Customise Your Account

Start by setting up your Toolbot account before you being creating work items.

Last updated 1 year ago

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Customise Your Account

Start by setting up your Toolbot account before you being creating work items.

Setting up Your Toolbot Account

Before you start creating estimates, quotes, and invoices, we recommend that you set up your account with all the information that will enable you to use Toolbot effectively.

Fill in the following sections with information relevant to your business:

Step 1: My Profile

Learn how to set your contact details, business name and address, and marketing preferences, and also how to change your account password.

Go to to find out how to personalise your account.

Step 2: Settings

Read the pages in this section to find out how to add your banking details for accepting customer payments, add accreditations to prove your competency, and create the terms and conditions for adding to your estimates, quotes, and invoices.

Visit to discover how to update this information.

Step 3: Address Book

Learn how to create and update clients and contacts in your personal address book, and how the information you create in your address book can quickly be added to estimates, quotes, and invoices.

Learn how to use your .

Step 4: My Catalogue

Create your custom price list of parts and materials so you can quickly add items to your estimates, quotes, and invoices. With pre-populated categories, Toolbot makes it easy to manage your product list.

Find out how to use to add parts and materials.

Step 5: Labour Rates

Discover how to create a custom list of your labour rates to easily add to estimates, quotes, and invoices. Toolbot provides standard fields for hourly, daily, and emergency callouts, and you can also add your own.

Step 6: Certificates

If you issue your customers with certificates to validate the work you have undertaken, you can use build a price list. This makes it easy to add priced items to estimates, quotes, and invoices.

Need some help?

Last updated 1 year ago

Was this helpful?

Setting up Your Toolbot Account

Before you start creating estimates, quotes, and invoices, we recommend that you set up your account with all the information that will enable you to use Toolbot effectively.

Fill in the following sections with information relevant to your business:

Step 1: My Profile

Learn how to set your contact details, business name and address, and marketing preferences, and also how to change your account password.

Go to to find out how to personalise your account.

Step 2: Settings

Visit to discover how to update this information.

Step 3: Address Book

Learn how to create and update clients and contacts in your personal address book, and how the information you create in your address book can quickly be added to estimates, quotes, and invoices.

Learn how to use your .

Step 4: My Catalogue

Find out how to use to add parts and materials.

Step 5: Labour Rates

Learn how to manage your to accurately charge for your time.

Step 6: Certificates

If you issue your customers with certificates to validate the work you have undertaken, you can use build a price list. This makes it easy to add priced items to estimates, quotes, and invoices.

Visit to find out how to create a custom price list.

Need some help?

🙋 If you need help at any time, simply 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.