Plan your first tool workflow

Updated 2026-09-24

What to do

Choose a small group of reusable tools and agree on where each handoff should be recorded.

1. List the tools your crew shares most often, with one stable identifier per item.
2. Name the people and places that commonly hold them: workers, trucks, the shop, and job sites.
3. Decide when a worker should record TAKE, MOVE, or RETURN and who will review exceptions.