Industries · Trades
Toolbase for Trade Businesses
One platform for leads, quotes, jobs and profit, whatever your trade.
The challenges
What gets in the way for trade businesses
Quoting happens after hours
Days are spent on the tools, so quotes are written at night and sent late.
The business runs on a phone and a notebook
Customer details, job notes and prices are scattered and hard to hand over.
Growth adds admin faster than revenue
Each new employee adds scheduling, quoting and follow-up that the owner ends up doing.
Busy does not always mean profitable
Without job costing, a full diary can hide work that loses money.
Built around your industry
Toolbase speaks trades
Choosing your industry changes the terminology, fields, pipeline stages, quote structure and dashboards you see.
| Standard Toolbase | In your Toolbase |
|---|---|
| Staff member | Tradesperson |
| Job | Job |
| Site visit | Measure and quote |
| Product | Materials |
| Fee | Call-out or minimum charge |
Workflow
From first enquiry to profit, the trades way
Start with leads and quoting. Add jobs, job costing and reporting as the business grows.
- Enquiry
- Measure and Quote
- Quote Sent
- Accepted
- Scheduled
- On Site
- Completed
- Invoice
- Paid
- Profitability
Quotes sent the same day
Use a template, adjust the quantities and send. A quote that used to wait until the weekend can go out from the driveway.
- Quote templates
- Materials and labour pre-loaded
- Margin shown before sending
- Follow-up reminders
Industry-specific quoting
Quote trades work the way you price it
Quote from templates for the work you do most, with your materials and labour rates already loaded.
Labour categories
- Tradesperson
- Apprentice
- Labourer
- After hours
Materials
- Your trade's price list
- Supplier costs
- Consumables
Equipment
- Hire equipment
- Access equipment
- Waste removal
Fees and markups
- Call-out fee
- Minimum charge
- Materials markup
- Travel
Dashboards
The numbers trade businesses watch
Quotes sent and won
This week and this month.
Jobs scheduled
The week ahead by person.
Revenue
By month and job type.
Gross margin
By job type.
Lead sources
Where the work is coming from.
Ready to invoice
Completed work not yet billed.
Recommended modules
Where most trades businesses start
These are suggestions. Turn on only what you need and add modules later.
CRM
Every customer, deal and conversation in one history.
Leads
Capture, qualify and follow up every enquiry.
Quoting
Accurate, industry-specific quotes with margin built in.
Products & Pricing
Your catalogue, labour rates and pricing rules in one place.
Jobs
Schedule, assign and complete work in the field.
Job Costing
Quoted against actual, for every job.
Reporting
Dashboards and reports on every part of the business.
FAQ
Toolbase for trades: common questions
My trade is not listed. Can I still use Toolbase?
Yes. The Trades configuration suits most trade businesses and can be adjusted to your terminology and pricing.
Do I need every module?
No. Most trade businesses start with CRM, leads and quoting, then add jobs and job costing.
Is Toolbase suitable for a small team?
Yes. Pricing is based on users and modules, so a small team pays for a small setup.
Configure Toolbase for your business
Pick your industry, choose your modules and see your recommended setup in a few minutes.