Does it need Inventory?

Yes. The Tool Kit needs Inventory, because tools are stock items.

Can an engineer see their own tools?

Yes. Each engineer has a My Tools list of what is checked out to them.

Which module is this part of?

Field Toolkit is part of Field Engineer Tool Kit. Modules are sold separately or in the Full CRM bundle; see the pricing page for current prices.

Inventory & Field Operations

Field Toolkit

Issue tools to field engineers, track returns, condition and overdue checkouts. Field Toolkit keeps company tools accountable when engineers carry them to customer sites.

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Last updated 11 October 2026

Who it is for

Service teams handling installation, repair, maintenance or site visits.

Part of the Field Engineer Tool Kit module. See plans and modules

How it works, step by step

Tools are checked out to employees, linked to jobs and returned with condition notes.

Mark the products that are tools.
Check a tool out to an engineer for a job.
Print the issue slip, and take an optional security deposit.
Check it back in with a condition note; overdue tools are flagged.

What you get

Tool checkout
Return tracking
Condition notes
Overdue alerts
Engineer custody
Printable slips

What it connects to

Getting set up

Mark products as tools, assign them to engineers and print issue/return slips.

Field Toolkit: questions and answers

Does it need Inventory?: Yes. The Tool Kit needs Inventory, because tools are stock items.
Can an engineer see their own tools?: Yes. Each engineer has a My Tools list of what is checked out to them.
Which module is this part of?: Field Toolkit is part of Field Engineer Tool Kit. Modules are sold separately or in the Full CRM bundle; see the pricing page for current prices.

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