Skip Navigation LinksJobs > Overview

The Jobs section is where you view, create, edit and manage all your jobs. Anything to do with a job begins and ends here.

Job information such as the job name and job site address, notes, estimates, purchase orders, work orders, scheduling, invoices and payments are all found here. In a job you will enter the task, materials and expenses related to this job. You'll issue work orders to employees and/or subcontractors and tack progress through status while collecting employee hours and subcontractor invoices.

From inside the job you can email or fax Purchase Orders to your favorite suppliers, Work Orders to employees or any sub contractor, Estimates or Invoices to customers and all actions are logged to the Job creating a transaction history.

You view a list of all the jobs in your company sorting them by status such as those that need to be scheduled or paid. You can track the status of each task and work order of employees or subcontractors.

Our "Click to Share" technology shares work electronically with other MyOnlineToolBox members. You send or receive an entire job or work order electronically via the MyOnlineToolbox platform. All the job information is automatically entered in the receiving members company without any manual entry. Job communication, notes and invoices are passed from one contractor to another inside each company attached to the job. This is a huge time saver for contractors. From inside the Job section you can share this time saving technology with any contractor in your Contractor List provided you have their email on file.

If you want to work with existing MyOnlineToolbox members, you can search for them in the Member Directory by area or trade. Then ad these members to your Contractor List to begin sending them work immediately.

Step by Step

  1. Place your cursor over "Jobs" on the main menu at the top of your screen.
  2. A drop down list will open. 
  3. Click "Job List". The "Job List" form is now open.
  4. Create a new Job by clicking the button on the Action Tool bar on the top right titled "New Job".
  5. Open an existing job by clicking on the Job Name or Number in the list row.
  6. Find a job by using the search tool at the top of the list.

Quick Tips

The column header labels at the top of each column in the job list can be used to sort the list by the information in that column. Clicking a column label will sort the list alphabetically from A to Z by the information in the column you clicked. Click the label again it will resort the list from Z-A. Click the label a third time and it restores the list to it's original unsorted state.