Dashboard > Equipment > Toolboxes
Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.
In order to create Toolboxes, users will need Edit permissions for Equipment
Creating a toolbox
From the dashboard, click into the Equipment module, and from that page, open the tab entitled "Tool Boxes"
Click on the "+ Add Toolbox" box to create your Tool Box
A "New Toolbox" page will appear. Fill out the necessary information, and choose whether the toolbox type is Truck or Box.
Then click the "create" button to save
Adding Equipment to your Toolbox
1. In the Equipment module, select the "Main List" tab and click on the name of the tool you'd like to be added to a toolbox.
2. The Equipment Detail page will appear. Make sure to select the "Profile" tab and navigate to the "Location" field. Mark equipment as located in a Toolbox then select the desired toolbox.
3. Alternatively, select equipment and click the "Actions" drop-down menu.
4. Select "Move".
5. A page will appear. Select and fill out the necessary information.
Moving a Toolbox to Project
Tab over to Toolboxes and select the toolbox(es) to Move to Project.
