How-To Videos

Check out our how-to videos to learn how to use Toolbot and get the most out of your account.

Register

Watch this video to see how easy it is to create your Toolbot account. You just need an email address and mobile number to start using Toolbot for free. We don't ask for your credit card, and there's no pushy follow-up sales calls or annoying emails.


Dashboard

Your Toolbot Dashboard is your starting place every time you login to your account. Here you will find a list of recent estimates, quotes, and invoices that you have been working on, upcoming appointments, and a quick links button to help you get to work quickly.


My Profile

After creating your Toolbot account, customise your account by adding your details to My Profile. This ensures the correct information is added to your quotes and invoices. This video covers:


Settings

Learn how to manage your Settings, and set up your Toolbot account to get the most out of your experience. This video covers:


Labour Rates

Toolbot includes standard Labour Rates that you can use as the basis for creating a price list of charges for your time; you can also create custom prices. Your labour rates can then be added as line items to your quotes and invoices. This video shows you how to add rates and create your own.


Certificates

Watch this video to learn how you can add Certificates to your price list. These can then be added as line items to your quotes and invoices.


Address Book

Learn how to create a personalised directory of customers in your Address Book. You will see how easy it is to add a new customer, add multiple addresses, and how to create a list of favourites.


Calendar

Discover how easy it is to book jobs into your Toolbot Calendar.

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