✨Toolbot Features

Start the new way of working by using Toolbot to manage your business.

Designed for UK Trades

No one understands the demands of your time better than a fellow tradesperson! Toolbot is the invoicing solution for UK trades and was designed and built with you in mind:

• For UK sole traders and limited companies

• Works with VAT and Non-VAT registered businesses

• Monthly or annual subscription rate, no contract or lock-in, cancel any time

With a clean and intuitive layout, Toolbot helps you manage your business

Goodbye Spreadsheets, Hello Toolbot

Toolbot makes it easy to see all your quotes and invoices in one place, manage your customers with a directory-style address book, and create price lists for materials, labour rates, and safety certificates. Here are a few other features:

• Amend the terms and conditions template, automatically included with your quotes and invoices upon sending, or add your own

• Add your business logos to personalise your paperwork

• Send clean, easy-to-read quotes and manageable invoices

Be the best at customer service with the help of Toolbot

Deliver the Best Service to Customers

Create your personalised address book for contacts, and manage multiple addresses for landlords and second home-owners. For quick access, you can add customers to a favourites list.

• Personalised directory for easy customer management

• Quick client lookup to see the full job history and access previous quotes and invoices

• Add notes for each customers, such as parking instructions, special requirements, or the best time to call in

Start the new way of working with Toolbot, designed by the trade, for the trade

---

Need some help?

🙋 If you need help at any time, simply drop us a line and one of our friendly support team will be on hand to advise. We want you to love Toolbot as much as we do and get the most out of it.