Settings

Customise your Toolbot account by completing your settings.

It is easy to customise your Toolbot 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 clients.

To update your settings in Toolbot, log in using your email and password. Then, from the main menu on the left-hand side, click Settings. You can then click through each of the following sections to set up your account ready to start work:

Payment SettingsAccreditationsTerms & ConditionsEmail Footer

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Video Tutorial

Learn how to manage your Toolbot settings to customise your account.