Topics
High-intent clusters for Toolfy buyers
Each collection curates the playbooks, calculators, and risk alerts that prospects ask for most. Share them with buyers who care about a specific outcome, or embed them into your nurture sequences.
Templates
Templates & Playbooks
The most requested templates, scripts, and checklists in one place. Built for trade businesses who want repeatable outcomes.
Pricing & Estimates
Quote and Estimate Template for Trades (UK 2025)
A practical quote and estimate template for UK trades, including scope wording, exclusions, and acceptance terms.
Cash Flow & Payments
Invoice Template for Trades in the UK (Free, 2025)
A practical invoice template for UK trades, including the exact fields to include, payment terms, and a follow-up plan.
Business Growth
Payment reminder templates that collect same-day
Copy-paste email and SMS reminder templates that get invoices paid same-day. Includes merge tags for Toolfy's automated reminder system.
Cash Flow & Payments
Letter before action template for unpaid invoices (UK)
A clear letter before action template for UK trade businesses, plus the exact steps to follow before small claims.
Operations
Maintenance Contract Templates for Field Service Businesses (2026)
Recurring revenue contracts with response SLAs, deposit rules, CPI uplifts, and Toolfy workflows so contract billing is organised instead of living in spreadsheets.
Compliance
RAMS template for trades (UK)
A practical RAMS template for UK trades, including a risk assessment and method statement you can adapt for most jobs.
Automation
Automation & Integrations
Connect Toolfy with Zapier, QuickBooks, and ChatGPT Apps so intakes, invoices, and status updates stay in sync without a developer.
Cash Flow & Payments
Zapier + Toolfy invoicing workflows
Turn quotes, deposits, reminders, and Slack alerts into one Zapier-powered invoicing flow without waiting on engineering.
Cash Flow & Payments
QuickBooks sync fixes when Toolfy payouts drift
Balance Stripe instant payouts, pay-by-bank receipts, and processing fees so QuickBooks stays in lockstep with Toolfy invoices.
Scheduling & Operations
ChatGPT Apps + Toolfy job creation playbook
Walkthrough for letting office staff (or customers) create Toolfy jobs straight from ChatGPT conversations via the MCP integration.
AI
AI Assistants & Agent Workflows
Prompt packs and Toolfy-ready guardrails for AI intake, dispatch, and collections—without letting a chatbot run pricing or compliance.
Automation
AI assistant for trades: 2026 playbook
A practical guide to using AI for call intake, quoting, dispatch, invoicing, and payment chasing—without letting a chatbot run your business.
Automation
AI receptionist for trades: call intake that doesn’t drop leads
A practical setup for AI call answering in 2026: capture the right details, avoid hallucinations, and turn calls into booked jobs in Toolfy.
Scheduling & Operations
AI dispatch software for field service: what works in 2026
Most “AI dispatch” is just better prioritisation. Here’s what to automate, what to keep human, and how to wire suggestions into Toolfy without chaos.
Automation
ChatGPT for plumbers: prompts + workflows (2026)
Use ChatGPT to speed up call intake, quote writing, customer updates, and payment chasing—without letting it set your prices.
Automation
ChatGPT for electricians: prompts + workflows (2026)
Use ChatGPT to write clearer quotes, handle emergency callouts, and standardise customer updates—without letting it guess technical facts.
Scheduling & Operations
ChatGPT Apps + Toolfy job creation playbook
Walkthrough for letting office staff (or customers) create Toolfy jobs straight from ChatGPT conversations via the MCP integration.
Operations
DIY AI helpers for field service starters
Low-cost AI workflows under £50/mo that plug straight into Toolfy for faster quoting, smarter routing, and automated customer comms.
Scheduling & Operations
Reminder & workflow stack template for 2026 service teams
Reminders, payouts, Slack alerts, and API hooks—one blueprint for running a lean field service workflow stack inside Toolfy.
Risk
Compliance & Risk Alerts
Stay ahead of DVSA spot checks, ICO consent rules, and Stripe re-verification deadlines so payouts never pause.
Industry News
DVSA 'safe van' spot checks 2026
Roadside inspections ramp up next spring. Make sure your micro fleet has digital checklists, insurance proofs, and Toolfy logs ready.
Tax & Compliance
ICO-compliant SMS consent logging for field service
STOP/START rules, opt-out banners, and audit exports so your Toolfy reminders stay inside UK Privacy and Electronic Communications rules.
Cash Flow & Payments
Stripe KYC refresh calendar for 2026
Never miss a payout again: map every owner, ID, and banking check Toolfy Payments needs as Stripe tightens compliance in 2026.
CX
Customer Experience & Messaging
Templates for reminders, apologies, and goodwill gestures that live inside Toolfy so CS teams respond in minutes.
Growth & Marketing
11 reminder scripts for cancellations, delays, and upsells
Copy-and-paste SMS and email templates wired to Toolfy reminder tokens for cancellations, delays, and upsells—sound calm, human, and on-brand.
Cash Flow & Payments
Refund & goodwill gesture playbook
Resolve customer disputes fast with Toolfy evidence, scripted responses, and goodwill credits that protect your online reviews.
Growth & Marketing
Field service apology templates that keep trust
Plain-English apology scripts for property damage, delays, and missed arrivals—each tied to Toolfy follow-up tasks to rebuild trust.
Capital
Financing & Capital
Decision frameworks for vans, equipment, and working capital so finance approves spend without slowing ops.
Cash Flow & Payments
PAYG van finance vs lease calculator
Compare per-job costs, deposits, and mileage charges to pick the right van funding model—lease or PAYG finance—for your 2026 fleet.
Cash Flow & Payments
Equipment leasing tracker board for Toolfy
Centralize lease approvals, deliveries, maintenance schedules, and payoff dates for every leased asset—no more mystery contracts or missed renewals.
Cash Flow & Payments
Working capital options when instant payouts aren't enough
Combine Toolfy deposits, invoice finance, and lender-ready exports so your payroll never has to wait on card settlement timing.
Grants
Sustainability & Grants
Heat pump, ECO4, and carbon reporting workflows that keep your installs audit-ready and unlocked for funding.
Industry News
Heat Pump Ready Scheme requirements + Toolfy workflows
Map survey, install, and evidence phases with Toolfy job types so you stay compliant and eligible for 2026 Heat Pump Ready scheme funding.
Tax & Compliance
Carbon reporting starter kit for trade teams
Collect van mileage, materials, and energy data inside Toolfy so you can answer SECR or client sustainability questions overnight.
Industry News
ECO4 grant paperwork workflow inside Toolfy
Stay audit-ready for ECO4 grant installs with structured job types, document folders, and submission checklists built into Toolfy.
People
HR, Legal & Workforce
IR35, contractor vs employee, and on-call guardrails packaged as Toolfy checklists for people ops.
Tax & Compliance
IR35 checklist for subcontract-heavy crews
Use Toolfy tasks, contracts, and evidence logs to prove your subcontractors are genuinely self-employed before HMRC comes asking.
Hiring & Team
Contractor vs employee decision tree (Toolfy edition)
Answer 8 yes/no questions to decide between contractor or employee, log evidence in Toolfy, and hire the right way every time.
Hiring & Team
Mental health rota & on-call guardrails
Use Toolfy scheduling, PTO tracking, and debrief checklists to keep 24/7 on-call teams mentally healthy and legally compliant.