Getting Started with Toolfy
Set up your account and create your first customer in 5 minutes.
Toolfy is field service software for plumbers, electricians, cleaners, and other trades. You'll manage customers, schedule jobs, and get paid faster.
Quick Setup (5 minutes)
Create your account
Go to toolfy.io and click "Start Free Trial". Use your business email for professional invoices.
Verify your email
Check your inbox and click the verification link. Check spam if needed.
Add business details
Enter your business name, address, and phone number. This appears on invoices sent to customers.
Create your first customer
Go to Customers → Add Customer. Include name, phone, and address for scheduling jobs.
Understanding your dashboard
After setup, your dashboard shows today's jobs, recent activity, and quick actions. The left sidebar gives you access to Jobs, Customers, Invoices, and Settings.
Next steps
Schedule a test job
Create a job for tomorrow to see how scheduling works
Set up payments
Connect Stripe to accept credit card payments from customers
Send a test invoice
Create an invoice and email it to yourself to test the flow
Mobile access
Toolfy works in your phone's browser. For the best experience, add it to your home screen:
- iPhone: Safari → Share → Add to Home Screen
- Android: Chrome → Menu → Add to Home Screen
This creates an app icon and enables offline access for field work.
Free trial details
Your 14-day trial includes all features. No credit card required. All data is preserved when you subscribe after the trial.
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