ToolbagCRM Help

ToolbagCRM Help CenterLearn how to use ToolbagCRM

Practical help for contractors managing customers, jobs, estimates, invoices, and their public website.

Start with the basics

What is ToolbagCRM?

Customer-first help

Plain-English guides written for contractors and home-service businesses, not developers.

Core workflows

Learn how ToolbagCRM handles customers, jobs, communications, estimates, invoices, and payments.

Plugin guides

Understand optional add-ons such as equipment tracking, rentals, certifications, and HR tools.

Product screenshots

ToolbagCRM dashboard showing active jobs, invoice totals, recent customers, and smart nudges — The dashboard gives office staff a quick read on active jobs, overdue invoices, recent customers, and next actions.

Documentation status

This Help Center is expanding into full customer-facing documentation for ToolbagCRM.

Current and upcoming documentation areas include:

Getting started
Customers
Jobs
Estimates
Invoices
Website and themes
Settings
Troubleshooting
Release notes