Your first job with Toolbox
One crew. One site. Get started.
Start with a real job. You can introduce Toolbox to your business one step at a time.
Start your 30-day free trial-
Create your business account
Register with your business email and add your company and address. Your 30-day trial starts without a credit card.
Step by step
Open “Start your 30-day free trial”. Enter your name, email and password, then your company details and billing address. Completing registration opens your setup checklist. You can return to it later from Settings.
Ready when you can see the setup checklist in your own business account.
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Add a customer and your first site
Create a customer and a project with the correct site address. Check the address before your crew starts work there.
Step by step
Open Projects and create a project. Select a customer or create one first. Give the job a clear name, such as “Apartment – hallway and living room”, add its site address and save.
Ready when you can open the project with the correct site address.
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Invite one employee
Open Employees and send an invitation. Your employee accepts the email invitation and signs in on their phone with their own account.
Step by step
Enter the employee's name and email and choose the Worker role. Once they accept, assign them to the project for the agreed trial date in Planning. Check together that the scheduled site appears on their phone for that day.
Ready when the employee is signed in and can see the scheduled job. The account checklist initially confirms only that the invitation was accepted.
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Record the first job
Your employee confirms when work starts and ends. A note, photo or document adds site context. Work time and site presence are separate records.
Step by step
The employee starts and ends work time on the actual workday. To add a site photo, they open document capture, check the selected project, add a clear title and upload the image. Wait for the save confirmation. One photo of the work in progress is enough for the first attempt.
Ready when the completed work-time entry and photo are saved. A recorded site visit alone is not a work-time entry.
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Review in the office and decide together
Review time entries and project documents. Resolve missing details with your crew. If Toolbox suits your business, choose a subscription online.
Step by step
In the office, open work hours and check the employee, date and duration. Then open the project's documentation to check the photo. After two workdays, discuss missing information and ease of use. Open “View trial and subscription” from the setup checklist to see pricing and subscription options.
The first workflow is complete when the office can find the saved time entry and the correct site photo.
If a step gets stuck
The invitation has not arrived.
Check the entered email address and the employee's spam folder. Pending invitations appear in Employees. If it is still missing, use the email support link below. Do not send passwords or invitation links to support.
The employee cannot see a job site.
In Planning, check the date and the employee's assignment to the project. Check that the project is active and the employee is signed in to the right business. Then refresh the view on the phone.
The office cannot find the time entry or photo.
Check that the employee saved the entry and the phone has a connection. Check the date and employee in work hours, and the selected project for documents. If the entry is still missing, tell support which step failed and any displayed error message.
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