Toolbx
Ordering and quoting

Turn your Pro's quote into the order your ERP receives

When your team manages a quote in Toolbx, a Pro builds the material list and your team sets the price. After acceptance, your team converts the quote into an order. The converted order then pushes to your ERP.

Book a demo Follow the quote
LMBR YARDBUILDING MATERIALSDealer admin
J
QB-20841Open
Actions

For Harley Homes · Dave Kruger

2x4x10 SPF Dimensional Lumber

SKU SPF41010 · qty 40

$169.20

2x6x92-5/8" SPF Precut Stud

SKU SPF62092 · qty 24

$196.08
Subtotal$1,973.68
Discount 8%-$157.89
Delivery$85.00
Total$1,900.79
Price locked Aug 20, 2026 (7 days)
Send to customer
Created from QB-20841
LMBR YARDBUILDING MATERIALSDealer admin
J

Order TB-571844

Harley Homes · Dave Kruger · Aug 13, 2026

Received
On accountHarley HomesUsed on this orderCard on fileVisa ···· 4242
PO number4471-MRLJobMaple Ridge, Lot 12FulfillmentDeliveryBranchLMBR YARD Richmond
3 lines · Submitted with 2 other jobs$471.00

Your team takes an itemized request all the way to an ERP order

A yard worker loading dimensional lumber at a building supply yard

The Pro builds the job from your catalog

A Pro signs into their account and builds the job line by line from the products you sell. Quantities arrive in the units your team prices, so the sales desk starts with the material list instead of re-keying it from an email.

LMBR YARD Richmond
LMBR YARD
BUILDING MATERIALS
22
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LumberSPF2x4x8' SPF

LMBR Yard Materials

2 in. x 4 in. x 10 ft. Brown Stain Ground Contact Pressure-Treated Lumber WW

SKU: SPF7210  |  Model: B3730

$5.65/eachBuy 100+ for $5.25
Length:
8'10'12'14'16'
Finish:
TreatedNatural
LMBR YARD Richmond163 In Stock
In Store Pick-Up FREEDelivery Available
99
Add To Cart
Save To ListAdd To Quote
  • Build the request line by line from your catalog
  • Use the units your yard sells
  • Submit it from the Pro's account
  • Choose whether product prices appear while they build

The quote lands, and it waits for your team

The request appears with the Open status and alerts your team. Staff set the pricing, discounts, line items, fulfillment method, and Valid Until date, then send the priced quote to the customer with the Customer Review status.

LMBR YARDBUILDING MATERIALSDealer admin
J

Quote QB-20841

Customer Review
Copy Quote Link
Actions
Valid UntilAug 20, 2026
Fulfillment MethodDelivery
Store NameLMBR YARD Richmond
CustomerHarley Homes · Dave Kruger

Line Items

ProductQtyPrice / UnitLine Total

2x4x10 SPF Dimensional Lumber

SKU: SPF41010
40$4.23/each$169.20

2x6x92-5/8" SPF Precut Stud

SKU: SPF62092
24$8.17/each$196.08

1x6x6 Pressure-Treated Fence Board

SKU: 16PTFB6
30$5.28/each$158.40

Requested product: Custom Door Design

SKU: customdoorCustom linespecial order door
1$1,450.00/each$1,450.00
Subtotal$1,973.68
Delivery$85.00
Quote Total$2,058.68

Activity History

Quote Sent to Customer for Review

Dana R. · Aug 12, 2026 · 9:12 AM

Comment

Priced the custom door as a special order, three week lead time. Everything else is off our current price file.

Dana R. · Aug 12, 2026 · 9:10 AM

Quote Received

Harley Homes · Aug 11, 2026 · 4:38 PM

  • See digital, phone, email, and ERP-originated quotes together
  • Keep store, contact, fulfillment, and notes on the quote
  • Track who changed what and when in the activity history
  • After acceptance, your team converts the quote; the converted order pushes to your ERP

Standard pickup quotes can be ready to accept right away

Auto-approval only works when your team manages the quote in Toolbx rather than in the ERP. For Pro-created requests with standard products and pickup, it returns a priced quote without waiting for desk review.

LMBR YARD Richmond
LMBR YARD
BUILDING MATERIALS
22
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Search for products...

My Quotes

Quote QB-20844

Open
Ready to accept
Pickup · LMBR YARD RichmondValid until Aug 20, 2026

2x4x10 SPF Dimensional Lumber

SKU: SPF41010 · 40 × $4.23/each

$169.20

2x6x92-5/8" SPF Precut Stud

SKU: SPF62092 · 24 × $8.17/each

$196.08

1x8x8 Premium Knotty Cedar Fence Board

SKU: 1PKCFB88 · 12 × $8.81/each

$105.72
Subtotal$471.00
PickupFree
Total$471.00
Accept QuoteDecline

Quote QB-20843

Open
Delivery · Awaiting dealer review

6 items · submitted Aug 12, 2026. Delivery and custom items are priced by the team, so this one is with them for review.

  • Set how long the auto-approved price holds
  • Open and reprice an auto-approved quote
  • Send delivery, custom items, and special discounts to your team
  • Add non-catalog lines with a dealer-set price and note

Your Pro marks up your quote for their client

From a quote at Customer Review or Accepted, the Pro opens Markup & Share, adds their margin, and sends their client a quote, estimate, or proposal. The client link expires when the dealer quote expires, or sooner.

Markup & Share

Client quote from QB-20841 · LMBR YARD Richmond

Markup
%$
18Markup All
ItemYour CostPrice Per ItemLine Total

2x4x10 SPF Dimensional Lumber

SKU: SPF41010 · 40 each

$4.23$4.99$199.60

2x6x92-5/8" SPF Precut Stud

SKU: SPF62092 · 24 each

$8.17$9.64$231.36

1x6x6 Pressure-Treated Fence Board

SKU: 16PTFB6 · 30 each

$5.28$6.23$186.90

Additional fee · Delivery

Carried over from the dealer quote. Can be renamed or increased.

$85.00
Client subtotal$617.86
Client total$702.86

What your client sees

No pricingPricing onlyPricing + markup

Send as

QuoteEstimateProposal

Client quote expires Aug 18, 2026

Can't be later than the dealer quote's Valid Until, Aug 20, 2026.

PreviewCopy customer link
  • Apply a percent or dollar markup
  • Choose which details and totals the client sees
  • Add fees and a message before sharing
  • Send the finished quote by link
Customer story

Peacock Lumber gave Pros an online path for quote requests

Peacock Lumber

Peacock Lumber is a family-run lumber yard in Oshawa, Ontario, open since 1939. Phone and email were slowing customer communication, and its old quote form was losing leads.

60

quotes submitted in one quarter

Read their story

Also in ordering and quoting

  • Quote validity

    Set the Valid Until date on the dealer quote. Any client link a Pro shares from it ends no later than the same deadline.

  • House account or card

    Pros can place the order on a house account or pay by card, attach the job and PO number, and order across multiple jobs.

    LMBR YARDBUILDING MATERIALSDealer admin
    J

    Order TB-571844

    Harley Homes · Dave Kruger · Aug 13, 2026

    Received
    On accountHarley HomesUsed on this orderCard on fileVisa ···· 4242
    PO number4471-MRLJobMaple Ridge, Lot 12FulfillmentDeliveryBranchLMBR YARD Richmond
    3 lines · Submitted with 2 other jobs$471.00

  • Order records

    Carry the accepted quote into an order record with customer-facing and internal statuses, edits, packing slips, invoices, and fulfillment details.

    LMBR YARDBUILDING MATERIALSDealer admin
    J

    Orders

    5 of 318 orders

    Packing slipInvoice
    TB-571844$471.00Harley Homes · Maple Ridge, Lot 12 · PO 4471-MRLReceived
    TB-571839$4,182.50Kettle Creek Builders · Fernwood, Lot 4 · PO KC-2210Processing
    TB-571828$12,640.75Alderwood Homes · Bridgeport townhomes · PO AH-0918In Progress
    TB-571815$2,915.20Beacon Hill Contracting · Seymour reno · PO BH-3307Delivered
    TB-571802$7,430.40Northmount Renovations · Kerr Street duplex · PO NM-1145Delivered

  • Delivery and fulfillment

    Keep the fulfillment mode, schedule, zone-based fees, and proof of delivery on the order.

    Fulfillment Method

    Standard Truck Delivery – $25.00

    Next Day Delivery

    Preferred Delivery Date*
    08/15/2026
    Notes
    Please leave it at the main door
    We will contact you if there are changes to the delivery date.

    Express Truck Delivery – $50.00

    Same Day Delivery

    Continue

  • Where quotes are managed

    Choose one system to work the quote. If that system is Toolbx, the quote pushes to your ERP when marked won or lost. If it is your ERP, Toolbx sends the quote there when received; staff work it there, and ERP-side updates may not return to Toolbx.

Where ordering and quoting connect

What Dealers ask before the switchover

Still stuck on something? Our product specialists are happy to answer your questions on a call.

Talk to us

You choose one working system for each quote. In Toolbx-managed mode, your team edits the quote in Toolbx, and it pushes to the ERP when marked won or lost. In ERP-managed mode, Toolbx sends the quote to the ERP when received; staff work it there, and ERP-side updates may not return. Separately, when your team converts an accepted quote in Toolbx, the converted order pushes to the ERP.

See how the integration works

See your team convert the quote, then watch the order reach your ERP

Book a demo

45 minutes with a product specialist.