Help Centre
How can we help?
Find answers by topic, or contact support.
Getting Started
Set up your account, your team and your industry configuration.
CRM
Leads, contacts, companies, deals and pipelines.
Quoting
Products, pricing, quotes and proposals.
Projects
Stages, tasks and delivery of multi-stage work.
Jobs
Scheduling, statuses and work in the field.
Reporting
Dashboards, reports and analytics.
Integrations
Connecting Toolbase to other systems.
Administration
Users, roles, permissions, billing and security.
AI
How AI works with your Toolbase data.
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Still stuck?
Our support team can help with anything in your Toolbase account.