Video Calls (Idea)
Idea stage: Video Calls is a concept and is not available to turn on yet. This guide describes planned behavior and may change before release.
Video Calls is an idea for remote customer diagnostics and walkthroughs before your team rolls a truck. The current page cannot start a call, create a usable meeting link, or connect to a video provider. Whether a released version would link calls to customers or jobs, and how it would record outcomes, has not been confirmed.
When this could help
A remote consultation could help your office understand an equipment problem before deciding whether to dispatch a technician. It could also help prepare for a site visit or estimate. These are possible uses, not available ToolbagCRM workflows.
What to prepare now
- Decide which team members should lead remote consultations and when an on-site visit is still required.
- Keep using your existing video-call service and approved customer communication channel. Share meeting links privately and confirm any service appointment in its own record.
- If you need a history of consultations today, record the outcome in your existing customer or job notes. Do not rely on this Idea screen to save a call or its result.
Current availability
The Video Calls page shows an Idea placeholder with Back to Marketplace, not a room list or call screen. You cannot create or join video calls through ToolbagCRM while this feature remains at the Idea stage. No supported provider, customer join-link workflow, or release date is confirmed. Keep using your existing process until ToolbagCRM announces a working feature.