Getting Started
Use this section to learn the basics of ToolbagCRM and complete the first setup steps.
Create your workspace
From the sign-in screen, click Get started free to create a ToolbagCRM workspace. The signup page now supports two entry paths:
- Sign up with Google — use a Google account to create the workspace, verify the email address, and sign in without setting a password first.
- Sign up with email — enter your company details and create a password if you prefer a standard email-and-password login.
New workspaces start on the Free plan at $0/month with no card on file. Free-plan payments have a 2% ToolbagCRM platform fee in addition to card processing fees.
The optional Founders Plan is $99/month for the first three months after first activation, then $150/month, with no ToolbagCRM platform fee. If you process $0 during your first 30 days on Founders, your second month is free.
Switching from Free to a paid plan requires a saved card. Open Settings → Billing, select Add card under Payment method, and save the card before changing plans. If you try to switch without one, the plan dialog explains that a card is required and provides the same Add card action.
Google signup starts on the same /signup page as email signup. If Google sign-in is cancelled or the selected Google account cannot be verified, ToolbagCRM returns you to the sign-in page with a clear error so you can try again or use email signup.
The language selected on the signup page becomes the new account user's preferred language. For email signups, ToolbagCRM also uses that choice for the verification message, so selecting Español before submitting sends the supported Spanish version instead of silently reverting to English.
Verify an email signup
Email-and-password signups must verify the email address before ToolbagCRM opens the workspace. The confirmation screen shows a masked address. Open the verification link, then return to the original verification screen. ToolbagCRM automatically checks once when you return; if the confirmation screen remains, select Continue. This also works when you opened the link in another tab or on another device. Use Resend email if the message does not arrive. If the signup address is mistyped, select Start over or Use a different email and sign up again with the correct address.
If setup is interrupted by a page refresh, reopen /signup in the same browser tab. ToolbagCRM resumes the pending workspace setup without asking you to enter the password again. When setup finishes, it shows the email-verification step or sends you to sign in. If the page says Could not check registration status, select Continue to check again; use Resend email if the workspace is ready for verification but the message has not arrived. If ToolbagCRM says We couldn't resend right now, try Resend email again.
If a verification link is invalid or expired, select Sign in to resend and sign in with the same email and password. ToolbagCRM returns you to the verification screen so you can send a fresh link. You can also select Start over to create the workspace with a different email address.
Sign in to the right business
If your email belongs to more than one business, ToolbagCRM verifies you first and then shows a Choose a business step instead of opening the dashboard immediately. Pick the business name you want to work in; the list can also show your role so you can tell similar accounts apart.
Single-business users go straight to ToolbagCRM after signing in. If your account uses two-factor authentication, enter the authenticator or recovery code first, then choose the business if more than one is available.
Get help when you cannot sign in
Select Can't get in? Contact support on the sign-in page if you are locked out, lost your two-factor device, or another issue is blocking sign-in. Enter your email, a subject, and a message, then select Send to Toolbag support. Support replies to the email address you provide; this form does not expose a public ticket thread or status page.
Complete the setup wizard
After the first sign-in, an account administrator can use the five-step setup wizard:
- Welcome — confirm the company name and choose the trade that best fits the business. Choose Other to enter a different trade. ToolbagCRM saves the confirmed trade with the workspace's company details.
- Branding — optionally upload a logo, choose a brand color, and select a dark, branded, or light sidebar style.
- Team — optionally invite team members by email and choose their access. Invitees remain pending on the Team page until they accept.
- Payments — review the Stripe connection option. Stripe is optional; you can connect it later from Getting started or Settings → Integrations.
- Ready — review the company, trade, branding, and pending-invite summary, then select Go to Dashboard.
Select Skip setup before confirming the first step, or Skip for now on an optional later step. If you return to Welcome and change the trade, select Continue again before skipping a later step; ToolbagCRM only saves the trade most recently confirmed on Welcome. After setup, an account administrator can update the saved trade and company time zone from Settings → Company. Use an IANA time-zone name such as America/New_York; ToolbagCRM rejects unrecognized values. Scheduled job badges use a service location's time zone when one is saved, otherwise this company time zone. If pending team invites must be sent, the action changes to Save and finish. The wizard no longer chooses plugins during setup; browse Marketplace after reaching the dashboard.
Choose your language
ToolbagCRM currently supports English and Spanish. Use the language selector in the application header to change available translated navigation and screens immediately, or open Settings → My Profile to use the larger language controls.
Your choice is saved to your account and returns after a reload or your next sign-in. If an unsupported language is submitted, ToolbagCRM keeps the previous supported choice; when no supported preference can be used, it safely falls back to English.
Customer message language is managed separately from your own interface language. When adding or editing a customer, choose that customer's Preferred message language so supported quote emails, review requests, and reminders use English or Spanish for that recipient.
Language support applies only where translated interface text is available. Some areas may still appear in English.
Find pages and records quickly
Select Jump to in the sidebar, select the search icon in the top navigation, or press Command-K on macOS or Ctrl-K on Windows. Search can match enabled pages plus customer, job, invoice, and quote records.
Page matches appear under Jump to and record matches appear under Records. Use the up and down arrow keys to move through results, press Enter to open the focused result, or press Esc to close search and return to the control that opened it.
Start here
Core features
- Dashboard — Your business home screen at a glance
- Customers — Manage your customer directory
- Jobs — Track work from request through completion
- Quotes — Build and send price proposals
- Invoices — Bill customers and track payments
- Scheduling — Plan and assign field visits
- Team — Manage your crew roster
Next steps
- Browse the Plugin Marketplace to extend ToolbagCRM with optional features
- Plugin guides for detailed setup help on each plugin