Help / How To

Check Out Tools

When a field personal walks up to tool store with list of tools, you can fulfill their request and checkout tools to them as follows:

Mobile App

• Start ToolWorks app and login
• Click Dispatch tab (on bottom bar)
• Click + in top right corner to create Adhoc Checkout Order
• Click Check Out To and find field personal checking out using employee first name or last name or email, and select employee
• Click Add Tool and scan tools requested by field personal, keep scanning tools till you have added all requested tools.
• Click Done when you have collected all tools
• Click Checkout to check-out and assign tools to the field personal
• Quick 30 Sec Video
  Checkout Tools

  Scan and checkout tools

Desktop

• Login to site and navigate to Dispatch
• Click Create Order
• Click Check Out To and find field personal checking out using employee first name or last name or email, and select employee
• Click Add Tools, search for tool and click Add.
• continue to search and Add tools till you have added all tools requested by field personal
• Click Done
• On the main New Order view, adjust quantity if needed for Bulk/Consumables
• Click Checkout to check-out and assign tools to field personal