Skip Navigation LinksMaterials > Overview

Overview

Materials used to complete a job can be recorded in the job so you can track your job cost. and purchased from within the application. To purchase materials from your supplier within the MyOnlineToolbox application, all that you need is the suppliers order fax number or email address. Click here to learn more about Purchasing Materials.

Materials can be added to an Estimate, RFQ, Work Order, Invoice or saved in your Preset Items so you can reuse them anytime without having to type them over and over again.

Materials are entered using an "In Line Form". Entry of an material is done exactly the same way regardless of what type of record the material is being added to. For Example:

  • Add the price of a material to an estimate when you want that material to be visible to your customer when they are considering the price of the Job. Enter materials manually or you can import materials directly from your "Preset Items".
  • Add the cost of a material to a work order to track the actual cost of completing that work order in a job. Work order information is used to produce "Job Cost" and "Job Profit" reports to help you track and improve company profit. Enter materials manually or you can import materials from your "Preset Items" or from an estimate previously created for this job.
  • Add the cost/price of an material to an Invoice to collect payment from your customer for this material. Invoice information is used to track customer payments and to produce "Job Cost" and "Job Profit" reports to help you track and improve company profit. Enter materials manually or you can import materials from your "Preset Items" or from an estimate or work order previously created for this job.

Step by Step

Materials can be added to an estimate, RFQ, work order, invoice or to preset items. Entry of an material is done exactly the same way regardless of where it is added.

  1. Click here to learn how to Adding New Materials
  2. Click here to learn how to Editing Materials

Quick Tips

Entering Tasks and Expenses are almost identical to entering Materials. If you know how to enter one entering the others is just as easy.