Plugin guides

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.

Use these guides to understand what a plugin does, when to turn it on, and what information your team should keep updated.

Settings → Features is where available plugins can be reviewed and enabled for your account.

Plugin categories

This public catalog covers 103 public plugin/feature entries: 65 category-listed entries (including the always-on Marketplace guide and post-launch rollout guides) and 38 coming-soon entries. Internal Toolbag-only controls are intentionally not published here.

Automation

• Drip Campaigns — Automated multi-step email and SMS follow-up sequences that enroll customers on a trigger and advance them through each step automatically.
• Recurring Services — Recurring services — repeating service schedules that auto-generate visits for ongoing customer agreements.

Billing

• Auto-Charge — Automatically retry failed card payments on a schedule and record each retry attempt. Managed from Settings → Billing rather than the plugin marketplace.
• Commission Tracking — Commission tracking for sales and field staff — computes per-rep commissions from jobs and invoices and tracks payout status.
• Customer Credits — Customer credit balances — issue, track, and apply account credits and store-credit against invoices.
• Customer Financing — Customer financing options — present and track third-party or in-house financing plans for larger jobs.
• Deposit Workflow — Deposit workflow on quotes — collect an upfront deposit before work begins and reconcile it against the final invoice.
• Expense Reports — Employee expense reports — techs submit itemized field and office expenses; managers approve, reject, and mark them reimbursed.
• Job Costing — Job costing — roll up labor, materials, and expenses against a job to track margin versus the quote.
• Promotions — Run promo codes for seasonal discounts, quote/invoice offers, and marketing campaigns while tracking redemption counts and total discounts given.
• Purchase Orders — Create and track purchase orders to vendors with line items, ordered/received quantities, and a send-to-receive workflow.
• Tiered Packages — Build quotes from reusable Good / Better / Best-style package bundles and configure the customer-facing tier setup.

Compliance

• Certifications — Track professional credentials with expiration dates — EPA 608, plumbing/electrical state licenses, OSHA 10/30, manufacturer certs, driver's licenses.
• Permits & Inspections (Post-launch) — Permits and inspections — track permit applications, numbers, and inspection results required for regulated work. Held for post-launch rollout; not yet available to enable.
• Refrigerant Tracking — Refrigerant tracking — EPA-required logging of refrigerant added/recovered per appliance for HVAC trades.
• Safety Incident Reporting — Safety incident reporting — log workplace incidents and injuries for OSHA recordkeeping and follow-up.
• Training Records — Training records — track required employee training courses, completion, and renewals.

Customer-Facing

• Customer Support — Customer-facing support desk — intake, ticketing, and resolution tracking for customer questions.
• Loyalty Program — Per-customer loyalty membership with points, tiers (Bronze → Silver → Gold → Platinum), and earn/redeem history.
• Membership Plans — Membership plans — recurring customer membership tiers with included perks and billing.
• Partner Website — Build and publish a professional customer-facing website for your contracting business — choose a template, toggle sections, customize your hero, set a domain, and publish.
• Photo Reports — Before/after photo reports — structured galleries with captioned, annotated, side-by-side photos. Distinct from Documents (flat file list).
• Reviews & Concerns — Post-job reviews and concerns — collect customer feedback after job completion and surface issues for follow-up.
• Reviews & Reputation — Reviews and reputation — solicit, collect, and surface customer reviews across public review channels.

Industry-Specific

• Backflow Testing (Post-launch) — Backflow assembly testing for plumbing and irrigation trades. Held for post-launch rollout; not yet available to enable.
• Chemical Application Log — Chemical application log for regulated trades — records product, rate, target, and site per treatment for compliance recordkeeping.
• Insurance Claims — Track insurance claims for restoration/mitigation work — carrier, adjuster, claim number, date of loss, approved amount, deductible.
• Irrigation Systems — Irrigation systems — track zones, controllers, and seasonal service for sprinkler/irrigation trades.
• Site Monitor — Watch your websites for downtime, SSL certificate problems, DNS changes, content changes, and deep-scan findings.

Utility

• 2FA + SSO — Two-factor authentication and single sign-on — TOTP 2FA rollout policies plus SAML/OIDC provider records for Okta, Google Workspace, Microsoft Entra, and generic identity providers.
• Activity Timeline — Unified activity history with labels for status changes, emails, notes, payments, scheduling updates, feedback, time entries, and customer actions across supported records.
• Custom Domain — Point your own domain (e.g., crm.yourbusiness.com) at your ToolbagCRM workspace — add two DNS records, verify, and go live with automatic HTTPS.
• Developer Platform — Signed outbound webhooks for customer and job events, with endpoint secrets, delivery history, and API-key support for technical integrations.
• Documents & Photos — Documents and photos library — flat file storage attached to customers, jobs, and invoices.
• Equipment & Assets — Track customer-owned equipment details — make, model, serial, install date, warranty, and service notes so technicians know what they are servicing.
• Knowledge Base — Searchable internal wiki for SOPs, troubleshooting notes, article status workflows, categories, tags, and crew view counts.
• Marketplace — Built-in plugin store — browse, search, install plugins, and manage extra plugin-slot capacity when your plan is full.
• Parts & Inventory — Parts and inventory — stock levels, locations, and reorder points for materials consumed on jobs.
• Pricing Catalog — Pricing catalog — reusable priced line items and service rates used when building quotes and invoices.
• Properties — 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.
• Service Areas — Service areas — define the geographic zones your business serves for routing, booking eligibility, and travel-charge defaults.
• Weather — Show ZIP-code-based forecasts and severe-weather alerts so dispatchers can plan and reschedule weather-sensitive field work.

Workflow

• Callback Tracker — Callback tracker for return-trip work — logs warranty/redo callbacks against the original job and tracks resolution.
• Customer Equipment — Registry of equipment your team services at customer sites — categories, make, model, serial, install date, warranty tracking, service notes, and dashboard counts.
• Dispatch Board — Dispatch board — assign and sequence jobs to field crews with a real-time board view.
• Equipment Rental — Rent equipment to customers — catalogs units and tracks per-customer rental contracts with daily/weekly/monthly rates and overdue alerts.
• Field Clock-In — Field clock-in — GPS/job-site time punches, live on-site counts, and monthly labor-hour rollups for field crews.
• Fleet Management — Fleet management — track company vehicles, maintenance schedules, mileage, and assignments.
• HR Suite — HR suite — employee records, applications, onboarding, and related people workflows for your team.
• Job Checklists & Inspections — Reusable job checklists and inspection forms — templated step lists completed per job to standardize field work.
• Job Materials — Job materials — record the parts and materials used on each job to track per-job material cost.
• Lead Pipeline — Lead pipeline — capture and qualify prospective customers through stages before they convert.
• Maintenance Contracts — Maintenance contracts — recurring service agreements that track visit cadence and auto-flag visits when they come due.
• On-Call & Emergency Dispatch (Post-launch) — On-call and emergency dispatch — plan coverage shifts and emergency call logging for urgent jobs. Held for post-launch rollout; not yet available to enable.
• Projects — Projects — group related jobs, tasks, and milestones under a larger customer project.
• Referrals — Referral tracking — log inbound and outbound referrals, mark referrals converted, and record kickback payouts.
• Route Planner — Route planner — build a crew's day from scheduled visits, then sequence and tick off the stops in order.
• Site Assessments — Site assessments — pre-work surveys capturing site conditions and measurements to scope a job.
• Subcontractors — Subcontractors — manage sub crews, assign them to jobs, and track their work and pay.
• Time Off (Post-launch) — Time off — employee PTO requests, approval, and schedule visibility. Held for post-launch rollout; not yet available to enable.
• Time Tracking — Clock in/out, weekly timesheets, and per-job labor tracking with configurable rounding and policies.
• Tool Checkout — Tool checkout — check company tools in and out to employees and track who holds what.
• Vendors & Suppliers — Vendors and suppliers — directory of material, equipment, service, and subcontractor suppliers used for purchasing and job sourcing.
• Warranties — Track manufacturer/workmanship/parts/labor/extended warranties with expiration warnings and void lifecycle. Distinct from maintenance-contracts (recurring service) and assets (asset tracking).
• Work Authorizations — Work authorizations — capture customer sign-off authorizing work and approved scope before a job proceeds.

Coming Soon

These guides are public previews for features that are not generally available yet. They are grouped here so customers do not mistake them for enabled product areas.

• Recurring Invoices (Coming Soon) — Plan repeating customer billing for retainers, maintenance agreements, subscriptions, and custom invoice cadences.
• Service Tracker (Coming Soon) — Service tracker — live, customer-facing job status and technician-arrival tracking page.
• Statements (Coming Soon) — Statements — periodic account statements summarizing a customer's invoices and payments over a date range.
• Approvals (Coming Soon) — Cross-cutting multi-step approval engine — routes requests (quotes, expenses, time-off, refunds) through ordered approver steps with per-step decisions.
• Custom Fields (Coming Soon) — Account-defined custom fields — attach extra typed attributes to core records without code changes.
• Document Routing (Coming Soon) — Route quotes, contracts, and work orders through an ordered chain of reviewers before the document is released.
• Service Recovery (Coming Soon) — Service recovery — structured workflow to follow up and make things right after a negative customer experience.
• Customer Onboarding (Coming Soon) — New-customer onboarding workflow — guided steps and welcome tasks that run when a customer is first added.
• Broadcasts (Coming Soon) — Mass one-to-many announcements — send a single message to a filtered segment of customers over email and SMS.
• Tips (Coming Soon) — Tips — capture customer gratuities at payment and allocate them to field staff.
• Lien Waivers (Coming Soon) — Lien waivers — generate and track conditional/unconditional lien waivers tied to job payments.
• Automation Flows (Coming Soon) — Visual rule engine — trigger / condition / action flows that react to events such as job completion or quote sent, then run follow-up actions automatically.
• Document Templates (Coming Soon) — Reusable document templates — prepare quote, invoice, work-order, agreement, welcome-packet, and receipt templates with merge fields.
• White Label (Coming Soon) — White label — your logo, colors, and domain applied across customer-facing surfaces.
• Smart Routing (Coming Soon) — Smart routing — automatically assigns incoming jobs to the best-fit available crew based on skill, location, and load.
• Data Import (Coming Soon) — Bulk data import — map and load customers and related records from CSV/spreadsheet exports.
• Pool & Spa (Coming Soon) — Pool and spa — water chemistry readings, dosing, and recurring maintenance for pool-service trades.
• Pest Control (Coming Soon) — Pest control — bait-station mapping, treatment logs, and recurring service routes for pest trades.
• Roofing (Coming Soon) — Roofing — measurements, material takeoffs, and roof-specific job workflow for roofing trades.
• Solar Install (Coming Soon) — Public-preview guide for solar project sizing, panel and inverter details, battery capacity, orientation, savings estimates, PTO timing, and customer/job prerequisites.
• Junk Removal (Coming Soon) — Public-preview guide for haul-away records tied to jobs, with planned load size, disposal site, donation/recycling, approximate weight, and dump receipt details.
• Tree Service (Coming Soon) — Tree Service is planned to help tree-care contractors record per-tree assessments — species, diameter at breast height (DBH), and height — along with the work type, safety considerations, and certified arborist notes, all tied to the customer and job your office already tracks.
• Customer Portal (Coming Soon) — Self-service web portal where customers view quotes, jobs, invoices, and make payments.
• Booking Widget (Coming Soon) — Embeddable online booking widget that lets your customers self-schedule jobs from a public page.
• Sales Tax (Coming Soon) — Sales tax — jurisdiction-aware tax rates applied to invoices with taxable/exempt handling.
• AI Photo Estimate (Coming Soon) — AI-assisted estimating from job-site photos with customer-linked requests, planned review states, and low/high ranges your team can refine into a quote.
• AI Receptionist (Coming Soon) — AI voice receptionist that answers inbound calls, captures caller intent and contact details, and books or routes the request.
• AI Smart Notes (Coming Soon) — AI note-taking that transcribes and summarizes job and customer conversations into structured, searchable notes.
• AI Email Composer (Coming Soon) — AI-drafted customer emails — generates subject and body from a short prompt and record context, ready for review before sending.
• AI Sales Coach (Coming Soon) — AI sales coaching that scores rep conversations and quotes, surfacing talk-track and follow-up suggestions to lift close rates.
• Buy Now Pay Later (Coming Soon) — Buy-now-pay-later financing on invoices — offers customers an installment option at checkout and tracks the payment plan.
• POS Mode (Coming Soon) — Public-preview counter checkout for walk-in payments, terminal registration, and over-the-counter sales once POS Mode is enabled for an account.
• VoIP Phone (Coming Soon) — VoIP phone — in-app calling, call logging, and a business phone number for customer calls.
• Live Chat (Coming Soon) — Public-preview website chat for capturing visitor questions, routing conversations to staff, and following up on open or abandoned sessions.
• Video Calls (Coming Soon) — Video calls — live video consultations between your business and its customers.
• WhatsApp Business (Coming Soon) — WhatsApp Business — confirmations, reminders, delivery statuses, and direct customer follow-ups over the WhatsApp Business channel.
• DOT Compliance (Coming Soon) — DOT compliance for commercial fleets — vehicle inspections and hours-of-service logs tied to team and fleet records.
• Customer Mobile App (Coming Soon) — Branded mobile app for customers to view jobs, invoices, and updates.

Turning plugins on

1. Open Settings → Features.
2. Find the plugin you want to use.
3. Enable it for your account.
4. Open the new section from the main navigation.

Notes for demo accounts

Some plugin pages include sample data in demo accounts. Others may start empty or show a placeholder until the feature is enabled and configured for your account.