THE HEADACHES EVERY
ROOFING OWNER KNOWS.
Adjuster wants drone photos, measurements, scope of work, and proof of damage. You're stapling PDFs at 11pm.
Customer wants a number on the spot. Three tiers, financing options, signature on the iPad — without leaving the porch.
Tear-off crew, install crew, cleanup crew — three teams on different timelines. Your dispatcher is calling each lead manually.
FEATURES YOUR DISPATCH
TEAM WILL ACTUALLY USE.
Schedule individual visits and assign your team in the core calendar. Add the optional Dispatch Board plug-in for another view of the day.
Upload supported photos and files, then associate them with a customer or job. Keep the record available to authorized team members.
Create and send estimates with Quotes, included in core on Free and Founders. Tiered Packages is an optional plug-in that adds customer choices and uses a standard slot. Automatic deposits and quote-to-job scheduling are not included in the current product.
Record job costs and review revenue, cost, profit, and margin. Labor and material records need to be entered; this is not automatic time tracking.
Create invoices for completed work and send online card payment links through Stripe. Account setup and processing fees apply.
Logo, colors, and custom-domain setup are included on Free and Founders. Removing Powered by ToolbagCRM attribution costs $25/month separately.
SIDE BY SIDE.
BUILT FOR YOUR TRADE.
Generic comparisons miss what matters. Below: the features that make or break a roofing CRM specifically, with the gates and add-ons spelled out.
| Feature | TOOLBAGCRM | JOBBER | HOUSECALL PRO | SERVICETITAN |
|---|---|---|---|---|
Unlimited users Free and Founders include all team members. | Included | Not available | Not available | Not available |
Scheduling and assignments Core scheduling is included in ToolbagCRM. | Included | Included | Included | Included |
Quotes and estimates Quotes is included in core on Free and Founders. | Included | Included | Included | Limited / add-on |
Invoicing Payment setup and processing charges are separate. | Included | Included | Included | Included |
Employee GPS tracking GPS tracking is coming soon; it is not available yet. | Coming soon | Limited / add-on | Limited / add-on | Limited / add-on |
Published dollar prices Confirm current package terms with each vendor. | Included | Included | Included | Not available |
* Available through a plug-in. Plan slot terms apply. Coming soon: planned, not yet available.
GOOD TOOLS.
CHECK YOUR REQUIREMENTS.
Free and Founders include the whole team without per-seat fees. Compare the total cost for your crew, including the plug-ins and payment processing you need.
Founders includes unlimited standard plug-in slots. On Free, each standard plug-in slot costs $14.99/month. Only currently available plug-ins can be activated.
Check the specific workflows before switching. Recurring service automation, GPS, time tracking, QuickBooks sync, and a full customer portal are not currently offered to new accounts.
STRAIGHT ANSWERS.
How much does ToolbagCRM cost?
Free has no monthly subscription fee and needs no card. Founders is free for the first month, then $150/month base with unlimited standard plug-in slots. On Free, each standard plug-in slot costs $14.99/month. Unlimited users are included. Premium add-ons and card processing are separate.
Does ToolbagCRM charge per user?
No. Free and Founders include unlimited users. Plug-in slots, optional add-ons, and payment fees are separate from the number of people on your team.
Can I store job photos and paperwork?
The Documents & Photos plug-in attaches supported files to customers or jobs. It requires a plug-in slot. Dedicated insurance-claim processing and roof-measurement tools are not part of the current product.
Can I create estimates?
Yes. Quotes is part of core, so you can build and send estimates on any plan. Tiered Packages is a separate plug-in that depends on Quotes and uses a standard slot. Financing and automatic deposit workflows are not included in this claim.
How do I get started?
Open https://app.toolbagcrm.com to get started, or explore sample data at https://demo.toolbagcrm.com. Free needs no card; Founders requires a card.
DONE PAYING EXTRA
FOR EVERY TECH
YOU HIRE?
Get started with Founders — first month free, then $150/mo base. Premium add-ons and processing are separate.