What is ToolbagCRM?
ToolbagCRM is a CRM built for contractors and home-service businesses that need a simpler way to manage customers, jobs, quotes, invoices, and their public-facing website.
What ToolbagCRM helps with
ToolbagCRM is designed to help a contractor:
- Keep customer information in one place
- Track jobs from first contact through completion
- Create and send quotes
- Create and send invoices
- Maintain a simple public website for their business
- Run daily operations in ToolbagCRM while keeping accounting in QuickBooks
Who it is for
ToolbagCRM is for small contracting and home-service businesses that want a practical operating system for the work they do every day.
Examples include:
- Remodelers
- Specialty trade contractors
- Repair and maintenance businesses
- Service businesses that need customers, jobs, estimates, and invoices connected
How ToolbagCRM fits with QuickBooks
ToolbagCRM is not meant to replace QuickBooks. The intended model is:
Run jobs in ToolbagCRM. Keep books in QuickBooks.
ToolbagCRM focuses on the operational side of the business: customers, jobs, quotes, invoices, website activity, and day-to-day workflow. QuickBooks remains the accounting system.
Next steps
Now that you know what ToolbagCRM does, explore these guides: