Toolfy Help Center feature review
Built-in knowledge base with search, categories, downloadable packs, and feedback hooks—how Toolfy keeps teams self-serve.
Toolfy Help Center feature review
Toolfy ships its own help site and in-app help hub so teams can solve issues without waiting on support. Here’s how the Help Center is structured, how search works, and where the downloadable packs live.
1. Home experience
- Hero section asks “How can we help you today?” and embeds live search powered by the article index in
lib/help-center-data.tsx. - Popular shortcuts (Getting Started, Stripe setup, Team roles) sit under the search bar for quick access.
- Category cards highlight every area (Jobs & Schedule, Billing & Payments, Reminders, Team, Mobile, Support, etc.) with article counts that update automatically when you add posts.
2. Article structure
- Each article entry in
helpArticlesincludes title, description, read time, last updated stamp, and keywords—great for SEO and internal search. - Content lives under
/app/help/<slug>with a sharedHelpLayoutthat provides sidebar nav, feedback prompt, and breadcrumbs. - Articles support embedded Looms, code snippets, checklists, tabs, and callouts so you can mix tutorials with troubleshooting steps.
3. Search & browse
- Search component surfaces results as you type (client-side). It indexes titles, descriptions, and keywords from
helpArticles. - Category pages (
/help/payments/*,/help/schedule/*, etc.) show all articles in that area plus featured guides. - Help center metadata exports to
help.toolfy.io/helpvia the same layout, so marketing and support share a single source of truth.
4. Packs & resources
public/help/packs/client-onboarding-packincludes ready-made files (welcome letter, payment terms, portal instructions) that you can link directly from help articles.- Each pack entry is referenced in
helpArticles(e.g.,resources/client-onboarding-pack), making them searchable and trackable.
5. Feedback & support escalation
- The layout can show a feedback form beneath articles (optional) so users can rate usefulness or request follow-up.
- “Still stuck?” section on the home page links to
/help/support/contact-supportand direct email (support@toolfy.io). - Articles include “Need more help?” CTAs that funnel into support channels when self-serve doesn’t solve the issue.
6. API / data layer
lib/help-center-data.tsxis the single map for categories and articles. Adding a new guide is as simple as dropping in the MDX/TSX file and referencing it there.helpCategoriespowers both the home page and sidebar, ensuring nav stays consistent as you grow the library.- Metadata exports (
buildHelpArticleMetadata) keep<head>tags accurate for each article, including canonical URLs for SEO.
7. Setup tips
- Publish core workflows first: Getting started, jobs, schedule, invoices, payments, portal.
- Link from in-app surfaces: add contextual links (e.g., “Need help?” buttons on Settings panels).
- Embed packs: share ready-made PDFs/MDs (welcome letter, portal instructions) to save customers from drafting them manually.
- Track updates: keep the
updatedfield fresh so readers know content is current. - Review search queries periodically to add articles where users hit dead ends.
Need help authoring or localizing help content? Email support@toolfy.io and we’ll assist.
⚠️ Important Disclaimer
This guide is for general informational and educational purposes only. It does not constitute professional advice of any kind (legal, financial, tax, insurance, or otherwise).
Before making business decisions: Consult with qualified professionals (solicitors, accountants, insurance brokers, etc.) who can assess your specific circumstances. Laws, regulations, and industry standards change frequently and vary by location and situation.
Toolfy and the article authors accept no liability for decisions made or actions taken based on information provided in this guide. You are solely responsible for ensuring compliance with all applicable laws and regulations.
Frequently Asked Questions
How does the Toolfy Help Center search work?
What content formats are supported in help articles?
How do I add new help content to the system?
Need this workflow in Toolfy?
Spin up the exact checklist, scripts, and automations from this article inside your workspace.
Related Articles
Toolfy Invoices feature review
A deep dive into Toolfy's invoicing workspace—the invoice builder, deposits, payment links, automated reminders, and APIs that power it.
Toolfy Jobs feature review
Inside the Jobs workspace—list & calendar views, saved filters, drag/drop scheduling, bulk updates, and the APIs that power dispatch.
2026 Price Increase: How to Tell Customers (Template Included)
73% of UK trades are increasing prices in January 2026. The exact email, letter, and in-person scripts that get customers to accept your new rates.