# Digital Toolbag

> The marketing & sales agency for the UK HVAC & Solar industries


## Posts

- [Trade Growth Masterclass 2026: AI, Automation, and Recurring Revenue for Heating Businesses](https://digitaltoolbag.co.uk/blog/trade-growth-masterclass-2026-ai-automation-and-recurring-revenue-for-heating-businesses/): Building a Future-Proof Heating and Renewable Business in 2026 As the heating and cooling sector rapidly shifts towards heat pumps, air conditioning, and smarter customer demands, staying ahead of marketing and automation is essential. We are hosting the Trade Growth Masterclass—an interactive strategy session designed specifically for plumbing, heating, and HVAC business owners looking to scale profitably without getting buried under day-to-day admin. Masterclass Overview (TL;DR): Format: High-impact live training and practical workshop session. Core Focus: Deploying AI call answering, local Google visibility, and automated quote follow-ups. The Goal: Helping trade contractors transition from feast-and-famine cycles to predictable, recurring service revenue. […]
- [Attract, Sell, Keep: Sheffield Pilot Workshop](https://digitaltoolbag.co.uk/blog/attract-sell-keep-sheffield-pilot-workshop/): A Focused Day for UK Heating, Heat Pump, and Air Conditioning Installers Save the date: Friday, 2 October 2026. We are gathering in Sheffield for an intensive pilot cohort of our new training programme: Attract, Sell, Keep. Venue details will be announced soon, but spaces are strictly limited. Key Details at a Glance: When & Where: Friday, 2 October 2026 · Sheffield (venue TBC, plus an optional evening social). The Focus: Live walkthrough and founding member access to the complete Attract, Sell, Keep training course and AI software systems. Who It Is For: Committed boiler, heat pump, and AC installers ready […]
- [From £7,500 to £9,000: How to Market the New Boiler Upgrade Scheme Increase](https://digitaltoolbag.co.uk/blog/from-7500-to-9000-how-to-market-the-new-boiler-upgrade-scheme-increase/): The UK renewable energy landscape just shifted again, and if you’re a heating or renewable installer, this is the news you’ve been waiting for. From 21 July 2026, the government has increased the Boiler Upgrade Scheme (BUS) grant from £7,500 to £9,000 for households transitioning to heat pumps. nn The Opportunity for UK Installers n This isn’t just a grant increase; it’s a massive marketing hook. With energy price volatility continuing to worry homeowners, the jump to £9,000 makes the upfront cost of an air source or ground source heat pump significantly more attractive. For businesses using Digital Toolbag’s Attract, Sell, […]
- [Why AI Websites Fail UK Trades](https://digitaltoolbag.co.uk/blog/why-ai-websites-fail-uk-trades/): The Hidden SEO Traps for UK Trade Businesses For UK plumbing, heating, and electrical engineers, the promise of a “website in minutes” using AI is incredibly tempting. You’re busy on-site, and the idea of an automated system handling your digital presence sounds like a win. However, a significant shift in the search market is occurring. As search moves towards AI-led discovery, many of these automated sites are becoming ranking liabilities rather than assets. According to Whitespark’s 2026 Local Search Ranking Factors report, Google and AI assistants like ChatGPT are increasingly penalising “scaled content abuse”—the exact kind of generic, cookie-cutter content that […]
- [How UK Plumbing & Heating Engineers Can Win the Shift to AI Overviews in 2026](https://digitaltoolbag.co.uk/blog/how-uk-plumbing-heating-engineers-can-win-the-shift-to-ai-overviews-in-2026/): The search market for skilled trades is undergoing its biggest transformation in a decade. In 2026, when a homeowner in Sheffield or London searches for “emergency boiler repair” or “best heat pump installers,” they are no longer just seeing a list of websites. They are seeing AI Overviews—comprehensive, AI-generated summaries that answer their questions before they even click a link. Key Takeaways (TL;DR) The Fold Has Moved: AI Overviews now occupy the top of the search result, often pushing traditional “Local Pack” listings out of immediate view. Zero-Click is Rising: Nearly 60% of UK searches now end without a click because […]
- [SoftwareGuide](https://digitaltoolbag.co.uk/blog/software-guide/): The Ultimate Software Guide Every challenge & motivation in business boils down to how we can make the most profit or progress with the time we invest. This month’s article is the first in a series looking into what software options can help us build & scale a profitable HVAC business.In September, we asked The Boiler Business Community what software they used to run their Heating Businesses. The software we feature in this new series is primarily the most popular software from this poll, but it will also include other software options that have yet to become mainstream in the industry. […]
- [Umbrella Schemes](https://digitaltoolbag.co.uk/blog/heatpump-umbrella-schemes/): MCS Umbrella Companies – Gatekeepers for Quality? Selecting a MCS Umbrella Company: Quality or Profit? MCS umbrella companies have an opportunity to make a bigger impact than just shifting units or even decarbonising homes, with the right support we can ensure higher quality, lower running costs and long term comfort. As more gas installers are transitioning from boilers to heat pumps we have a responsibility to ensure far more than just the right paperwork is filed in the right order.All umbrellas are not built the same though, before an installer chooses their support company they should check whether they have shared […]
- [C is for CONTENT](https://digitaltoolbag.co.uk/blog/levelup-your-content/): How Local Content Can Boost Your Google Rankings: Last month’s article discussed Google’s Service Area businesses, avoiding Google suspensions, and briefly introduced CAT (Content, Authority & Technical). In some recent research, we found that 61% of “Local Map” ranking factors are down to the strength of the website across Content, Authority, & Technical ranking factors. This month, we will share the most essential part of sales to your customers and how the C in CAT will boost your SEO and sales conversions. The Importance of “Local” Content for Ranking This month’s main image shows the percentage of ranking factors for both […]
- [Avoiding Google Suspensions](https://digitaltoolbag.co.uk/blog/google-suspensions/): Avoiding Google Business Profile Suspensions: What Every UK Plumbing and Heating Engineer Should KnowRecently, I spoke with a plumbing business owner who wanted help to fix his Google Business Profile after it kept getting hit with numerous suspensions. The repeated suspensions seemed to stem from issues with the address for his Google Business Profile because the company wasn’t following Google’s guidelines for Service Area Businesses (SABs).Although many in the industry are going through a slow period, he estimated that since the suspensions started the previous summer, his business revenue plummeted by 50% in the last year. What is a Service Area […]
- [Do you really understand VAT](https://digitaltoolbag.co.uk/blog/understanding-vat/): Understanding how VAT can be your friend, when “to go VAT registered”, the Domestic Reverse Charge (DRC), and VAT on energy-saving products are all common questions I see pop up weekly across social media.Hey, I’m not an accountant, so to help with this month’s article, I contacted Aaron McLeish, the only specialist accountant in the plumbing industry, author of “The Quote Handbook,” and asked him to explain. The New VAT Threshold Businesses must register for VAT if their VAT-liable turnover exceeds £90,000 within any rolling 12-month period. This could span from 15th March one year to 14th March the next or […]
- [Sales software for your HVAC business](https://digitaltoolbag.co.uk/blog/sales-software/): New government – same problem. How do we sell more white boxes?Today, we will discuss new software options to boost any part of your HVAC business, such as heat pumps, boilers, AC, or service plan sales. Whatever your specialism, increasing SALES for new and existing customers is the only way you can afford to grow your HVAC business.I recently attended an industry show in Birmingham and left excited by how many software companies are entering the market to help installers improve sales of low-temperature heating solutions. Just a few weeks before this show, we presented a short session on business systems […]
- [DT - Branding your HVAC Business](https://digitaltoolbag.co.uk/blog/branding-your-business/): Better Marketing and, the important part, better “Sales” all start with “Branding”. Are you happy with your business brand? Do you think your brand rocks or will it just do? Do you think branding is important?What is good branding, and while thinking about it, what is forgettable branding? In this month’s columb, we will discuss the 3 main reasons new businesses need to get their brand right, how to name it at the start of trading and why more established companies may consider rebranding their trading title for a renewable future. Attracting customersGoogle’s Benefits Selling your business Attracting customers In an […]
- [Your business 4 years from now](https://digitaltoolbag.co.uk/blog/your-future-business/): HVP 31 – Your business 4 years from now The UK government announced the first lockdown to begin on Monday, March 23rd 2020. Can you remember what your business was like before the lockdown? Do you think your business has improved in the last 4 years? Or do you feel like you are walking around in circles? In any given month, I will speak to many heating engineers and business owners at live events, via Zoom calls, and through social media messages. Just this week, I had a call with a fella looking to change his business direction. Listening to his […]
- [The HVAC & Solar Business](https://digitaltoolbag.co.uk/blog/google-search-volumes/): Warning: This article may be controversial at first glance to some readers, but possibly alter the future business plans of others. This page will share some of our recent research into homeowner demand, what they are looking for and how you can pivot and build your all-year-round business of the future. Marketing & Sales Research This July, The Boiler Business delivered a two-day Marketing & Sales Weekender event in Sheffield. It’s common for us to invest many hours of research before each gig, and for this event, we researched homeowners’ demand and how they find home heating services. Using, Chat-GPT to […]
- [Why your Website is broken](https://digitaltoolbag.co.uk/blog/levelup-your-website/): Last month’s article discussed “Local SEO” and how to win in Google Maps. This month’s column will look at “National SEO” and the most common reasons your website is not ranking in Google’s search results and producing the flow of new customers you hoped for. Poor Website Research & Planning Building a website without adequate research and planning is like attempting a heat pump installation without a heat loss calculation.Your customer may see how neat and tidy your pipework is and feel the downstairs radiators warming up, but within a few short months, realise that it’s just not performing as “efficiently” […]
- [Why is your Website & SEO not working](https://digitaltoolbag.co.uk/blog/levelup-your-google-business/): Why is your Website & SEO not generating leads? Build it, and they will come! Hmmm..When it comes to websites and customers, this is one of the most frustrating aspects of running your own business. Having a website has many benefits, but for most people, it has failed to deliver on the one reason you invested your money. Why is your Website & SEO not generating leads? First, we need to understand that there are two sides to SEO. For the rest of this article, we will refer to them as National & Local SEO. National SEO affects traditional organic listings […]
- [Marketing your service plans](https://digitaltoolbag.co.uk/blog/marketing-service-plans/): How will we market our Service Plan? Following on from last month’s Boiler Business column, “Building your service plan part one”, this month, we will look at how to market, sell & grow your service plan to create reoccurring revenue and cashflow all year round. Offers & Promotions We have already looked at how to layer value into the service plan to give long-term peace of mind to our customers that their homes will remain cosy, safe & energy efficient. However, most people are always busy; if the deadline is now, they will take action now. If the deadline is next […]
- [Building your Service Plans](https://digitaltoolbag.co.uk/blog/planning-service-plans/): Reoccurring Revenue The heating season is almost finished, and installation work will slow down for many heating companies. This time of year is when we start looking at our business and wishing we had more service work in the warmer months. This month’s Boiler Business column will discuss “Service Plan” customers, what they want and how to package your own Service Plans to build that reoccurring revenue! Service customers – What do they want? Do your customers want to keep costs down as much as possible, or do they want all the help & support you can offer? Do these customers […]
- [PARKINGSONS LAW  Getting sh!t done](https://digitaltoolbag.co.uk/blog/parkingsons-law/): Mysterious like dark matter, an unseen force sucking hard like a Dyson is stealing vast amounts of your time, productivity and profits. Yet again, this force will restrict your business growth & development in 2023 and beyond unless you get it under control. If you want to get sh!t done in 2023 you need to understand the concept of Parkinson’s Law.Parkinson’s Law surrounds most of us every hour, week, month and year.It is often why you get home late to spend the rest of the evening quoting & answering emails, texts and other messages. The plan you have to set up […]
- [Dominate Local SEO](https://digitaltoolbag.co.uk/blog/local-seo/): In last month’s column, we introduced the ASK framework to help you focus on Attracting, Selling & Keeping better customers. Today we will double down on, Local SEO, by far, the best strategy for Attracting new customers to your local plumbing/aircon business. Local SEO = The MAP Pack + Organic Search There’s a lot of “one size fits all” advice for using SEO and Google to Attract customers to your business. You probably see the emails every time you open your email software offering help for “Five Star Google review” and “we can get you to the first page!”The truth is […]
- [The 3 Stages of Marketing](https://digitaltoolbag.co.uk/blog/3stages-of-marketing/): What stage do you think your business is at? Have you just started?Mad “busy” but stuck and not moving anywhere? Or have you nailed it but are curious about what’s next? Following last month’s Boiler Business article about putting your prices up and stepping up your game by taking control of your marketing, this article will dig a little deeper. Here are the three stages of marketing. Stage One – The “Word of Mouth” stage The first stage of self-employed life is usually finding work through “word of mouth” & repeat business for a small number of regular customers. Without any […]
- [Put your prices up](https://digitaltoolbag.co.uk/blog/put-your-prices-up/): Well, it’s all gone a bit, Pete Tong, hasn’t it?The cost of food is up. My Friday night Kebab costs more, and the tasty IPA I’m currently drinking is £7.20. The diesel for my van is £1.92, and the minimum wage for my apprentice is more than last year.Copper, flux, radiators, boilers and “serviceable parts” well, let’s not go there.Everybody will agree that £100 in your pocket this month is not the same as £100 a year ago. Undoubtedly, the answer should be to increase the prices for services to our customers? The £10 per service increase we did 2 years […]
- [The Customer Journey](https://digitaltoolbag.co.uk/blog/customer-journey/): Why are so many people now starting to talk about the Customer journey?Why is it so important, and where does it start and end? Well, what does CRM stand for? Answer: Customer Relationship Management. Today we start and end with the customer. So let’s take a look at this thing called the customer journey.Last month’s Boiler Business column spoke about how fixing the leaky bucket would bring you more profits, time, and efficiency than spending more budget on simply getting more customer leads. The best tool for this is a well-configured CRM such as PAYACA or ServiceM8.Hands up if you give […]
- [Leaky Funnels, SEO vs CDO](https://digitaltoolbag.co.uk/blog/leaky-funnels/): Content Development & Optimisation Do you often read comments like this? “Marketing doesn’t work. PPC is a waste of money! SEO, they’re all cowboys!”?Last April, our Boiler Business article covered in HVP told a story explaining how to use SEO ( Search Engine Optimisation ) to attract new customers to your business. Another year down the line, there seems to be much more talk amongst the community groups about using various SEO & PPC companies to grow your business, often accompanied by horror stories and mistrust of the companies that offer those services. Marketing 101 So, let’s get back to basics […]
- [Your Business after COVID-19](https://digitaltoolbag.co.uk/blog/covid-19/): Has the COVID-19 Pandemic affected your business? Has it made you look at your expenditures and reluctantly dip into your savings? Has it made you change the way you operate your business?At the time of writing this, we are heading into the second week of lockdown. Hopefully, by the time of reading, it will have passed, and we will all be back in the van earning some money again.But what have we learnt from the unimaginable?We have learned that building a larger business with weak foundations is more likely to end with it toppling over. Also, every business, business owner and […]
- [Time is Money](https://digitaltoolbag.co.uk/blog/time-is-money/): If there were only four days in a working week, what would you change? The phrase “Time is Money” is probably more accurate in the plumbing world than in most other industries. With so much choice of supplier for the end customer, often business owners within our industry are forced to calculate the value of a job based on time. The pay per hour, daily rate and, how much we make after fitting that boiler. Most business never gets to the “next level” as the owner is only thinking about the immediate payment from this job to the next. Yes, this […]
- [Citations & Business Directories](https://digitaltoolbag.co.uk/blog/citation-buildin/): Outrank the competition with Citations.  You might have heard that building “citations” is good practice for local SEO but have not quite realised just how essential it is. This article will look at a recent case study of a business that used three citation campaigns over 9 months to reach multiple top three positions on Google in a major city. Ok, so what is a citation? A citation in the context of local SEO refers to any online mention of a business’s name, address, phone number (NAP), and sometimes a link to a website. Sounds straightforward, right?   Every time your […]
- [The SEO Cowboys](https://digitaltoolbag.co.uk/blog/the-seo-cowboys/): January 2022, I set up a new marketing company specialising in helping HVAC businesses build websites and dominate Google via local SEO. Through the boiler business community and the partners I work with, I see many SEO reports and advise many heating engineers about improving leads and enquiries through Google and websites. This page will explain the 3 most common mistakes I see when looking at Heating Websites & Google Business Profiles. The biggest complaint I have read or heard is that Google has suspended people’s GMBs (now named GBP) with no explanation other than that the profile does not meet […]

## Pages

- [Contacts](https://digitaltoolbag.co.uk/business-app/contacts/): Business App > CRM > Contacts Contacts Documentation Team Updated 3 months ago Contacts in Business App gives you a place to manage customer information. It syncs with other products to consolidate customer information into one place. Searching Contacts You are able to search for contacts by their first name, last name, email, or phone number. Uploading Contacts You can also upload contacts via CSV, with a limit of up to 5MB. During the upload, you will be able to add multiple columns as tags. Currently, there is no specific option to bulk edit contacts, but if you upload a CSV […]
- [DT-Roadmap](https://digitaltoolbag.co.uk/dt-roadmap/): DT Brand Partner Roadmap Search our knowledge base to learn about Digital Toolbag Business App Search Search DIGITAL TOOLBAG AI Phase One Navigation Attract, Sell, Keep​ Foundational Development Digital Toolbag onboarding Local Marketing Strategy Branding and Sub-brands Building the Website Framework Authority Building AI workforce & AI receptionist Social Media and Onsite Case Studies Phase Two Navigation Compound Development CRM & Job Management Integration AI Workforce Development Ongoing Content Development Digital Advert Management Getting Started Build or Lease Suggested proposal & budget Launch-Ready Pace Additional Budgets Your Marketing Department Ongoing projects Next Steps FAQs Brand Partner ownership clarity Attract, Sell, Keep […]
- [Review Manager](https://digitaltoolbag.co.uk/review-manager/): Review Manager Review management AI for UK plumbing, heating & energy heroes. Why “Review Manager” is a game-changer for busy heating & renewable engineers Home-owners read the stars before they ring your mobile. Nearly 90 % of consumers say they’ll only consider a company with an average rating of 3–5 stars so every review about your last boiler swap or heat-pump install directly affects tomorrow’s diary. Yet who’s got time to hunt through Google, Facebook, Trustpilot and the rest after a 12-hour day on the tools? What Review Manager does for you Pulls every review into one dashboard – Google, Facebook, […]
- [Content Creator](https://digitaltoolbag.co.uk/content-creator/): Content Creator Pro Social blogging & case study tool for UK plumbing, heating & energy heroes. One Place to Stay Social Keeping Facebook, Instagram, LinkedIn, and your own blog fresh while you’re out fitting boilers is tough. Content Creator puts everything in one dashboard. Write posts yourself or let the built-in AI suggest captions, photos, and full blog articles. Train the AI on your company details and heating-industry terminology so every suggestion sounds like it came straight from you. Schedule content in seconds and publish to social channels and your website without leaving the tool. Social media and blogging, handled—your way. […]
- [Local SEO - Overview](https://digitaltoolbag.co.uk/business-app/seo-analyst/): SEO Analyst Local SEO tracking tool for UK plumbing, heating & energy heroes. Articles in this section Campaigns SMS Campaigns Terms of Use Search Digital Toolbag Search Local SEO establishes accurate business listings, which helps local businesses attract leads, stay top-of-mind, and generate revenue. Drive Your Digital Revenue Growth With Local SEO, your clients can establish accurate business listings across the web, increasing their chances of getting found in local searches. Packed with four powerful presence management tools—Google Insights, Listing Sync, Citation Builder, and My Listing—Local SEO is the most comprehensive business listing solution on the market. Local SEO empowers your […]
- [Gmail campaign automation](https://digitaltoolbag.co.uk/business-app/gmail-campaign-automation/): Business App > Campaigns > General Gmail service plan campaigns Documentation Team Updated 7 months ago Gmail Service Plan Campaigns with Digital Toolbag Service plan text to go here What You Can Do Start Yesware Campaigns directly from Digital Toolbag CRM using your existing contact lists. Automate outreach workflows by combining Yesware Campaigns with Digital Toolbag Automations. Track recipient replies and log follow-up activities directly in your CRM. How to Add Contacts to a Yesware Campaign Navigate to CRM > Contacts. Click the Actions dropdown and select Add to Yesware Campaign. Choose the campaign from the dropdown list. This list displays campaigns you’ve already created in your Yesware […]
- [Campaigns Pro Overview](https://digitaltoolbag.co.uk/campaigns-pro-overview/): Welcome to the DT Business App Help Desk CRM, Inbox, Reputation, Social Media, SEO, Automations & Integrations, and more. Digital Toolbag Business App helps local plumbing, electrical & renewable businesses manage their digital strategy to attract, sell and keep 5-star customers while providing the best customer experience. Search our knowledge base to learn about Digital Toolbag Business App Search Search DIGITAL TOOLBAG AI Your Business BrandUnit 1, Auto Road, Your Town Side menu navigation Getting Started Home Inbox CRM AI Campaigns Executive Report My Products Store Automation Administration My Business Getting Started with DT Business App Get Started Digital Toolbag – […]
- [new Business app](https://digitaltoolbag.co.uk/new-business-app/): Welcome to the DT Business App Help Desk CRM, Inbox, Reputation, Social Media, SEO, Automations & Integrations, and more. Digital Toolbag Business App helps local plumbing, electrical & renewable businesses manage their digital strategy to attract, sell and keep 5-star customers while providing the best customer experience. Search our knowledge base to learn about Digital Toolbag Business App Search Search Exploring the Toolbag Side menu navigation DIGITAL TOOLBAG AI Your Business BrandUnit 1, Auto Road, Your Town Getting Started Home Inbox CRM Campaigns Executive Report My Products Store Automation Administration My Business Getting Started with DT Business App Get Started User Profile […]
- [Trigger an Automation using Zapier](https://digitaltoolbag.co.uk/business-app/trigger-an-automation-using-zapier/): Business App > My Business > Automations Trigger an Automation using Zapier Documentation Team Updated 7 months ago Business App CRM can be connected to many 3rd party systems using Zapier. How Does Triggering an Automation using Zapier Work? Step 1: Selecting the Trigger In this step, you can select the trigger that initiates an action in your workflow. As an example when a New Payment in Quickbooks Online can be used as a trigger. However, you can choose from various other triggers available in Zapier. Step 2: Choosing the Action After selecting the trigger, you’ll need to choose the app […]
- [Send Plain Text Emails via Business App Automations in Inbox](https://digitaltoolbag.co.uk/business-app/send-plain-text-emails-via-business-app-automations-in-inbox/): Business App > My Business > Automations Send Plain Text Emails via Business App Automations in Inbox Documentation Team Updated 1 month ago This powerful automation step allows you to confidently send plain text emails via the Business App Inbox. How to send plain text emails via Automations in Inbox Step 1 – Navigate to Business App > My Business > Automations. Step 2 – Open an existing automation, or start a new one. Step 3 – Choose the trigger ‘When a Contact is created.’ Step 4 – Select the ‘Send a plain text email’ action step. The feature allows you […]
- [Inbox Pro Overview](https://digitaltoolbag.co.uk/business-app/inbox-pro-overview/): Business App > Inbox > Inbox Overview Conversations AI Overview Documentation Team Updated 7 months ago Inbox is a lead capture and customer communication tool inside Business App. A business can centralize customer messaging with integrations to Facebook, email, and more – and upgrade to get SMS, and an AI-powered web chat widget. Why is Inbox in Business App important? Small businesses can use Inbox to consolidate customer communication from many different sources into a single place where the entire team can collaborate on providing fast, effective responses, capture leads, and service. What inbox features are included in Business App? Every […]
- [Email: Send and receive email in Inbox](https://digitaltoolbag.co.uk/business-app/email-send-and-receive-email-in-inbox/): Business App > Inbox > Inbox Overview Email: Send and receive email in Inbox Documentation Team Updated 5 months ago Inbox allows your team to send and receive emails with leads and customers via Inbox from a shared email address. When your business gets a new lead from web chat or a form, and that lead provides an email address as a way to contact them, anyone on your team can reply via email to that customer from your centralized Inbox, without needing to open a separate email client. Features Available to all users of Inbox, both Inbox Standard and Inbox […]
- [Connections Page](https://digitaltoolbag.co.uk/business-app/connections-page/): Business App > Administration > Connections Connections Page Documentation Team Updated 1 year ago You can connect Google Business Profile, Google Search Console, Google Analytics, Facebook, and more to Business App so that your most important business data can all come into one place. To add connection in Business App, navigate to Settings > Connections. Connecting your accounts is one of the most important steps you can take to start seeing value in Business App as the connections added will provide the metrics that will prove return on investment. Connections made here will power analytics in the Executive Report and Marketing […]
- [Quickbooks Integration](https://digitaltoolbag.co.uk/business-app/quickbooks-integration/): Business App > Administration > Connections Quickbooks Integration Documentation Team Updated 3 months ago The Quickbooks Integration allows you to sync data between Quickbooks and Business App. Setting up the Integration You can set up a connection with Quickbooks by navigating to the Connections page of Business App: Click on Settings > Connections to navigate to the Connections page. Click on the View New Integrations banner. Click on the Quickbooks Integration Card. You will be taken to the Quickbooks Marketing page, with information on what Quickbooks is and the possibilities that an integration with Quickbooks provides. Click on Add Connection. This […]
- [Connect Google Analytics](https://digitaltoolbag.co.uk/business-app/connect-google-analytics/): Business App > Administration > Connections Connect Google Analytics Documentation Team Updated 8 days ago Google Analytics 4 (GA4) Properties can be connected to Business App and used to monitor website traffic data. To connect your Google Analytics account, navigate to Administration > Connections > Browse. Click the GA4 card > Add Connection to begin connecting the desired Google account. Articles in this section Setting up the QuickBooks Integration Setting Up Triggers for Closed Matters in Clio Add Valid API Users in ServiceMonster Setting Up Vendor-Managed Integrations Setting Up SSO-Based Integrations Setting Up API-Key Based Integrations Gingr Integration Connect Google Analytics […]
- [Gingr Integration](https://digitaltoolbag.co.uk/business-app/gingr-integration/): Business App > Administration > Connections Gingr Integration Documentation Team Updated 3 months ago Gingr is a dog daycare, kennel, and grooming software that modernizes and streamlines pet care business operations. Set up the Gingr Integration Trigger: This integration uploads a contact into the platform CRM when a reservation is checked out in GingrOpt-Out: If a customer is opted out of marketing emails in Gingr, the contact Will Not upload into the platform CRM If a customer is opted out of marketing SMS in Gingr, the contact Will be uploaded, but the phone number will not be synced into the platform […]
- [Setting Up Vendor-Managed Integrations](https://digitaltoolbag.co.uk/business-app/setting-up-vendor-managed-integrations/): Business App > Administration > Connections Setting Up Vendor-Managed Integrations Documentation Team Updated 7 days ago Vendor-Managed Integrations allow you to seamlessly sync data and automate review requests. Setting up the Integration Step 1 – Accessing the Integration Page Navigate to Administration > Connections > Browse tab to see the Integrations page. Look for the desired integration, and click on the card. Step 2 – Marketing Page Once you click on the chosen integration, you’ll be taken to the Marketing Page. Here, you’ll find more information about what the integration can do and the possibilities it provides. Consider, for example, the […]
- [Multi-Location Data Exporter](https://digitaltoolbag.co.uk/business-app/multi-location-data-exporter/): Business App > Multi-Location > General Multi-Location Data Exporter Documentation Team Updated 6 months ago If you are a user of Multi-Location, you can export review, listing, or Google Business Profile data to a CSV, to allow flexibility in your workflows, auditing, and internal reporting for many locations. Navigate to “Data Exporter” on the left-hand navigation menu. Once in the data exporter screen, click the data source drop-down to choose between All reviews, Review summary by source, Google Business Profile summary, and Listing data. Once your data source has been selected, click ‘export data to CSV.’ Filter options allow you to […]
- [The Multi-Location Executive Report](https://digitaltoolbag.co.uk/business-app/the-multi-location-executive-report/): Business App > Multi-Location > General The Multi-Location Executive Report Documentation Team Updated 6 months ago The Multi-Location Executive Report is a powerful roll-up of metrics across any number of business locations. With a custom date selector and filtering, it’s easy to slice the data to see trends in marketing performance across a Multi-Location Group. Proof-of-performance reporting Trend lines and delta-change numbers are a key feature of Executive Reporting, allowing you to see short or large-scale change across many accounts, and prove the impact your work has been having. Key Features Fast data – Slice-and-dice large data sets quickly. Short-term changes […]
- [Multi-Location Overview](https://digitaltoolbag.co.uk/business-app/multi-location-overview/): Business App > Multi-Location > General Multi-Location: Social Posting Documentation Team Updated 6 months ago Insights on all your businesses, in one place. Multi-Location Business App is a roll-up of analytics that allow you to monitor and improve your franchise’s online SEO. Multi-Location supports the ability to oversee thousands of franchise locations, giving your team the ability to quickly organize important digital marketing metrics so you can easily see how all your locations are doing compared to each individual location. See the big picture with insights Custom date picker, to compare current performance to the previous period. Visualize data in trend-lines, […]
- [Multi-Location: Review Response Suggestions](https://digitaltoolbag.co.uk/business-app/multi-location-review-response-suggestions/): Business App > Multi-Location > General Multi-Location: Review Response Suggestions Documentation Team Updated 6 months ago Brand managers can efficiently respond to their Facebook, Google, and My Listing reviews from Multi-Location Business App using review response suggestions. Responding to the many reviews a multi-location brand receives each day is a time-consuming task. With review response suggestions, brand managers can respond to each online review, for any location, in just two clicks. Suggestions will pull in dynamic components in order to personalize the response. Dynamic components include the reviewer’s name, business name, business phone number, and more. Brand managers may also be […]
- [Multi-Location: Social Posting](https://digitaltoolbag.co.uk/business-app/multi-location-social-posting/): Business App > Multi-Location > General Multi-Location: Social Posting Documentation Team Updated 6 months ago With Multi-location Business App’s social posting, you can: Post to multiple Facebook, Instagram or Google Business Profile pages in one go Customize posts for each individual location through dynamic content and allow the individual locations to customize multi-location posts. Review and monitor brand performance and drill down on individual locations in one view How does multi-location social posting work? Please note that access to social posting may depend on your Business App subscription. For best results, each location should be set up as an individual account […]
- [Setting Up API-Key Based Integrations](https://digitaltoolbag.co.uk/business-app/setting-up-api-key-based-integrations/): Business App > Administration > Connections Setting Up API-Key Based Integrations Documentation Team Updated 2 months ago API key-based integrations allow you to seamlessly sync data and automate review requests. These integrations can be set up by following the instructions below. 1. Access the Integration Page Go to Administration > Connections to open the Connections page. Navigate to the Browse tab. Find the desired integration card and click on it. 2. Explore the Marketing Page You’ll be taken to the marketing page for the selected integration. This page provides detailed information about the integration’s features and capabilities. For example, the marketing […]
- [Setting Up SSO-Based Integrations](https://digitaltoolbag.co.uk/business-app/setting-up-sso-based-integrations/): Business App > Administration > Connections Setting Up SSO-Based Integrations Documentation Team Updated 7 days ago SSO-Based Integrations allow you to seamlessly sync data and automate review requests. Follow these steps to set up the integration: 1. Accessing the Integration Page: Click on Administration > Connections to navigate to the Connections page. Look for the desired Integration card and click on it. 2. Marketing Page: You’ll be taken to the Marketing Page for the selected Integration. Here, you’ll find more information about what the Integration can do and the possibilities that an Integration provides. Consider the Marketing Page of Jobber as […]
- [Add Valid API Users in ServiceMonster](https://digitaltoolbag.co.uk/business-app/add-valid-api-users-in-servicemonster/): Business App > Administration > Connections Add Valid API Users in ServiceMonster Documentation Team Updated 3 months ago Adding valid API users in ServiceMonster ensures seamless data integration and functionality following SSO (Single Sign-On) connection. Follow the steps below to set up API users correctly. Step-by-Step Guide: Log in to the ServiceMonster Portal: Access your ServiceMonster account by entering your login credentials. Navigate to API Users Settings: Once logged in, go to the Settings section. Select API Users from the available options. Create a New API User: On the API Users screen, click on the Add API User button. Assign the […]
- [Setting Up Triggers for Closed Matters in Clio](https://digitaltoolbag.co.uk/business-app/setting-up-triggers-for-closed-matters-in-clio/): Business App > Administration > Connections Setting Up Triggers for Closed Matters in Clio Documentation Team Updated 2 months ago This guide will help you configure triggers for Closed Matters in Clio, specifically for opting out or opting in to syncing customer data. Follow the instructions below to set up these configurations effectively. Setting Up the Closed Matter (Opt Out) Trigger The Closed Matter (Opt Out) trigger allows you to exclude specific customers from syncing their data to the platform when a Matter is closed. When the “Opt Out” checkbox is checked, Clio will not send the customer’s information. By default, […]
- [Inbox in Multi-Location](https://digitaltoolbag.co.uk/business-app/inbox-in-multi-location/): Business App > Inbox > Inbox Overview Inbox in Multi-Location Documentation Team Updated 6 months ago What is Inbox in Multi-Location? For businesses utilizing Inbox to manage communication across multiple locations, the Multi-Location Inbox feature offers a streamlined solution. Multi-Location Inbox aggregates all conversations from various accounts into a single Inbox. This enables teams to efficiently handle customer communication via Google Business Messages, Facebook, Instagram, SMS, and Web Chat conversations, all within one centralized platform. Key Features Easy Setup: Users can opt-in to Multi-Location Inbox by clicking the “Start Using Multi-Location Inbox” button. This action pulls past and future conversations from […]
- [Setting up the QuickBooks Integration](https://digitaltoolbag.co.uk/business-app/setting-up-the-quickbooks-integration/): Business App > Administration > Connections Setting up the QuickBooks Integration Documentation Team Updated 12 days ago Getting Started To successfully integrate QuickBooks Desktop with Business App, follow these steps in order. Please note that Multi-User Mode will not work during the setup process, so ensure that QuickBooks is in Single-User Mode and you are logged in as an Admin. Step 1: Install the Required Patch Download and install the required QuickBooks patch from the link below: QBFC 13.0 Installer Follow the on-screen instructions to complete the installation. Step 2: Install the Business App Upload Client Download the Business App Upload […]
- [Best Practices for Improving Email Deliverability](https://digitaltoolbag.co.uk/business-app/best-practices-for-improving-email-deliverability/): Business App > Administration> Email Configuration Best Practices for Improving Email Deliverability Documentation Team Updated 4 months ago Getting your emails to reach people’s inboxes shows that you are sending the right messages at the right time. If people open, click, or complain about your emails, it can affect whether your emails are seen as good or spam. More positive actions mean your emails are more likely to be seen! Authenticate your custom email domain By default, when you are sending any email through the Business App platform, you will be using the Business App shared domain. This is fine to […]
- [Email Configuration](https://digitaltoolbag.co.uk/business-app/email-configuration/): Business App > Administration > Email Configuration Email Configuration Documentation Team Updated 7 months ago You can review SPF/DMARC/DKIM setup for your client in Business App. Open Business App > Navigate to Settings > Email Configuration. A red circle with the exclamation point next to a record indicates it has not been verified. A green circle with a checkmark next to a record indicates it has been verified. Articles in this section Email Configuration Best Practices for Improving Email Deliverability Search Digital Toolbag Search
- [Invoices](https://digitaltoolbag.co.uk/business-app/invoices/): Business App > My Business > Invoices Invoices Documentation Team Updated 9 months ago The Invoices tab in the platform gives you the ability to view, download, and pay for invoices. By clicking on any invoice, you will be able to see the details, enter your credit card, and make a payment. By clicking the ⋮ in line with your invoice, you can also view receipts or download your invoice. Articles in this section Invoices Search Digital Toolbag Search
- [Orders](https://digitaltoolbag.co.uk/business-app/orders/): Business App > My Business> Orders Orders Documentation Team Updated 8 months ago Your can view your orders directly from the Orders tab in Business App. The orders table allows you to see what you’ve ordered, what you’re spending, and any other associated information. This is especially useful for bookkeeping and transparency. To view orders: 1. Log into Business App.2. Click on My Business > Orders.3. From here, you can do a few things:Click into an order to see the contract start and expiration dates. Download a CSV of order details. Articles in this section Orders Search Digital Toolbag Search
- [Send SMS via Automations in Inbox](https://digitaltoolbag.co.uk/business-app/send-sms-via-automations-in-inbox/): Business App > My Business > Automations Send SMS via Automations in Inbox Documentation Team Updated 7 months ago This powerful automation step allows you to confidently send SMS messages via Inbox in Business App. How to use SMS via Automations in Inbox: Step 1 – Open Business App > Automations. Step 2 – Open an automation, or create a new one. Step 3 – Choose the trigger When a Contact is created. Step 4 – Choose the SMS step. This feature offers you the flexibility to send automated SMS messages through your existing inbox. Articles in this section Available Automations […]
- [Update Company trigger in Automations](https://digitaltoolbag.co.uk/business-app/update-company-trigger-in-automations/): Business App > My Business > Automations Update Company trigger in Automations Documentation Team Updated 7 days ago This powerful automation step allows you to confidently use the when a company is modified event as a trigger: Name of the trigger in the platform: When a Company is created or modified How to update the company trigger in Automations: Step 1 – Navigate to Automations. Step 2 – Create an automation with the trigger – When a Company is created or modified Step 3 – Choose the required fields on the side panel as an additional step to ensure not all […]
- [Automation Templates](https://digitaltoolbag.co.uk/business-app/automation-templates/): Business App > My Business > Automations Automation Templates Documentation Team Updated 1 months ago What are automation templates? Automation templates will allow you to save time and streamline workflows! You can create your own, or use a pre-made template. How do automation templates work? Step 1 – Navigate to Business App > My Business > Automations.Step 2 – Click on Create Automation. Here you will see all available templates, or you can go ahead and create your own. This feature is available to all Business App users! Articles in this section Available Automations Triggers Web Chat Lead Engagement Workflow Recipe […]
- [Web Chat Lead Notification Workflow Recipe](https://digitaltoolbag.co.uk/business-app/web-chat-lead-notification-workflow-recipe/): Business App > My Business > Automations Web Chat Lead Notification Workflow Recipe Documentation Team Updated 5 months ago Requirements To enable this Workflow Recipe, you’ll need: Inbox Pro – AI-Assisted Web Chat Lead Capture & SMS Messaging bundle: This ensures that leads can be captured and SMS notifications can be sent. The chat widget installed on your website. This widget allows leads to initiate contact, starting the workflow. Overview When a new lead reaches out via web chat, timely notifications are crucial for quick follow-up. The Web Chat Lead Notification Workflow Recipe is a two-part workflow designed to alert your […]
- [Web Chat Lead Engagement Workflow Recipe](https://digitaltoolbag.co.uk/business-app/web-chat-lead-engagement-workflow-recipe/): Business App > My Business > Automations Web Chat Lead Engagement Workflow Recipe Documentation Team Updated 3 months ago Requirements To use this Workflow Recipe, you’ll need: Inbox Pro – AI-Assisted Web Chat Lead Capture & SMS Messaging bundle The chat widget installed on your website: The widget must be active to capture leads directly from your site. Setup Video Coming soon! Overview Imagine a potential customer reaches out through your website’s chat. They’re interested in learning more about your services, and this is your moment to make a positive first impression. But in a busy day, it’s easy for inquiries […]
- [Available Automations Triggers](https://digitaltoolbag.co.uk/business-app/available-automations-triggers/): Business App > My Business > Automations Available Automations Triggers Documentation Team Updated 4 months ago Automation Triggers Overview Automation triggers are the starting points that initiate your workflows. With a wide variety of triggers available—and new ones being added regularly—you have flexibility in how workflows begin. Some triggers are straightforward and ready to use immediately, while others offer configurable options to suit specific needs. Below, you’ll find a comprehensive list of all available automation triggers. Each entry includes a description, key details, any special cases, and example use cases. Articles in this section Available Automations Triggers Web Chat Lead Engagement […]
- [My Business tab in Digital Toolbag App](https://digitaltoolbag.co.uk/business-app/my-business-tab-in-digital-toolbag-app/): Business App > My Business > Business Profile My Business tab in Business App Documentation Team Updated 9 months ago Learn how to set up and manage various features within the Business App, including your business profile, projects, meetings, guides, files, automations, orders, invoices, and the data exporter. The My Business section offers a comprehensive suite of tools designed to streamline operations efficiently. How does the My Business page work?   Log into Business App and click on the desired navigation. Each navigation is described below: 1. Business Profile: The Business Profile page is an important component of your business’s digital […]
- [Business Profile](https://digitaltoolbag.co.uk/business-app/business-profile/): Business App > My Business > Business Profile Business Profile Documentation Team Updated 1 months ago The Business profile page is an important component of your business’s digital presence. It allows you to update all of your relevant business information such as hours, location, and phone number, and keep that information in sync across the platform, and the web. How do I access the Business Profile Page? Once you log in to your Business App account, you can access it easily this page by going to My Business > Business Profile. Business Profile stays in sync across products. The Business Profile […]
- [My Meetings](https://digitaltoolbag.co.uk/business-app/my-meetings/): Business App > My Business > My Meetings My Meetings Documentation Team Updated 1 months ago My Meetings is a free addition to Business App. You can set up booking links, sync meetings with Google Calendar set your availability, and more. It allows you and your clients to find times that work for you both! How to use My Meetings 1. To get started, navigate to Business App > My Business > My Meetings. 2. Create an event link for personal or team events. 3. Name and customize your meeting type. 4. Save your new link by clicking Create event link. […]
- [Guides](https://digitaltoolbag.co.uk/business-app/guides/): Business App > My Business > Guides Guides Documentation Team Updated 7 months ago Guides in Business AppUse the Guides tab in Business App to explore helpful resources that show you key areas to focus on, how to improve your sales strategy, and manage your online presence effectively. How to Access Guides in Business App To access Guides, navigate to: Business App > My Business > Guides. These guides will help you make the most of your online tools and grow your business with ease. Articles in this section Guides Search Digital Toolbag Search
- [Purchase products from the App Store](https://digitaltoolbag.co.uk/business-app/purchase-products-from-the-app-store/): Business App > Store > Purchase Products Purchase products from the Store Documentation Team Updated 10 months ago Welcome to the Store tab in the Business App, your one-stop shop for browsing, expressing interest in, and purchasing products directly from the app. When you navigate to the Store tab, you’ll find all the products and packages that have been published in your store, making it easy to access and purchase what you need. This feature is designed to streamline your shopping experience, ensuring you have all the available offerings at your fingertips. How can I access the Store in Business App?Log […]
- [Post to TikTok, and improved AI workflows](https://digitaltoolbag.co.uk/business-app/post-to-tiktok-and-improved-ai-workflows/): Business App > My Products > Social Marketing Post to TikTok, and improved AI workflows Documentation Team Updated 5 months ago Schedule social media posts to many networks from one place. Now including TikTok as an available integration, in addition to Facebook, Google Business Profile, Instagram, X, LinkedIn, and YouTube. There are new workflows to collaborate on content creation with AI. Watch the video to learn how it works! https://digitaltoolbag.co.uk/wp-content/uploads/2025/03/Post-to-TikTok-and-improved-AI-workflows-–-April-11th-2024.mp4 Articles in this section Post to TikTok, and improved AI workflows Search Digital Toolbag Search
- [Configuring My Products in Digital Toolbag App](https://digitaltoolbag.co.uk/business-app/configuring-my-products-in-digital-toolbag-app/): Business App > My Products > My Products Overview Configuring My Products in Digital Toolbag App Documentation Team Updated 5 months ago The My Products page offers a comprehensive list of all of your businesses products for easy accessibility through Digital Toolbag App. From this page, you will see all of the active products on your account, and can easily pin your most used products to the side panel. How does My Products page work? Log into Business App and click on My Products. How can I organize the products on the side panel of Business App? By clicking on the […]
- [Executive Report: Google Analytics](https://digitaltoolbag.co.uk/business-app/executive-report-google-analytics/): Business App > Executive Report > Overview Executive Report: Google Analytics Documentation Team Updated 6 months ago You can see data on your website’s traffic in the Executive Report when you connect a Google Analytics account in Business App. If you have a Google Analytics account connected to Business App, you will find the Executive Report to be even more useful in monitoring your website’s performance. You will be able to see measurements of site traffic, referral sources, bounce rate, and more. How does the Google Analytics data work? You can connect your Google Analytics account by going to Business App […]
- [Executive Report: Google Q&A reporting](https://digitaltoolbag.co.uk/business-app/executive-report-google-qa-reporting/): Business App > Executive Report > Overview Executive Report: Google Q&A reporting Documentation Team Updated 6 months ago What is the Reporting on the Home Page? The Executive Report shows your how your business is performing across a variety of marketing categories including online reputation. Google Q&A monitoring is an essential part of your business’s online reputation. Google Q&A data is available in the Executive Report. This reporting will show data pertinent to understanding changes in Google Q&A activity and the overall status of Questions. From the reporting, you can expect to understand: How many new Questions were received during the […]
- [Executive Report: Google Search Console](https://digitaltoolbag.co.uk/business-app/executive-report-google-search-console/): Business App > Executive Report > Overview Executive Report: Google Search Console Documentation Team Updated 6 months ago See SEO proof-of-performance in the Executive Report! Automatically prove that the work you’re doing is helping your business show higher in Google search results. By connecting Google Search Console to Business App, you can see detailed, automatic proof-of-performance analytics for searches happening on Google including: How many queries your website appears on within page one of Google How many clicks you website is getting How many impressions your website is getting Which queries are getting the most clicks, and your average position in […]
- [Terms of Use](https://digitaltoolbag.co.uk/business-app/terms-of-use/): Business App > Campaigns > General Terms of Use Documentation Team Updated 4 months ago Proper Use You represent and warrant that no materials of any kind submitted through your account or otherwise posted, transmitted, or shared by you on or through the Service, including emails sent, will violate or infringe upon the rights of any third party, including copyright, trademark, privacy, publicity or other personal or proprietary rights; or contain libellous, defamatory or otherwise unlawful material. In addition, you agree not to use the Service or the Site to: harvest or collect email addresses or other contact information of other […]
- [SMS Campaigns](https://digitaltoolbag.co.uk/business-app/sms-campaigns/): Business App > Campaigns > General SMS Campaigns Documentation Team Updated 25 days ago Boost customer engagement with dedicated SMS campaigns or multi-step campaigns combining email and SMS. Whether promoting offers, sending invitations, or requesting reviews, you can efficiently notify customers through targeted SMS campaigns. You will have the flexibility to send both SMS and email campaigns, ensuring timely and impactful communication. How to use SMS Campaigns in Business App Step 1 – Make sure Campaigns are activated for your account. Step 2 – SMS Campaigns is only available for the US and Canada. At this time, cross-country sending of SMS […]
- [Campaigns](https://digitaltoolbag.co.uk/business-app/campaigns/): Email Sales Pro Email campaign builder for UK plumbing, heating & energy heroes. Video overview – coming soon How to Use Campaigns Step 1 – Navigate to Campaigns > Overview > Create Campaign. Give your campaign a name, and select ‘Create.’ ORNavigate to the Templates tab, and select a template to work off of. Step 2 – Configure your campaign as desired. Choose a time zone, and which days emails will be sent on. Step 3 – Click to add a step by creating your own email, adding an email from an existing template, or adding SMS. Step 4 – Create […]
- [Web forms to capture leads in CRM & Inbox](https://digitaltoolbag.co.uk/business-app/web-forms-to-capture-leads-in-crm-inbox/): Business App > CRM > Forms Web forms to capture leads in CRM & Inbox Documentation Team Updated 10 months ago A custom form can be created in Business App and installed on a website landing page or ‘contact us’ page with a simple embed code. When it is filled out, it will create a contact in the CRM, and create a conversation in Inbox where it can then be responded to. Using Automations, the contact can receive an automatic reply after filling out the form, can be added to an email or SMS nurturing campaign, and more! How to Use […]
- [Digital Toolbag Events](https://digitaltoolbag.co.uk/events/): Digital Toolbag Events Marketing, sales, AI and business events for UK plumbing, heating, HVAC, electrical and renewable businesses. Recent Events 15 Sep 2026 Trade Growth Masterclass 2026: AI, Automation, and Recurring Revenue for Heating Businesses 15 Sep 2026 Attract, Sell, Keep: Sheffield Pilot Workshop 27 Jul 2026 From £7,500 to £9,000: How to Market the New Boiler Upgrade Scheme Increase 14 Jul 2026 Why AI Websites Fail UK Trades 14 Jul 2026 How UK Plumbing & Heating Engineers Can Win the Shift to AI Overviews in 2026
- [Inbox: Send and Receive SMS](https://digitaltoolbag.co.uk/business-app/inbox-send-and-receive-sms/): Business App > Inbox > Inbox Overview Inbox: Send and Receive SMS Documentation Team Updated 6 months ago Businesses get a local SMS number to send text messages and images with customers from a shared team Inbox. Available for users of Inbox Pro in Canada and the United States. When Inbox Pro is activated, a business will automatically be assigned a local texting number from an available pool of numbers nearest to the business’s physical address. How to send an SMS message If your business is located in the United States, you must first complete SMS registration before you can send […]
- [Inbox: Send and Receive Emails](https://digitaltoolbag.co.uk/business-app/inbox-send-and-receive-emails/): Business App > Inbox > Inbox Overview Inbox: Send and Receive Emails Documentation Team Updated 10 months ago Inbox allows your team to send and receive emails with leads and customers via Inbox from a shared email address. When a business gets a new lead from web chat or a form, and that lead provides an email address as a way to contact them, anyone on the team can reply via email to that customer from your centralized Inbox, without needing to open a separate email thread. Features Available to all users of Inbox, both Inbox Standard and Inbox Pro. Send […]
- [AI Website Knowledge Training](https://digitaltoolbag.co.uk/business-app/ai-website-knowledge-training/): Business App > Inbox > Inbox Overview AI Website Knowledge Training Documentation Team Updated 6 months ago AI Assistant has revolutionized the way that customers can interact with your business online by responding to inquiries instantly, 24/7, providing great answers to questions and capturing leads. By learning from the content on your business’s website, the AI assistant can automatically answer even more questions accurately with very little setup. Website knowledge training (website scraping) is available for anyone that is using the AI-assisted Web Chat Lead Capture widget. How to train the AI assistant on the website Steps: Navigate to Inbox > […]
- [Missed-Call Text Back](https://digitaltoolbag.co.uk/business-app/missed-call-text-back/): Business App > Inbox > Inbox Overview Missed-Call Text Back Documentation Team Updated 6 months ago Overview The missed-call text back feature in Inbox ensures that your business can promptly respond to incoming calls, even when they go unanswered. Whether a call is missed because the line is busy, or the caller hangs up before it is answered, this feature allows you to send an automatic text message to the caller. Alternatively, businesses can choose to send a text to all callers immediately. This functionality helps businesses maintain strong communication with their customers, reduce the chances of losing leads to competitors, […]
- [AI-assisted Web Chat Widget Overview (Inbox Pro)](https://digitaltoolbag.co.uk/business-app/ai-assisted-web-chat-widget-overview-inbox-pro/): Business App > Inbox > Inbox Overview AI-assisted Web Chat Widget Overview (Inbox Pro) Documentation Team Updated 6 months ago With AI-assisted web chat, your business can capture more leads from your website. Your AI assistant will chat live with website visitors, answer questions capture their contact information so you can follow up later via SMS or email, and turn them into a customer. How AI Web Chat works Once installed on your business website, the chat widget will appear to website visitors and encourage them to chat with your AI assistant with the goal of capturing a lead for your […]
- [Business App Pro – Overview](https://digitaltoolbag.co.uk/business-app/business-app-pro-overview/): Business App > Get Started > Business App Navigation & Tabs Business App Pro – Overview Documentation Team Updated 1 year ago Business App Pro helps businesses manage their customer relationships, capture leads, automate marketing campaigns and messaging, and much more. Watch this video to learn all about it! https://digitaltoolbag.co.uk/wp-content/uploads/2025/03/Business-App-Walkthrough.mov Articles in this section Customize Language in Business App Business App Pro – Overview Search Digital Toolbag Search
- [Customize Language in Business App](https://digitaltoolbag.co.uk/business-app/customize-language-in-business-app/): Business App > Get Started > Business App Navigation & Tabs Customize Language in Business App Documentation Team Updated 10 months ago Want to experience Business App in your preferred language? This guide offers a quick look at how to customize the app’s interface. Language customization can enhance your experience and expand accessibility. How to Update the Business App Language Log in to Business App Click on your profile name in the top right corner, then click on the current language. Select your preferred language from the available list. Articles in this section Customize Language in Business App Business App Pro […]
- [Home Page](https://digitaltoolbag.co.uk/business-app/home-page/): Business App > Get Started > Home Home Page Documentation Team Updated 8 months ago The Business App Home page is the primary tab that you will land on once you have logged in that showcases business data and activity. It features the following sections: Marketing Funnel Recent Activity Business Profile Active Products You are invited to connect your accounts (Facebook, Google Business Profile, and more) at the top of the screen. This will subsequently connect these accounts to relevant products automatically. In the top right, you can also select a date range for your Marketing Funnel. Articles in this section […]
- [Home Page Reporting](https://digitaltoolbag.co.uk/business-app/home-page-reporting/): Business App > Get Started > Home Home Page Reporting Documentation Team Updated 6 months ago What is the Reporting on the Home Page? The reports on your Business App Home Page roll up key metrics from the Executive Report into Impressions, Engagement, and Leads – helping your to see how your marketing efforts are contributing to increased brand awareness and more customers. These metrics in Business App enable you to see how your marketing efforts perform. It is divided into 3 distinct sections: Impressions: The number of views of online content received. Engagement: The number of interactions with your business’ […]
- [User Profile Page](https://digitaltoolbag.co.uk/business-app/user-profile-page/): Business App > Get Started > Overview User Profile Page Documentation Team Updated 9 months ago The User Profile allows you to edit your notification settings, update your personal information, and reset your password. You can manage your user profile by clicking on the dropdown next to your name in the top right corner and then clicking Edit Profile. With the user profile page, you can resolve some simple issues on your own (example: password reset) rather than waiting for assistance. This page is required to grant you “Right to Access” and “Right to Rectification” under the General Data Protection Regulation […]
- [Business app](https://digitaltoolbag.co.uk/business-app/): Welcome to the DT Business App Help Desk CRM, Inbox, Reputation, Social Media, SEO, Automations & Integrations, and more. Digital Toolbag Business App helps local plumbing, electrical & renewable businesses manage their digital strategy to attract, sell and keep 5-star customers while providing the best customer experience. Search our knowledge base to learn about Digital Toolbag Business App Search Search DIGITAL TOOLBAG AI Your Business BrandUnit 1, Auto Road, Your Town Side menu navigation Getting Started Home Inbox CRM AI Campaigns Executive Report My Products Store Automation Administration My Business Getting Started with DT Business App Get Started Digital Toolbag – […]
- [Built to last](https://digitaltoolbag.co.uk/builttolast/): Built to Lastbusiness development forthe heating industry Built to Last £99+VAT Coming soon Digital Toolbag – Attract Sell Keep £99+VAT Coming soon AI Workforce for the Plumbing & Heating Industry £99+VAT Coming soon Dominate Marketing £99+VAT Coming soon SEO for the Plumbing & Heating Industry £99+VAT Coming soon Websites for the Plumbing & Heating Industry £99+VAT Coming soon your business built to last Are you in business by accident? We say yes to everything and no to ourselves. The customer has all the power and it’s a race to the bottom. But not for you. Why? Because you are taking steps […]
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- [Free SEO Report](https://digitaltoolbag.co.uk/free-seo-report/): Free SEO Report For Plumbers, Electricians & Renewable Businesses Free SEO Report The Digital Toolbag Free SEO Report What’s included in the report? The free local SEO report from Digital Toolbag provides an easy-to-understand overview of your local business online. It contains insights into your online reviews, business citations, and website rankings on Google’s Map pack and search pages (SERPs).  Completing the questions takes less than 30 seconds, but to understand the report, you should read this page and the supporting articles in full before looking at your report. Get your free SEO report Free SEO Report The Digital Toolbag Free […]
- [Software](https://digitaltoolbag.co.uk/software/): Software for your HVAC & Solar Business Add Your Heading Text Here Latest Blog Posts Citations & Business Directories Outrank the competition with Citations.  You might have heard that building “citations” is good practice for local SEO but have not quite realised just how essential it is. This article will look at a recent case study of a business that used three citation campaigns over 9 months to reach multiple top three positions on Google in a major city. Ok, so what is a citation? A citation in the context of local SEO refers to any online mention of a business’s […]
- [Marketing & Sales](https://digitaltoolbag.co.uk/marketing-sales/): The HVAC & Solar Marketing & Sales Blog Latest Blog Posts Citations & Business Directories Outrank the competition with Citations.  You might have heard that building “citations” is good practice for local SEO but have not quite realised just how essential it is. This article will look at a recent case study of a business that used three citation campaigns over 9 months to reach multiple top three positions on Google in a major city. Ok, so what is a citation? A citation in the context of local SEO refers to any online mention of a business’s name, address, phone number […]
- [Industry News](https://digitaltoolbag.co.uk/industry-news/): HVAC & Solar Business Industry News Add Your Heading Text Here Latest Blog Posts Citations & Business Directories Outrank the competition with Citations.  You might have heard that building “citations” is good practice for local SEO but have not quite realised just how essential it is. This article will look at a recent case study of a business that used three citation campaigns over 9 months to reach multiple top three positions on Google in a major city. Ok, so what is a citation? A citation in the context of local SEO refers to any online mention of a business’s name, […]
- [Business Development](https://digitaltoolbag.co.uk/business-development/): The HVAC & Solar Business Development Blog Add Your Heading Text Here Latest Blog Posts Citations & Business Directories Outrank the competition with Citations.  You might have heard that building “citations” is good practice for local SEO but have not quite realised just how essential it is. This article will look at a recent case study of a business that used three citation campaigns over 9 months to reach multiple top three positions on Google in a major city. Ok, so what is a citation? A citation in the context of local SEO refers to any online mention of a business’s […]
- [Branding](https://digitaltoolbag.co.uk/branding/): Branding your company Branding & Logo design Why its important to build a brand image Logo design, workwear & nice website, yes, you need them, but that is just page one of the Dummies guide to marketing. If you want to build a marketing & sales machine, you must do what 99% of the industry has failed to understand. Branding helps define your brand’s personality, values, and unique selling points, creating a consistent image. Starting with a well-designed logo is instantly recognisable, making it easier for customers to identify your brand and differentiate you from competitors. Your logo is often the […]
- [SEO-Pedia for HVAC & Solar](https://digitaltoolbag.co.uk/seo-pedia/): SEO-Pedia for HVAC & Solar Your Frequently Ask SEO Questions Aliquet enim montes gravida tempor in morbi? Nec arcu ipsum auctor nunc massa montes lacinia at fames nostra tortor. Blandit accumsan dictum hendrerit gravida non cubilia ut nullam id nec. Quisque magnis mus finibus fames elit imperdiet dictumst curabitur rutrum aenean adipiscing. Porttitor euismod efficitur taciti convallis ante mattis? Nec arcu ipsum auctor nunc massa montes lacinia at fames nostra tortor. Blandit accumsan dictum hendrerit gravida non cubilia ut nullam id nec. Quisque magnis mus finibus fames elit imperdiet dictumst curabitur rutrum aenean adipiscing. Vitae maecenas sodales convallis nunc amet eleifend […]
- [Blog](https://digitaltoolbag.co.uk/blog/): News & Article
- [Contact us](https://digitaltoolbag.co.uk/contact-us/): Contact Digital Toolbag 24h digital heating support assistant Digital Toolbag 24 Hour Support Meet Alaix. You will find him  in the chat box at the bottom of the screen and in the WhatsApp support. Chat with him about all things Digital Toolbag either online or via WhatsApp. Alaix will take your enquiries and pass them on to the team. Prefer WhatsApp Support? Ready to get started? Hope you found what you were looking for today! If you want to reach out and start the conversation, simply drop your business details into the free SEO report above and then complete this contact quick form […]
- [Digital services for the renewable industry](https://digitaltoolbag.co.uk/services/): Digital services for your local installation business 100% HVAC & Solar Our Service Marketing & Sales Management for Heating, HVAC & Solar Energy Heroes HVAC / Solar businesses need strategic planning, marketing strategy and sales communications yet often need more resources for this essential development. Partner with Digital Toolbag for hands-on management of all your marketing activities. Discover more 100% HVAC & Solar Digital Agency Solar Search 0 K+ New Boiler Search 0 K+ AirCon Search 0 K+ Heat Pump Search 0 K+ Digital Toolbag Management Building Local Sales Platforms Branding Logo design, smart workwear, and slick-looking website, yeah, you will […]
- [The team](https://digitaltoolbag.co.uk/about-us/): Meet the team & our partners Push & Pull Meet Our Team Teamwork makes the dream work. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo. Tommy LeeZmuda Marketing strategy Facebook-f Linkedin-in Link Liam Broomhead Web Developer Facebook-f Linkedin-in Link Joanna ZmudaLee Social Media Facebook-f Linkedin-in Link With support from our partners Rob Taylor Built to Last Facebook-f Linkedin-in Link Matt Franklin Payaca CRM Matt Franklin, Founder of Payaca, has been working on an automated Heat Pump sales journey. Regardless of what CRM you use you will need to improve your sales […]
- [Case studies](https://digitaltoolbag.co.uk/case-studies/): HVAC Case Studies Our mission is to help you dominate local The 2023 Plumbing Case Study 0 K+ Views of GMB / GBP 0 GMB Clicks to Website 0 Calls from GMB Previous slide Next slide The 2023 Heat Pump Case Study 0 K+ Views of GMB / GBP 0 GMB Clicks to Website 0 Calls from GMB Previous slide Next slide The 2023 Boiler Case Study 0 K+ Views of GMB / GBP 0 GMB Clicks to Website 0 Calls from GMB Previous slide Next slide Featured Project To be a real marketing leader, you need to offer something unique. […]
- [SEO Packages](https://digitaltoolbag.co.uk/seo/): Building your HVAC & Solar Sales Platform Spread the costs of development with a monthly budget Start here Essential SEO & Social Management The Essential package is for local businesses that do not need a new website but still want to improve reach via Google maps & Social. £ 500 p/m + vat Level 1 – Essential SEO & Social Media Management Dominate Google Maps Attract more local leads Branding consultation Local market research Google & FB posting SEO reports AI Assisted Authority building campaigns Rolling monthly contract Get Started BUILD YOUR BRAND Building Your Sales Platform This package is for […]
- [Home](https://digitaltoolbag.co.uk/): Welcome to Digital Toolbag The UK marketing & sales agency for the Plumbing, Electrical & Renewable industries Welcome to digital toolbag We build Sales Platforms for the UK HVAC & Solar Industries. Branding, Websites, SEO, Social Media & Software. We are a Marketing & Sales agency based in the UK. We consult, plan, write & design sales platforms to help you attract, sell & keep five star customers.  Learn more All in one platform, built to sell Eeeek, coming soon! The Digital Toolbag explainer is still in production 18+ Years of Experience in UK Heating Digital Toolbag Management Helping Local Energy Heroes Dominate […]
- [Privacy Policy](https://digitaltoolbag.co.uk/privacy-policy/): Who we are Our website address is: https://digitaltoolbag.co.uk. Comments When visitors leave comments on the site we collect the data shown in the comments form, and also the visitor’s IP address and browser user agent string to help spam detection. An anonymized string created from your email address (also called a hash) may be provided to the Gravatar service to see if you are using it. The Gravatar service privacy policy is available here: https://automattic.com/privacy/. After approval of your comment, your profile picture is visible to the public in the context of your comment. Media If you upload images to the […]
- [Sample Page](https://digitaltoolbag.co.uk/sample-page/): This is an example page. It’s different from a blog post because it will stay in one place and will show up in your site navigation (in most themes). Most people start with an About page that introduces them to potential site visitors. It might say something like this: Hi there! I’m a bike messenger by day, aspiring actor by night, and this is my website. I live in Los Angeles, have a great dog named Jack, and I like piña coladas. (And gettin’ caught in the rain.) …or something like this: The XYZ Doohickey Company was founded in 1971, and […]

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