Less time figuring it out.
Clear steps from the first lead to the paid invoice. Less time learning software.
WHY TOOLBOX
Your CRM shouldn’t
be complicated.
Run the jobs. Know your numbers. Give your team software they can actually use.
EASY FOR THE TEAM
A clear workflow.
A clear next step.
USEFUL FOR THE OWNER
The numbers behind the work.
A plan for what comes next.
THE TRADE-OFF THAT STARTED IT
Why choose between
easy workflows and financial depth?
We ran into the same problem: easy software with weak financial tools, or powerful financial tools that were hard to learn.
So we built Toolbox to bring both together.
Follow the work naturally.
Keep customers, jobs, crews, and invoices together. Fewer handoffs to chase.
See what the work needs to earn.
Know your costs, cover your overhead, and check estimated profit before you bid.
KNOW YOUR NUMBERS
Build a business that supports
the life you want.
You work hard. Your business should give you more than another long day. Start by knowing what each job needs to earn.
Plan to recover your overhead.
Include the cost of running your business in every estimate.
Keep your numbers in view.
See invoiced revenue, unpaid invoices, and recorded overhead recovery against your goals.
More connections are coming.
QuickBooks and live bank balances are planned. Today, financial views use Toolbox records and manually recorded overhead recovery.
Simple to use. Built around the numbers.
See how the work and the numbers come together.