Getting Started > What Should I Do First

Getting started is very easy. You could actually start using the application now just by clicking around and learning as you go. However, there are some things you could do that will make the system work easier and faster for you. We'll share them with you here.

Step by Step

1. Learn how to navigate around the application. There are only 4 tools to know and you'll be an expert in no time at all. Navigating Through MyOnlineToolbox
2. Go into "My Account" and set up all your company information, users, employees and how you want your estimates and invoices to look to your customers.
3. Add your regular customers here Add New Customer
4. Add the contractors you work with and send work orders to Add New Contractor
5. Add the suppliers you buy from Add New Supplier
6. Set up your printer to work with MyOnlineToolbox. Go to Printer Set Up 

Quick Tips

If at any time you need help, simply click on "Support" at the top in the gray main manu navigation bar. It's always visible.