Weather

Weather adds a forecast and severe-weather warning strip to customer and job detail pages so dispatchers can plan weather-sensitive work without leaving ToolbagCRM.

Weather does not have a standalone work queue. After it is enabled from Settings → Features, forecast and alert details appear on related customer and job records.

It uses zip-code-based National Weather Service data. Forecasts and alerts are cached in the background, so multiple customers in the same area can reuse the same public weather data.

When to use this

Use Weather when your team needs to:

• Check rain, snow, wind, or severe-weather risk before sending a technician.
• Plan roofing, exterior, landscaping, pest, pool, or other weather-sensitive jobs.
• Notice active severe-weather alerts while reviewing a customer or job.
• Make scheduling calls from the same ToolbagCRM screen the dispatcher already has open.

Before you start

• Make sure Weather is included in your plan and enabled in Settings → Features.
• Keep customer and job addresses updated with a valid ZIP code. The weather strip is keyed from the ZIP code, and ToolbagCRM's customer forms hint that a ZIP is needed for forecasts.
• Remember that Weather is a background helper. It does not add a separate daily workflow page for the team to manage.

Where weather appears

After Weather is enabled, ToolbagCRM can show a weather strip on:

• Customer detail pages.
• Job detail pages tied to a customer address.
• Weather-sensitive workflows that read the same forecast or alert data.

The strip always appears on these pages once Weather is enabled — it does not silently disappear. It shows one of four states:

• Forecast — the current headline forecast, temperature, wind speed, precipitation chance, and a short hourly outlook. If an active alert covers the area, ToolbagCRM surfaces a warning banner above the forecast.
• Missing ZIP — a short prompt ("Add a ZIP code to this customer's address to show weather") when the linked customer or job address has no ZIP code yet.
• Loading — a brief spinner while the forecast is fetched for that ZIP code.
• Fetch error — an explicit error message if the National Weather Service lookup fails, instead of an empty or blank strip.

Weather severity levels

ToolbagCRM classifies each hourly forecast and each active alert with its own severity scale, so you can scan the strip quickly instead of reading every detail.

Forecast severity (per hour, based on National Weather Service conditions):

• Clear
• Cloudy
• Rain
• Thunderstorm
• Snow
• Severe

Alert severity (per active National Weather Service alert):

• Minor
• Moderate
• Severe
• Extreme

Use forecast severity to judge whether conditions are workable for the job type, and use alert severity to judge how urgently a schedule change is needed. A Severe or Extreme alert deserves an immediate look, even if the hourly forecast severity for that time slot looks milder.

How dispatchers use it

1. Open the customer or job you are scheduling.
2. Review the weather strip near the detail information.
3. Look for severe-weather banners first, then check wind and precipitation.
4. If the forecast makes the work unsafe or inefficient, reschedule the job or add a note for the office team.
5. Recheck the job before dispatch when weather conditions are changing quickly.

Settings

Weather does not currently have a separate settings page. Enable or disable it from Settings → Features.

The forecast cache is refreshed in the background. In production, hourly forecast data is designed to refresh every few hours, while severe-weather alerts are checked more frequently so dispatchers can see urgent National Weather Service alerts closer to real time.

Tips

• Use the Severe and Extreme alert levels as your priority filter when multiple areas have active alerts.
• Treat severe-weather alerts as a scheduling review prompt, not an automatic cancellation rule.
• Keep job site ZIP codes accurate so the forecast matches where the technician is going.
• For outdoor trades, review the strip before scheduling multi-hour or roof/exterior work.
• Pair Weather with callbacks, dispatch, or route planning notes when storms affect multiple jobs in the same area.

Troubleshooting

I do not see a forecast, only a prompt to add a ZIP code

The linked customer or job address has no ZIP code yet. Add or correct the ZIP code on the customer/job address, then reopen the record — the weather strip picks up the ZIP as soon as it is saved.

The page says no forecast is available

Forecast data may not be warmed yet for that ZIP code, or the National Weather Service may not have returned data for the location. Check again later and make the scheduling decision from the information you do have.

The strip shows an error message instead of a forecast

This means the National Weather Service lookup failed for that ZIP code rather than the strip loading indefinitely. Try reopening the record in a few minutes; if the error persists across multiple ZIP codes, treat it as a wider service issue and fall back to checking the forecast directly with National Weather Service or another source before dispatching.

I expected a separate Weather page

Weather is a background helper, not a standalone work queue. Look for it on customer and job detail pages instead of the main navigation.

Related articles

• Team
• Plugin guides
• Scheduling
• Jobs
• Customers