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Help

Getting Started Guide

Start using ToolWorks with the Getting Started Guide

Copilot

Help on Copilot usage with Examples.

Track And Manage Tools Without Barcodes

Add Tools, Search For Tools, transfer Tools between stores, assign tools to users.

Video Tutorials

Add Tools, Assign Tools, Check-In Tools, Transfer Tools.

How To

Step By Step Instructions on How To Use ToolWorks

Add Tools
Assign Tools
Check In Tools

Give Tools To Another Store
Get Tools From Another Store

Request Tools From Field
Self Checkout Tools

Dashboard
Stats for Tools, Location, Users. Keep track of your tool inventory with insightful stats and direct links.
Tools
Help for adding, checking out/checking in, transfer, and maintenance of tools.
Vehicles
Help for adding, assigning, transfer, and maintenance of vehicles.
Fuel Logs
Help for how to use fuel logs in ToolWorks.
Checkouts
Help for checking out tools to user, checking in tools, and fulfill request for tools from field
Check Ins
Help for check ins view
Store Transfers
Help for getting tools from other store, transferring tools to other store, and fulfilling tool transfer request.
Issues
Help for raising and managing issues with tools and equipments.
Maintenance
Help for scheduling equipment maintenance, service and repair.
Purchase Order
Purchase Order functionality lets you get approval to buy tools and equipments from external vendor
Stock Audit
Stock Audit allows you to verify quantity of tools and equipments in your inventory
Field Audit
Field Audit allows you to verify quantity of tools and equipments in custody of a user
My Tools
See List of all tools in your custody, transfer tool to a teammate, and request tools from field.
My Requests
List of tool requests to get tools from field.
My Transfers
Help for getting tools from a teammate, transferring tools to a teammate, and fulfilling tool transfer request.
Self Checkout
Help for self checking out tools
Report
Help for viewing and downloading reports.
Report Subscription
Help for scheduling and managing report subscriptions.
Locations
Help for Locations, how to create and edit a location.
Users
Add new user, maintain existing users, and see users tools.
Category
Help for Category screen, how to create and edit a category.
Bundles
Help for adding, managing and using bundles.
Tool Kits
Help for creating, managing and using tool kits.
Settings
Configure ToolWorks to meet your needs
Security
Information on security and permissions in ToolWorks
Offline Inventory Management
Step-by-step actions for offline inventory management
Kiosk Mode
Run tool room on Auto Pilot by enabling employees to self-checkout and check-in tools effortlessly using Kiosk Mode
Customize Order Number Generation
Step-by-step actions for customizing order number generation
Office 365 OAuth SSO Setup
Guide for setting up Office 365 OAuth / SSO in ToolWorks
API Setup
Guide for utilizing ToolWorks API

For any other help, please contact us.