How do I…?
Short guides to everything in your portal. Search it, or browse by section, and if you're stuck, just ask.
New here?
Take the full tour of your portal
Every page explained in order, five minutes end to end.
Getting started
Leads & customers
Reading and answering your leads
Every enquiry from your website lands in Leads — here's how to work the inbox.
Turn an enquiry into a job
One tap takes a website enquiry to a booked job — no retyping.
Set up enquiry auto-replies
Send an instant 'got it, we'll be in touch' the moment someone enquires.
Your customer list
A light-touch CRM: every customer, their details, notes and job history.
Jobs & calendar
Create a job
Add work to your diary — scheduled, or parked until you've agreed a date.
Managing jobs: statuses, edits and cancellations
Confirmed, in progress, completed — keep the job list telling the truth.
Using the calendar
Your working week at a glance — jobs, requests, time off and the team.
Booking requests: confirm or decline
When a customer books a slot online, you get the final say.
Set your availability
Decide which days and hours customers can book from your website.
Booking policy: notice, buffers and auto-confirm
The rules behind online booking — how much notice, how far ahead, and whether bookings confirm themselves.
Add time off
Block out holidays and days off so nothing gets booked over them.
Invoices & reviews
Create and send an invoice
Professional PDF invoices with your details on — built, numbered and shared in a minute.
Invoice statuses and chasing payment
Draft, sent, seen, overdue, paid — what each one means and what to do about it.
Collect customer reviews
Send a review link after a job and watch the stars stack up on Google.
Set up your review page
Choose where reviewers get sent — Google, Checkatrade, Trustpilot — and what your review page says.
Your website
Edit your business details
Name, phone, email, opening hours, service area — change them once, your website updates everywhere.
Add, edit or remove services
The services list drives your website's service pages and your booking form.
Edit the words on your website
Site content lets you rewrite any section of any page — safely, without breaking the design.
Write a blog post
Draft it, polish it, publish it now or schedule it — the editor does the heavy lifting.
Edit, unpublish or delete a blog post
Fix a typo, pull a post back to draft, or delete it for good.
Publish your changes
Edits save to the portal first; publishing pushes them to your live website.
Reading your website analytics
Visits, popular pages, where people came from and which towns they're in — without the spying.
Request a change to your website
Anything you can't (or don't want to) do yourself — send it to us and track it like a chat.
Account & billing
Your account and password
Update your name, change your password, and see who else is on the team.
Team members and roles
Owner, manager, member — who sees what in your portal.
Your Toolbelt subscription and invoices
What you're paying, when it's collected, your card on file and every invoice we've sent.