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Quotes · Invoices · Payments for new service businesses
This is the Toolfy trial from your letter—so your quotes, invoices, and reminders can look like they came from a long-established business from day one.
90-day founder trial unlocked
Your 90-day founder trial is locked in from the letter. We'll remember it through signup so you keep the extra runway.
Mailer bonus active: 90-day trial · No card required to start · Plans from £49/month after the trial
"We closed our first jobs fast because everything looked legit—quotes, invoices, payment page. Toolfy handled it all."
Ivy, New HVAC owner
3 min
to send your first branded invoice
Next-day
deposits into your bank
"Hi Jamie — your Toolfy portal is live. Invoice templates, payment links, and customer portal are ready whenever you are."
Why new businesses pick Toolfy
You scanned the mailer because you wanted the “grown up” version of your business. Toolfy automates the toughest part of launching—looking professional while you learn the ropes.
Three easy steps
Follow the guided onboarding checklist—most founders hit their first invoice within 24 hours.
1. Personalise in 60 seconds
Add your business name + logo and Toolfy updates every template, email, and portal instantly.
2. Add your first customer
Drop in a name + phone number and we auto-save them for quotes, jobs, and invoices later.
3. Send a quote or invoice
Use our pre-built service items or import your own pricing. Customers approve + pay with one tap.
Week-one game plan
Day 0
Send your first branded quote
Use our starter service items or import your own pricing list. Customers approve via the portal you just unlocked.
Day 2
Convert quote → job → invoice in one tap
Toolfy keeps the paperwork linked so you look organised even if you’re still running solo.
Day 5
Automate polite payment nudges
Turn on the overdue reminder preset so customers get SMS/email nudges while you keep working.
No. The founder trial unlocked by your mailer runs the full 30 days with no card on file. Add billing only if you want to stay on Toolfy afterwards.
Yes. CSV import lives under Customers → Import and brings across names, addresses, custom fields, and notes in minutes.
Keep them in place while you test Toolfy. You can run quotes and invoices in parallel; our support team helps migrate when you’re ready.
Absolutely. After signup you can book a 15-minute “first invoice” call where we screen-share, apply your branding, and send the first document together.
Founder guarantee
Finish the mailer setup checklist. If you haven’t sent at least one quote or collected one payment within 30 days, reply to the welcome email—we’ll extend the trial or credit your first month.
No risk trial
You already unlocked the 90-day founder trial—personalise Toolfy today, line up quotes, and capture next-day payouts before the month ends. After your trial, plans start from £49/month and you can cancel anytime.