Machines and tools move between sites, vans and people, and the expensive ones are easy to lose track of. Keep each one in Asset Management with where it belongs, tag it, and your team checks tools out and back in with a scan.
Set up your machines and tools
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Add your locations
Open Locations from the Asset Management options menu and add your sites and storage areas, such as the workshop, the stores or a site office.
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Add types with the right fields
Add a type for each kind of thing, such as Machine or Power tool. Add custom fields for what you need on each one, such as the power supply, the safety check date or the person trained to use it.
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Add each item
Add an asset with its make, model and serial number, its location, the purchase date and price, and the warranty expiry. Attach the manual and any safety certificates.
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Keep parts together
Add blades, chargers and attachments as their own assets and set Belongs to to the machine they go with.
Lend tools to your team
Tag each tool. To borrow one, scan its tag and choose Check out, with a due back time if it needs to come back by a certain day. Use Hand over to pass it to someone else and Check in when it is back.
The person who has it is reminded 24 hours before it is due back, and if it is late they and your asset managers are reminded. If a tool goes missing, use Report lost.
Take it out of use for repairs
When a machine breaks down, set its status to In Repair, or drag its card to the In repair column on the board. Move it back to Available when it is fixed. When it reaches the end of its life, set it to Retired or Disposed.
Everything has a history. Each asset keeps a record of who had it, where it went and when it was repaired, which helps when you look back at how a machine has been used.
To set up custom fields for each type, see Customise Asset Types with Fields. For more, see Asset Management.