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Find help topics organized by feature
Create your account, verify email, and get familiar with the dashboard.
Create jobs, set up recurring work, and manage your calendar.
Create invoices, accept card payments, and get paid faster.
Add customers one-by-one or bulk import from CSV files.
Add team members and manage access permissions.
Complete jobs on your phone, take photos, work without internet.
Configure your business profile, payments, and preferences.
SMS notifications, payment reminders, and customer communication.
Export your data to CSV and generate business reports.
Create quotes, send to customers, and convert to jobs.
Fix common problems and get help with technical issues.
Everything you need to get started
Getting Started • 2 min read
Scheduling • 3 min read
Billing • 1 min read
Mobile • 2 min read
Billing • 2 min read
Team • 2 min read
Quick answers to common questions about using Toolfy
Toolfy costs £49/month for everything - unlimited jobs, customers, invoicing, and payments. No setup fees, no contracts, no hidden costs. Start with a free 14-day trial.
Yes! Toolfy works in any mobile browser - no app download needed. Your technicians can view schedules, update job status, and collect payments from their phones, even when offline.
Connect your Stripe account in Settings → Payments. Customers can then pay invoices online with any credit card. Funds deposit to your bank account in 1-2 business days. Stripe handles all security and compliance.
Yes! Go to Customers → Import and download our CSV template. Fill in your data and upload - we'll import hundreds of customers in seconds. Works with exports from any other software.
Toolfy works offline! You can view schedules, update job statuses, and access customer info without internet. When you reconnect, everything syncs automatically. Perfect for field work.
Yes! Share your account with your team. Each person can view their assigned jobs, update statuses, and access customer info. You control what each team member can see and do.
When creating a job, check "Make recurring" and set the frequency (weekly, bi-weekly, monthly). Toolfy automatically creates future jobs and sends reminders. Perfect for regular cleaning or maintenance.
Yes! Toolfy works for plumbers, electricians, cleaners, HVAC technicians, landscapers, handymen, and other field service trades. We handle job scheduling, customer management, invoicing, and team coordination for any trade that visits customers on-site.
Yes, cancel anytime with one click. No contracts, no cancellation fees. If you cancel, you can still access your data for 30 days and export everything you need.
Email support@toolfy.io and we'll help within 4 hours. For urgent payment issues, we respond within 1 hour. Most problems have quick fixes!
Our support team is here to help. We respond within 2 hours during business hours.
Describe what you're trying to do and we'll send you a detailed guide or hop on a quick call.
Email Support Team💬 Average response time: 2 hours
📞 For urgent issues, we'll call you back