The Customer section is where you store your customers in a master list so you can find them easily and create new jobs with just a click. Find them easily with the search field using name, address phone number etc. Even partial name or address will find what you're looking for.
You can create new jobs for customers without having to re-enter the customer information every time. Enter your customers email address and now you can send estimates and invoices directly out of MyOnlineToolbox.
Step by Step
- Find "Customers" on the main menu at the top of your screen and click it.
- The "Customer List" is now open.
- Open an existing customer by clicking on the customer name or the edit icon
Enter your frequent customers in advance to save time when creating new jobs for them.