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Quick Start Guide

Follow these steps to get up and running with ToolEquip in less than 30 minutes.

Step 1: Create Your Account

Visit our pricing page and sign up for a free Starter plan — no credit card required. You'll receive a confirmation email with instructions to activate your account. Once activated, you'll be taken to your new ToolEquip dashboard.

Step 2: Set Up Your Company Profile

Navigate to Settings > Company Profile to enter your company name, address, and contact information. This information appears on reports and labels generated by the system.

Step 3: Add Your Team Members

Go to Users > Add User to invite your team members. Enter their email addresses and assign appropriate roles. Each user will receive an invitation email with instructions to set up their password and log in.

Step 4: Create Locations

Before adding tools, set up your location hierarchy. Go to Locations > Add Location and create the physical locations where your tools are stored. This can be as simple as "Main Warehouse" or as detailed as "Building A > Room 101 > Cabinet 3."

Step 5: Add Your Tools

You can add tools individually or import them in bulk:

Step 6: Generate QR Code Labels

Once your tools are in the system, generate QR code labels. Go to Tools > Labels, select the tools you want to label, and click Generate. Print the labels on adhesive paper and apply them to your tools.

Step 7: Start Tracking

Your system is now ready. Team members can scan QR codes with their smartphones to check tools in and out. Open the mobile app or use the web interface from any device. The dashboard shows real-time status of all your assets.

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