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OPERATIONS TOOLKIT

Templates that become real workflows.

The library is intentionally selective: documents for onboarding, quoting, follow-up, and technician enablement ship only when a team can assign them, test them, and move the workflow into Thorbis.

Join the release listMap to features
PUBLISHING STANDARD

We'll ship fewer templates, but make them usable.

Every download must clear all four before it reaches the shelf.

  1. 01Useful without a Thorbis account
  2. 02Maps cleanly to a real operating workflow
  3. 03Readable by office and field teams
  4. 04Easy to adapt before launch
FIRST RELEASE

Four documents, each built to remove a real handoff.

STATUS: IN PREPARATION
01Go-live checklistCHECKLISTOwners, imports, launch week tasks, and validation steps before a team switches systems.Maps to implementation
02Technician closeout SOPSOPPhotos, notes, customer sign-off, payment prompt, and office handoff after each visit.Maps to field app
03Estimate follow-up scriptSCRIPTClear email and SMS language for open estimates without sounding like a generic drip campaign.Maps to communications
04Invoice review checklistCHECKLISTA weekly review path for failed payments, overdue invoices, and customer follow-up.Maps to invoicing

The download shelf stays selective while these are prepared. Join the release list to get each document as it ships, or read the latest playbooks in the meantime.

TOOLKIT TRACKS

Templates should fit a real operating moment.

The library focuses on the handoffs service teams repeat every day: launch, field execution, and revenue follow-up.

01

Launch operations

Migration checklists, go-live owners, data validation, and team rollout planning.

02

Field execution

Technician checklists, visit documentation, materials capture, and customer sign-off.

03

Revenue follow-up

Estimate follow-up, invoice review, review requests, and reactivation prompts.

TEMPLATE ADOPTION

A document only matters if it changes the workflow.

Use each template as a bridge from manual process to a clear Thorbis workflow, not as a permanent side system.

  1. 1Assign an ownerEvery template should have one person responsible for adapting it to the business.
  2. 2Test on real workUse the template on a current job, invoice, estimate, or onboarding task before standardizing it.
  3. 3Move durable steps into ThorbisThe document should become a product workflow, automation, checklist, or team routine after validation.

When the checklist works, let Thorbis carry it.

Thorbis One is $299/month + usage at cost, with unlimited users and a $100/month utilities credit included.

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