ToolbeltOS

A customer portal with no passwords to forget

Send one secure link. Customers handle approvals, bookings and paperwork on their own time.

Homeowner reviewing estimate options on a phone

Approve or decline with a typed signature

Customers pick an option, type their name to sign (or draw it) and approve. Declines can include a reason so you know why.

Dispatcher viewing a color-coded weekly schedule

Book a visit from open times

Customers choose an arrival window from the times your crew actually has free. The booking lands on your schedule right away.

Homeowner viewing job photos on a phone

Photos you choose to share

Mark before/after photos as shareable and they appear in the customer’s portal. Everything else stays internal.

Owner reviewing an invoice on a laptop

Invoices with clear “how to pay” instructions

Customers can view and print every invoice. Online card payments are off — the portal shows your own pay-by instructions instead.

Secure by design

More features

Try it on your next job

Start 30-day free trial