Every visit to every address
A customer's record holds each quote, job and invoice at their address, so the call about last year's boiler starts with the facts.
Trades / Heating engineers
Software for heating engineersBoiler swaps, services and call-outs, sorted
Quote the combi swap on the survey, book the install and the flush, and have the invoice out before the next service. Every job you have done for a customer is on their record.
Say it on site
Ask for it with your hands full
Tell Toolbelt AI what you need the way you'd tell whoever does your books. It knows your customers and your jobs, does the typing and reads the answer back.
Nothing goes to a customer until you send it. The assistant does the paperwork; what goes out is still your call.
Listening
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Quote Priya Shah for a combi swap, twenty-one fifty, plus a powerflush at three fifty.
→ Quote drafted · £3,000.00 inc VAT -
Log an hour and a half on the Okafor cylinder job.
→ 1.5 hrs logged to the Okafor job -
What jobs have we got on this week?
→ Reads back the week, job by job
Built for the work
What it does for heating engineers
Installs over two days, on the board
Book the removal, the fit and the commissioning on the days they happen, with the right engineer on each.
Hours against the job they belong to
Find out what an install really took before you price the next one.
One job, start to finish
Quote, job, invoice
The same record follows the work the whole way through, so nothing gets typed twice.
Price it where you stand
Lines, quantities and VAT, totalled as you go and sent as a PDF with your logo.
They say yes, it's booked
The quote becomes a job with the lines on it. Put it on the board and on someone's phone.
Billed the day it's done
Turn the quote into the invoice and the figures come with it.
Questions
What heating engineers ask
Is Toolbelt AI the same as the Baxi Toolbelt app?
No. Toolbelt AI is a separate product, for quotes, jobs, time and invoices, and is not connected with Baxi or its app.
Can it do my gas safety certificates?
No. Toolbelt AI handles the quoting, booking, time and invoicing around the job. Keep using your certificate software for the paperwork the regulations require.
Can I use it without signal in a plant room?
The phone app works without signal and syncs when it gets it back. The assistant needs a connection to understand you.
How do I try it?
Create an account, start the trial and you have 30 days with everything switched on, no card needed. Put your next quote through it and see how it goes.
Other trades
The same Toolbelt AI, in their words
Plumbers
Bathrooms, boilers, leaks and taps. Quote on the doorstep and bill the same day.
Plumbing job management softwareElectricians
Rewires, boards, lighting and call-outs. Every stage of the job in one place.
Job management software for electriciansBuilders
Extensions, refurbs and repairs. The week's sites and the people on them.
Software for buildersRoofers
Re-roofs, flat roofs, repairs and leadwork. Booked round the weather.
Roofing softwareJoiners and carpenters
Kitchens, staircases, doors and fitted furniture. Quoted in the room.
Quoting and job software for joinersPainters and decorators
Room-by-room quotes, days on the board and hours as you go.
Quoting software for painters and decoratorsPut your next quote through it
Set it up in the time it takes to have a brew, then tell it about the next job.
Get early accessFree during early access, no card needed