Run the business behind your WHMCS.

Toolkit is designed for owners, operations teams, finance staff, domain administrators and support leads who manage a WHMCS business. It brings the records and operating tools involved in that work into dedicated workspaces, including pricing, invoices, domains, services, support and customer context.

Profit Guard turns supported registrar cost information into proposed selling prices using the markup, minimum profit, margin, rounding and minimum-price rules you choose. Staff can inspect the proposal and its affected records before preparing a price plan for review or scheduled application.

Yes. Supported price and operational workflows provide a preview of the selected scope. Your approval policy determines when another administrator reviews a plan. Background jobs and activity history then show the result for each record, with reviewed rollback available for supported price plans.

Client 360 brings the customer’s services, domains, invoices, payments, tickets, notes, tasks and issues into one profile. Support and finance can use it when a question spans several records, while tags and reporting views help organize follow-up across a group of clients.

The support tools combine workload and SLA views with follow-up tasks, Support PIN workflows, configured access forms, department signatures and service notices. Staff can identify the relevant account, find the details needed for a case and retain context as the work moves through the queue.

A workflow can watch selected records and conditions, then create staff tasks or issues, apply client tags, send configured WHMCS email templates or queue supported checks. Start with a template, preview its matches and use manual runs, schedules or supported events to fit the way your team works.

Yes. Start the seven-day free trial of WHMCS Toolkit and explore the features through a workflow relevant to your business. The trial page explains the terms and starting steps. The annual licence is available when you decide to continue.

The current version is shown on this page, and the Changelog opens the release notes. Each published release explains its new capabilities, improvements and fixes. You can read the notes in the page or open the full release history when you want to follow the product over time.

The Failure Inbox gives an operational issue an owner, notes and a visible history. Staff can inspect the affected record, snooze a follow-up, verify its state, resolve it or reopen it when more work is needed. Eligible retry paths remain connected to the issue, so another team member can pick up the task with its context intact.

Toolkit provides views for invoice exceptions such as unpaid invoices, outdated recurring prices and duplicate orders, together with payment, credit and client context. Authorized staff can inspect the relevant records, preview a supported action and follow its individual outcome. This supports a reviewed finance workflow when similar-looking billing problems require different decisions.

Yes. Configured ticket-access forms let customers provide the service details a support case needs separately from ordinary ticket text. The workflow includes consent, logged staff access and retention controls. Your team can collect the intended information in a structured way and keep its handling connected to the support case.

Yes. The reporting workspace can organize revenue by product, customer, server, registrar or domain extension. It also brings recurring run rate, cancellations, overdue payments and expenses into the selected reporting currency. These views help the team investigate which parts of the hosting business contribute to the figures being reviewed.

Domain renewal forecasts group upcoming expiries by month and show their renewal value. Where supplier costs have been recorded, the forecast can add estimated cost context. This gives staff a useful planning view of approaching renewal periods while keeping cost estimates tied to the information available in the installation.

Yes. Save the report definitions your team uses and schedule daily, weekly or monthly delivery to administrators through WHMCS. Daily metric snapshots also provide a longer view of active clients, services, domains, collections and open work. Teams can return to a consistent reporting setup while following how the underlying business changes over time.

Staff can publish incident updates, describe affected services and schedule planned maintenance or timed announcements. Client-area banners carry the information into the customer's account. Optional incident replies can give newly opened tickets the latest update while they remain in the support queue, and optional WHMCS Network Issues synchronization keeps the corresponding status entry aligned.

Toolkit compares active and suspended WHMCS service counts with each server's configured account limit. It highlights high or full allocation levels and provides ranked assignment guidance. This gives provisioning staff an account-capacity view to consult when choosing a destination for the next service, alongside the server's maintenance and supported-operation information.

Yes. Provider readiness shows supported create, suspend, terminate and package-change operations, together with recorded outcomes and maintenance status. Maintenance flags are considered in assignment guidance and supported action preparation. The available operations follow the installed server modules, helping staff plan a service action with the relevant provider context in view.

Dedicated domain views help staff find records that need synchronization or a transfer review. Staff can inspect the domain, use the actions supported by the installed registrar module and follow eligible bulk work in the job queue. Internal domain moves, managed archives and operation history also cover the administrative work around a domain's lifecycle.

Yes. The pricing workflow brings supported registrar cost information together with reviews for missing terms, unusual changes and prices needing attention. Profit Guard applies your commercial rules to the available costs. Staff can then inspect the proposed catalogue impact and prepare a reviewed price plan with an appropriate effective time.

Background jobs retain individual record outcomes, so the team can see completed work and inspect the items that still need follow-up. Staff can use the affected record, activity history and issue context to decide the next step, including an eligible retry where supported. This keeps a large job understandable at the level of each customer, invoice, domain or service involved.