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Getting started

Learning to use Toolboks basics (video tour)

Adding new users

Setting up your business details[/text_output][text_output]

Contacts

Adding a contact

Managing contacts

Adding tags to contacts

Filtering contacts[/text_output][text_output]

Calendar

Adding a meeting

Managing your meetings[/text_output][text_output]

Pipeline

Adding a bid

Calculating a bid

Managing the properties of a bid

Using QuoteData for capturing data onsite

Setting up QuoteData

Adding pictures and drawings to a bid

Adding subcontractor bids

Sending a bid[/text_output][text_output]

Projects

Creating a project

Converting a bid to a project

Registering hours on a project

Filtering projects

Analyzing a project[/text_output][text_output]

Team planner

Adding a project to Team Planner

Managing a project from Team Planner[/text_output]

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Dashboard

Adding a Widget

Managing your Dashboard[/text_output][text_output]

Settings

Managing Personal settings

Managing Organization settings

Setting up QuoteData[/text_output][text_output]

Toolboks integrations

Does Toolboks have an API

How to integrate with Quickbooks

How to integrate with Xero[/text_output]

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