Toolbot User Guide
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  • Welcome to Toolbot
  • Overview
    • 💡What We Do
    • ✨Toolbot Features
  • START HERE
    • Start Your 30-Day Free Trial
    • Customise Your Account
    • Toolbot Dashboard
  • Work
    • Estimates & Quotes
      • Header
      • Detail
      • Terms & Conditions
      • Send
    • Invoices
      • Header
      • Detail
      • Terms & Conditions
      • Send
    • Workflow
  • PRICE LISTS
    • My Catalogue
    • Labour Rates
    • Certificates
  • Address Book
    • Address Book
      • Managing Contacts
  • Calendar
    • Calendar
  • ACCOUNT SETTINGS
    • My Profile
      • My Profile
      • Business Profile
      • Registered Address
      • Password
      • Preferences
    • Settings
      • Payment Settings
      • Accreditations
      • Terms & Conditions
      • Email Footer
  • SUPPORT
    • How-To Videos
    • 🙋Help
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  1. ACCOUNT SETTINGS

My Profile

Customise your Toolbot account by completing your profile information.

Last updated 1 year ago

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Get the most out of Toolbot customising your account with your personal information. We recommend that you complete this information before creating any estimates, quotes, or invoices. The contact details you provide in this section will automatically be added to estimates, quotes, and invoices that are sent to your customers.

To update your profile in Toolbot, log in using your email and password. Then, in the top right-hand side of the Toolbot screen, click on your name to open the menu and select My Profile. You can then click through each of the following sections to complete your profile and set up your account ready to start work:


Video Tutorial

My Profile
Business Profile
Registered Address
Password
Preferences
Learn how to create your Toolbot profile and personalise your account.