Creating Toolboxes

Organize and manage your equipment's status and location through Toolboxes

Marjorie Galit avatar
Written by Marjorie Galit
Updated over a week ago

Creating a toolbox

  1. From the dashboard, click into the Equipment module, and from that page, tab over to Toolboxes from the Main List.

  2. Use the blue button in the top left of Equipment to Add Toolbox.

  3. A "New Toolbox" page will appear. Fill out the necessary information, and choose whether the toolbox type is Truck or Box.

  4. Then click the "create" button to save

Adding Equipment to Toolbox

1. In the Equipment module, select the "Main List" tab and click on the name of the tool you'd like to be added to a toolbox.

2. The Equipment Detail page will appear. Make sure to select the "Profile" tab and navigate to the "Location" field. Mark equipment as located in a Toolbox then select the desired toolbox.

3. Alternatively, select equipments and click the "Actions" drop-down menu.

4. Select "Move".

5. A page will appear. Select and fill out the necessary information.

Moving a Toolbox to Project

Tab over to Toolboxes and select the toolbox(es) to Move to Project.

Did this answer your question?