01What it is
Tools is the register of hand and measuring equipment with a location, make and model, purchase date, value and depreciation period.
You can bill the use of a tool to the customer: in a quote you choose it from the catalogue as a “use” line, at its project price. The tool card collects these charges on the In works tab.
You issue a tool to a site and take it back just like equipment. A tool can be issued to only one site at a time.
- TOOL CARD
- Location, inspections, sites and billing.
- USE IN A QUOTE
- A “use” line at the project price.
- ONE ISSUE AT A TIME
- An issued tool has to be taken back first.
02What it is for
No searching the bases
A location for every tool and a site for every issued one.
Calibration on time
Inspection plans with a due date on the tool card.
The tool earns
Use billed in projects, with the value.
Who has the tool
An issue records who took it and when.
03Main options
The screen has the tool list, the tool window and the tool card.
Tool, location, category and price
A list in a table or in tiles with a photo.
- Columns: tool with brand, location, category, purchase value (with access to finance), project price
- Filters: warehouse, category and group; search by name and brand
- Row menu: Tool card, Edit, Remove from catalogue
Details, location and rates
Add tool from the screen menu or Edit in the row.
- Name, make and model, location (required), category and group
- Purchase date, value, depreciation period and cost of use (with access to finance)
- Retail price and project price, note
Where it is and where it has worked
Tabs: Overview, Inspections and service, On sites, In works, Photos.
- Inspections and service: plans with a due date; a passed date gives the Inspection overdue badge
- On sites: when, on which site and who took it, with the return date
- A photo added from the card menu becomes the cover and the thumbnail on the list
04Tasks step by step
- STEP 1Open Modules › Materials and equipment › Tools and choose Add tool.
- STEP 2Enter the name, make and model, and select the location and category.
- STEP 3Enter the project price if you bill its use to the customer. Save.
- STEP 1Open Equipment maintenance and choose New inspection plan.
- STEP 2Choose the tool, enter the inspection type, the frequency in days and the next due date.
- STEP 3The plan appears on the Inspections and service tab of the tool card.
- STEP 1In a quote add a line and choose the tool from the catalogue.
- STEP 2The line gets the name “use” and the tool’s project price.
05Actions
The most common tasks for tools.
Add tool
A new item in the register.
Issue equipment to a site
An issue with a date and a person.
Inspections and service
Inspection and calibration plans.
Tool card
History of sites and billing.
06What it connects to
Choose a module to see where the tools work.
Equipment maintenance
Inspection and calibration plans for tools.
Go to the topicEquipment maintenanceCompany equipment
Equipment has the same card and the same issues.
Go to the topicCompany equipment