Getting Started

Use this section to learn the basics of ToolbagCRM and complete the first setup steps.

Use the demo sign-in to explore ToolbagCRM before connecting a live company account.

Start here

• What is ToolbagCRM?

Core features

• Dashboard — Your business home screen at a glance
• Customers — Manage your customer directory
• Jobs — Track work from request through completion
• Quotes — Build and send price proposals
• Invoices — Bill customers and track payments
• Scheduling — Plan and assign field visits
• Team — Manage your crew roster

Next steps

• Browse the Plugin Marketplace to extend ToolbagCRM with optional features
• Plugin guides for detailed setup help on each plugin