Support

With Toolboks you get free unlimited email support.

Sorry, our site is still under construction.

The support section will be here as soon as our beta version is launched!

Got a question. Send us an email here.




Getting started

Learning to use Toolboks basics (video tour)

Adding new users

Setting up your business details

Contacts

Adding a contact

Managing contacts

Adding tags to contacts

Filtering contacts

Calendar

Adding a meeting

Managing your meetings

Pipeline

Adding a bid

Calculating a bid

Managing the properties of a bid

Using QuoteData for capturing data onsite

Setting up QuoteData

Adding pictures and drawings to a bid

Adding subcontractor bids

Sending a bid

Projects

Creating a project

Converting a bid to a project

Registering hours on a project

Filtering projects

Analyzing a project

Team planner

Adding a project to Team Planner

Managing a project from Team Planner

Dashboard

Adding a Widget

Managing your Dashboard

Settings

Managing Personal settings

Managing Organization settings

Setting up QuoteData

Toolboks integrations

Does Toolboks have an API

How to integrate with Quickbooks

How to integrate with Xero

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