FIELD SERVICE SOFTWARE STILL PUNISHES GROWTH.
Home-service owners end up patching together scheduling, customer records, quotes, invoices, payments and customer messages. The alternative is software priced per user, where the bill goes up every time they hire a technician.
ToolbagCRM keeps that work in one system. The core stays simple. Plug-ins add workflows when a business needs them. Unlimited users mean the price doesn’t climb as the crew grows.
WHAT CUSTOMERS GET TODAY.
Everything in this section is in the product now. Planned features are listed separately, under “Not available yet.” Built for owners and teams in home-service businesses; our first audience is renovation and service operators, where the same small team quotes the work, schedules it, invoices it and collects payment.
- CUSTOMER
- JOB
- QUOTE
- INVOICE
- PAYMENT
Customers, jobs, scheduling, quotes, invoices and payments are all core, and they share the same records. When a quote is accepted, ToolbagCRM drafts the invoice from it. The invoice has a pay link for card payments through Stripe once the business connects its account. Staff still decide when to create the job, send the invoice and book the visit.
BILINGUAL FOR YOUR TEAM AND YOUR CUSTOMERS
Each user chooses English or Spanish for the app. Each customer record has a preferred language, and quote emails, quote approval pages, invoice emails, receipts and payment pages follow it. Anything your team types is sent as written. Nothing is machine-translated.
QUOTES ARE PART OF CORE
Quotes moved from an optional plug-in into core. Every account, Free included, can go from customer record to paid invoice without adding a plug-in.
UNLIMITED USERS, MODULAR TOOLS
No published plan charges per user. Optional plug-ins add dispatch, documents and photos, job costing, deposits, checklists and more when a business is ready for them. Because it’s modular, ToolbagCRM isn’t tied to a fixed list of trades.
THE CONTRACTOR’S BRAND
Logo, colors and a custom domain are included on Free and Founders. Removing the Powered by ToolbagCRM attribution is available now as a separate $25/month add-on.
THE MODEL
See full pricing →$0 base and unlimited users. Standard plug-in slots are $14.99/month each. Payments carry a 2% platform fee on top of card processing.
First month free, then $150/month base. Unlimited users and the current standard plug-ins, under the plan’s terms. No platform fee; card processing still applies.
Card processing (3% + $0.30), branding removal ($25/month) and premium add-ons are billed separately.
NOT AVAILABLE YET
Some features are built but switched off. Others are published in the help center as Coming Soon or Idea. None of these is part of today’s plans: online booking, a customer portal, the full White Label plug-in, automatic job creation from accepted quotes, data import, GPS tracking, QuickBooks and Google Calendar sync, and AI tools such as an AI receptionist.
BUILT FROM INSIDE THE PROBLEM.
ToolbagCRM didn’t start with a market map. It started with the daily problems of a real multi-state home-service company: missed handoffs, disconnected systems, expensive seats, weak field workflows, and customer experiences controlled by someone else’s brand.
That history belongs to the operating company. It isn’t ToolbagCRM revenue or customer traction, and we don’t present it that way. What it gives us is direct access to operators, a fast feedback loop and a practical sense of what crews will actually use. ToolbagCRM’s own proof (activation, repeat use, paid conversion and retention) is what the next stage is meant to measure. We’ll share those numbers once we have them.
WHY WE BUILT IT.
The story behind ToolbagCRM, in the founder’s own words.
A CROWDED MARKET. HERE’S OUR CASE.
Field-service software isn’t short on options. These are the reasons we think ToolbagCRM earns a place anyway. None of them is exclusive to us, and none is a proven moat yet.
WHAT’S TRUE TODAY
- Operators made the workflow decisions, from inside a working home-service company.
- Customers, jobs, quotes, invoices and payments are connected records in core.
- Unlimited users on both published plans.
- Modular plug-ins instead of a bigger tier.
- The contractor’s own logo, colors and domain.
- A modular design that fits any home-service trade, not a fixed list.
- English and Spanish for staff, and for customer quotes, invoices and payment pages.
THE LONGER-TERM BET
- Depth for each trade through plug-ins, while the core stays simple.
- A bilingual experience on both sides of the job: the crew and the customers they serve.
- Pricing that follows the tools a business uses, not the size of its crew.
- Retention earned through daily use, measured before we spend heavily on acquisition.
THREE PHASES, IN ORDER.
- Phase 1
FULL-TIME FOUNDER, CONTROLLED LAUNCH
Enable the founder to work on ToolbagCRM full-time and run a controlled initial marketing campaign.
- Phase 2
A FIRST COHORT, THEN SLOW DOWN
Build toward a first cohort of a few hundred customers. Then deliberately slow acquisition to improve onboarding, support and product reliability.
- Phase 3
EXPAND WHEN IT’S EARNED
Expand marketing once retention, support capacity and acquisition economics justify it.
These are objectives. They aren’t results we’ve achieved, and they aren’t conditions for releasing funds. Any additional funding milestones will be realistic and agreed with investors. The goal is self-funded growth, so a future raise is a choice rather than a necessity.
SEE THE
WHOLE SYSTEM.
Review the investor deck, then explore the live product. For diligence or a 20-minute introduction, contact Tim Carter, Co-Founder & CTO.