Toolfy Blog

Common invoice disputes and how to win them
Chargebacks, scope fights, and 'we never got the invoice' excuses—here's how to respond quickly and win disputes using Toolfy evidence.
Customer review velocity playbook for 2026
Google wants steady review growth, not one-off bursts. Use this cadence + Toolfy reminders to collect 5+ reviews per month.
Instant payout cost calculator for field service
Drop in your payout amount and overdraft rate to calculate whether Stripe's instant payout fee is worth the cost for your business.

Instant payout policy template for UK trades
A ready-to-use policy template so your team knows exactly when they're allowed to pull Stripe instant payouts—and when to wait.
Multi-day installation scheduling playbook
Quote, schedule, and complete multi-day installation jobs without double-booking crews. Templates and Toolfy workflows included.
Performance review playbook for field service teams
Tie performance reviews to Toolfy data—completion rates, callbacks, customer reviews—so conversations feel fair and actionable.
Postmark deliverability guide for Toolfy invoices
DNS settings, SPF/DKIM setup, bounce handling, and fallback steps to ensure your Toolfy invoices and reminders actually reach customer inboxes.
When to switch from sole trader to limited company (2026 guide)
Use profit thresholds, VAT triggers, and liability tests to decide when switching from sole trader to limited company makes financial sense.
Stripe Connect verification tightening for UK trades (Nov 2025)
FCA guidance is forcing Stripe to re-check owners and bank accounts. Here's what Toolfy users need to clear before payouts pause.

Instant payouts vs standard: when the fee is worth it
Use this playbook + mini calculator to decide when to pay Stripe's instant payout fee and when to wait for the normal settlement.
Technician onboarding with digital checklists
Turn day-one chaos into a repeatable plan: equipment issue, policy training, ride-alongs, and Toolfy forms in one checklist.
Technician retention blueprint for 2026
Hiring is expensive—keep your best technicians happy with growth plans, win boards, and Toolfy-powered feedback loops that reduce turnover.

