration where Housecall Pro exposes them, and you confirm them in the validation report before cutover.
Is there a per-seat cost for adding my office staff?
No. The base plan includes unlimited users, so adding office and field staff doesn't add per-seat fees. Usage-based services like phone and SMS scale with what you use.