Help CenterRun the work without the runaround

Practical ToolbagCRM help for contractors scheduling jobs, tracking customers, quoting work, sending invoices, and setting up the add-ons that keep the office moving.

Start with the basics

Browse plugin guides

Office workflows

Learn the day-to-day flows your office crew uses to keep customers, jobs, communications, quotes, and invoices organized.

Field-ready setup

Plain-English setup help for trade businesses — no developer jargon, no per-seat software maze.

Plugin playbooks

Explore available tools like customer equipment and tiered packages, plus clearly labeled planning guides for future features.

Built for the trades

Use this help center when you want to:

Get a crew started in ToolbagCRM
Understand a workflow before turning it on for the team
Configure available plugins without guessing what each setting does
Match screenshots against the current ToolbagCRM UI
Find the fastest path from “where is this?” to “done”

Documentation status

This Help Center covers all major ToolbagCRM features:

Core Features — Dashboard, Customers, Jobs, Quotes, Invoices, Payments, Billing, Wallet, Scheduling, Team, Communications, and Data & Account
Plugin Guides — 19 current-product guides (including Auto-Charge, which is not yet available to turn on), 1 pilot-only guide, 8 coming-soon previews, and 21 idea-stage concepts; internal-only features are excluded.
Getting Started — Onboarding guides and product overview

Still expanding:

Troubleshooting and FAQ
Release notes
Video walkthroughs