Tool Tracking App
How It Works
This page provides a written walk through of the key workflow of our tool tracking system. There are a variety of other options available so please contact us to discuss your specific needs. This page will walk through how it works for most contractors.
Our mobile tool tracking software was built for mobile devices first rather than simply being a mobile extension of a legacy PC based system. As such, the tool management interface is clean, simple and easy to use. Utilizing modern peer to peer sharing concepts tools can move from warehouse to field or from person to person fluidly. Below is simply one of many workflows available.
Easy to use
As part of the enterprise subscription we provide cloud hosting so that your organization has no software to install on your servers. The cloud allows us to connect your field users to the office. This provides mobile tool tracking without changing your current network setup. We will host an unlimited number of tools allowing you to grow as large as you need. Just sign in and get to work.
No Hardware Needed
Setup is Easy
Tool tracking can be easy. If you have a list of tools ready we can have you setup in 30 minutes. Click here if you want to see a video on how the tool import works.
The first step in setting up a mobile tool tracking system is to setup a tool catalog. You can build your tool catalog by importing a list from Excel. By entering tools into our grid in the web interface or by adding tools with your mobile device.
Manually Enter Tools
Import tools from Excel
Users can be setup in the web interface and the system automatically handles the connection process. Alternate places you keep tools can be setup in the system to allow tracking at tool trailers and remote warehouse drop sites.
Quick User Setup
Admin & Employee Users
To build accountability you need to assign tools to individuals not just to jobs. Here is how it works.
The warehouse locates a tool by barcode scan or by searching for it by name. Once selected, the tool is assigned to the employee with the swipe of a finger. When using barcodes the ShareMyToolbox mobile tool tracking app uses the built in camera on phones and tablets, not expensive proprietary hardware.
Tablets & phones
Barcode or text search
Once assigned from the warehouse, the employee then is required to “accept“ the tool when they pick it up with their phone. This helps establish responsibility for the tool with the employee. Acceptance is quick and easy but is critical to establishing accountability.
Decrease tool loss
Field Search & Transfer
Tools get lost in the field so that is where you need to focus your tracking. Mobile tool search is key.
If an employee needs to find a tool while in the field they can easily search using the ShareMyToolbox mobile tool tracking app on their phone. By tapping the search icon in the top right of the home screen any user can search for the location of any tool. This mobile tool tracking software feature allows field personnel to easily find and borrow tools from each other as well as see what is available in the warehouse. Tools can be marked as “unavailable“ if there are select tools that you do not want to make available for searching and sharing. This is common when a tool is in need of repair.
Fast search from phone
Transfer more and buy less
Once an employee finds a needed tool they can easily call the person who has the tool to arrange pick up. At the time of pickup, the tool can be transferred from one user to another using the app. By swiping on the tool record, an employee can transfer the responsibility for the tool to the person picking it up. The user receiving the tool must “accept“ the transfer thereby taking responsibility for the tool. This transfer automatically updates the cloud based tool catalog. Now the search and transfer is completed without burdening the office staff to find the tool or update the tool system.
Help the field be responsible
Field transfer saves office time
Updated Tool Inventory
The mobile app automatically updates the tool inventory in the warehouse & office from the field. As each transfer of accountability is recorded the tool inventory is updated in the cloud.
As each transfer occurs the information is automatically updating the company tool inventory. This cloud based tool inventory keeps a record of every transfer and acceptance. Thus, a complete tool history is available to the office. The office now has an up-to-date tool inventory without chasing field personnel around trying to get them to fill out forms.
History on mobile device
History in web portal
The tool inventory is available in the web interface. Stored in an easy to use grid the data can be sorted, filtered and grouped as needed. If you need to share the information or analyze it outside the system you can easily export the tool inventory or history into Excel. The system filters, groups and sorts are maintained during the Excel export to keep it easy on you.