Browse help topics
OneTool help
How can we help?
Guides and answers for every part of OneTool.
Get started with OneTool.
Set up your organization and run your first job in OneTool. Follow these short guides in order and you will go from a fresh account to your first paid invoice.
- 1Welcome to OneToolLearn what OneTool is and how it helps you run your service business.
- 2Set up your organizationCreate your organization and fill in your business details in five short steps.
- 3Navigating the workspaceGet to know the sidebar, your landing page, and where everything lives.
- 4Search your workspaceJump to any record, page, or create action from one search box.
- 5Add your first clientCreate a client record with a contact and a service address.
- 6Create your first projectTurn a job into a project with dates, an assigned team, and tasks.
- 7Send your first quoteBuild a priced proposal and send it to your client for approval.
- 8Invoice and get paidTurn an approved quote into an invoice and collect payment online.
- 9Get help and share feedbackReach a real person for questions, bug reports, and feature ideas without leaving the app.
Browse by feature
Clients
Keep every customer, contact, and service address in one place.
Projects and tasks
Plan the work, schedule it, and assign it to your team.
Quotes and e-signatures
Send priced proposals your clients can approve and sign online.
Invoices and payments
Bill for finished work and collect payment by card, cash, or check.
Client portal
The branded site where your clients approve quotes and pay invoices.
Email inbox
A shared inbox for every email between your team and your clients.
Automations
Build workflows that react to changes in your business automatically.
AI assistant
Ask questions about your business and get work done in chat.
Routing
Turn a list of stops into an efficient driving route for the day.
Reports
Build and save custom views of your clients, jobs, and revenue.
Community page
A free public page for your business that showcases your work and captures leads.
Settings and team
Branding, billing, payments setup, and who can access what.
Mobile app
Take OneTool into the field with the iPhone and iPad companion app.
Can't find what you need?
Email our team and a real person will get back to you.
Contact support