Managing Tools
Tools are the core of ToolEquip. This guide covers everything from adding individual tools to managing your entire inventory.
Adding a Tool
Navigate to Tools > Add Tool to create a new tool record. Required fields include:
- Name — A descriptive name for the tool
- Category — Tool type for grouping and filtering
- Location — Where the tool is stored (must exist in your location hierarchy)
- Status — Initial status (Available, In Use, Under Repair, Retired)
Optional fields let you capture detailed information: serial number, model number, manufacturer, purchase date, purchase price, warranty expiration, notes, and photos.
Tool Categories
Categories help organize your tools into logical groups. Common categories include:
- Power Tools (drills, saws, grinders)
- Hand Tools (wrenches, hammers, screwdrivers)
- Measuring Tools (calipers, levels, micrometers)
- Safety Equipment (harnesses, hard hats, respirators)
- Test Equipment (multimeters, thermal cameras)
You can create custom categories to match your organization's needs. Categories are hierarchical — subcategories help you drill down further.
Editing and Updating Tools
To edit a tool, click on it in the tool list and select Edit. You can update any field, upload new photos, and add notes. All changes are recorded in the audit log for complete traceability.
Bulk Operations
The tools list supports batch operations for efficiency:
- Bulk Edit — Update multiple tools at once (change location, status, or category)
- Bulk Delete — Remove multiple tools that are no longer in service
- Bulk Labels — Generate QR code labels for selected tools
- Bulk Export — Export selected tool data to CSV
Tool Statuses
Each tool has a status that indicates its current state:
- Available — Ready for use and in the correct location
- In Use — Currently checked out to a user
- Under Repair — Being repaired or awaiting service
- Reserved — Booked for future use
- Lost — Reported missing
- Retired — Removed from service permanently
Searching and Filtering
The tool list includes powerful search and filtering capabilities. Search by name, serial number, or any custom field. Filter by category, location, status, or user assignment. Save frequently used filter combinations as custom views.