Toolkit Management — Built for Savings, Backed by Features

The fastest way to cut avoidable job delays is to get toolkits right. Missed deliveries can idle crews for days and inaccurate BOMs extend installs and burn budget. This module prevents both — with planning, visibility and controls built for elevator work.

Where the savings come from

On-time kits, aligned to the schedule: eliminate idle crew days caused by late or misrouted toolkits.
Accurate BOMs the first time: avoid rework, emergency sourcing and slipped milestones.
Cross-warehouse visibility: reduce rush freight by reallocating stock before it’s a crisis.
Scannable workflows (QR/Barcodes): cut shrink, mispicks and check-in/out errors.
Cost-center traceability: stop leakage — every rental day, part and repair is captured for billing.

Below is the full feature set that powers these outcomes — from inventory and BOM logic to loading, returns, upkeep and logistics.

Warehouse Inventory Management

Bulk items and serialized items with master item records.
20+ custom fields (e.g., machine rebuild thresholds, recert timelines, wire rope diameter/length, GPS & BLE pairing types).
GPS device pairing tools to tie GPS devices and BLE tags to serialized items for tracking.
Bin location management with bin types.
Searchable inventory.
Item sub-component lists associated to master items, integrated with Tooling Upkeep.
Swappable item management for compatible substitutions during toolkit builds (one-click swap when out of stock).
Inspection history log and certification history log.
Item photos.
Branch custody visibility of total items currently in a branch’s possession.
Multi-vendor management with a primary vendor per item for re-ordering.
Master-item workflow routing to move received/returned items through stations (unload → inspection → pick).
Multi-territory and multi-warehouse per territory (annex warehouses share tools/bin management).
Cross-warehouse inventory visibility.
Dynamic QR labeling with custom ZPL; Print Node API integration.
Station management & printer assignments for single-click QR printing via Print Node.
Pick tickets & fulfillment with FedEx rates/labels + truckload carrier rate shopping; automated BOL creation; all tied to cost centers that flow to billing downloads.
Receiving and returning workflows.
Barcode scanning across appropriate screens.

Requisitions & Purchase Orders

Master vendor list; designate a primary vendor per item.
Multiple requisitions can be created over time for the same item.
Receipts created against requisitions for full ordered/received reconciliation.
Multiple receipts against a requisition/PO (support partial shipments).
Associate multiple requisitions to a single SAP PO.
Item-level visibility of full requisition and purchase history.

Toolkit Bill of Materials

SAP feed integration for upcoming jobs, product types, detailed characteristics and milestone dates (supports build planning); includes job site addresses integrated with logistics.
Custom build lists with logic mapping toolkit items to installations by product type and characteristics; fulfills toolkit orders.
Default BOM loading with on-the-fly modifications for custom jobsite needs from the branch.

Toolkit Rental Scheduling

Schedule build dates for outgoing toolkit orders.
Work list screen for future workload visibility with drag/move rescheduling.
Demand forecast downloads for master item demand & replenishment planning.
Transfer toolkit sequences across jobs and cost centers; billing is tracked per cost center and flows to billing downloads and on-screen views (facility & branch).

Cost Center Billing Downloads / SAP

Job/branch cost center tracking for toolkit rentals, tool store, parts requests, missing tools, damaged tools.
Includes costs from Tooling Upkeep work orders and 3rd-party vendor repairs.
Custom-formatted downloads for seamless SAP integration.

Toolkit Loading Order Fulfillment

Toolkit build screens to accurately build kits from a custom BOM.
Swappable items to substitute compatible tools when out of stock.
Barcode scanning for bulk and serialized BOM items.
Photos of toolkit and contents to verify condition at build time.
User productivity tracking via timestamps for each loading action.
Loading station segmentation to distribute work across stations.

Toolkit Unloading for Returns

Unload screens with BOM checklists to flag missing or damaged tools.
Custom routing for unloaded items: Good, Tooling Upkeep (inspection/recert/work order), or scrap.
Toolkit rating with photos to document condition on return.
Add non-BOM items returned with the kit; credit against lost items over time for lost & found reconciliation and billing.
User productivity tracking via timestamps for each unloading action.
Unloading station segmentation to distribute work across stations.

Tooling Upkeep & Field Call Logs

Call log for field mechanic issues (e.g., hoists) with caller + toolkit sequence identification; notes on potential corrective actions.
Caller and toolkit selection driven by IBRT time tickets, SAP order book feed and toolkit sequence module.
Inspections use custom, item-specific checklists; aggregates related call notes for inspector feedback and continuation.
Failed inspection items route to next step: Work Order, Certification, or 3rd-party vendor.
Change master item record numbers for serialized items when modified (e.g., wire rope cut from 200ft → 100ft becomes new item).
Runtime hours logging for items with rebuild thresholds.
Work Orders pull predefined component lists, costs and install times from master records; costs aggregate back to the proper cost center.
Vendor Work Orders for 3rd-party refurbishment with outbound/return tracking; check items back in via the same WO.
Certifications with pass/fail checklists; expiration dates flow into loading/unloading to route items for recertification as needed (timelines set on master item).
All completed Inspections, Certifications and Work Orders generate PDFs pushed to cloud storage; printable for signatures/records.
User productivity logs with open/close timestamps on every inspection, certification and work order.

Logistics Management

Unified shipment management across all sections with type filters (Toolkits, Parts Requests, Tool Store, etc.).
FedEx API automated tracking for small package and truckload shipments.
ABF truckload carrier API automated tracking for TL shipments.

Branch Visibility & Ordering Modules

Branch-specific logins with filtered visibility (toolkit orders, parts requests, etc.).
Branches can request, track and monitor all orders to/from the central tool facility.
Visibility of current and historical toolkits in their possession.
View historical toolkit rental charges and missing/damaged tool charges by job cost center.
Transfer toolkit sequences to other jobs.
Job visibility to identify where transfers are needed or when to order a new kit.

Field Mechanics Module

Perform beginning and ending toolkit inventories; capture photos of damaged items.
Order replacement parts for missing/damaged items on site.
Request toolkit pickups for return.
Transfer kits across jobs.

Tool Store

Secure portal to purchase (not rent) items; integrated with WMS for fulfillment.
Cost center allocation tracked for purchased tools.
FedEx & other truckload carrier integration with rate shopping and labeling.
Dedicated WMS fulfillment screens with pick tickets and inventory tracking.

GPS & BLE Tracking

Integrated Google Maps to plot all assets.
One-click map pins show toolkit/job details (assignments, network, mechanics).
Crew scheduling integration shows mechanics in possession of a toolkit.
BLE tags detected by in-toolkit GPS devices displayed under map pins.
Geolocation comparison vs expected jobsite address for anomaly detection.
Hilti Ontrack API integration for separate BLE tags on Hilti tools.

Single Sign-On

Microsoft SSO integration.