Use these options to quickly locate specific tools in your inventory.

Click the PDF icon to generate the following reports:

Select the ≡ icon on a record to access these options:

The Overview mode displays core tool information including identification, purchase details, and categorization.

View the assignment history for this tool, including who has had the tool and when it was assigned.

View the preventative maintenance history for this tool. Track scheduled inspections and safety checks.

Review the maintenance records for this tool. All logged repairs, services, and maintenance activities are tracked here.

To add a new tool record:

1. Navigate to the Tools module from the Equipment menu.
2. Click the + icon at the top of the list.
3. Enter a Description or name for the tool.
4. Enter the Serial Number and Brand.
5. Select a Category from the dropdown.
6. Enter the Purchase Date and Purchase Cost.
7. Click Save to create the tool record.

To assign a tool to personnel:

1. Locate the tool in the Tools list.
2. Click the ≡ icon on the tool record.
3. Select Assign/Unassign.
4. Choose the assignment type (Personnel, Cost Center, Division, Facility, or Location).
5. Search for and select the person or entity.
6. The assignment will be logged with a timestamp in the Assignments mode.

To record maintenance performed on a tool:

1. Click the ≡ icon on the tool record.
2. Select New Maintenance.
3. Enter details about the maintenance performed.
4. Add any notes or documentation.
5. Save the maintenance record.
6. View all maintenance history in the Maintenance Mode of the tool record.

To perform a preventative maintenance check:

1. Click the ≡ icon on the tool record.
2. Select Preventative Check.
3. Complete the checklist items configured for tools.
4. Note any issues or concerns.
5. Save the check - it will be logged in the Preventative Mode.

To configure the checklist and interval for tool preventative checks:

1. Navigate to Company Preferences using the Gear icon.
2. Go to the Vehicle section (also applies to Tools).
3. Select the Checklist that should be included with every preventative maintenance entry.
4. Enter the Maintenance Interval in days - this sets when a preventative maintenance check will be required for all tools regardless of condition.
5. Save your preferences.

To print a scannable QR code label:

1. Click the ≡ icon on the tool record.
2. Select Print Label.
3. A printable label will be generated with a unique QR code.
4. Print and attach the label to the physical tool.
5. Scan the QR code to quickly access the tool record in TRUE.

To view your assigned tools:

1. Navigate to the Tools module.
2. Click the My Tools filter button.
3. The list will filter to show only tools assigned to your username.

If you cannot select into a tool record, you may be missing the View Tool Details permission. This permission is typically assigned to Shop Managers responsible for maintaining tool records.

Without this permission, users can:

• View the tool list
• Use the ≡ menu to enter preventative checks
• Filter to see their assigned tools

Contact your administrator to request the View Tool Details permission if you need full access to tool records.

To archive a tool while preserving its history:

1. Open the tool record in Overview Mode.
2. Check the Archive checkbox.
3. Save the record.
4. The tool will be hidden from the default list view.
5. To view archived tools, click the Archive filter.

Enable these alerts for Shop Managers or personnel who need to stay informed about tool status: