Throughout MyOnlineToolbox there are places for you to enter Notes. Notes help you clarify things like the last time you spoke to a customer, the progress of an estimate or the access information of a job site.
Also, the system will automatically post certain events in notes such as when you fax or email an invoice. This helps tack progress and increases productivity.
Notes can be added to an Estimate, Purchase Order, Work Order, Invoice, Customer, Address, Contractor, Supplier or saved in your Preset Items so you can reuse them anytime without having to type them over and over again.
Notes are entered using an "In Line Form". Entry of a Note is done exactly the same way regardless of what type of record the Note is being added to.
Step by Step
Notes can be added to any type of record. The entry of a note is done exactly the same way regardless of where it is added. For this example we will demonstrate how to enter a notes to an Invoice. We assume an invoice is already created, if not please go to "Create New Invoice" by proceeding.
- How to Add a Note
- How to Edit a Note
- How to Pin a Note
- How to Print a Note
Enter common expenses you use often into "Preset Items > Expenses" When you enter them here you only have to enter them once. Then, you can reuse them often without having to type them again by just importing them to your estimate, work order, or invoice with a few clicks. This is a real time saver.