My Account > Overview
"My Account" is used to set up your company and store your unique company information. Here is a list of the activities you can perform:
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Add all the information that will print on estimates and invoice such as Addresses, A Company Logo, Your License & Insurance documents,Terms and Conditions, etc.
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Describe your Company Trades or Skills. This will be displayed in the Member Directory where other members can find you and pass you work.
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Add the employees you will deploy work orders to.
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Add the users who log in to your company and make entries.
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Set default term conditions that print on estimates and invoices
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Set default markup for tasks and materials
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Update and review your MyOnlineToolbox subscription information
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Share MyOnlineToolbox with colleagues and see when they sign up and become members.
Step by Step
- Place your cursor over "My Account"
on the main menu bar at the top of your screen. - A drop down list will open and all of the options listed above are available.