What is ToolbagCRM?

ToolbagCRM is a CRM built for contractors and home-service businesses that need a simpler way to manage customers, jobs, estimates, invoices, and their public-facing website.

What ToolbagCRM helps with

ToolbagCRM is designed to help a contractor:

• Keep customer information in one place
• Track jobs from first contact through completion
• Create and send estimates
• Create and send invoices
• Maintain a simple public website for their business
• Run daily operations in ToolbagCRM while keeping accounting in QuickBooks

Who it is for

ToolbagCRM is for small contracting and home-service businesses that want a practical operating system for the work they do every day.

Examples include:

• Remodelers
• Specialty trade contractors
• Repair and maintenance businesses
• Service businesses that need customers, jobs, estimates, and invoices connected

How ToolbagCRM fits with QuickBooks

ToolbagCRM is not meant to replace QuickBooks. The intended model is:

Run jobs in ToolbagCRM. Keep books in QuickBooks.

ToolbagCRM focuses on the operational side of the business: customers, jobs, estimates, invoices, website activity, and day-to-day workflow. QuickBooks remains the accounting system.

Next steps

After deployment is confirmed, this sample article will be expanded and joined by additional guides, including:

• Quick start checklist
• Your first customer, job, and invoice
• Customers
• Jobs
• Estimates
• Invoices
• Website and themes
• Troubleshooting and support