Plugin guides

ToolbagCRM plugin guides cover installable add-ons, pilot workspaces, embedded helpers, settings-based features, and roadmap entries. Install active add-ons from Marketplace; pilot entries remain available only to accounts that already have them enabled, and some features are managed elsewhere, such as Settings → Online payments.

Use these guides to understand what each plugin does, where to manage it, and what information your team should keep updated.

Plugin categories

This public catalog covers 49 public plugin/feature entries: 19 current-product guides, 1 pilot-only guide, 8 coming-soon guides, and 21 idea-stage concepts. A current-product guide may document a visible control that is temporarily unavailable; check the guide's availability notice before planning rollout. Internal Toolbag-only controls are intentionally not published here.

Billing

• Job Costing — Record job costs and revenue, reconcile eligible invoices, and review profit and margin.
• Auto-Charge — Plan automatic saved-card collection and retry handling while the Billing control remains unavailable for customer accounts.
• Deposit Workflow — Set deposit terms for accepted quotes, track quote-linked deposit invoices, and review their payment progress.
• Tiered Packages — Build quotes from reusable Good / Better / Best-style package bundles and configure the customer-facing tier setup.

Utility

• Custom Domain — Point your own domain (e.g., crm.yourbusiness.com) at your ToolbagCRM workspace — add two DNS records, verify, and go live with automatic HTTPS.
• Knowledge Base — Searchable internal wiki for SOPs, troubleshooting notes, article status workflows, categories, tags, and crew view counts.
• Marketplace — Browse and install available plugins, discover five Idea-stage AI concepts with data and safety details, and manage extra plugin-slot capacity when your plan is full.
• Site Monitor — Watch websites you manage for downtime, certificate and DNS problems, and content changes; review checks and alerts.
• Service Areas — Organize ZIP coverage into named territories, record travel details, and look up a ZIP; coverage is not enforced when booking work.
• Weather — Check ZIP-based forecasts and active alerts on customer and job details before scheduling outdoor work.
• Properties (Pilot) — Per-customer service-address profiles with access metadata: gate code, alarm code, lockbox combo, dog warning, parking notes, best visit time. Supports customers with multiple properties.

Workflow

• Documents & Photos — Upload, find, download, and manage customer- or job-linked files, including site photos and signed forms.
• Photo Reports — Create and share before-and-after galleries, with captions, annotations, and revocable customer links.
• Customer Support — Record incoming requests, assign and prioritize tickets, track follow-up, and link requests to existing jobs.
• Customer Equipment — Registry of equipment your team services at customer sites — categories, make, model, serial, install date, warranty tracking, service notes, and dashboard counts.
• Job Checklists & Inspections — Build reusable inspection templates, record required answers on jobs, and optionally require completion before closing a job.
• Dispatch Board — Real-time view of scheduled visits and crew assignments for finding unassigned or emergency work and managing the day without creating a second schedule.
• Route Planner — Build a crew's dated route from scheduled visits or individual stops, reorder the stops, and track route and stop completion.
• Callback Tracker — Log return trips linked to earlier work, track their status and reason, and record how they were resolved or declined.
• Reviews & Reputation — Track customer review requests, check delivery separately from request status, and record ratings received.

Roadmap

These guides cover features being finished or tested and idea-stage concepts. Each label matches the product's current launch stage so customers can distinguish roadmap items from available workspaces.

• Service Tracker (Coming Soon) — Planned customer-facing job status and technician-arrival page; no tracking link is available to send yet.
• Approvals (Coming Soon) — Planned approval requests for high-impact work, with ordered reviewers and recorded decisions; no customer-facing approval workflow is available yet.
• Custom Fields (Coming Soon) — Account-defined custom fields — attach extra typed attributes to core records without code changes.
• Document Routing (Coming Soon) — Route quotes, contracts, and work orders through an ordered chain of reviewers before the document is released.
• Customer Onboarding (Idea) — Planned welcome checklists that your team would start for a customer; adding a customer alone would not start onboarding or send a message.
• Automation Flows (Idea) — Concept for event-triggered follow-ups. The current screen is a placeholder, not a flow builder; it cannot run customer follow-ups today.
• Document Templates (Coming Soon) — Reusable document templates — prepare quote, invoice, work-order, agreement, welcome-packet, and receipt templates with merge fields.
• White Label (Coming Soon) — White label — your logo, colors, and domain applied across customer-facing surfaces.
• Smart Routing (Idea) — Idea-stage concept for recommending the best-fit crew by skill, location, availability, and workload; no active workspace or announced release date yet.
• Data Import (Coming Soon) — Bulk data import — map and load customers and related records from CSV/spreadsheet exports.
• Pool & Spa (Idea) — Concept for customer pool profiles and chemistry history. The current screen cannot record readings, calculate doses, or produce compliance logs; keep your existing process.
• Pest Control (Idea) — Planning considerations for pest-service records. The current Idea screen cannot record treatments, map stations, schedule repeat visits, or produce compliance reports.
• Roofing (Idea) — Planning considerations for roof inspections and job records. The current Idea screen cannot record inspections, calculate takeoffs, or manage claims; keep your existing process.
• DOT Compliance (Idea) — Planning considerations for driver, hours-of-service, and vehicle inspection records. The current Idea screen cannot record or validate compliance information.
• Solar Install (Idea) — Planning considerations for solar installations. The current Idea screen cannot create projects, size systems, calculate savings, or track permits and utility approval; keep using your existing processes.
• Junk Removal (Idea) — Idea-stage guide for haul-away records tied to jobs, with planned load size, disposal site, donation/recycling, approximate weight, and dump receipt details.
• Tree Service (Idea) — 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, all tied to the customer and job your office already tracks.
• Customer Portal (Idea) — Self-service web portal where customers view quotes, jobs, invoices, and make payments.
• Booking Widget (Coming Soon) — Planned website intake for appointment requests; no usable public form or automatic job creation is available yet.
• AI Photo Estimate (Idea) — AI-assisted estimating from job-site photos with customer-linked requests, planned review states, and low/high ranges your team can refine into a quote.
• AI Receptionist (Idea) — Planned after-hours call handling; the current Idea screen cannot answer calls or book appointments. Keep using your existing phone service.
• AI Smart Notes (Idea) — Planned help organizing job and customer notes. The current Idea screen cannot capture, transcribe, or summarize notes; details may change before release.
• AI Email Composer (Idea) — Planned help drafting customer emails from a prompt or record context. The current Idea screen cannot generate or send messages; keep using your existing email workflow.
• AI Sales Coach (Idea) — Concept for helping managers review sales conversations and quote follow-ups. The current Idea screen does not analyze, score, or offer coaching suggestions.
• VoIP Phone (Idea) — Concept for a shared business calling workspace; number setup, calls, and voicemail are not available today. Keep using your current phone service.
• Live Chat (Idea) — Concept for answering website visitor questions in ToolbagCRM. There is no working widget, inbox, or customer chat workflow yet.
• Video Calls (Idea) — Concept for remote customer consultations. The current Idea screen cannot start a call or create a usable meeting link; keep using your existing video-call service.
• WhatsApp Business (Idea) — Concept for customer messaging; the current Idea screen cannot connect an account, send or receive messages, or save a conversation.
• Customer Mobile App (Idea) — Branded mobile app for customers to view jobs, invoices, and updates.

Turning available plugins on

1. Open Marketplace from the main navigation.
2. Find the active plugin you want to use.
3. Select Install. If the plugin is managed somewhere else, follow the guide-specific setup path such as Settings → Billing.
4. Open the new section from the main navigation, or return to the core record where embedded helpers appear.

Roadmap guides—coming-soon and idea-stage—are planning references. They are not available to install unless ToolbagCRM promotes the feature to Active.

Notes for trial and sample accounts

Some trial accounts include sample data. Other pages may start empty or show a placeholder until the feature is enabled and configured for your account.