# ToolbagCRM product guide > Field service CRM for contractors and home-service trades. Operated by Toolbag, Inc. Unlimited users, with no per-seat fees on the published Free and Founders plans. Website: https://toolbagcrm.com/ Application: https://app.toolbagcrm.com Demo: https://demo.toolbagcrm.com Documentation: https://docs.toolbagcrm.com/ ## Getting started ToolbagCRM is live. Open https://app.toolbagcrm.com to get started or sign in. The live demo uses sample data. Free requires no card. Founders requires a card. ## Product workflow Core includes customers, jobs, scheduling, quotes, invoices, payments, and a pricing catalog. Available optional plug-ins include Dispatch, Documents, Customer Equipment, Route Planner (manual stop ordering), Job Checklists, and Job Costing. Core branding and custom-domain setup are included on both plans. Founders (free first month, then $150/month base) includes unlimited standard plug-in slots; on Free, each standard plug-in slot costs $14.99/month. Removing Powered by ToolbagCRM attribution is a separate $25/month add-on. Unlimited covers currently available standard plug-ins only; premium add-ons are priced separately. Features explicitly described as upcoming are not available features; consult the product documentation for availability. ## Published plans Source: https://toolbagcrm.com/pricing/ Prices are in USD. ### Free: $0/mo Customers, jobs, scheduling, quotes, invoices, payments, and the pricing catalog with unlimited users and no monthly subscription fee. Card processing is 3% + $0.30, plus a 2% platform fee on Free (5% + $0.30 total). - Customers, Jobs, Quotes, Invoices, Payments — the full core CRM - Unlimited users — every seat included - Scheduling and team assignments - Logo, colors, and custom-domain setup - Optional standard plug-ins: $14.99/month per slot - Mobile-friendly - Email support - No card required for Free No card is required to start Free. Founders requires a card. Payments: 3% + $0.30 processing plus a 2% platform fee (5% + $0.30 total). ### Founders: $150/mo first month free; $150/month base stays fixed while you remain on Founders. Everything in Free, plus unlimited standard plug-in slots and no ToolbagCRM platform fee. Premium add-ons are separate. - Everything in Free, plus: - Choose available plug-ins: dispatch, documents, and more - Unlimited standard plug-in slots, with no per-slot charge - 0% platform fee on payments Card required for Founders. Card processing remains 3% + $0.30. Removing Powered by ToolbagCRM attribution costs $25/month separately. ## Pricing questions ### Is the Free plan really free? Yes. No card is required for Free. You get the full core CRM — customers, jobs, quotes, invoices, payments, scheduling — with no monthly fee. Payments cost 3% + $0.30 for processing plus a 2% platform fee (5% + $0.30 total). Upgrade to Founders to drop the platform fee. ### What happens when Founders pricing ends? Your $150/month base rate is locked while you stay on Founders. Optional add-ons and payment processing are separate. Changing plans applies the terms of the new plan. ### Can I switch plans later? Absolutely. Start free, upgrade to Founders when you're ready. Or start on Founders and downgrade if you need to. No penalties, no contracts. ### Is there a limit on plug-ins? Founders includes unlimited standard plug-in slots with no per-slot charge. On Free, each standard plug-in slot costs $14.99/month. Unlimited covers currently available standard plug-ins only. Premium add-ons are separate, and unavailable features cannot be activated on any plan. ### Could your pricing change later? The Founders base subscription rate is saved on your account. A later public price change does not change that rate while you stay on the plan. The lock does not mean every add-on or payment-processing charge is included. ### Can I use plug-ins on Free? Yes. Free has no bundled standard plug-in slots; each slot costs $14.99/month. Founders includes unlimited standard plug-in slots. Premium add-ons are separate, and unavailable features cannot be activated. ### When is Founders billed, and what if a payment is late? Founders' first month is free. Your first bill is due at the start of month two, then on the same day each month. If a bill isn't paid, your account keeps full access until the next billing date. Paying late pays for the month already billed and does not move your billing date, so the next invoice still arrives on schedule. Example: start January 1, January is free, and the first bill is due February 1. Paying on February 28 pays for February, and the next invoice arrives March 1. If a bill is still unpaid at the next billing date, the account moves to the Free plan, where the 2% platform fee applies. ## Product questions ### Can I try ToolbagCRM? 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. ### 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. ### Is ToolbagCRM really free? Yes. Free includes customers, jobs, scheduling, quotes, invoices, payments, the pricing catalog, and unlimited users, with no card required to start. Card processing is 3% + $0.30, plus a 2% platform fee on Free (5% + $0.30 total). Founders removes the platform fee; processing still applies. ### How is ToolbagCRM different from Jobber or HouseCall Pro? Free and Founders include unlimited users. Founders adds standard plug-in slots, so you choose the available tools you need. Compare the specific workflows, add-ons, and total cost for your team; the products do not have identical features. ### What trades is ToolbagCRM built for? Home-service businesses such as HVAC, plumbing, electrical, landscaping, roofing, cleaning, pest control, and handyman services. The shared core manages customers, jobs, scheduling, quotes, invoices, and payments. Specialized trade features vary; a trade page is not a promise of built-in compliance tools. ### Can I use my own domain? Yes. Logo, colors, and custom-domain setup are included in the base product on Free and Founders. You need to configure and verify your domain. Removing the Powered by ToolbagCRM attribution is a separate $25/month add-on. ### Does ToolbagCRM support two-way SMS conversations? ToolbagCRM supports sending SMS to customers. Customer replies do not currently appear in a conversation inbox in the app. Two-way SMS conversations are not included in the current product. ### Which features are not available yet? GPS tracking is coming soon and is not yet available. Time tracking, recurring service agreements and billing, customer online booking, a full customer portal, QuickBooks sync, financing, and AI receptionists are not currently offered to new accounts. Automatic quote-to-job and deposit workflows are not advertised as current capabilities. Check the marketplace for current availability. ## Trade workflows ### hvac Source: https://toolbagcrm.com/crm-for-hvac/ #### 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 track customer equipment? The Customer Equipment plug-in records make, model, serial number, warranty expiry, and service notes. It requires activation and an available standard plug-in slot. #### Are maintenance agreements and recurring visits available? Not for new accounts. You can schedule individual visits in the core CRM; automated recurring services and maintenance contracts are not currently offered. #### 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. ### plumbers Source: https://toolbagcrm.com/crm-for-plumbers/ #### 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 keep water-heater and fixture records? Yes, through the Customer Equipment plug-in, which requires activation and a standard plug-in slot. Core customer and job records keep contact details and work history. #### Does a quote automatically charge a deposit and schedule the work? We do not currently advertise that automatic workflow. Quotes is part of core; when a quote is accepted, a draft invoice is created automatically, and your team creates the job and schedules it manually. Review and manage the accepted work and scheduling in the app; do not assume an approval automatically charges a card or books a visit. #### 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. ### electricians Source: https://toolbagcrm.com/crm-for-electricians/ #### 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 keep panel details and permit paperwork? Use Customer Equipment for unit details and Documents & Photos for supported attachments to a customer or job. Each is an optional plug-in. Dedicated permit tracking and compliance reporting are not available to new accounts. #### Are field time tracking and financing included? No. Time tracking, payroll exports, and customer financing are not currently offered to new accounts. Scheduling and team assignments are included in the core CRM. #### 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. ### landscapers Source: https://toolbagcrm.com/crm-for-landscapers/ #### 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 plan a route? The Route Planner plug-in lets you organize routes and reorder stops. It requires a plug-in slot. It does not provide automatic traffic-aware route optimization. #### Can I automate weekly visits and billing? Not currently. Schedule visits in the core calendar and send invoices for the work. Recurring services, contracts, and recurring invoices are not available to new accounts. #### 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. ### roofers Source: https://toolbagcrm.com/crm-for-roofers/ #### 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. ### cleaners Source: https://toolbagcrm.com/crm-for-cleaners/ #### 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. #### Are recurring schedules and online booking available? No. New accounts can schedule individual visits and assign teams in the core calendar. Automated recurring services and customer self-booking are not currently available. #### Can I use a checklist on a job? Yes. Job Checklists & Inspections is an available plug-in for reusable checklists and job records. It requires activation and a standard slot. #### 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. ### pest-control Source: https://toolbagcrm.com/crm-for-pest-control/ #### 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. #### Does ToolbagCRM provide chemical compliance logs? No. Chemical Application Log is not available to new accounts. Keep the required pesticide and regulatory records in a suitable separate system. #### Can I manage the day’s visits? Yes. Core scheduling supports individual visits and team assignments. Route Planner and Dispatch Board are optional plug-ins. Recurring service contracts are not currently available to new accounts. #### 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. ### handymen Source: https://toolbagcrm.com/crm-for-handymen/ #### 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. #### Are pricebooks and invoices included? Yes. The pricing catalog, quotes, and invoicing are core features. Documents & Photos is an optional plug-in that requires a standard slot. #### Is there a customer portal? Customers can use individual shared quote and invoice links. A full customer account portal with a consolidated history is not currently available. Logo, colors, and custom-domain setup are included separately in the core product. #### 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. ## Comparisons - [ToolbagCRM vs Jobber](https://toolbagcrm.com/vs-jobber/) - [ToolbagCRM vs HouseCall Pro](https://toolbagcrm.com/vs-housecall-pro/) - [ToolbagCRM vs ServiceTitan](https://toolbagcrm.com/vs-servicetitan/) ## Further reading - [All blog articles in Markdown](https://toolbagcrm.com/blog/index.md) - [Spanish site](https://toolbagcrm.com/es/) - [About](https://toolbagcrm.com/about/) - [Privacy](https://toolbagcrm.com/privacy/) - [Terms](https://toolbagcrm.com/terms/) - [Contact](mailto:hello@toolbagcrm.com)