30-Day Onboarding Checklist
Complete step-by-step guide to get the most out of Toolfy. Follow this checklist and you'll have everything working smoothly in 30 days.
Track Your Progress
Week 1: Foundation (Essential Setup)
Focus on core features that will immediately improve your business operations.
Complete account setup
EssentialCreate account, verify email, set up business profile
Connect payment processing
EssentialLink Stripe account to accept credit card payments
Add your first customer
EssentialCreate a customer record with contact details
Send yourself a test invoice
EssentialTest the invoice creation and email process
Set up your services and pricing
Add the services you offer with standard pricing
Week 2: Workflow Optimization
Streamline your processes and reduce manual work with automation features.
Set up recurring jobs
Create automatically repeating jobs for regular customers
Week 3: Team & Growth
Add team members, set up notifications, and automate routine tasks.
Enable automation features
Auto-create invoices, payment reminders, review requests
Week 4: Optimization & Growth
Fine-tune your setup and prepare for business growth.
Review your first month's data
Export reports and analyze business performance
Quick Wins (Immediate ROI)
These features provide immediate return on investment and should be prioritized.
🎯 Cut invoice processing time by 80%
Auto-create invoices when jobs are marked complete
Setup: Settings → Automation → Auto-invoice on completion
🎯 Reduce no-shows by 60%
Send automatic SMS reminders 24 hours before jobs
Setup: Upgrade to Pro → Enable SMS job reminders
🎯 Get paid 3x faster
Customers pay invoices online with credit cards
Setup: Connect Stripe → Send invoices with payment links
🎯 Never lose customer data
Everything auto-syncs to the cloud
Setup: Nothing needed - automatic cloud backup
🎯 Work anywhere
Complete jobs on your phone, even offline
Setup: Install PWA → Add to home screen
Avoid These Common Mistakes
Learn from other users' mistakes and save yourself time and frustration.
❌ Not testing payment processing
Problem: Customers can't pay invoices
Fix: Send yourself a £1 test invoice and pay it
❌ Forgetting to assign jobs to team members
Problem: Team doesn't know what to work on
Fix: Always assign jobs or let team view all jobs
❌ Not using recurring jobs
Problem: Manually creating the same jobs over and over
Fix: Set up recurring jobs for regular customers
❌ Ignoring mobile features
Problem: Missing productivity gains in the field
Fix: Install PWA and practice mobile job completion
❌ Not backing up data
Problem: Risk losing everything if computer dies
Fix: Nothing needed - Toolfy auto-syncs to cloud
Measure Your Success
After 30 days, you should see improvements in these key metrics:
Time Savings:
- • 80% faster invoice creation
- • 60% less time on scheduling
- • 90% faster customer communication
- • 50% less admin work overall
Business Improvements:
- • 60% reduction in no-shows
- • 3x faster payment collection
- • 100% accurate job tracking
- • 24/7 customer portal access
What's Next?
Congratulations on completing your Toolfy onboarding! Here's how to continue improving:
📈 Grow Your Business
Use reports to identify growth opportunities
🔧 Integration Options
Connect with your existing tools
🤝 Share Feedback
Help us improve Toolfy for everyone
Need help with onboarding?