# ToolbagCRM Help Center

> Customer-facing documentation for ToolbagCRM, a CRM for contractors and home-service businesses.

This file is an LLM-readable map of the public ToolbagCRM Help Center. Use it to find canonical help articles, plugin guides, and coming-soon feature previews.

## Site

- [Help Center](https://docs.toolbagcrm.com/): Main customer help site.
- [Full LLM Content](https://docs.toolbagcrm.com/llms-full.txt): Expanded Markdown content for all public help pages.

## Start here

- [ToolbagCRM Help Center](https://docs.toolbagcrm.com/): Use this help center when you want to:

## Coming next

- [Website & Themes](https://docs.toolbagcrm.com/coming-soon/website-and-themes.html): Website & Themes controls how ToolbagCRM looks and how customer-facing brand surfaces feel. Themes can change colors, typography, dashboard styling, and even where navigation appears.

## Core features

- [Communications](https://docs.toolbagcrm.com/core/communications.html): The Communications page shows every outbound message ToolbagCRM sends for your company — emails, text messages, push notifications, and voice calls — in one place. Use it to confirm whether a message was queued, sent, de
- [Customers](https://docs.toolbagcrm.com/core/customers.html): Customers are the people and companies you serve. The Customers page is your central directory for contact details, service history, tags, and every job or invoice tied to that account.
- [Dashboard](https://docs.toolbagcrm.com/core/dashboard.html): The Dashboard is your home screen — a real-time snapshot of your business health, today's schedule, financial overview, and smart suggestions to keep the office moving.
- [Invoices](https://docs.toolbagcrm.com/core/invoices.html): Invoices track what you bill customers and what they owe. Create invoices, send them for payment, and monitor outstanding balances — all connected to the jobs and customers they belong to.
- [Jobs](https://docs.toolbagcrm.com/core/jobs.html): Jobs are the work orders that track every service visit from first contact through completion. A job connects a customer, scheduled visits, assigned team, invoices, and all the activity around getting the work done.
- [Payments](https://docs.toolbagcrm.com/core/payments.html): The Payments page is a read-only ledger of every recorded payment across your business. It gives you a single view of what has been collected, how customers paid, and which invoices the payments are tied to.
- [Quotes](https://docs.toolbagcrm.com/core/quotes.html): Quotes let you build, send, and manage price proposals for your customers. Create a quote with line items, send it to the customer for approval, and convert accepted quotes into jobs.
- [Scheduling](https://docs.toolbagcrm.com/core/scheduling.html): Scheduling lets you plan, assign, and track field visits tied to your jobs and customers. Create visits, assign team members, and see your day at a glance in a chronological list.
- [Team](https://docs.toolbagcrm.com/core/team.html): The Team page is your roster of technicians, office staff, and managers. Team members can be assigned to jobs, tracked on the dispatch board, and referenced throughout ToolbagCRM.

## Getting started

- [Getting Started](https://docs.toolbagcrm.com/getting-started/): Use this section to learn the basics of ToolbagCRM and complete the first setup steps.
- [What is ToolbagCRM?](https://docs.toolbagcrm.com/getting-started/what-is-toolbagcrm.html): 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.

## Plugin guides

- [Plugin guides](https://docs.toolbagcrm.com/plugins/): ToolbagCRM plugins add focused capabilities for contractors and home-service teams. Each plugin can be enabled from Settings → Features when it is available on your plan.
- [Activity Timeline](https://docs.toolbagcrm.com/plugins/activity.html): Activity Timeline adds a shared history card to customer, job, invoice, and quote records so the office can see notes, status changes, payments, scheduling updates, emails, and customer actions in one place.
- [AI Email Composer (Coming Soon)](https://docs.toolbagcrm.com/plugins/ai-email-composer.html): AI Email Composer will help office staff draft customer follow-ups faster while keeping a human in control of the final message.
- [AI Photo Estimate (Coming Soon)](https://docs.toolbagcrm.com/plugins/ai-photo-estimate.html): AI Photo Estimate will help your team turn job-site photos into a reviewed rough scope and estimate range before a full quote is written.
- [AI Receptionist (Coming Soon)](https://docs.toolbagcrm.com/plugins/ai-receptionist.html): AI Receptionist is a planned voice agent that answers inbound calls after hours or when your office team is busy. It captures the caller's name, phone number, and reason for calling, then either books an appointment, tak
- [AI Sales Coach (Coming Soon)](https://docs.toolbagcrm.com/plugins/ai-sales-coach.html): AI Sales Coach will help your team review sales calls, estimate conversations, and quote follow-ups so managers can spot coaching opportunities before deals go cold.
- [AI Smart Notes (Coming Soon)](https://docs.toolbagcrm.com/plugins/ai-smart-notes.html): AI Smart Notes will help field and office teams turn visit notes, job conversations, and customer details into cleaner follow-up records inside ToolbagCRM.
- [Approvals (Coming Soon)](https://docs.toolbagcrm.com/plugins/approvals.html): Approvals will help your office route important sign-offs through the right people before work moves forward.
- [Auto-Charge](https://docs.toolbagcrm.com/plugins/auto-charge.html): Auto-Charge helps your office collect customer invoice payments automatically when customers have a saved card on file. It reduces manual follow-up for routine card payments while keeping retry attempts visible for billi
- [Automation Flows (Coming Soon)](https://docs.toolbagcrm.com/plugins/automation-flows.html): Automation Flows will let your office build simple “when this happens, do that” rules for repeatable follow-up work, such as sending a review request after a completed job or scheduling a check-in after a quote is sent.
- [Backflow Testing](https://docs.toolbagcrm.com/plugins/backflow-testing.html): Backflow Testing helps plumbing teams track backflow prevention assemblies, annual test results, due dates, repairs, and water-authority reporting notes from one ToolbagCRM page.
- [Buy Now Pay Later (Coming Soon)](https://docs.toolbagcrm.com/plugins/bnpl.html): Buy Now Pay Later lets your office offer installment financing on invoices through third-party lenders. When a customer cannot or does not want to pay the full job cost up front, you submit a financing application from t
- [Booking Widget (Coming Soon)](https://docs.toolbagcrm.com/plugins/booking-widget.html): Booking Widget gives your business an embeddable online form so customers can request and schedule appointments directly from your website. Each submission flows into ToolbagCRM as a new customer inquiry tied to your Job
- [Broadcasts (Coming Soon)](https://docs.toolbagcrm.com/plugins/broadcasts.html): Send a single announcement to many customers at once. Use Broadcasts to blast a service-area outage, seasonal promo, weather closure, or any one-to-many message over SMS or email to a filtered customer segment.
- [Callback Tracker](https://docs.toolbagcrm.com/plugins/callbacks.html): Callback Tracker helps your team record return trips when work needs a warranty visit, redo, or customer-requested follow-up. Use it to see why callbacks are happening, who handled the original work, who is assigned to t
- [Certifications](https://docs.toolbagcrm.com/plugins/certifications.html): Use Certifications to track professional credentials for your team and catch expirations before they create scheduling or compliance problems.
- [Job Checklists & Inspections](https://docs.toolbagcrm.com/plugins/checklists.html): Job Checklists & Inspections lets your team build reusable inspection templates, start them for specific jobs, and track whether field work is pending, in progress, complete, or voided.
- [Chemical Application Log](https://docs.toolbagcrm.com/plugins/chemical-applications.html): Chemical Application Log helps regulated field teams keep pesticide, herbicide, and fertilizer records in ToolbagCRM instead of separate spreadsheets. Use it to maintain a chemical catalog, log site treatments, and keep
- [Commission Tracking](https://docs.toolbagcrm.com/plugins/commissions.html): Commission Tracking helps managers define commission plans, log earnings for technicians or sales reps, and move each payout through a clear Pending → Approved → Paid workflow.
- [Custom Domain](https://docs.toolbagcrm.com/plugins/custom-domain.html): Custom Domain lets your team and customers reach your ToolbagCRM workspace at your own web address — for example crm.acmeplumbing.com — instead of the standard ToolbagCRM address. You add two DNS records, ToolbagCRM veri
- [Custom Fields (Coming Soon)](https://docs.toolbagcrm.com/plugins/custom-fields.html): Custom Fields will let your office add trade-specific information to customers, jobs, invoices, quotes, properties, and team records without waiting for a custom code change.
- [Customer Credits](https://docs.toolbagcrm.com/plugins/customer-credits.html): Customer Credits gives your office a tracked dollar balance when you owe a customer money and want to apply it to future invoices instead of losing the promise in notes or spreadsheets.
- [Customer Equipment](https://docs.toolbagcrm.com/plugins/customer-equipment.html): Customer Equipment keeps a service history for the units your team maintains at each customer site, such as HVAC systems, water heaters, generators, pumps, appliances, or irrigation controllers.
- [Customer Financing](https://docs.toolbagcrm.com/plugins/customer-financing.html): Customer Financing helps you offer in-house installment plans for larger jobs directly from ToolbagCRM, then track the payment schedule, overdue installments, and collection status without a separate spreadsheet.
- [Customer Mobile App (Coming Soon)](https://docs.toolbagcrm.com/plugins/customer-mobile-app.html): Customer Mobile App will give customers a branded phone experience for booking service, tracking visits, paying invoices, and messaging your team. It is currently listed as a coming-soon customer-facing feature that depe
- [Customer Onboarding (Coming Soon)](https://docs.toolbagcrm.com/plugins/customer-onboarding.html): Customer Onboarding lets you define guided welcome flows that run automatically when a new customer is added. Each flow is a sequence of ordered steps — send a welcome email, collect property details, request paperwork,
- [Customer Portal (Coming Soon)](https://docs.toolbagcrm.com/plugins/customer-portal.html): Customer Portal will give repeat customers a branded self-service place to review jobs, approve quotes, pay invoices, and request service.
- [Customer Support](https://docs.toolbagcrm.com/plugins/customer-support.html): Customer Support gives your office a shared place to triage inbound customer issues before they become jobs. Use it for the “my AC stopped working,” “I have a billing question,” or “the technician is running late” calls
- [Data Import (Coming Soon)](https://docs.toolbagcrm.com/plugins/data-import.html): Data Import is planned to help teams move customer and job history into ToolbagCRM from CSV files, spreadsheets, or exports from another CRM.
- [Deposits](https://docs.toolbagcrm.com/plugins/deposits.html): Deposits helps you see invoices where a customer has already made a partial payment but still has a remaining balance. It is useful for contractors who collect money up front before ordering materials, booking a crew, or
- [Developer Platform](https://docs.toolbagcrm.com/plugins/developer-platform.html): Developer Platform connects ToolbagCRM to outside tools with signed outbound webhooks. It is useful for teams that want customer and job events sent to Zapier, n8n, dashboards, or internal apps while keeping office staff
- [Dispatch Board](https://docs.toolbagcrm.com/plugins/dispatch.html): Dispatch Board gives office staff and field leads a daily run sheet for assigning visits to technicians, tracking status, and spotting emergency work before the day gets away from the team.
- [Document Routing (Coming Soon)](https://docs.toolbagcrm.com/plugins/document-routing.html): Route documents through an ordered chain of reviewers before they are filed. Send a quote, contract, or work order through a review pipeline where each approver signs off in sequence, then the document is automatically r
- [Document Templates (Coming Soon)](https://docs.toolbagcrm.com/plugins/document-templates.html): Document Templates will help your office turn repeatable paperwork into reusable, branded templates.
- [Documents & Photos](https://docs.toolbagcrm.com/plugins/documents.html): Documents & Photos keeps customer files, job photos, signed forms, permits, contracts, and other reference material attached to the records where the work happens.
- [DOT Compliance (Coming Soon)](https://docs.toolbagcrm.com/plugins/dot-compliance.html): DOT Compliance helps commercial fleet operators meet Federal Motor Carrier Safety Administration (FMCSA) requirements by tracking vehicle inspections and driver hours-of-service (HOS) logs inside ToolbagCRM. Record pre-t
- [Drip Campaigns](https://docs.toolbagcrm.com/plugins/drip-campaigns.html): Drip Campaigns help your team create repeatable email and SMS follow-up sequences for customers. Use them for post-job review requests, win-back reminders, new-customer welcomes, and other touchpoints that should happen
- [Equipment & Assets](https://docs.toolbagcrm.com/plugins/equipment-and-assets.html): Use Equipment & Assets to keep customer-owned equipment details in ToolbagCRM so the office and field team know exactly what they are servicing.
- [Equipment Rental](https://docs.toolbagcrm.com/plugins/equipment-rental.html): Use Equipment Rental when your business rents equipment to customers and needs to know what is available, what is currently out, and what is overdue.
- [Expense Reports](https://docs.toolbagcrm.com/plugins/expense-reports.html): Expense Reports helps technicians submit reimbursable field expenses while managers review, approve, reject, and mark reimbursements paid from one place.
- [Field Clock-In](https://docs.toolbagcrm.com/plugins/field-clock-in.html): Field Clock-In gives dispatchers a live view of who is on site, when each technician arrived, and how long each visit took.
- [Fleet Management](https://docs.toolbagcrm.com/plugins/fleet.html): Fleet Management gives your office one place to track company vehicles, assigned drivers, odometer readings, maintenance records, and fuel logs.
- [HR](https://docs.toolbagcrm.com/plugins/hr.html): Use HR to manage hiring applications and employee records from the same place your team already manages work.
- [Insurance Claims](https://docs.toolbagcrm.com/plugins/insurance-claims.html): Track insurance claims for restoration and mitigation work without losing carrier, adjuster, deductible, and approval details in email threads.
- [Parts & Inventory](https://docs.toolbagcrm.com/plugins/inventory.html): Parts & Inventory helps your team track stocked materials, consumables, and parts across warehouses, trucks, and job sites. Use it to know what is on hand, where it is stored, and when an item is getting low before a job
- [Irrigation Systems](https://docs.toolbagcrm.com/plugins/irrigation.html): Irrigation Systems gives landscaping and sprinkler-service teams one place to track every customer system, controller, zone, seasonal startup, winterization, and repair history.
- [Job Costing](https://docs.toolbagcrm.com/plugins/job-costing.html): Job Costing helps your office track each job's revenue, labor, materials, subcontractor costs, and other expenses so you can see profit and margin before the month is over.
- [Job Materials](https://docs.toolbagcrm.com/plugins/job-materials.html): Job Materials helps your team log every part and material used on a job, including quantity, unit cost, technician, date, and notes. Use it to keep job costs accurate without waiting for paper receipts or end-of-day spre
- [Junk Removal (Coming Soon)](https://docs.toolbagcrm.com/plugins/junk-removal.html): Junk Removal will help haul-away teams price jobs by load size, record what was removed, and keep disposal, donation, and recycling details with the related job.
- [Knowledge Base](https://docs.toolbagcrm.com/plugins/knowledge-base.html): Knowledge Base gives your team a searchable internal wiki for SOPs, troubleshooting notes, site quirks, and field-ready how-to articles inside ToolbagCRM.
- [Lead Pipeline](https://docs.toolbagcrm.com/plugins/leads.html): Lead Pipeline helps your office capture inbound prospects, qualify them through a simple sales process, and convert good opportunities into customer records when they are ready for regular work.
- [Lien Waivers (Coming Soon)](https://docs.toolbagcrm.com/plugins/lien-waivers.html): Lien Waivers will help construction and project-based teams prepare, issue, sign, and track conditional or unconditional lien waivers tied to jobs and payments.
- [Live Chat (Coming Soon)](https://docs.toolbagcrm.com/plugins/live-chat.html): Live Chat will give your website visitors a quick way to ask questions from your site while keeping the conversation inside ToolbagCRM for follow-up.
- [Loyalty Program](https://docs.toolbagcrm.com/plugins/loyalty.html): Loyalty Program helps you reward repeat customers with points, tiers, and an auditable earn/redeem history. Use it when your business wants a simple customer-retention program for recurring service customers, referral re
- [Maintenance Contracts](https://docs.toolbagcrm.com/plugins/maintenance-contracts.html): Use Maintenance Contracts to track recurring service agreements such as HVAC tune-ups, annual boiler service, filter-change programs, generator maintenance, or other repeat work sold as a contract.
- [Marketplace](https://docs.toolbagcrm.com/plugins/marketplace.html): The Marketplace is your built-in plugin store. Browse, search, and install feature plugins that extend ToolbagCRM's capabilities for your business.
- [Membership Plans](https://docs.toolbagcrm.com/plugins/membership-plans.html): Membership Plans helps you run a service club or maintenance membership program inside ToolbagCRM. Use it to define membership tiers, enroll customers, track included visits, and watch recurring revenue from monthly or a
- [On-Call & Emergency Dispatch](https://docs.toolbagcrm.com/plugins/on-call.html): On-Call & Emergency Dispatch helps you plan after-hours coverage, see who is responsible for urgent calls, and track how quickly the team responds when a customer needs help outside normal hours.
- [Partner Website](https://docs.toolbagcrm.com/plugins/partner-website.html): Partner Website lets you design and publish a professional customer-facing website for your contracting business without leaving ToolbagCRM. Choose a template, customize your hero banner, toggle sections on or off, confi
- [Permits & Inspections](https://docs.toolbagcrm.com/plugins/permits.html): Permits & Inspections helps regulated service teams track jurisdictional permits from application through issuance, expiration, inspection, and final sign-off.
- [Pest Control (Coming Soon)](https://docs.toolbagcrm.com/plugins/pest-control.html): Pest Control will help structural pest teams track recurring service routes, bait stations, treatment logs, target pests, and compliance-ready service records without forcing that work into a generic job note.
- [Photo Reports](https://docs.toolbagcrm.com/plugins/photo-reports.html): Photo Reports turns job photos into customer-friendly before/after galleries with captions, field notes, and a shareable public gallery link after the report is published.
- [Pool & Spa (Coming Soon)](https://docs.toolbagcrm.com/plugins/pool-spa.html): Pool & Spa is planned for pool-service and spa-service teams that need to keep customer pool records, chemistry readings, and recurring maintenance context close to the job record.
- [POS Mode (Coming Soon)](https://docs.toolbagcrm.com/plugins/pos-mode.html): POS Mode will help shops take in-person payments for counter sales, parts, and quick over-the-counter jobs from inside ToolbagCRM.
- [Pricing Catalog](https://docs.toolbagcrm.com/plugins/pricing-catalog.html): Pricing Catalog gives your team one reusable list of parts, labor rates, service fees, equipment charges, and other priced line items. Use it to keep quote, invoice, and contract pricing consistent instead of retyping th
- [Projects](https://docs.toolbagcrm.com/plugins/projects.html): Use Projects to keep a large customer initiative organized when the work spans multiple jobs, phases, visits, or handoffs. A kitchen remodel, full HVAC install, irrigation overhaul, or multi-day service contract rollout
- [Promotions](https://docs.toolbagcrm.com/plugins/promotions.html): Promotions helps your office run promo codes for seasonal discounts, referral offers, and marketing campaigns while keeping redemption activity visible in ToolbagCRM.
- [Properties](https://docs.toolbagcrm.com/plugins/properties.html): Properties gives each customer one or more service-address profiles, including the access details technicians need before they arrive: gate codes, alarm codes, lockbox combinations, dog warnings, parking notes, best visi
- [Purchase Orders](https://docs.toolbagcrm.com/plugins/purchase-orders.html): Use Purchase Orders when your team needs to order materials, parts, or equipment from vendors and track whether each order is still a draft, sent, partially received, fully received, or cancelled.
- [Recurring Invoices (Coming Soon)](https://docs.toolbagcrm.com/plugins/recurring-invoices.html): Recurring Invoices will help you set up repeating customer billing for retainers, maintenance agreements, subscription services, and other work that should invoice on a schedule without rebuilding the same invoice every
- [Recurring Services](https://docs.toolbagcrm.com/plugins/recurring-services.html): Recurring Services helps you track preventive maintenance, seasonal visits, inspections, and other repeat work that should happen on a predictable schedule. Use it to see which customers are due soon, record completed vi
- [Referrals](https://docs.toolbagcrm.com/plugins/referrals.html): Referrals helps your office track who sent work your way, who you sent work to, and which kickbacks still need to be settled.
- [Refrigerant Tracking](https://docs.toolbagcrm.com/plugins/refrigerant-tracking.html): Refrigerant Tracking gives HVAC teams a dedicated log for refrigerant purchases, charges, recoveries, disposals, and transfers. Use it to keep EPA 608-aligned transaction records, see pounds handled year to date, and mon
- [Reviews & Concerns](https://docs.toolbagcrm.com/plugins/reviews-and-concerns.html): Use Reviews & Concerns to keep job feedback in one place: customer reviews after completed work and internal notes about issues your team needs to follow up on.
- [Reviews & Reputation](https://docs.toolbagcrm.com/plugins/reviews-and-reputation.html): Reviews & Reputation helps you track review requests after completed work and record the ratings customers leave on public review channels. Use it when your team wants one place to see who has been asked for a review, wh
- [Roofing (Coming Soon)](https://docs.toolbagcrm.com/plugins/roofing.html): Roofing will help roofing teams keep roof measurements, material takeoffs, inspection notes, and job-specific coordination connected to the customer and job record.
- [Route Planner](https://docs.toolbagcrm.com/plugins/route-planner.html): Route Planner helps your office turn a day of scheduled work into an ordered route for a crew. Use it when a technician or crew lead needs one list of stops for the day instead of jumping between separate appointments.
- [Safety Incident Reporting](https://docs.toolbagcrm.com/plugins/safety-incidents.html): Safety Incident Reporting helps your team log workplace safety events, investigate what happened, and close the loop with corrective actions.
- [Sales Tax (Coming Soon)](https://docs.toolbagcrm.com/plugins/sales-tax.html): Sales Tax will help contractors apply jurisdiction-aware tax to invoices without relying on a guessed flat percentage.
- [Service Areas](https://docs.toolbagcrm.com/plugins/service-areas.html): Service Areas helps your office define the ZIP-code territories you serve, set travel charges or travel-time expectations per area, and quickly check whether a customer's ZIP is covered.
- [Service Recovery (Coming Soon)](https://docs.toolbagcrm.com/plugins/service-recovery.html): Service Recovery gives your team a structured way to respond when something goes wrong on a job — a missed appointment, a rude technician, a failed repair, or a billing mistake. Instead of ad-hoc apologies and scattered
- [Service Tracker (Coming Soon)](https://docs.toolbagcrm.com/plugins/service-tracker.html): Service Tracker will give customers a live visit-status link so they can see when a technician is on the way, has arrived, or has finished the visit without calling the office.
- [Site Assessments](https://docs.toolbagcrm.com/plugins/site-assessments.html): Site Assessments helps your team document pre-job conditions, access notes, hazards, measurements, and recommendations before work starts.
- [Site Monitor](https://docs.toolbagcrm.com/plugins/site-monitor.html): 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
- [Smart Routing (Coming Soon)](https://docs.toolbagcrm.com/plugins/smart-routing.html): Smart Routing is planned to recommend the best technician or crew for a job by comparing skill fit, location, availability, and workload. Instead of manually checking the schedule every time a new job comes in, dispatche
- [Solar Install (Coming Soon)](https://docs.toolbagcrm.com/plugins/solar-install.html): Solar Install is planned to help solar contractors manage the full installation lifecycle — from system sizing and panel specs through PTO (permission to operate) and interconnection tracking — alongside the customer and
- [Statements (Coming Soon)](https://docs.toolbagcrm.com/plugins/statements.html): Statements will help billing teams send customers a rolled-up view of invoices, payments, credits, and open balances for a selected date range. It is intended for monthly account summaries, payment follow-up, and custome
- [Subcontractors](https://docs.toolbagcrm.com/plugins/subcontractors.html): Subcontractors helps you track the 1099 crews, specialty trades, and outside companies you hire on a job-by-job basis.
- [Tiered Packages](https://docs.toolbagcrm.com/plugins/tiered-packages.html): Tiered Packages lets you build quotes from saved service bundles and present customers with Good / Better / Best-style options instead of one flat price. It adds a Tiered Packages usage page, a Tier setup settings page,
- [Time Off](https://docs.toolbagcrm.com/plugins/time-off.html): Time Off helps managers collect PTO requests, review pending days away, and keep dispatch from double-booking technicians who are out.
- [Time Tracking](https://docs.toolbagcrm.com/plugins/time-tracking.html): Time Tracking lets your team clock in and clock out against jobs, review weekly timesheets, and keep labor hours tied to job work.
- [Tips (Coming Soon)](https://docs.toolbagcrm.com/plugins/tips.html): Tips is planned to help teams collect customer gratuities after a job or payment and attribute each tip to the technician who earned it.
- [Tool Checkout](https://docs.toolbagcrm.com/plugins/tool-checkout.html): Tool Checkout helps your team track company-owned tools, ladders, diagnostic gear, and equipment as they move between the shop, trucks, and crew members.
- [Training Records](https://docs.toolbagcrm.com/plugins/training.html): Training Records helps office managers track required courses, employee completions, renewal dates, scores, and instructors for safety and compliance programs.
- [Tree Service (Coming Soon)](https://docs.toolbagcrm.com/plugins/tree-service.html): Tree Service is planned to help tree-care contractors record per-tree assessments — species, diameter at breast height (DBH), and height — along with the work type, safety considerations, and certified arborist notes, al
- [2FA + SSO](https://docs.toolbagcrm.com/plugins/two-factor-sso.html): 2FA + SSO helps administrators tighten sign-in security for the whole company. Use it to ask staff to enroll in authenticator-app two-factor authentication, record the grace period for rollout, and save identity-provider
- [Vendors & Suppliers](https://docs.toolbagcrm.com/plugins/vendors.html): Vendors & Suppliers gives your team one directory for the wholesalers, material yards, rental houses, subcontract supply partners, and specialty vendors you buy from during day-to-day work. Use it to keep account numbers
- [Video Calls (Coming Soon)](https://docs.toolbagcrm.com/plugins/video-calls.html): Video Calls is planned for remote customer diagnostics and walkthroughs before your team rolls a truck. The planned workflow supports creating video call rooms, tying them to a customer or job, sharing host and customer
- [VoIP Phone (Coming Soon)](https://docs.toolbagcrm.com/plugins/voip-phone.html): VoIP Phone turns ToolbagCRM into a business phone system — provisioned business numbers, per-team-member extensions, ring groups, after-hours routing, voicemail-to-text, call recording, and an in-app softphone. Every inb
- [Warranties](https://docs.toolbagcrm.com/plugins/warranties.html): Warranties helps your office track what is still covered before quoting a return visit, replacement part, or labor repair.
- [Weather](https://docs.toolbagcrm.com/plugins/weather.html): 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.
- [WhatsApp Business (Coming Soon)](https://docs.toolbagcrm.com/plugins/whatsapp-business.html): WhatsApp Business will let office staff continue customer conversations from the WhatsApp channel inside ToolbagCRM once the plugin is available.
- [White Label (Coming Soon)](https://docs.toolbagcrm.com/plugins/white-label.html): White Label will help eligible teams present ToolbagCRM with their own company, franchise, or reseller branding across customer-facing and in-app surfaces.
- [Work Authorizations](https://docs.toolbagcrm.com/plugins/work-authorizations.html): Work Authorizations helps you get formal customer approval before work starts, then keep change orders tied to the approved scope when the job changes.