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Frequently Asked Questions About Toolboks

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What is…
[accordion id=”What is….”][accordion_item title=”What is Toolboks?”]Toolboks is a set of software tools put together in a way to provide you with an all in one software for small contractors that want to improve the way do business. It removes the hassle for you and keeps all of your valuable contact, bidding, project management and invoicing information in one safe location.[/accordion_item][accordion_item title=”What is contractor software?”]Contractor software is a way of using technology to improve your business workflows. At Toolboks we believe that it is another tool that you use to improve the quality of the service that you offer to your customers. It is a tool that is available to you wherever and whenever you want. It is not a solution installed on your computer that ties you to a desk. It must improve your work life and that of your staff![/accordion_item][accordion_item title=”What is a contractor CRM?”]A Contractor CRM (Customer Relationship Management) tool is a system that helps you to manage all your contacts and sales pipeline. It allows you to quickly find contacts and their associated bids. Communicate with customers and track changes to bids that you make along the way. Review your sales pipeline and manage follow up of bids that you have sent and customers you have contacted. Manage your sales appointments and meetings. Read more about the Toolboks CRM here…[/accordion_item][accordion_item title=”What is contractor estimating software?”]Contractor estimating is a bit of a subjective field, but at Toolboks we have done our best to give you a tool that can adapt to your business and allow you to make rapid accurate quotes. Input site dimensions into the tool and instantly calculate and quote based your personalized cost books or your local leading cost estimating data provider. Learn more about the Toolboks estimating tool here…[/accordion_item][accordion_item title=”What is contractor project management?”]Keeping control of your projects with an effective project management tool can make a massive difference to your business. With Toolboks you get all of the information from the bidding process carried over to the project. There is no information loss from when a bid is won to when a job is handed over to the customer. Information transfer is critical to effective project management but not the only thing. Keep your team updated with exactly how much time they have to do each task. Send out change orders and extra work requests directly to your customers. Provide an economic overview of the project to your customers so that there are no surprises. Document with photos and notes every step of the construction process and much more. Read more about the Toolboks project management tool here…[/accordion_item][/accordion]
What do I need to do…
[accordion id=”What do I need to do…”][accordion_item title=”How do I run Toolboks?”]For now Toolboks is a completely web based solution. If you have a computer or tablet that is internet capable and access to the internet then you can access Toolboks. Compatible with all web browsers. Eg. Explorer, Firefox, Safari, Chrome and Opera.

Your team can use internet able smart phones to document their projects and record their work hours.

In the future we plan to have apps for Android and Apple tablets.[/accordion_item][accordion_item title=”What type of computer etc do I need?”]Any computer with a web browser that has an internet connection will do the trick. When you are out in the field we strongly recommend an internet enabled tablet.

Our users find that the tablet is great tool for recording site data, taking pictures and documenting the job. A desktop PC or laptop can be used for fine tuning bids and more detailed project management.

The best way to find out if you have the right equipment is to give Toolboks a try and see how well it works on the IT equipment that you have. We are confident that you will find it extremely easy to use, no matter what you have![/accordion_item][accordion_item title=”How much training will I need to do?”]Toolboks is designed to be as user friendly as possible. We have worked within your industry for years and we understand the typical IT skills that contractors have. Toolboks was created with this in mind. It is developed so that everything is as intuitive as possible. Our goal was that if you can use an email system, you can use Toolboks.

As with anything new there is a bit of a learning curve. We have tried our best to put in helpful videos and articles where we feel that you might need them. We strongly recommend that you have a look at those during your free trial.

If you do stuck though you can get help from our support staff.

View our Admin and Sales user training section here…[/accordion_item][accordion_item title=”How much training will I need to give?”]Training your staff can be one of the biggest hurdles to putting a new software solution into practice. The Toolboks team has put a lot of thought into making this as pain free as possible. Team users have a simplified workflow and we make the process very easy for them to access all the training materials.

We want to take the burden of training off your shoulders and put it onto ours. By accessing our videos and articles, your team will pick things up quickly and be up and running on Toolboks in no time at all.

View our Team user training section here…[/accordion_item][accordion_item title=”Will I need to update anything?”]All updates are taken care of for you. As well as product improvements. You just need to use Toolboks as usual and we take care of all the stuff in the background.[/accordion_item][/accordion]

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Technical Stuff…
[accordion id=”Technical Stuff”][accordion_item title=”How secure is Toolboks.com?”]Security at Toolboks is something that we take very seriously. All of the most modern protocols are put in place to secure your data and keep it safe.[/accordion_item][accordion_item title=”Where does Toolboks.com get the cost books from?”]Toolboks sources it’s cost data from where we believe to have the most up to date and reliable information.

It is important to realize that Toolboks does it’s best to provide you with the best pricing data available, but you and your team are ultimately responsible for the bids that you send our. We always recommend that you review and agree with any bids that you send out.[/accordion_item][accordion_item title=”Who owns my data?”]You do! At Toolboks, you can get access and download your data at any time.

We know that you are going to love using Toolboks, but if you feel for any reason that you need to move on then all your data is available to you.[/accordion_item][accordion_item title=”What if I quit Toolboks?”]If you quit Toolboks (which you can do at any time – we charge on a monthly basis), we will of course be sad to see you go. But we want to help make your transition on to your next solution as smooth as possible.

Exporting all your data is a few simple clicks away.[/accordion_item][/accordion]

How does Toolboks.com help me…
[accordion][accordion_item title=”How will the CRM help me?”]Having all your contacts in one location is one thing, but a CRM (Customer Relationship Management) system is sooo much more. It allows you to track and share all your communication within one location. Gives you full control over your customers, subcontractors and suppliers. Manages your entire bidding process and allows you to instantly see the effectiveness of your sales team.

Read more about how the Toolboks CRM will help you save time and convert more sales here…[/accordion_item][accordion_item title=”How will the estimating tool help me?”]Getting the bidding process “faster and righter” is a major step in improving your business and profitability.

The Toolboks estimating tools – QuoteData and QuoteBuilder will change the way that you do things completely.

QuoteData allows you to take onsite measurements, set location specific tasks and instantly calculate room dimensions. Get more of an understanding of QuoteData here…

QuoteBuilder takes the information that you gathered via QuoteData and converts it into your bid. Simply drag and drop different tasks for the different areas where you will be performing work. Have a look at how QuoteBuilder works in more detail here…

After your bid is created, the next step will be to send it to the customer. With a couple of clicks this is taken care of, then your automated followup emails will send the customer gentle reminders that your bid is still valid and you are looking forward to hearing from them![/accordion_item][accordion_item title=”How will the project management tool help me?”]Keeping track of all your projects can be overwhelming. Did you order everything in time? Did you get the subcontractors organized? Was there a specific detail on a project that you needed to tell the team? With so much information flying round it is hard to keep track of it all sometimes.

Toolboks will help with all of the problems mentioned above and much more!!

The project management tool enables you to keep 100% up to date with the status of the project, transfer information and change orders instantly to your team and collect and keep all project information in one safe location.

Read more about how the Toolboks project management tool will save you time and make your customers happier here…[/accordion_item][accordion_item title=”How will Toolboks.com help my team?”]Transfer of information in a contracting business is critical to success. Toolboks helps your team by keeping them as up to date and informed about all of the details of a project.

They can quickly review project details, add change orders and extra work details, record their hours, document processes and much more.

Read more about how the Toolboks will help your team here…[/accordion_item][accordion_item title=”How will Toolboks.com make my customers happier?”]The Toolboks customer portal allows your customers to instantly see the status of their project.

Whether it is contract details, process documentation or an economic overview. They can access all their information at any time of the day and make detailed comments on the work that has been done and any future changes that they want.

Read more about how the Toolboks customer portal and how it will help you to make your customers happier here…[/accordion_item][/accordion]

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