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WHAT’S POSSIBLE
Parts & tooling registers
Parts & tooling requirements per job
Planned vs actual usage tracking
Usage capture during work
Automatic record of work inclusion
PROBLEM 01

Work starts without the right parts and tools lined up

Without clear parts and tooling requirements, work rarely starts smoothly. Missing or incorrect items cause early delays, forcing teams into workarounds before the job has even begun.
Parts & Tooling fix this by:
  • ✓
    Defining required parts and tools as part of job setup
  • ✓
    Linking parts and tooling requirements directly to the work
  • ✓
    Requiring confirmation of parts and tooling availability before work begins
  • ✓
    Reducing delays caused by missing, incorrect, or unavailable items
Active Projects
12 ongoing
Building 4 HVAC Maintenance
Due Friday
Q1 Safety Inspection
In progress
Equipment Installation - Site 3
Next week
Annual Compliance Audit
2 weeks out
Smart Automations
8 active
Auto-assign by skill & location
Running
Send weekly compliance reports
Running
Flag overdue preventive maintenance
Running
Sync to QuickBooks
Paused
Problem 02

Parts and tools change once work starts

Even with planning, adjustments are sometimes needed once work begins. Parts may be substituted, additional items are required, or tools changes based on what’s found on the job. When these changes aren’t captured properly, visibility is lost and records become unreliable.
Parts & Tooling fix this by:
  • ✓
    Allowing teams to adjust parts and tools used as work progresses
  • ✓
    Recording changes using predefined parts and tooling registers
  • ✓
    Clearly showing where actual usage differs from the plan
  • ✓
    Maintaining an accurate, auditable record of what was used on the job
Problem 03

What’s used isn’t always clear

If parts and tooling aren’t defined upfront, usage should be captured as the work is done - but it often isn’t. Instead, details are recorded after the job is finished, pieced together from notes, memory, or photos. That makes usage records harder to trust for invoicing, inventory, and follow-up.
Parts & Tooling fix this by:
  • ✓
    Capturing parts and tooling usage as work is completed, not after the job
  • ✓
    Recording usage against predefined parts and tooling registers
  • ✓
    Automatically including usage details in the record of work
  • ✓
    Creating a reliable usage record for invoicing, inventory, and follow-up
Team Activity
Live
Mike completed site inspection
2m ago
Sarah updated equipment status
8m ago
New work order assigned to you
15m ago
Photos added to job #4521
1hr ago
Smart Automations
8 active
Auto-assign by skill & location
Running
Send weekly compliance reports
Running
Flag overdue preventive maintenance
Running
Sync to QuickBooks
Paused
Problem 04

Usage isn’t consistent across jobs

Depending on who’s doing the work or what’s available at the time, the same job can use different parts and tools. Without visibility across work orders, it’s hard to understand what “normal” looks like, identify inefficiencies, or improve how jobs are set up.
Parts & Tooling fix this by:
  • ✓
    Recording parts and tooling usage from predefined registers across all jobs
  • ✓
    Providing visibility into parts and tooling usage across all work orders
  • ✓
    Making it easy to compare usage between similar jobs
  • ✓
    Supporting standardisation and better job setup based on real usage data

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