Toolboxd brings quotes, customers, jobs, scheduling, communication, payments and project management together in one simple, professional platform.
Good morning, Tom
Dashboard
Open pipeline
£12,960
Won this month
£8,410
Win rate
64%
Follow-ups due
3
Recent quotes
Kitchen rewire
Sarah Mitchell
Boiler replacement
James Carter
Bathroom refit
Emma Wilson
Garden lighting
Daniel Brooks
Branded quotes
Your logo, colours and details on every quote, sent as a secure link your customer accepts on their phone in one tap. Save it as a PDF any time.
One seamless workflow
Customer details flow into the quote. An accepted quote becomes a scheduled job. Photos and notes stay with the work. The finished job becomes an invoice. No duplicate admin.
One job. One continuous record.
Nothing typed twice
Enquiry
Sarah Mitchell
Quote
Q-1042 · Accepted
Job
Kitchen rewire · In progress
Invoice
Created when complete
Next action
Finish first fix
Scheduled
Today · 08:00
How it works
Four connected steps. Swipe or use the arrows to explore.
From accepted to paid
One workspace keeps the practical details close at hand, then carries them into the final invoice.
Kitchen rewire
Sarah Mitchell · 14 Willow Lane
Today · 08:00–16:00
Site details
Side gate · isolator under stairs
Materials & notes
RCBO board · 12 downlights · cable run marked
See who the job is for, where you need to be, what is happening next, the notes that matter and a secure visual record of the work.
Invoice INV-1042
Created from Kitchen rewire
A better customer experience
Give every customer one secure place to see their accepted quotes, upcoming work, shared progress photos and invoice status. Fewer update calls for you. More confidence for them.
Bright Electrical
Your projects
Welcome back, Sarah
Everything in one place
Thu 24 Sep · 08:00
INV-1042
£2,908.80 due
Professional from quote to completion
More than quotes
Toolboxd keeps the rest of the working week in one place, with notes you can actually find, and a calendar that fills itself in.
Site measurements, materials and access codes saved to your company, searchable in a second, from the van or the sofa. Pin the jobs you're on now.
CU in understairs cupboard. 6 circuits + isolator. Side gate code 4521.
Updated 2h ago
12× LED downlights, 2.5mm² T&E ×40m, flush pattresses
Updated Yesterday
18th ed dual-RCD consumer unit: £96 +VAT at local wholesaler
Updated Mon
Dean: 07700 900231, confirm skim dates by Friday
Updated Mon
Site visits, jobs and callbacks on one month view, with quote follow-ups shown on the right day automatically, so nothing slips.
Thu 24 Sep
10:00 · Site visit
14 Willow Lane kitchen rewire
13:30 · Job
Boiler replacement for Mr Carter
Reminder
Quote follow-up: Sarah Mitchell
From the first customer call to the final payment, connected and handled in one place.
Your logo, your colours, your details, applied automatically to every quote a customer sees.
See the moment a quote is opened, how many times, and when they last came back to it.
A follow-up schedule is created the second you send. Quiet, timely nudges, never spam.
Saved customers, reusable templates and one-click duplicates make repeat work instant.
Customers open a secure, branded quote on their phone and accept. No account or PDF required.
No enterprise clutter. Just the workflow you actually use, on site or in the van.
Measurements, materials and access details, saved, searchable and pinned, on any device.
Book site visits and jobs, and quote follow-ups appear on the right day automatically.
Schedule, site details, notes, progress and invoices stay connected from acceptance to completion.
Add before, during and after photos, with control over which updates your customer can view.
Turn the accepted work into a deposit or final invoice and keep payments against the job.
Add your crew, set project managers per job, share updates in job chat and approve expenses as they come in.
Built for teams
Toolboxd Teams gives building firms and growing crews one place to share jobs, delegate tasks, keep the site chat with the work and get expenses signed off. Click through the tabs to see how it works.
See every active job, who's on site and what's due today at a glance. A live team activity feed keeps owners and managers in the picture without a single phone call.
Reeves Building Ltd · 5 people
Team dashboard
Active jobs
6
Team on site
4
Tasks due today
8
Expenses to approve
1
Today's jobs
Kitchen rewire
Today · In progress
Boiler replacement
Today · On site
Extension, second fix
Tomorrow · Scheduled
Bathroom refit
Thu 14 · Scheduled
Team activity
Dan assigned Tom to Second fix, extension
9:12Jess uploaded 3 site photos
9:04Tom marked 'First fix' complete
8:47Sam submitted a fuel expense for approval
8:15Cancel any time. Every plan is branded.
For getting off paper.
14-day free trial, £0 today, then billed monthly
For busy trades winning more work.
14-day free trial, £0 today, then billed monthly
For crews and small firms.
14-day free trial, £0 today, then billed monthly