30-Day Toolfy Checklist
Roll Toolfy out in four weekly sprints. Each block should take no more than an hour—hit the essential tasks first, then work through the nice-to-haves.
Week 1 – Core setup
Get the fundamentals in place so you can take bookings and get paid.
Finish account setup
Verify your email, add business details, and upload your logo for documents.
Connect payments
Link your Stripe account so invoices include a pay-now button.
Add a customer and schedule a test job
Create your first customer record and book a job to see the workflow end to end.
Send yourself a test invoice
Complete the test job and email the invoice to confirm branding and payment links.
Install Toolfy on your phone
Add Toolfy to your home screen so you can work offline in the field.
Week 2 – Data and scheduling
Bring across your existing customers and streamline the way you book work.
Import customers from CSV
Use the importer to bring in names, addresses, and contact details in bulk.
Set working hours and service areas
Make sure the schedule reflects when and where you operate.
Create quote templates
Add popular services with preset pricing so quotes only take a few clicks.
Week 3 – Team and communications
Bring the rest of your team on board and automate customer updates.
Invite technicians and office staff
Add users and assign permissions for who can schedule, invoice, or edit settings.
Train the team on mobile job completion
Show engineers how to capture photos, notes, and signatures on site.
Switch on SMS notifications
Automate reminders, payment confirmations, and review requests from your Twilio number.
Set up payment reminders
Configure invoice reminder sequences and late-fee rules.
Week 4 – Optimise and review
Measure results, tidy data, and plan the next improvements.
Review reports
Export jobs, revenue, and outstanding invoices to understand performance.
Enable the customer portal
Let customers see job history and pay invoices online in one place.
Collect team feedback
Ask field staff and office teams what is working and what needs tweaking.
Share feedback with Toolfy
Email support with wins, blockers, or feature requests so we can help.
Quick tips for a smooth launch
- Schedule a 15-minute check-in each week to review wins and hurdles.
- Ask technicians to finish jobs (photos, notes, signatures) before leaving site.
- Spend Friday afternoons sending invoices and chasing any overdue payments.
- Revisit reminder rules monthly—most teams add more reminders once they see the effect.