System Requirements

General Information
- Overview
- System Requirements
- Contact Information
- Support Form
- Security
- Basic & Premium Differences
Logging In
- How To Log In
- Password Recovery
- Activating Your Account
Getting Started
- What Should I Do First
- What Do I See First
- Bookmark Login Page
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
- Billing Information
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
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
- Approve or Decline Estimate
- Change Orders
- Deposits
Invoicing
- Overview
- Create New Invoice
- Create New Invoice When In Estimate
- Print & Email Options
Work Orders
- Overview
- Create New Work Order
  - Import From Templates
- Add Tasks
  - Import From Presets
- Add Materials
- Add Expenses
- Add Notes
- Save As Template
- Status Of Progress
- Assigning to employees and subs
- Scheduling
- In Progress Updating
Purchase Orders
- Overview
- Create New Purchase Order
- Adding Materials
- Tracking
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
Work Order Tracking
- Overview
- Tracking Open Work Orders
Request For Quote
- Overview
- RFQ List
- Send New RFQ
- Add RFQ Task
Printing
- Overview
- Printer Set Up
Reporting Lists
- Overview
- Work Orders
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)
Lead Sharing
- Overview
- Expand Your Network
- Marketing Communications
- Send Leads
- Receive Leads
- Leads Sent Review

General Information > System Requirements

To successfully connect to your company in MyOnlineToolbox, your computer system must meet the following minimum requirements:

Browers and Screen Resolutions

Compatible Browsers: Microsoft IE 7 (but not yet fully IE 9 without the below work around); Firefox 3.5; Safari 4
Minimum acceptable Screen Resolution of 1280 X 768 but it is recommended to have your Screen Resolution set to no less than 1280 x 1024. The key issue is the 1280. There are too many variables with Menu Bars, Status Bars and Tool Bars that take up extra space. The 1280 x 1024 resolution addresses 99% of the start up inquiries that we get. These Bars are different options that your browser allows you to have on your screen, and many times people are not even aware of them being turn on. Learn how to change your screen resolution here.
Even with a 1280 x 1024 resolution, you may have a cluttered screen and wish to turn off a Menu Bar, Status Bar or Tool Bar. Learn how to turn off these Bars here.
Internet connection (High Speed Recommended)

Making IE 9 Work

We did find a way to make IE9 work, and that is to select the Compatibility View icon that looks similar to the following on the right of the web address area

While we are not officially supporting IE9 in its native state, we want to make you aware that some users have indicated that IE9 seems to be working fine when the compatibility view icon is used. And if this does not work, we will still simply guide you to use another device with IE 8 (or IE 7) or install another compatible browser.

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