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 → Integrations → Stripe.

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 57 public plugin/feature entries: 20 current-product guides, 8 pilot-only guides, 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

• Auto-Charge — Plan automatic saved-card collection and retry handling while the Billing control remains unavailable for customer accounts.
• Deposit Workflow — Deposit workflow on quotes — collect an upfront deposit before work begins and reconcile it against the final invoice.
• Job Costing — Job costing — roll up labor, materials, and expenses against a job to track margin versus the quote.
• Tiered Packages — Build quotes from reusable Good / Better / Best-style package bundles and configure the customer-facing tier setup.

Customer-Facing

• Customer Support — Customer-facing support desk — intake, ticketing, and resolution tracking for customer questions.
• Photo Reports — Before/after photo reports — structured galleries with captioned, annotated, side-by-side photos. Distinct from Documents (flat file list).
• Reviews & Reputation — Reviews and reputation — solicit, collect, and surface customer reviews across public review channels.

Industry-Specific

• Site Monitor — Watch your websites for downtime, SSL certificate problems, DNS changes, content changes, and deep-scan findings.

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.
• Documents & Photos — Documents and photos library — flat file storage attached to customers, jobs, and invoices.
• Equipment & Assets (Pilot) — Keep retained installed-equipment records with make, model, serial number, install date, warranty date, and notes. Use Customer Equipment for active/retired lifecycle tracking, job-specific service history, and separate service notes.
• Knowledge Base — Searchable internal wiki for SOPs, troubleshooting notes, article status workflows, categories, tags, and crew view counts.
• Marketplace — Built-in plugin store — browse, search, install plugins, and manage extra plugin-slot capacity when your plan is full.
• Parts & Inventory (Pilot) — Parts and inventory — stock levels, locations, and reorder points for materials consumed on jobs.
• Pricing Catalog — Included price book for reusable parts, labor, service fees, item photos, tier prices, and quote line-item picks.
• 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.
• Service Areas — Service areas — define the geographic zones your business serves for routing, booking eligibility, and travel-charge defaults.
• Weather — Show U.S. ZIP-code-based forecasts, ZIP+4 support, and severe-weather alerts so dispatchers can plan and reschedule weather-sensitive field work.

Workflow

• Callback Tracker — Callback tracker for return-trip work — logs warranty/redo callbacks against the original job and tracks resolution.
• Customer Equipment — Registry of equipment your team services at customer sites — categories, make, model, serial, install date, warranty tracking, service notes, and dashboard counts.
• Dispatch Board — Dispatch board — assign and sequence jobs to field crews with a real-time board view.
• GPS Tracking (Pilot) — Review the latest accepted location, activity, freshness, accuracy, and battery state for clocked-in technicians in existing pilot accounts.
• Job Checklists & Inspections — Reusable inspection templates with pass/fail, yes/no, checkbox, text, and number steps that field teams complete per job.
• Lead Pipeline (Pilot) — Lead pipeline — capture and qualify prospective customers through stages before they convert.
• Projects (Pilot) — Projects — group related jobs, tasks, and milestones under a larger customer project.
• Route Planner — Route planner — build a crew's day from scheduled visits, then sequence and tick off the stops in order.
• Site Assessments (Pilot) — Site assessments — pre-work surveys capturing site conditions and measurements to scope a job.
• Vendors & Suppliers (Pilot) — Vendors and suppliers — directory of material, equipment, service, and subcontractor suppliers used for purchasing and job sourcing.

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) — Service tracker — live, customer-facing job status and technician-arrival tracking page.
• Approvals (Coming Soon) — Cross-cutting multi-step approval engine — routes requests (quotes, expenses, time-off, refunds) through ordered approver steps with per-step decisions.
• 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) — New-customer onboarding workflow — guided steps and welcome tasks that run when a customer is first added.
• Automation Flows (Idea) — Visual rule engine — trigger / condition / action flows that react to events such as job completion or quote sent, then run follow-up actions automatically.
• 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) — Pool and spa — water chemistry readings, dosing, and recurring maintenance for pool-service trades.
• Pest Control (Idea) — Pest control — bait-station mapping, treatment logs, and recurring service routes for pest trades.
• Roofing (Idea) — Roofing — measurements, material takeoffs, and roof-specific job workflow for roofing trades.
• Solar Install (Idea) — Idea-stage guide for solar project sizing, panel and inverter details, battery capacity, orientation, savings estimates, PTO timing, and customer/job prerequisites.
• 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) — Embeddable online booking widget that lets your customers self-schedule jobs from a public page.
• 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) — AI voice receptionist that answers inbound calls, captures caller intent and contact details, and books or routes the request.
• AI Smart Notes (Idea) — AI note-taking that transcribes and summarizes job and customer conversations into structured, searchable notes.
• AI Email Composer (Idea) — AI-drafted customer emails — generates subject and body from a short prompt and record context, ready for review before sending.
• AI Sales Coach (Idea) — AI sales coaching that scores rep conversations and quotes, surfacing talk-track and follow-up suggestions to lift close rates.
• VoIP Phone (Idea) — VoIP phone — in-app calling, call logging, and a business phone number for customer calls.
• Live Chat (Idea) — Idea-stage website chat for capturing visitor questions, routing conversations to staff, and following up on open or abandoned sessions.
• Video Calls (Idea) — Video calls — live video consultations between your business and its customers.
• WhatsApp Business (Idea) — WhatsApp Business — confirmations, reminders, delivery statuses, and direct customer follow-ups over the WhatsApp Business channel.
• DOT Compliance (Idea) — DOT compliance for commercial fleets — vehicle inspections and hours-of-service logs tied to team and fleet records.
• 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.