Toolbx
For owners and operations managers

Give your team hours back

Toolbx drafts material-list orders for review, posts online orders into your ERP, and runs routine payment follow-up.

Book a demo
Two warehouse staff reading a printed material list in a racking aisle.
Material lists

Material lists become drafts ready for review

AI Order Entry reads a PDF, spreadsheet, or photo of handwriting and matches it to your catalog. Your team reviews and approves the draft.

LMBR YARDBUILDING MATERIALSDealer admin
J

AI Context

Configure customer-specific context to guide AI product matching.

Add context
Search context rules
All accounts(2)

When dimensional lumber is requested, assume kiln dried unless otherwise noted

Treat any framing shorthand without a species as SPF

Specific accounts(3)
Harley Homes

Have a bias towards premium, or finish grade lumber

Harley Homes

Never match 2x6x12 to Spruce lumber, always match with Pine

Cedar Ridge Builders

Deck orders default to ground contact pressure treated

  • Drafts carry the Pro's account and trade pricing
  • Approved orders post into your ERP
Online orders

Online orders reach your ERP without re-entry

An online quote or order posts into your ERP, so your team can work it there.

LMBR YARDBUILDING MATERIALSDealer admin
J

Orders

Ridgeway Framing$4,182.60
SO-118432IN-204417TBX-40118
Kettle Creek Builders$968.15
SO-118455TBX-40121
Harley Homes$12,406.00
SO-118460IN-204431TBX-40124
Beacon Hill Contracting$2,341.88
SO-118471IN-204438TBX-40126
Fairlane Mechanical$6,500.00
SO-118476TBX-40129
Alderwood Homes$1,204.75
SO-118480IN-204452TBX-40131
Payment follow-up

Payment follow-up runs on schedule

You write the reminder and set the day it sends. Pros on Auto-Pay are charged for their statement balance on the day you choose.

Day 3
Payment Reminderfrom LMBR YARD

Just a friendly reminder that your invoices are past due. You can pay using the link below.

Make a Payment
Day 7
Payment due soonfrom LMBR YARD

Your balance is still open. Use the link below to make a payment.

Make a Payment
Day 15
Late noticefrom LMBR YARD

$3,180.90 is now more than 15 days past due. A late fee may be applied if it stays open.

Make a Payment
Day 30
Account escalationfrom LMBR YARD

This account has been referred to your account manager. Please get in touch to arrange payment.

No payment link — a person takes it from here
  • A paid balance stops the next reminder
Nation's Best

The AR team stopped posting payments by hand

Nation's Best

“The best benefit for the AR team has been the automation of payments being applied. That has been life-changing on our side because our old portal did not automatically apply payments at all.”
April Hayes, Credit & A/R Manager at Nation's Best.April Hayes, Credit & A/R Manager, Nation's Best

~3

hrs/day AR team time saved

Read their story

Figures reported by Nation’s Best.

Where the hours come back

Frequently asked questions

It depends on your catalog and how your Pros write. Your team reviews every draft before it becomes an order.

Bring a material list of your own

We'll run it against the demo catalog on the call.

Book a demo

45 minutes with a product specialist.