Premium Features Summary

General Information
- Overview
- System Requirements
  - Changing Screen Resolution
  - Get More Screen Space
- Contact Information
- Support Form
- Security
- Basic & Premium Differences
  - Premium Features Summary
Logging In
- How To Log In
- Password Recovery
- Activating Your Account
Getting Started
- What Should I Do First
Navigation
- Main Menu Navigation
- Action Tool Bar
- Active Items
- Job Tabs
- In Line Entries
- Multi Tasking
My Account
- Overview
- My Profile
- Options
- Refer A Friend
- Company Information
- Company Address
- Company License & Insurance
- Company Users
- Company Employees
- Log In Email Change
Customers
- Overview
- Customer List
- Add New Customer
- Edit Customer
- Add Customer Contacts
- Add Customer Notes
- Edit Customer Contact
- Add New Address
Contractors
- Overview
- Contractor List
- Add New Contractor
- Edit Contractor
- Delete Inactivate Contractor
- Add Contractor Contact
- Update Member Contractor
- Add Contractor Notes
- Edit Contractor Contact
- Add New Address
Suppliers
- Overview
- Add Supplier Contact
- Add Supplier Notes
- Edit Supplier Contact
- Add New Address
Jobs
- Overview
- Create New Job
- Add New Address
Estimates
- Overview
- Create New Estimate
  - Import From Templates
- Add Tasks
  - Import From Presets
- Add Materials
- Add Expenses
- Add Notes
- Save Document As Template
- Change Orders
Invoicing
- Overview
- Create New Invoice
- Create New Invoice When In Estimate
- Print & Email Options
Work Orders
- Overview
- Add Work Order Note
- Add Work Order Task
- Add Work Order Material
- Add WorkOrder Expense
Address
- Overview
- Add New Address
- Edit Address
Tasks
- Overview
- Tasks List
- Add New Task
- Edit Task
- DeleteTask
Materials
- Overview
- Add New Material
- Edit Material
Expenses
- Overview
- Add New Expense
- Edit Expense
Notes
- Overview
- Add New Note
- Edit Note
- Print Note
- Pin Note
Preset Items
- Overview
- Preset Folders
  - Moving Items in Preset Folders
- Preset Tasks
- Preset Materials
- Preset Expenses
- Preset Notes
- Templates
Templates
- Overview
- Template Folders
  - Moving Templates In The Folders
- Template Tasks
- Template Materials
- Template Expenses
- Deleting Template Items
Files And Documents
Money Tracking
- Overview
- Tracking Open Leads
- Tracking Open Jobs
- Tracking Unpaid Collections
Request For Quote
- Overview
- RFQ List
- Send New RFQ
- Add RFQ Task
Printing
- Overview
- Printer Set Up
Working With Lists
- Overview
Frequently Asked Questions
- Preset Items
- Active Items
- Jobs
- Address Verification
- My Account
- Security
- Printing
Connecting To Your Customers
- Overview
- Getting Started
- Customer Display Options
- Message Sharing
- Another Way to Share
- Customer Email Alert Sent Out
- Customer Alerts Received
- Multiple Estimates and Invoices
- Help Your Customer Use MyOnlineToolbox
Connecting To Your Contractor
- Overview
- Getting Started
- Customer Home Page
- My Notes With Contractor
- Approving an Estimate (Proposal)

General Information > Basic & Premium Differences > Premium Features Summary

These items represent the current additional features for the Premium (Paid) Subscription.

Increase from 2 to 3 Users
Dashboard and Reporting for Open Leads $, Open Estimates $ and Open Collections $. Learn more here.
Create reusable Templates for repeat Estimates, Invoices and Work Orders. Learn more here.
Majority of advertisements are removed from the application homepage and individual screens.
Phone support for the Administrative User
Priority Email support over Basic (Free) Subscription Users

This screen is subject to change, mostly with additional items at anytime.

MyOnlineToolbox is very careful to balance the operational strategies between the Basic and Premium Subscriptions. Learn more here.

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