Toolbx: Pricing, Free Demo & Features

Last Updated Oct 14, 2026

Reviewed by

Haseeb Sarwar

Overview

Toolbx helps building-supply dealers manage online orders, quotes, payments, customer accounts, and AR while keeping data connected to their existing ERP. While the initial setup may take some time, the platform supports a more connected order-to-cash workflow. Overall, it is a practical choice for building supply dealers and wholesalers.

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Starting Price

Custom

TOOLBX Specifications

Order Management
Credit Card Processing
Catalog Management
Shopping Cart
Inventory Management
Human Resources Management (HRM)
Customer Relationship Management (CRM)
Supply Chain Management
Project Management
Sales and Marketing Automation

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What Is Toolbx?

Toolbx is an order-to-cash platform built for independent building-supply dealers and wholesalers. It supports online ordering, quotes, payments, collections, and customer accounts. Customers can use a branded storefront and Pro portal to place orders, view account information, and make payments. Toolbx also connects with existing ERP systems. This keeps orders, pricing, invoices, quotes, and payments synchronized and helps teams reduce manual work across the order-to-payment process.

What Is Toolbx Best For?

Toolbx stands out for its ‘Forge AI Order Entry’ capability. It helps building-supply teams turn material lists from emails, PDFs, spreadsheets, and photos into drafted quotes. The system matches items against the dealer’s own catalog and flags uncertain lines for review. Teams can also create matching rules based on how they handle orders. This reduces repetitive data entry and helps staff prepare quotes with less manual work.

How Much Does Toolbx Cost?

Toolbx pricing is estimated at $2,000–$8,000/month, based on industry benchmarks for B2B e-commerce platforms with customer portals, online ordering, and ERP synchronization. Actual subscription costs may vary based on the number of dealer locations and transaction volume.

In addition to the subscription, organizations should also account for the one-time onboarding and ERP integration costs which ranges approximately between $15,000–$50,000, depending on ERP complexity, data mapping, catalog setup, and the number of locations.

Request a personalized Toolbx cost estimate for your business today!

Disclaimer: Pricing references are based on publicly available third-party information and industry benchmarks. Actual costs may vary.

Toolbx Integrations

The software supports integration with multiple systems and platforms, such as:

How Does Toolbx Work?

Here's how you can get started with the software after you have logged in:

Connect the ERP to sync products, pricing, quotes, invoices, orders, and payments between systems
Configure the storefront so customers can browse products, view pricing, place orders, and request quotes
Add customer access through the Pro portal for orders, invoices, statements, balances, jobs, and saved lists
Capture incoming orders from the storefront or process emails, PDFs, texts, and photos through AI Order Entry
Review and send quotes by matching requested items with catalog products before customer approval
Collect payments through ACH, cards, or payment links connected to customer accounts and statements
Manage collections using payment reminders and promise-to-pay workflows for past-due balances
Sync transaction records so orders, quotes, invoices, pricing, and payments stay updated in the connected ERP

You can also schedule a free Toolbx demo to explore its functionality in detail.

Who Is Toolbx For?

Toolbx is ideal for a wide range of industries and sectors, including:

Lumber and building materials
Hardware and home improvement
HVAC and mechanical supply
Plumbing supply
Roofing supply
Building-supply dealers and wholesalers

Toolbx Use Cases

Based on our analysis of user feedback and Toolbx’s current capabilities, we have identified the following key scenarios where it is a good fit:

Lumber And Building Materials Dealers Handling Complex Material Lists

Large material orders often arrive as PDFs, spreadsheets, emails, or even handwritten lists. Staff then have to match every line with the right product before preparing a quote. Toolbx can turn these lists into draft quotes by matching requested items against the dealer’s catalog. Employees review any uncertain matches before the quote moves forward. This is useful for lumber yards where lengthy takeoffs and product variations can make manual order entry time-consuming.

Hardware And Home Improvement Stores Serving Repeat Trade Buyers

Repeat contractors often come back for the same products, which can leave counter staff handling routine reorders instead of more complex sales conversations. Toolbx gives these buyers access to their own accounts so they can reorder previous purchases without starting the process again with staff. For hardware and home improvement dealers, this shifts predictable repeat business away from the counter while keeping staff available for customers who need direct assistance.

HVAC Distributors Managing Job-Based Orders And Counter Traffic

HVAC contractors may need parts after hours while still relying on branch staff for equipment questions and complex jobs. Toolbx allows contractors to browse their account, attach purchase orders by job, and choose will-call or delivery. Routine transactions can therefore happen without occupying the counter. Branch employees can spend more time on cases where product knowledge or account support is actually needed, while the contractor’s order remains connected to the existing ERP record.

Plumbing Supply Houses Managing Contractor Accounts Across Jobs

Plumbing and PHCP suppliers often work with contractors who have different job accounts, agreed pricing, invoices, and payment histories. Keeping all of that information accessible can lead to repeated calls to the branch or accounting team. Toolbx links each contractor login to the account already held in the ERP. This gives plumbing suppliers a practical way to let contractors handle routine account activity themselves while the ERP continues to hold the underlying records.

Is Toolbx Right For You?

If manual order entry, disconnected customer workflows, or payment follow-ups are slowing your building-supply business down, Toolbx is designed to address those gaps. It sits on top of your existing ERP and connects the order-to-cash process without requiring a system replacement.

Toolbx is trusted by companies such as Nation’s Best Holdings, TAL Building Centers, Ashby Lumber, and Arnold Lumber. For dealers moving more ordering and payments online, it can be a practical fit for modernizing customer transactions while keeping existing back-office systems in place. Moreover, for payment security, the platform documents its use of 3D Secure authentication for selected high-risk or high-value card transactions.

Still doubtful if Toolbx is the right fit for you? Contact us at (661) 384-7070 for further guidance.

TOOLBX Features

Pro Portal

Toolbx features Pro Portal that allows Pros to view balances, statements, jobsites, trade pricing, and account activity via a single login. Dealers can control which customers receive access and what they can see. This gives contractors a more direct way to manage routine account tasks without relying on staff for every update.

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AI Order Entry

The platform turns material lists from emails, spreadsheets, PDFs, and handwritten photos into drafted quotes. It matches requested items against the dealer’s catalog and flags uncertain lines for review. Teams can then focus on exceptions instead of manually retyping every order request before preparing a quote.

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AR Automation

The software helps accounts receivable teams manage reminders, overdue balances, Auto-Pay, and promise-to-pay activity from one workflow. Users can review account aging and follow payment progress as balances move through collection stages. This reduces the amount of repetitive follow-up required for routine receivables work.

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Credit Applications

Toolbx software allows prospective customers to submit credit applications online instead of relying on paper forms. Dealers can collect business information and supporting documents through the same process. This gives teams a more organized way to review account requests and move approved customers into the next stage of onboarding.

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Ordering And Quoting

The platform lets Pros build material requests from the dealer’s catalog and submit them for quotes or orders. Staff can review pricing and move accepted quotes into the connected ERP. This keeps the quoting process tied to actual customer requests and reduces duplicate work between front-end ordering and back-office systems.

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Customer Messages

The software keeps customer communication connected to orders, quotes, payments, and account activity. Teams can send updates, documents, and payment requests by text or email while keeping the related conversation attached to the relevant record. This gives staff more context when following up with customers.

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Pros And Cons of TOOLBX

A quick look at TOOLBX's strengths and weaknesses to
help you decide if it's the right fit

Pros

Easy navigation makes ordering materials quicker
Online ordering helps contractors save time
Responsive support helps resolve order issues
Delivery service is generally reliable
Material sourcing is more convenient for job-site users

Cons

Software interface may seem dated and requires updates
Performance can be slow under load/peak hours
Security patches while maintenance may arrive inconsistently

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Frequently Asked Questions

Quick answers to common questions to help you better understand the product, features, and services.

Do dealers have to start with the storefront?

No, Toolbx states that dealers can begin with the Pro Portal and payments, then add the storefront later.

Can Toolbx work with more than one ERP?

Yes, Toolbx says dealers using multiple ERP systems can bring them into one storefront.

Does Toolbx support both on-premises and cloud ERP environments?

Yes, Toolbx states that it works with both on-premises and cloud ERP setups.

Can Toolbx AI Order Entry be purchased separately?

Yes, Toolbx confirms that AI Order Entry is available as a standalone product.

What happens when AI Order Entry cannot match an item?

Toolbx flags the unmatched line for review so users can search the catalog or mark it as a special order.

Can unapproved customers place orders through Toolbx?

No, self-registered Pros cannot purchase until the dealer matches and approves their account.

Can contractors control what their crew members can access?

Yes, approved Pro accounts can assign crew permissions by feature area.