01What it is
Tools is the register of hand, power and measuring equipment with a location, make and model, purchase date, value and depreciation period. The menu item is visible in extended mode.
You can bill the use of a tool to the client: in a quote you pick it from the catalogue as an item marked [N], named “Use” and priced at the price in the job. The tool card collects billing from jobs in the In works tab.
You issue a tool to a project and take it back just like equipment. A tool can be issued to only one project at a time.
- TOOL CARD
- Location, inspections, projects and billing.
- USE IN A QUOTE
- An [N] item with the price in the job.
- ONE ISSUE AT A TIME
- An issued tool has to be taken back first.
02What it is for
No searching the bases
A location on every tool and a project on an issued one.
Inspection on time
Inspection plans with a date on the tool card.
The tool earns
Use billed in jobs with its 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 make, location, category, purchase value (with finance access), in the job
- Filters: store, 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 finance access)
- Retail price and price in the job, note
Where it is and where it has worked
Tabs: Overview, Inspections and service, On projects, In works, Photos.
- Inspections and service: plans with a date; a passed date gives the Inspection overdue badge
- On projects: when, on which project and who took it, with the return date
- You add photos from the card menu; they appear on the cover and as the thumbnail on the list
04Tasks step by step
- STEP 1Open Modules › Subcontractors and equipment › Tools and choose Add tool.
- STEP 2Enter the name, make and model, and set the location and category.
- STEP 3Enter the price in the job if you bill its use to the client. Save.
- STEP 1Open Equipment inspections and choose New inspection plan.
- STEP 2Choose the tool, enter the inspection type, frequency in days and the next due date.
- STEP 3The plan appears in the Inspections and service tab on the tool card.
- STEP 1In a quote, in the Items tab, choose a tool marked [N].
- STEP 2The item gets the name “Use” and the tool's price in the job.
05Actions
The most common tasks with tools.
Add tool
A new item in the register.
Issue equipment to a project
An issue with a date and a person.
Inspections and service
Inspection and calibration plans.
Tool card
History of projects and billing.
06What it connects to
Choose a module to see where the tools work.
Equipment inspections
Inspection and calibration plans for tools.
Go to the topicEquipment inspectionsCompany equipment
Equipment has the same card and the same issues.
Go to the topicCompany equipment