Toolfy Blog

Consumer Duty deposit rules 2026
FCA's 2026 update tightens how small service firms take and refund deposits. Here's the Toolfy-ready compliance checklist.
Contractor vs employee decision tree (Toolfy edition)
Answer 8 yes/no questions to decide between contractor or employee, log evidence in Toolfy, and hire the right way every time.
Customer portal starter guide
Turn on Toolfy's shared job and invoice links so customers can self-serve status updates, pay online, and upload photos without calling.
Daily customer follow-up checklist
A 15-minute evening routine solo operators can follow to keep customers informed, chase overdue invoices, and maintain cash flow.
DIY AI helpers for field service starters
Low-cost AI workflows under £50/mo that plug straight into Toolfy for faster quoting, smarter routing, and automated customer comms.
DVSA 'safe van' spot checks 2026
Roadside inspections ramp up next spring. Make sure your micro fleet has digital checklists, insurance proofs, and Toolfy logs ready.
ECO4 grant paperwork workflow inside Toolfy
Stay audit-ready for ECO4 grant installs with structured job types, document folders, and submission checklists built into Toolfy.
Employment Allowance & apprentice incentives 2026
HMRC tweaks mean your first hires are cheaper in FY26. Learn how to capture savings with Toolfy payroll exports and onboarding tasks.
Equipment leasing tracker board for Toolfy
Centralize lease approvals, deliveries, maintenance schedules, and payoff dates for every leased asset—no more mystery contracts or missed renewals.
Field service apology templates that keep trust
Plain-English apology scripts for property damage, delays, and missed arrivals—each tied to Toolfy follow-up tasks to rebuild trust.
Handling complaints while you're on the tools
A simple mobile workflow for logging customer complaints, sending apologies, and scheduling fixes—all without leaving the job site.
Heat pump accelerator & boiler ban timeline 2026
DESNZ is pulling heat pump demand forward with new grants while delaying the gas boiler ban. Rebuild your Toolfy pipeline accordingly.

