ToolbagCRM Help

Help CenterRun the work without the runaround

Practical ToolbagCRM help for contractors scheduling jobs, tracking customers, quoting work, sending invoices, and setting up the add-ons that keep the office moving.

Start with the basics

Browse plugin guides

Office workflows

Learn the day-to-day flows your office crew uses to keep customers, jobs, communications, estimates, and invoices organized.

Field-ready setup

Plain-English setup help for trade businesses — no developer jargon, no per-seat software maze.

Plugin playbooks

Configure optional tools like equipment, certifications, deposits, route planning, memberships, rentals, HR, and site monitoring.

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.

Built for the trades

Use this help center when you want to:

Get a crew started in ToolbagCRM
Understand a workflow before turning it on for the team
Configure plugins without guessing what each setting does
Match screenshots against the live demo/product UI
Find the fastest path from “where is this?” to “done”

Documentation status

This Help Center covers all major ToolbagCRM features:

Core Features — Dashboard, Customers, Jobs, Quotes, Invoices, Payments, Scheduling, Team, and Communications
Plugin Guides — 63 active plugin guides and 38 coming-soon previews
Getting Started — Onboarding guides and product overview

Still expanding:

Troubleshooting and FAQ
Release notes
Video walkthroughs