# ToolbagCRM Help Center > Customer-facing documentation for ToolbagCRM, a CRM for contractors and home-service businesses. This file is an LLM-readable map of the public ToolbagCRM Help Center. Use it to find canonical help articles, plugin guides, and coming-soon feature previews. ## Site - [Help Center](https://help.toolbagcrm.com/): Main customer help site. - [Full LLM Content](https://help.toolbagcrm.com/llms-full.txt): Expanded Markdown content for all public help pages. ## Start here - [ToolbagCRM Help Center](https://help.toolbagcrm.com/): Use this help center when you want to: ## Coming next - [Customers](https://help.toolbagcrm.com/coming-soon/customers.html): Customers are the people and companies you serve. Customer records keep contact details, service history, tags, and the jobs or invoices tied to that account in one place. - [Estimates](https://help.toolbagcrm.com/coming-soon/estimates.html): This page is a placeholder for the estimates documentation section. - [Invoices](https://help.toolbagcrm.com/coming-soon/invoices.html): Invoices help your office track what has been billed, what has been paid, and what still needs follow-up. ToolbagCRM keeps invoice status visible while accounting stays connected to QuickBooks workflows. - [Jobs](https://help.toolbagcrm.com/coming-soon/jobs.html): Jobs represent the work your team performs for a customer. Use Jobs to track the job name, customer, schedule, assigned team, and current status from first intake through completion. - [Payments](https://help.toolbagcrm.com/coming-soon/payments.html): Payments track money collected from customers, including deposits, partial payments, final invoice payments, and follow-up balances. - [Team](https://help.toolbagcrm.com/coming-soon/team.html): Team records represent the employees, technicians, subcontractors, and office users who perform or manage work in ToolbagCRM. - [Website & Themes](https://help.toolbagcrm.com/coming-soon/website-and-themes.html): This page is a placeholder for the website and themes documentation section. ## Core features - [Communications](https://help.toolbagcrm.com/core/communications.html): Use Communications to understand the outbound messages ToolbagCRM sends for your company, including email, SMS, push, and voice notifications. ## Getting started - [Getting Started](https://help.toolbagcrm.com/getting-started/): Use this section to learn the basics of ToolbagCRM and complete the first setup steps. - [What is ToolbagCRM?](https://help.toolbagcrm.com/getting-started/what-is-toolbagcrm.html): 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. ## Plugin guides - [Plugin guides](https://help.toolbagcrm.com/plugins/): ToolbagCRM plugins add focused capabilities for contractors and home-service teams. Each plugin can be enabled from Settings → Features when it is available on your plan. - [Activity Timeline](https://help.toolbagcrm.com/plugins/activity.html): Unified activity timeline that taps the in-process event bus to record status changes, notes, payments, and customer actions across customer, job, invoice, and quote records. - [AI Email Composer (Coming Soon)](https://help.toolbagcrm.com/plugins/ai-email-composer.html): AI-drafted customer emails — generates subject and body from a short prompt and record context, ready for review before sending. - [AI Photo Estimate (Coming Soon)](https://help.toolbagcrm.com/plugins/ai-photo-estimate.html): AI-assisted estimating from job-site photos — analyzes uploaded images to suggest scope and a ballpark price the partner can refine into a quote. - [AI Receptionist (Coming Soon)](https://help.toolbagcrm.com/plugins/ai-receptionist.html): AI voice receptionist that answers inbound calls, captures caller intent and contact details, and books or routes the request. - [AI Sales Coach (Coming Soon)](https://help.toolbagcrm.com/plugins/ai-sales-coach.html): AI sales coaching that scores rep conversations and quotes, surfacing talk-track and follow-up suggestions to lift close rates. - [AI Smart Notes (Coming Soon)](https://help.toolbagcrm.com/plugins/ai-smart-notes.html): AI note-taking that transcribes and summarizes job and customer conversations into structured, searchable notes. - [Approvals (Coming Soon)](https://help.toolbagcrm.com/plugins/approvals.html): Cross-cutting multi-step approval engine — routes requests (quotes, expenses, time-off, refunds) through ordered approver steps with per-step decisions. - [Auto-Charge](https://help.toolbagcrm.com/plugins/auto-charge.html): Billing infrastructure that automatically retries failed card payments on a schedule and records each retry attempt. Toggled via Settings > Billing rather than the marketplace. - [Automation Flows (Coming Soon)](https://help.toolbagcrm.com/plugins/automation-flows.html): Visual rule engine — trigger / condition / action flows that react to partner events (job completed, quote sent) and run actions automatically without per-event human input. - [Backflow Testing](https://help.toolbagcrm.com/plugins/backflow-testing.html): Backflow Testing helps plumbing teams track backflow prevention assemblies, annual test results, due dates, repairs, and water-authority reporting notes from one ToolbagCRM page. - [Buy Now Pay Later (Coming Soon)](https://help.toolbagcrm.com/plugins/bnpl.html): Buy-now-pay-later financing on invoices — offers customers an installment option at checkout and tracks the payment plan. - [Booking Widget (Coming Soon)](https://help.toolbagcrm.com/plugins/booking-widget.html): Embeddable online booking widget that lets a partner's customers self-schedule jobs from a public page. - [Broadcasts (Coming Soon)](https://help.toolbagcrm.com/plugins/broadcasts.html): Mass one-to-many announcements — send a single message to a filtered segment of customers over email and SMS. - [Callback Tracker](https://help.toolbagcrm.com/plugins/callbacks.html): Callback Tracker helps your team record return trips when work needs a warranty visit, redo, or customer-requested follow-up. Use it to see why callbacks are happening, who handled the original work, who is assigned to t - [Certifications](https://help.toolbagcrm.com/plugins/certifications.html): Use Certifications to track professional credentials for your team and catch expirations before they create scheduling or compliance problems. - [Job Checklists & Inspections](https://help.toolbagcrm.com/plugins/checklists.html): Job Checklists & Inspections lets your team build reusable inspection templates, start them for specific jobs, and track whether field work is pending, in progress, complete, or voided. - [Chemical Application Log](https://help.toolbagcrm.com/plugins/chemical-applications.html): Chemical application log for regulated trades — records product, rate, target, and site per treatment for compliance recordkeeping. - [Commission Tracking](https://help.toolbagcrm.com/plugins/commissions.html): Commission tracking for sales and field staff — computes per-rep commissions from jobs and invoices and tracks payout status. - [Custom Fields (Coming Soon)](https://help.toolbagcrm.com/plugins/custom-fields.html): Tenant-defined custom fields — attach extra typed attributes to core records without code changes. - [Customer Credits](https://help.toolbagcrm.com/plugins/customer-credits.html): Customer credit balances — issue, track, and apply account credits and store-credit against invoices. - [Customer Equipment](https://help.toolbagcrm.com/plugins/customer-equipment.html): Registry of equipment a partner services at the customer site — make, model, serial, install date, and service history. - [Customer Financing](https://help.toolbagcrm.com/plugins/customer-financing.html): Customer financing options — present and track third-party or in-house financing plans for larger jobs. - [Customer Mobile App (Coming Soon)](https://help.toolbagcrm.com/plugins/customer-mobile-app.html): Branded mobile-app surface for the partner's customers to view jobs, invoices, and updates. - [Customer Onboarding (Coming Soon)](https://help.toolbagcrm.com/plugins/customer-onboarding.html): New-customer onboarding workflow — guided steps and welcome tasks that run when a customer is first added. - [Customer Portal (Coming Soon)](https://help.toolbagcrm.com/plugins/customer-portal.html): Self-service web portal where a partner's customers view quotes, jobs, invoices, and make payments. - [Customer Support](https://help.toolbagcrm.com/plugins/customer-support.html): Customer-facing support desk — intake, ticketing, and resolution tracking for partner customers. - [Data Import (Coming Soon)](https://help.toolbagcrm.com/plugins/data-import.html): Bulk data import — map and load customers and related records from CSV/spreadsheet exports. - [Deposits](https://help.toolbagcrm.com/plugins/deposits.html): Deposits helps you see invoices where a customer has already made a partial payment but still has a remaining balance. It is useful for contractors who collect money up front before ordering materials, booking a crew, or - [Developer Platform](https://help.toolbagcrm.com/plugins/developer-platform.html): Developer platform — API keys, OAuth apps, and webhooks for partners building integrations on top of ToolbagCRM. - [Dispatch Board](https://help.toolbagcrm.com/plugins/dispatch.html): Dispatch Board gives office staff and field leads a daily run sheet for assigning visits to technicians, tracking status, and spotting emergency work before the day gets away from the team. - [Document Routing (Coming Soon)](https://help.toolbagcrm.com/plugins/document-routing.html): Document routing engine — sends documents through ordered review/sign steps to the right people. - [Document Templates (Coming Soon)](https://help.toolbagcrm.com/plugins/document-templates.html): Reusable document templates — generate contracts, proposals, and forms from data-merged templates. - [Documents & Photos](https://help.toolbagcrm.com/plugins/documents.html): Documents & Photos gives your team a simple place to attach customer files, job photos, signed forms, permits, contracts, and other reference material to the records where the work happens. - [DOT Compliance (Coming Soon)](https://help.toolbagcrm.com/plugins/dot-compliance.html): DOT compliance for commercial fleets — driver qualification files, hours-of-service, and vehicle inspection recordkeeping. - [Drip Campaigns](https://help.toolbagcrm.com/plugins/drip-campaigns.html): Drip Campaigns help your team create repeatable email and SMS follow-up sequences for customers. Use them for post-job review requests, win-back reminders, new-customer welcomes, and other touchpoints that should happen - [Equipment & Assets](https://help.toolbagcrm.com/plugins/equipment-and-assets.html): Use Equipment & Assets to keep customer-owned equipment details in ToolbagCRM so the office and field team know exactly what they are servicing. - [Equipment Rental](https://help.toolbagcrm.com/plugins/equipment-rental.html): Use Equipment Rental when your business rents equipment to customers and needs to know what is available, what is currently out, and what is overdue. - [Expense Reports](https://help.toolbagcrm.com/plugins/expense-reports.html): Employee expense reports — techs submit itemized field and office expenses; managers approve, reject, and mark them reimbursed. - [Field Clock-In](https://help.toolbagcrm.com/plugins/field-clock-in.html): Field clock-in — GPS/job-site time punches for crews to start and stop work against a job. - [Fleet Management](https://help.toolbagcrm.com/plugins/fleet.html): Fleet management — track company vehicles, maintenance schedules, mileage, and assignments. - [HR](https://help.toolbagcrm.com/plugins/hr.html): Use HR to manage hiring applications and employee records from the same place your team already manages work. - [Insurance Claims](https://help.toolbagcrm.com/plugins/insurance-claims.html): Track insurance claims for restoration/mitigation work — carrier, adjuster, claim number, date of loss, approved amount, deductible. - [Parts & Inventory](https://help.toolbagcrm.com/plugins/inventory.html): Parts & Inventory helps your team track stocked materials, consumables, and parts across warehouses, trucks, and job sites. Use it to know what is on hand, where it is stored, and when an item is getting low before a job - [Irrigation Systems](https://help.toolbagcrm.com/plugins/irrigation.html): Irrigation systems — track zones, controllers, and seasonal service for sprinkler/irrigation trades. - [Job Costing](https://help.toolbagcrm.com/plugins/job-costing.html): Job costing — roll up labor, materials, and expenses against a job to track margin versus the quote. - [Job Materials](https://help.toolbagcrm.com/plugins/job-materials.html): Job materials — record the parts and materials used on each job to track per-job material cost. - [Junk Removal (Coming Soon)](https://help.toolbagcrm.com/plugins/junk-removal.html): Junk removal — volume/weight-based pricing and disposal tracking for haul-away trades. - [Knowledge Base](https://help.toolbagcrm.com/plugins/knowledge-base.html): Internal knowledge base — searchable how-to articles and SOPs for the partner's team. - [Lead Pipeline](https://help.toolbagcrm.com/plugins/leads.html): Lead pipeline — capture and qualify prospective customers through stages before they convert. - [Lien Waivers (Coming Soon)](https://help.toolbagcrm.com/plugins/lien-waivers.html): Lien waivers — generate and track conditional/unconditional lien waivers tied to job payments. - [Live Chat (Coming Soon)](https://help.toolbagcrm.com/plugins/live-chat.html): Live chat — real-time web chat channel between the partner and its customers. - [Loyalty Program](https://help.toolbagcrm.com/plugins/loyalty.html): Loyalty Program helps you reward repeat customers with points, tiers, and an auditable earn/redeem history. Use it when your business wants a simple customer-retention program for recurring service customers, referral re - [Maintenance Contracts](https://help.toolbagcrm.com/plugins/maintenance-contracts.html): Use Maintenance Contracts to track recurring service agreements such as HVAC tune-ups, annual boiler service, filter-change programs, generator maintenance, or other repeat work sold as a contract. - [Membership Plans](https://help.toolbagcrm.com/plugins/membership-plans.html): Membership Plans helps you run a service club or maintenance membership program inside ToolbagCRM. Use it to define membership tiers, enroll customers, track included visits, and watch recurring revenue from monthly or a - [On-Call & Emergency Dispatch](https://help.toolbagcrm.com/plugins/on-call.html): On-call and emergency dispatch — schedule coverage shifts and log after-hours emergency calls for urgent jobs. - [Permits & Inspections](https://help.toolbagcrm.com/plugins/permits.html): Permits and inspections — track permit applications, numbers, and inspection results required for regulated work. - [Pest Control (Coming Soon)](https://help.toolbagcrm.com/plugins/pest-control.html): Pest control — bait-station mapping, treatment logs, and recurring service routes for pest trades. - [Photo Reports](https://help.toolbagcrm.com/plugins/photo-reports.html): Before/after photo reports — structured galleries with captioned, annotated, side-by-side photos. Distinct from Documents (flat file list). - [Pool & Spa (Coming Soon)](https://help.toolbagcrm.com/plugins/pool-spa.html): Pool and spa — water chemistry readings, dosing, and recurring maintenance for pool-service trades. - [POS Mode (Coming Soon)](https://help.toolbagcrm.com/plugins/pos-mode.html): POS mode — in-person point-of-sale checkout for counter and over-the-counter sales. - [Pricing Catalog](https://help.toolbagcrm.com/plugins/pricing-catalog.html): Pricing Catalog gives your team one reusable list of parts, labor rates, service fees, equipment charges, and other priced line items. Use it to keep quote, invoice, and contract pricing consistent instead of retyping th - [Projects](https://help.toolbagcrm.com/plugins/projects.html): Projects — group related jobs, tasks, and milestones under a larger customer project. - [Promotions](https://help.toolbagcrm.com/plugins/promotions.html): Promotions — discount codes and promotional offers applied to quotes and invoices. - [Properties](https://help.toolbagcrm.com/plugins/properties.html): Per-customer service-address profiles with access metadata: gate code, alarm code, lockbox combo, dog warning, parking notes, best visit time. Supports customers with multiple properties. - [Purchase Orders](https://help.toolbagcrm.com/plugins/purchase-orders.html): Use Purchase Orders when your team needs to order materials, parts, or equipment from vendors and track whether each order is still a draft, sent, partially received, fully received, or cancelled. - [Recurring Invoices (Coming Soon)](https://help.toolbagcrm.com/plugins/recurring-invoices.html): Recurring invoices — schedule repeating invoices that generate and send automatically on a cadence. - [Recurring Services](https://help.toolbagcrm.com/plugins/recurring-services.html): Recurring services — repeating service schedules that auto-generate visits for ongoing customer agreements. - [Referrals](https://help.toolbagcrm.com/plugins/referrals.html): Referral tracking — log inbound and outbound referrals (from customers or partner businesses), track their conversion to jobs, and record kickback payouts. Staff-operated; no customer-facing surface today. - [Refrigerant Tracking](https://help.toolbagcrm.com/plugins/refrigerant-tracking.html): Refrigerant tracking — EPA-required logging of refrigerant added/recovered per appliance for HVAC trades. - [Reviews & Concerns](https://help.toolbagcrm.com/plugins/reviews-and-concerns.html): Use Reviews & Concerns to keep job feedback in one place: customer reviews after completed work and internal notes about issues your team needs to follow up on. - [Reviews & Reputation](https://help.toolbagcrm.com/plugins/reviews-and-reputation.html): Reviews & Reputation helps you track review requests after completed work and record the ratings customers leave on public review channels. Use it when your team wants one place to see who has been asked for a review, wh - [Roofing (Coming Soon)](https://help.toolbagcrm.com/plugins/roofing.html): Roofing — measurements, material takeoffs, and roof-specific job workflow for roofing trades. - [Route Planner](https://help.toolbagcrm.com/plugins/route-planner.html): Route Planner helps your office turn a day of scheduled work into an ordered route for a crew. Use it when a technician or crew lead needs one list of stops for the day instead of jumping between separate appointments. - [Safety Incident Reporting](https://help.toolbagcrm.com/plugins/safety-incidents.html): Safety incident reporting — log workplace incidents and injuries for OSHA recordkeeping and follow-up. - [Sales Tax (Coming Soon)](https://help.toolbagcrm.com/plugins/sales-tax.html): Sales tax — jurisdiction-aware tax rates applied to invoices with taxable/exempt handling. - [Service Areas](https://help.toolbagcrm.com/plugins/service-areas.html): Service Areas helps your office define the ZIP-code territories you serve, set travel charges or travel-time expectations per area, and quickly check whether a customer's ZIP is covered. - [Service Recovery (Coming Soon)](https://help.toolbagcrm.com/plugins/service-recovery.html): Service recovery — structured workflow to follow up and make things right after a negative customer experience. - [Service Tracker (Coming Soon)](https://help.toolbagcrm.com/plugins/service-tracker.html): Service tracker — live, customer-facing job status and technician-arrival tracking page. - [Site Assessments](https://help.toolbagcrm.com/plugins/site-assessments.html): Site assessments — pre-work surveys capturing site conditions and measurements to scope a job. - [Site Monitor](https://help.toolbagcrm.com/plugins/site-monitor.html): Site Monitor watches your company websites so your team can catch problems before customers do. Use it to monitor your public website, booking page, customer portal, online store, or any other site your business depends - [Smart Routing (Coming Soon)](https://help.toolbagcrm.com/plugins/smart-routing.html): Smart routing — automatically assigns incoming jobs to the best-fit available crew based on skill, location, and load. - [Solar Install (Coming Soon)](https://help.toolbagcrm.com/plugins/solar-install.html): Solar install — PTO/interconnection lifecycle, panel/inverter specs, and install milestones for solar trades. - [Statements (Coming Soon)](https://help.toolbagcrm.com/plugins/statements.html): Statements — periodic account statements summarizing a customer's invoices and payments over a date range. - [Subcontractors](https://help.toolbagcrm.com/plugins/subcontractors.html): Subcontractors — manage sub crews, assign them to jobs, and track their work and pay. - [Time Off](https://help.toolbagcrm.com/plugins/time-off.html): Time off — employee PTO requests, balances, and approval against the team calendar. - [Time Tracking](https://help.toolbagcrm.com/plugins/time-tracking.html): Time tracking — employee timesheets and labor hours captured against jobs and tasks. - [Tips (Coming Soon)](https://help.toolbagcrm.com/plugins/tips.html): Tips — capture customer gratuities at payment and allocate them to field staff. - [Tool Checkout](https://help.toolbagcrm.com/plugins/tool-checkout.html): Tool checkout — check company tools in and out to employees and track who holds what. - [Training Records](https://help.toolbagcrm.com/plugins/training.html): Training records — track required employee training courses, completion, and renewals. - [Tree Service (Coming Soon)](https://help.toolbagcrm.com/plugins/tree-service.html): Tree service — DBH/species inventory, removal/trim scoping, and arborist job workflow for tree trades. - [2FA + SSO](https://help.toolbagcrm.com/plugins/two-factor-sso.html): Two-factor authentication and single sign-on — TOTP 2FA and SSO identity options for partner logins. - [Vendors & Suppliers](https://help.toolbagcrm.com/plugins/vendors.html): Vendors & Suppliers gives your team one directory for the wholesalers, material yards, rental houses, subcontract supply partners, and specialty vendors you buy from during day-to-day work. Use it to keep account numbers - [Video Calls (Coming Soon)](https://help.toolbagcrm.com/plugins/video-calls.html): Video calls — live video consultations between the partner and its customers. - [VoIP Phone (Coming Soon)](https://help.toolbagcrm.com/plugins/voip-phone.html): VoIP phone — in-app calling, call logging, and a business phone number for partner-customer calls. - [Warranties](https://help.toolbagcrm.com/plugins/warranties.html): Track manufacturer/workmanship/parts/labor/extended warranties with expiration warnings and void lifecycle. Distinct from maintenance-contracts (recurring service) and assets (asset tracking). - [Weather](https://help.toolbagcrm.com/plugins/weather.html): Caches public NOAA weather forecasts and severe-weather alerts by zip so partners can plan and reschedule weather-sensitive field work. - [WhatsApp Business (Coming Soon)](https://help.toolbagcrm.com/plugins/whatsapp-business.html): WhatsApp Business — send and receive customer messages over the WhatsApp Business channel. - [White Label (Coming Soon)](https://help.toolbagcrm.com/plugins/white-label.html): White label — partner branding (logo, colors, domain) applied across the customer-facing surfaces. - [Work Authorizations](https://help.toolbagcrm.com/plugins/work-authorizations.html): Work authorizations — capture customer sign-off authorizing work and approved scope before a job proceeds.