ToolBox
Log in
Pricing
Submit a ticket
tempustools.com
Search
⌃
K
Links
Getting Started
Registering for an account
Using our guided walkthrough
Using our guided walkthrough - New quote page
Creating a simple quote
Creating a simple quote - New quote page
Personalizing your organization
FAQs
Quoting
Quoting in detail
Quoting in detail - New quote page
Adding parts
Alerts and notifications
The original CAD view
Cleaning drawing files
Assigning materials to parts
Assigning folding to parts
Assigning custom secondary processes to parts
Calculating a quote
Emailing customer
Downloading PDF documents
Downloading drawings and CSV
Adjusting quote prices
Materials
Creating a new material
Adding and editing sheets
Nesting settings
Cutting Processes
Cutting technologies and rate tables
Adding & editing cutting technologies
Adding & editing rate tables
Fine feed rates and small hole limits
Tube cutting
Secondary Processes
How folding works in ToolBox
Managing folding settings
Creating custom secondary processes
Secondary process types
Example secondary processes
Customer Central
Customer Central overview
Adding a new customer
Editing customer details
Customer Central tabs
Summary
Contacts
Quote History
Pricing
Part Library
Web Store
Web Store: 24/7 online sales
Setting up your Web Store
Hosting your Store online
How customers use the Store
Upcoming features for Web Store
Integrations
Xero integration
QuickBooks integration
SUBSCRIPTIONS & FEATURES
Adding additional users
Migrating to the new Materials structure
Improvement to the allocation of setup time across common materials
Release notes
Powered By
GitBook
Customer Central tabs
What the different tabs in the customer central control and how they work.
Customer central tabs
The differing tabs that you can view in the Customer Central are:
1.
Summary
2.
Contacts
3.
Estimate History
4.
Pricing
5.
Part Library (Coming soon)
Customer Central - Previous
Editing customer details
Next
Summary
Last modified
1yr ago
