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How to Manage Tools?

Keeping track of your tools is critical for any business. Tools can get lost, stolen, or misplaced, that's why Play introduced a dedicated way to manage all your tools, equipment, and assets in one place.


Viewing Your Tools

Navigate to Catalog and click on the Tools tab. From there, you can:

  • Search tools by name.

  • Sort by any attribute.

  • Filter by location, job, assignment, or status.

The list view shows each tool's last assignment, current location or job, and the dataset it's assigned to.


Tool Details

When you drill into a specific tool, you'll find:

  • Number of units on hand, available, and in use.

  • Description and attributes.

  • Serialized unit information (e.g., which individuals have each unit and on which job/location).

Opening an individual unit shows the barcode, supplier, position, initial purchase price, and depreciated value. You can also print a barcode directly from here if you need to create or replace one.


Creating a Tool

  • From the Catalog > hit on "Add Item"


  • Select "Add Tool"

  • Fill in the details and save the changes


Editing a Tool

Click Edit Unit Info to update the tool's name, serial number, supplier, and purchase price.

You can also:

  • Assign users to the tool.

  • Update its status (e.g., mark it as Damaged to take it out of commission).


Tracking Tools by Stock Location

Inside any stock location, there's a Tools tab where you can see all tools available at that location, including their status and assigned job.

You can also transfer tools between locations, move a tool to a warehouse or truck, and the system will track who has possession of it and when it was last seen.


Why It Matters

Whether your business has $10,000 or $1,000,000 worth of tools, knowing where your high-value items are at all times helps you maximize efficiency and avoid unnecessary losses.


Still need help? Contact Support!

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