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Toolsey

by Toolsey

Powerful sales tools to win more deals.

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toolsey.com
Toolsey - website image

About This Product

Toolsey is a software solution designed to convert leads into revenue for HVAC businesses through features like scheduling, lead management, and document management. The platform includes an AI chat receptionist and notification systems to support operational workflows.

Capabilities

How this product is delivered and what's included out of the box.

Mobile app
Not available
Free trial
No
Free tier
No
Public API
No
Deployment
Cloud

FSH Score Breakdown

Ease of Use
5.0
Features
5.5
Support
5.0
Value
6.0
Integrations
7.0
AI Capabilities
1.5

Customer Reviews

Features

31 features confirmed across 11categories· Showing confirmed capabilities only

CRM & Sales8features

CRMSales Team ManagementAI Lead AssignmentSmart Lead AssignmentLead ManagementLead ManagementMap Based Property Centric ViewLead MappingAutomated Customer Touchpoints And SequencesAutomated Email and Text CommunicationData EnrichmentLead Enrichment ReportsSales AutomationLocation Intelligence and Map ViewLead Mapping

Reporting & Analytics5features

AnalyticsAnalyticsReportingAnalytics & ReportsDaily Field ReportsField Inspection ReportsAudit Report GenerationInspection ReportInsurance Profit Checker

Mobile & Field Tools4features

Digital FormsDigital FormsImage Capture And TaggingJobsite PhotosLink Notes And Photos To Customers, Sites, Work Orders, Or EquipmentPhoto & Document HandlingDigital SignaturesE-Sign & Approvals

Customer Communication3features

AI Chat ReceptionistInstant ResponsesNotificationsAutomated CommunicationSMS MessagingTwo-Way Texting

Platform & Customization3features

Custom TemplatesCommunication TemplatesDrag And Drop Form BuilderDocument ManagementPhoto & Document Handling

Scheduling & Dispatch2features

SchedulingCalendar & SchedulingWork OrdersJobsite Photos

Estimating & Quoting2features

Quoting & EstimatesProject estimating moduleProject Cost EstimationProject Estimating Module

Hardware Features1feature

Smart Home IntegrationSmart automation

Technician Management1feature

Team ManagementSales Team Management

Equipment & Asset Management1feature

AlertsInstant Lead Notifications

AI & Automation1feature

Automation RulesSales process automation

Integrations 9 across 5 categories

Marketing 4
Angi
Facebook

Facebook

Porch

Porch

Thumbtack

Thumbtack

Productivity 2
Calendly

Calendly

Google Calendar

Google Calendar

CRM 1
Salesforce

Salesforce

Field Service 1
CompanyCam

CompanyCam

Data & Automation 1
Zapier

Zapier

Pricing

Model
Custom
Starting at
Contact for pricing
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