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Tools

Maintain the tool registry — the physical tools and instruments your technicians use for maintenance tasks.

Required role

Admin.

Overview

The Tools catalogue lists the specific tools your technicians use in the field. Maintenance and Repair tasks can reference required tools so that a technician knows what to bring before they walk to an asset, and log tools used for cost / calibration tracking.

Open the page

Products & Tools → Tools. The table shows:

Column Meaning
Name Descriptive ("Torque wrench 20–100 Nm", "Megger 500V").
Category Hand / Power / Measurement / Specialty / Other.
Quantity Optional — number available in your toolroom.
Calibration due Optional — last/next calibration date for calibrated instruments.
Active On / off toggle.

Create a tool

  1. New tool.

  2. Fill in:

    Field Notes
    Name Specific enough to avoid ambiguity. "Torque wrench 20–100 Nm" beats "Torque wrench".
    Category Hand / Power / Measurement / Specialty / Other.
    Part number (optional) Internal or manufacturer reference.
    Quantity (optional) Inventory count if you track tools in/out.
    Calibration due (optional) For calibrated instruments.
    Notes Optional internal notes.

  3. Save.

Edit, deactivate, delete

Same pattern as Products. Deactivate for retired tools; delete only for mistakes with no history.

Calibration tracking

For calibrated instruments (torque wrenches, meggers, multimeters, pressure gauges):

  • Set Calibration due when you add the tool or re-calibrate.
  • The system flags overdue calibrations on the tool's detail page.
  • Some installations expose a Calibration Report listing all tools by calibration status.

Use this as a light inventory check, not as a safety-critical calibration management system — for regulated environments, a dedicated calibration platform is still recommended.

Tools referenced on tasks

A task can list "Required tools" that display to the technician in the task summary:

  1. Edit the task.
  2. In the Tools field, multi-select from the catalogue.
  3. Save.

The technician sees the list on the mobile app's task summary screen before they start — they know what to bring without a back-and-forth radio call.

Things to watch for

Split ambiguous tools into specific entries

"Wrench" is useless; "15 mm combination spanner" is useful. Split by size, style, or drive where it matters.

Calibration dates are advisory

The platform won't block a task because a tool is out-of-calibration. It surfaces the fact; your team has to act.