Make your yard easier for Pros to buy from
Toolbx gives Pros access to their account after hours, with your people still on the other end.
A Pro can check their account after hours
A Pro signs in on a phone to see their trade pricing, credit terms, invoices, statements and orders. The account is open when your yard isn't.
Hi, Jake
Outstanding balance
$121,043.57
Available credit
$28,956.43
Early-pay discount available
Statements
View AllInvoices
View AllOrders
View AllQuotes
View AllJobs
View AllLists
View AllHi, Jake
Outstanding balance
$121,043.57
Available credit
$28,956.43
Early-pay discount available
Statements
View AllInvoices
View AllOrders
View AllQuotes
View AllJobs
View AllLists
View All- Statements and invoice copies download without a phone call
- A foreman can order for a job without seeing what the account owes
Complete applications reach your credit team
The paper application your yard uses becomes an online form that won't submit until every required field is filled in. Your credit team gets a complete application instead of chasing a fax.
Business details
Documents
Business details
Documents
- You choose the required fields, so it collects what your credit team asks for
- You open accepted applications in your ERP the same way you do today
The portal gives Pros another way to reach your people
Messages and texts reach the Pro's branch in one account thread. If they would rather call, your rep can use Customer Support Mode to sign in and place the order with them at their trade pricing.
Harley Homes
Dave Kruger · (555) 012-8834 · Richmond
Morning — two sheets in yesterday's bundle came in damaged.
Got it, thanks Dave. I'll have two replacements on the Thursday run and credit the damaged ones.
Here's your updated statement — you can pay it here:payment link
SendHarley Homes
Dave Kruger · (555) 012-8834 · Richmond
Morning — two sheets in yesterday's bundle came in damaged.
Got it, thanks Dave. I'll have two replacements on the Thursday run and credit the damaged ones.
Here's your updated statement — you can pay it here:payment link
Send- Past answers stay with the account for the next person who replies
- Your team can answer from a phone
I'm always surprised with which customers are more interested in these technologies. I've got some that walk in and I think they'll never embrace something like this. And they're the first ones to be on board. And then you have some that you think will be all over this, and they've never done it.
Porter ClarkOwner, Hiwassee Builders SupplyTheir first login already has their account in it
We build each Pro's account before the invite goes out, with their email attached to the account number.
