Templates
Paper that becomes process.
A deliberately small library: four documents for onboarding, closeout, follow-up, and invoice review, each one useful before any software decision, and built to hand its job to the record later.
One email to support@thorbis.com sends all four documents back. No gate, no drip sequence.
First release · four documents
- Go-live checklistOwners, imports, launch-week tasks, and the validation steps before a team switches systems.Checklist
- Technician closeout SOPPhotos, notes, customer sign-off, the payment prompt, and the office handoff after each visit.SOP
- Estimate follow-up scriptClear email and text language for open estimates that does not read like a drip campaign.Script
- Invoice review checklistA weekly review path for failed payments, overdue invoices, and customer follow-up.Checklist
The publishing standard
Four bars every document clears first.
Useful without an account
Every document works on paper, in a truck, before any software decision. A template that only sells is a brochure.
Maps to a real workflow
Each one mirrors an operating handoff the product also carries, so when the checklist works, the record can take it over.
Readable by office and field
One page, plain words, no jargon a new hire has to decode in the driveway.
Easy to adapt before launch
Your shop's names, your order, your steps. A template you cannot edit is someone else's process.
Toolkit tracks
Where the library grows next.
Launch operations
Migration checklists, go-live owners, data validation, and team rollout planning.
Field execution
Technician checklists, visit documentation, materials capture, and customer sign-off.
Revenue follow-up
Estimate follow-up, invoice review, review requests, and reactivation prompts.
Paper that works
Documents drawn like they matter.
Four documents in the first release: written, argued over, and shipped only once they'd survive a real customer.
Adoption
When the checklist works, let the record carry it.
01
Assign an owner
A checklist without a name is a suggestion. Each template starts by naming who runs it.
02
Test it on real work
One week, real jobs, pen on paper. The steps that survive the truck are the process.
03
Let the record carry it
When the checklist works, move it into Thorbis: the closeout steps become the job's steps, and nobody re-reads a laminated page.
Start
Start on paper. End on the record.
Four documents, free, useful today, and a product built to take over the steps your crew already trusts.
Waitlist open. One email when your invite is ready, nothing else.
Coming from a suite? We’ll extract your records.
Rather talk first? Email the team.