Toolsey Features
Built for home service pros. Powered by automation. Designed to close more jobs.
Lead Aggregation
All Your Leads. One Powerful Hub.
Toolsey automatically pulls leads from top platforms like Angi, Facebook, Thumbtack, Porch, and your website into a single dashboard—no copy-paste, no missed leads. Integrated with 20+ tools including Zapier and Calendly, every lead is time-stamped and instantly triggers notifications, assignments, and follow-ups.
Why It Matters: Stop juggling spreadsheets and inboxes. Centralize your leads, respond faster, and stay organized to win more jobs.
Instant Lead Notifications
Respond in Seconds. Win More Jobs.
Toolsey sends real-time email and SMS alerts the moment a new lead comes in. Customize alerts to notify sales reps, admins, or managers. Messages are branded, automated, and lightning fast.
Why It Matters: Responding in under 5 minutes boosts your chance of contact by 900%. Never miss a lead again.
Lead Tracking
Track Every Lead. Close More Deals.
With Toolsey’s customizable sales funnel, you can monitor every stage of a lead’s journey. See activity, status changes, team notes, and get alerts on stalled opportunities before they’re lost.
Why It Matters: Stay in control of your pipeline. Know exactly where every deal stands and take action before it’s too late.
Smart Lead Assignment
Right Lead. Right Rep. Right Now.
Toolsey’s automation routes new leads instantly based on rules you define—like service area, team, or job type. Need to override? It’s one click.
Why It Matters: No more lead confusion or delay. Ensure fast, fair, and efficient lead distribution—automatically.
Lead Mapping
Visualize Your Leads. Maximize Your Reach.
View all your leads on an interactive, color-coded map. Filter by status, product, rep, or date to identify clusters, optimize routes, and plan smarter campaigns.
Why It Matters: Reduce drive time. Target high-opportunity areas. Make your sales and marketing geographically strategic.
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Field Inspection Reports
Professional Reports. Built in Minutes.
Create detailed, photo-rich inspection reports right from the job site. Use prebuilt templates, add custom content, and send polished PDFs to customers in minutes— without leaving the Toolsey app.
Why It Matters: Save time. Impress customers. Close faster with visual, branded documentation that sells the job for you.
Digital Forms
Custom Forms. Zero Paperwork Hassle.
From contracts to color selections, Toolsey lets you build digital forms tailored to your workflow. Use dropdowns, pre-filled content, and default options—accessible via mobile or desktop.
Why It Matters: Ditch the clipboards. Speed up form completion, minimize errors, and keep every document linked to the right lead.
Jobsite Photos
Organized Visuals. Instant Access.
Capture and organize jobsite images directly in Toolsey, or sync from platforms like CompanyCam and FlatZap. Every photo is tagged to the right lead—easy to find, share, and present.
Why It Matters: Build trust and stay compliant with clear, organized photo documentation. No more digging through photo galleries.
Automated Communication
Emails & Texts That Send Themselves.
Trigger professional, branded messages based on lead status or calendar events. Use 30+ dynamic fields to personalize every message—without lifting a finger.
Why It Matters: Reduce no-shows. Keep customers informed. Automate your follow-ups and save hours every week.
2-Way Texting
Text Like a Pro. Right Inside Toolsey.
Send and receive texts directly in Toolsey. Use your company's local number, manage conversations in a global inbox or per lead, and keep every message archived.
Why It Matters: Texting is today's preferred channel. Stay fast, responsive, and organized—without jumping between platforms.
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Sales Team Management
Your Team. Your Data. Total Control.
Track rep performance with real-time dashboards, export PDF reports for meetings, manage lead availability, and use color-coded calendars for full visibility.
Why It Matters: Motivate with leaderboards. Track success. Pause reps when needed. It’s sales management made simple.
Analytics & Reports
Decisions Backed by Data.
See what’s working and what’s not with Toolsey’s real-time reporting. Track lead sources, conversion rates, lost deals, revenue by service, and more—then export reports with one click.
Why It Matters: Know your numbers. Optimize your strategy. Run your business on insight, not instinct.
Lead Archive
Old Leads, New Opportunities.
Archive leads that didn’t convert without deleting them. Filter, tag, and export them anytime for re-engagement or reporting.
Why It Matters: Don’t let leads go to waste. Rehash cold contacts, keep your CRM clean, and turn yesterday’s “no” into tomorrow’s “yes.”
Ready to grow your business?
Start using Toolsey today and turn every lead into a customer.
Simple setup. Instant results. No credit card required.