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Maintain the customers you perform work for. MyOnlineToolbox allows you to directly fax and/or email estimates and invoices to customers in your customer list provided you have entered a valid fax number and email address.

Step by Step

  1. Find "Customer" on the main menu at the top of your screen and click it.
  2. The "Customer List" is now open.
  3. Clcik on the customers name or the edit icon   to open an existing customer record.
  4. Make any modifications to the custoimer record that is opened.
  5. When done, click the "Save Customer" button in the "Action Tool Bar" at the top right.
  6. Saving will close the record and return you to your customer list.

Quick Tips

When entering an address you can quickly enter whatever information you have. Often you can add the city name without the zip or the zip without the city name. When you click the "Verify Address" button, more than 90% of the time the system will find the correct address, clean up the way you entered the information and add whatever information was missing.