Site Monitor

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 on.

Open Site Monitor from the main navigation after the plugin is enabled in Settings → Features.

What Site Monitor checks

For each monitored site, ToolbagCRM can watch for:

• Downtime — whether the site can be reached and returns a healthy HTTP response.
• SSL certificate issues — whether the browser padlock certificate is expired or getting close to expiration.
• DNS changes — whether the site's DNS records change unexpectedly.
• Content changes — whether important visible page text changes from the previous check.
• Signs of compromise — suspicious changes or findings that may need review.

Site Monitor is not tied to customer records. It is meant for the websites your own business relies on, such as your main marketing site or a separate booking domain.

Site Monitor summarizes monitored websites with health totals, alerts, and site cards for quick review.

Add a site

1. Open Site Monitor.
2. Select Add site.
3. Enter the public URL you want ToolbagCRM to watch.
4. Add a label your team will recognize, such as Main website or Booking page.
5. Choose which checks should run for that site.
6. Save the site.

After the site is added, it appears as a card on the Site Monitor page with its current health, last known status, and any open alerts.

Read the dashboard

The summary cards at the top of Site Monitor show:

• Healthy — sites with no current problems.
• Warnings — sites that need attention, such as a certificate nearing expiration.
• Down — sites that appear unreachable or unhealthy.
• Open alerts — unresolved alerts across all monitored sites.

Use the filter tabs to focus on all sites, healthy sites, warnings, or down sites.

Review a site

Open a site card to see more detail, including:

• recent check history,
• open alerts,
• the current HTTP status,
• SSL and DNS check results,
• content-change details when a page changed, and
• available deep-scan results.

Use Check now when you want ToolbagCRM to re-check a site immediately instead of waiting for the normal schedule.

Handle alerts

Site Monitor raises alerts when a check finds something that may require follow-up. Examples include an expiring certificate, a site that appears down, DNS changes, or a page content change.

For each alert:

1. Open the affected site.
2. Review the alert message and recent check history.
3. If the alert is about a content change, use View changes to compare the before-and-after page text.
4. Fix or investigate the issue outside ToolbagCRM as needed.
5. Mark the alert resolved when your team has handled it.

Resolving an alert clears it from the open-alert list. It does not delete the check history.

Set up notifications

Open Site Monitor setup from the settings link on the Site Monitor page. Administrators can configure:

• how often sites should be checked,
• how many days before SSL expiration should count as a warning,
• which email recipients should receive site alerts, and
• the monthly budget for AI-assisted compromise checks.

Add one email address per line in the recipients box so the right people hear about problems quickly.

Site Monitor setup controls check frequency, certificate-warning timing, alert recipients, and deep monitoring allowances.

Deep monitoring

Site Monitor includes a deeper scan area for looking beyond a single page. Deep scans can show discovered subdomains, pages, endpoints, and findings such as vulnerable components or missing security headers.

Deep scans are limited unless the Deep monitoring add-on is enabled. The setup page shows whether your account is using the free scan allowance or daily deep scans through the add-on.

For ownership and safety, ToolbagCRM may require a verification step before deep-scanning a site. This helps confirm that your business controls the domain being scanned.

Tips for contractors

• Monitor every public place customers use to reach you: your main site, booking page, online store, and customer portal.
• Add alert recipients for both an owner/manager and whoever maintains your website.
• Keep content-change alerts on for important pages such as booking, contact, and financing pages.
• Turn off content-change notifications or add ignore rules for pages that change constantly, such as blogs or rotating testimonials.
• Review warnings before busy seasons so an expired certificate does not block customers from booking work.

If the page says the plugin is disabled

Open Settings → Features and enable Site Monitor. Site Monitor depends on communications so ToolbagCRM can send alert emails to the recipients you choose.