This is the daily workflow: getting gear into someone's hands - a person, a truck, or a shared tool cart.
Assign an item- In the left menu, open Tools & Equipments and click Assign.
- Under Select User, choose who's receiving the gear. This list includes people as well as shared entries like trucks and tool carts - so "Truck 17" or "Tool Cart 3" works the same way a named person does.
- Choose a Pick Up Option: Pick Up Now, or Optimize Pick Up to transfer everything to one shop first.
- Choose a Gear Ready Need: ASAP, or Open at [shop's next opening time] - this second option is driven directly by the shop hours you set when the shop was created.
- In the item list, click Add next to each item you're assigning, then use the + in the Quantity column to set how many.
- A Per-Shop Allocation table appears once you've added items - confirm the quantity is allocated to the correct shop for each line. A banner will tell you if anything is still unallocated.
- Click Assign Gear.
Three things happen automatically once you assign:
- ToolLogix notifies the shop to have the items ready for pickup.
- The user's crew manager is notified of the assigned items.
- The user gets notified when the items are ready.
Assign Gear stays greyed out. Check the Per-Shop Allocation table - every assigned quantity needs to be allocated to a shop before the button activates.
I assigned the wrong person or item. Use Transferring gear from one user to another to move it, or open the item's detail page to see exactly who currently holds it.
Still stuck? Open Support in the left menu of the app and click Create ticket, and we'll respond within one business day.