Toolbx
For operations managers

Your Pros can look it up instead of calling the counter

A signed-in Pro sees their own price, where their order is, and the invoices on their account. Toolbx is where that account lives, and it works on top of the ERP you keep.

Book a demo See how it works
Two staff coordinating on a dealer's shop floor, one in hi-vis
1,200+Pro account sign ups
Moscow & Pullman

The three calls your counter takes most, answered without the call

A signed-in Pro sees their own price, where their order is, and the invoices on their account. What they do posts into your ERP, so your team is reading the same order they are.

The price check

A Pro sees their own price, not a list price

A Pro signs in and sees the trade pricing and credit terms already held in your ERP. They use the same account to check orders and invoices.

LMBR YARD Richmond
LMBR YARD
BUILDING MATERIALS
22
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Hi, Jake

Make Payment

Outstanding balance

$121,043.57

Pay →
Account limit $150,000.00Remaining $28,956.43

Available credit

$28,956.43

Early-pay discount available

Statements

View All
Balance$121,043.57
Statement 52820Jul 14, 2026
$45,230.10Pay →
Statement 52819Jun 14, 2026
$38,560.22Pay →
Statement 52818May 15, 2026
$37,253.25

Invoices

View All
Total outstanding$17,830.33
Unpaid invoices2
Invoice 52820Aug 1, 2026 · Credits available
$9,415.16Pay →
Invoice 52819Jul 20, 2026
$8,415.17Pay →

Orders

View All
Submitted3
Total orders183
TB-7392Aug 11, 2026
$1,841.54Received
TB-7391Aug 8, 2026
$3,204.90Delivered
TB-7388Aug 4, 2026
$962.18Ready for pickup

Quotes

View All
Active3
Expired9
QB-7080Aug 17, 2026
$1,843.54Accepted
QB-7079Aug 22, 2026
$5,410.00Active
QB-7071Aug 10, 2026
$1,120.75Open

Jobs

View All
Total spend$938,084.42
Outstanding$372,831.53
709 Block 17 — Condo
$390,483.24
223 Garment Ave — Reno
$92,492.82
JubITT Main Building
$190,483.43

Lists

View All
Created lists15
Saved lists9
Decking Project15 items
Basement Renovation18 items
Painting Essentials7 items
  • Order history ready without asking
  • Accounts and emails loaded before the invites
Where's my order

An order carries its own status, and a delivered one carries a photo

A Pro chooses pickup or delivery, then follows the order from received to delivered. It posts into your ERP, so your team works from the same 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
  • Their PO number stays with the order
  • Pickup or delivery is set at checkout
  • A drop-off photo on completed delivery
  • Changes and cancellations carry a reason
When they do need a person

The branch a Pro texts is the branch that answers

Each branch has its own chat number. Incoming texts are tagged by branch and share one queue with automated messages, so replies return to the branch that sent them.

LMBR YARDBUILDING MATERIALSDealer admin
J

Messages

Send a text
Outbound number: (555) 012-8834; (555) 012-9127Assigned to: anyone
Open 4Closed 2
Kettle Creek Builders9:14 AM
Running low on drywall and joint compound. Can you deliver Thursday?Dana R. · Richmond
Harley Homes8:41 AM
Photo of the damaged bundle attached. Two sheets are unusable.Dana R. · Richmond
Ridgeway FramingYesterday
When will 8ft SPF be back in stock? Need it for a Monday start.Unassigned · Eastside
Beacon Hill ContractingYesterday
Automated · Order TB-83947 is confirmed and being picked. We'll text when it's ready.Unassigned · Richmond
Northmount RenovationsAug 10, 2026
Thanks, picked up this morning. All good.Marcus T. · Eastside
Alderwood HomesAug 9, 2026
Can you send the statement for last month again?Priya S. · Richmond

Dave Kruger

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.

  • Threads are assigned, and closed when done
  • Photos attach to report damaged material
Moscow & Pullman Building Supply

Pros log in to check their statements

Moscow & Pullman

“The feedback I've gotten from the Pro sales guys I talked to is that they love that they can get on, they love that they can see their statements.”
Alan Espenschade, Director of Operations at Moscow & Pullman Building Supply.Alan Espenschade, Director of Operations, Moscow & Pullman Building Supply

1,200+

Pro account sign ups

Read their story

Each of these is answered on the Pro's own account

  • “How much is this?”

    The trade pricing your ERP holds for their account, on every product they open.

  • “Where’s my order?”

    The Pro reads the order's status on their own account, and your team reads the same order.

  • “Can you resend that invoice?”

    Invoices, credit notes and statements come back from your ERP onto the account, and the Pro downloads them there.

  • “Is anyone reading my text?”

    Texts and in-app messages land in one queue your team works, branch by branch.

Where the counter connects

Frequently asked questions

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

Talk to us

Some take to it faster than others. Your team isn't the one being asked to switch, though: nobody at the counter is learning a new system of record. What changes is that when a Pro does call, your team and the Pro are looking at the same order.

See what Pros can handle on their own

See pricing, orders, invoices and messages on a demo store, plus what syncs with your ERP.

Book a demo

45 minutes with a product specialist.