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Toolcribr Documentation

Everything you need to know to set up, use, and get the most out of Toolcribr. This guide is written for someone who has never used a tool or asset management platform before.

What is Toolcribr?

Toolcribr is a cloud-based tool and asset management platform built specifically for contractors, field service companies, and skilled trade businesses. It replaces clipboards, spreadsheets, and guesswork with a real-time system that tracks every tool from the moment it leaves the warehouse to the moment it comes back.

Core Benefits

Stop Tool Loss
Every checkout and return is logged with who, when, where, and in what condition. If a tool goes missing, you have a clear audit trail to find out what happened.
Real-Time Visibility
See exactly where every tool is, who has it, and what job it is assigned to. No more calling the field to track down equipment.
Cost Capture
Tool depreciation, rental costs, and consumable usage are automatically allocated to jobs. Finally know what a project actually cost in equipment.
Reduce Downtime
Get proactive alerts when certifications expire, calibrations come due, or maintenance is needed. Tools stay job-ready.

Who It's For

Toolcribr is built for businesses where people take tools and equipment to job sites and bring them back. If you manage a fleet of tools across multiple crews, vehicles, or locations, Toolcribr is for you.

General Contractors
HVAC Companies
Plumbing Contractors
Electrical Contractors
Field Service Teams
Construction Firms

How Toolcribr is Different

Many companies try to track tools with spreadsheets, whiteboards, or standalone barcode apps. Here is why those approaches fall short and what Toolcribr does instead:

ChallengeSpreadsheetsToolcribr
Real-time accuracyAlways outdated. Relies on people remembering to update.Updated instantly on every scan, checkout, and return.
AccountabilityNo enforced sign-out. "I thought Mike had it."Every transaction tied to a person with timestamp and GPS.
Cost trackingManual calculation. Usually skipped entirely.Automatic depreciation and usage allocation per job.
Certification / calibrationEasy to forget. Discovered during inspection.Automated gates block checkout of expired tools.
IntegrationCopy-paste between systems.REST API and webhooks for your ERP, FSM, or accounting software.

Getting Started

You can be up and running in under 10 minutes. Here is the step-by-step process to go from zero to tracking your first tool.

Create Your Account

  1. 1

    Go to the signup page

    Visit toolcribr.com/signup and enter your email address and a password. You can also sign up with a magic link sent to your email — no password needed.

  2. 2

    Verify your email

    Check your inbox for a verification email. Click the link to confirm your account. If you used a magic link, this step happens automatically.

  3. 3

    Choose your subscription plan

    Select a plan and enter your payment information via Stripe, our secure payment processor. You can start with a free trial — no credit card required.

Set Up Your Organization

After creating your account, you will set up your organization. An organization is the top-level container for everything in Toolcribr — your tools, locations, users, and settings all live inside it.

  1. 1

    Name your organization

    Enter your company name. This appears throughout the app and on reports.

  2. 2

    Choose a URL slug

    Pick a short identifier for your organization (for example, "acme-electric"). This is used internally to keep your data separate from other customers.

Multi-tenant architecture
Every organization's data is completely isolated. Your tools, users, and audit logs are never visible to other Toolcribr customers. This is enforced at the database level, not just in the application.

Add Your First Location

Locations represent the physical places where your tools live. Common location types include:

Warehouse

Your main shop or storage facility where tools are stored overnight.

Vehicle

A service van or truck that carries tools to job sites.

Job Site

A specific customer location or project site where tools are being used.

Person

A crew member who has been assigned tools directly (the system tracks this automatically via checkouts).

To add a location, go to Inventory > Locations in the sidebar. Click Add Location, choose a type, give it a name, and optionally enter an address. Locations can be nested — for example, a shelf inside a warehouse.

Add Your First Tool

Tools are the core of Toolcribr. Each tool is a serialized, individually tracked asset with its own unique identifier (called an asset tag).

Manual entry

Go to Inventory > Tools, click Add Tool, and fill in the details: name, category, asset tag, serial number, make, model, purchase date, and value. Only the name and asset tag are required — you can fill in the rest later.

CSV import

Have a spreadsheet of tools? Go to Inventory > Tools and click Import CSV. Upload a CSV file with columns matching the tool fields. The system will validate each row and show you any errors before importing.

Print QR labels right away
After adding tools, select one or more from the list and click Print QR Labels. Each label includes the tool name, asset tag, and a QR code that links directly to that tool in the system. Attach them to your tools using adhesive labels or hang tags.

Invite Your Team

Toolcribr has three roles for your organization. Each role determines what a person can see and do inside the app:

Admin (Customer Admin)
Full control over the organization. Can manage users, configure alerts, view all reports, manage billing, create API keys, and set up webhooks. Typically the business owner or operations manager.
Manager
Can do everything a Crew member can, plus: view all team members' tools, approve service flags, override soft certification blocks, manage rentals and purchase orders, view reports, and access the audit log. Typically a foreman or supervisor.
Crew
The field-level user. Can check out and return tools, transfer tools to other crew members, flag damage or issues, attach photos, and view their own checkout history. Typically a technician, electrician, plumber, or installer.

To invite team members, go to Settings > Users. Click Invite User, enter their email address, and select a role. They will receive an email invitation to create their account and join your organization.

Daily Workflows

Once your organization is set up with tools, locations, and team members, your daily workflow revolves around four core actions: checking out tools, returning them, transferring between crew members, and monitoring consumable levels.

Checking Out Tools

A checkout is the act of assigning one or more tools to a person for a specific job. There are three ways to start a checkout:

QR code scan

Open the Checkout page and tap Scan QR. Point your camera at the QR label on a tool. The tool is identified instantly and added to your checkout list. Scan multiple tools to check out a batch at once.

Search

If a QR label is damaged or missing, use the search bar on the Checkout page. Search by name, asset tag, or serial number. Select the tool from the results to add it to your checkout.

Kit templates

Kits are pre-defined groups of tools for common jobs. For example, a "Residential Rough-In Kit" might include a drill, an oscillating tool, fish tape, and a voltage tester. Select a kit template and all the tools are pre-populated into your checkout. Your admin sets up kit templates under Settings > Kits.

During checkout, you will be asked to enter a Job Reference (such as a work order number or project code). This ties the tool usage to a specific job for cost tracking and reporting. You can type it manually or it can be populated automatically by an external system via the API.

Finally, confirm the checkout using your chosen verification method (PIN entry, biometric, or signature). The system records the checkout with a timestamp, GPS location, and the identity of the person who confirmed it.

Certification and calibration gates
If a tool requires a certification that you do not hold, or if the tool's calibration has expired, the system will block the checkout. A "hard block" cannot be overridden — the tool must be serviced or you must obtain the certification first. A "soft block" can be overridden by a Manager, which is logged in the audit trail.

Returning Tools

Returning tools is just as important as checking them out. The return process ensures that every tool is accounted for and its condition is documented.

  1. 1

    Start a return

    Go to the Return page. You will see a list of all tools currently checked out to you. Select the tools you are returning.

  2. 2

    Report condition for each tool

    For every tool, select its condition: Good, Needs Service, Damaged, or Lost. This is mandatory — you cannot skip it.

  3. 3

    Add photos for damaged tools

    If you mark a tool as damaged or needing service, you must attach at least one photo showing the issue. Add notes describing what happened. This documentation helps your shop or service team understand the problem.

  4. 4

    Report consumables used

    If consumables were part of your checkout (wire, fittings, tape, etc.), enter how many you used. The system automatically deducts the quantity from inventory.

  5. 5

    Confirm the return

    Verify with your PIN, biometric, or signature. The system records the return with a timestamp and GPS location, updates the tool status back to "Available" (or "Needs Service" if flagged), and writes an immutable entry to the audit log.

Transferring Tools

Sometimes tools need to change hands in the field without going back to the warehouse first. Toolcribr supports peer-to-peer transfers between crew members.

  1. 1

    Initiate the transfer

    Go to Transfers and tap New Transfer. Select the tool you want to hand off and choose the crew member receiving it. Add an optional condition note.

  2. 2

    Other person accepts

    The receiving crew member gets a notification (push notification or in-app). They review the tool details and tap Accept or Reject.

  3. 3

    Chain of custody updates

    Once accepted, the tool's current assignee is updated. Both the sender and receiver are logged in the audit trail with GPS coordinates from both locations. The full chain of custody is preserved.

Transfers preserve job reference
When a tool is transferred, the original job reference stays attached. If the tool moves to a different job, the receiving person can update the job reference during the accept step.

Checking Consumable Levels

Consumables are non-serialized items tracked by quantity — things like wire spools, fittings, tape rolls, or fasteners. Toolcribr tracks their stock level and can automatically alert you when supplies run low.

Reorder threshold

Each consumable has a configurable reorder threshold. When the quantity on hand drops below this number, the system fires an alert and can automatically generate a purchase order draft.

View your consumable inventory at Inventory > Consumables. Items below their reorder threshold are highlighted so you can act quickly.

Management Features

Toolcribr provides managers and admins with powerful tools to oversee operations, generate insights, and configure the system to match your business needs.

Dashboard Overview

The dashboard is your home screen after logging in. It is role-aware — Admins and Managers see organization-wide metrics, while Crew members see their personal tool assignments.

Dashboard widgets include:

  • Inventory summary — total tools by status (available, checked out, needs service, etc.)
  • Overdue returns — tools checked out beyond expected return windows
  • Upcoming certifications — tools with certifications expiring in the next 30 days
  • Calibration due — tools approaching or past their calibration date
  • Low-stock consumables — items below their reorder threshold
  • Rental deadlines — rented equipment approaching return dates
  • Recent activity — latest checkouts, returns, and transfers across the organization
  • Unacknowledged alerts — critical and warning alerts waiting for response

Reports and Analytics

Toolcribr includes 14 built-in report types that cover every aspect of your tool operations. Reports can be exported as JSON, CSV, or PDF, and can be scheduled for automatic weekly or monthly delivery via email.

Checkout Status (current)
Checkout History
Return History
Tool Utilization
Damage & Loss
Out of Service
Service History
Overdue Returns
Consumables Usage
Rental Costs
Job Cost Allocation
Certification Compliance
Calibration Due
Full Audit Export

Access reports from the Reports page in the sidebar. Select a report type, set your date range and filters, and generate the report. Admins can schedule recurring reports under Reports > Scheduled.

Alert Configuration

Alerts notify your team when something needs attention. Toolcribr supports 12 alert types covering certification expiry, calibration due dates, low stock, overdue returns, rental deadlines, damage flags, and more.

For each alert type, Admins can configure:

  • Severity — Info, Warning, or Critical
  • Recipients — specific users or roles
  • Channels — push notification, SMS, email, or any combination
  • Escalation path — if the alert is not acknowledged within a set time (default 30 minutes), it escalates to the next person in the chain

Configure alerts at Settings > Notifications.

Certification and Calibration Gates

Certification gates

Certain tools require the user to hold a valid certification before checkout. For example, a powder-actuated tool may require a OSHA-specific certification. If the user's certification is expired or missing, the system blocks the checkout. A "hard block" is absolute. A "soft block" allows a Manager to override (with audit logging).

Calibration gates

Tools that require periodic calibration (like torque wrenches or multimeters) have a calibration expiry date. When the date passes, the tool is automatically blocked from checkout until it is recalibrated and the date is updated.

Manage certification types at Settings > Certifications. Upload crew certifications on each user's profile.

Kit Templates

Pre-built tool kits

Kit templates let you define standard tool loadouts for common job types. When a crew member selects a kit during checkout, all the required and suggested tools are pre-populated. This speeds up the checkout process and ensures the right tools go to the right job.

Each kit template includes:

  • Required tools — must be checked out (by category or specific tool)
  • Suggested tools — recommended but optional
  • Consumable defaults — standard consumable quantities for this type of job

Manage kit templates at Settings > Kits.

Rental Tracking

Track rented equipment

Rented tools from external vendors are tracked alongside your owned inventory. Each rental has a vendor, daily/weekly rate, start date, return deadline, and associated job reference. The system automatically calculates rental costs and fires alerts when deadlines approach.

Manage rentals at Inventory > Rentals. Overdue rentals appear as critical alerts on the dashboard.

API Integration

Toolcribr includes a full REST API that allows external systems to read and write data programmatically. This is how you integrate Toolcribr with your ERP, field service management platform, accounting software, or custom internal tools.

Getting an API Key

  1. 1

    Navigate to API settings

    Go to Settings > API Keys in the sidebar. Only Admins can access this page.

  2. 2

    Create a new key

    Click Create API Key. Give it a descriptive name (for example, "FieldKeepr Integration") and select the permissions: read-only, read-write, or custom.

  3. 3

    Copy your key

    The API key is shown once. Copy it immediately and store it securely. It cannot be retrieved later — only regenerated. The key starts with tc_ followed by a unique string.

Authentication

All API requests require authentication via a Bearer token in the Authorization header. You can either use your API key directly or exchange it for a short-lived JWT token:

# Option 1: Use API key directly
curl -H "Authorization: Bearer tc_your_api_key_here" \
  https://www.toolcribr.com/api/v1/tools

# Option 2: Exchange for JWT (recommended for high-frequency use)
curl -X POST https://www.toolcribr.com/api/v1/auth/token \
  -H "Content-Type: application/json" \
  -d '{"api_key": "tc_your_api_key_here"}'

# Response: { "token": "eyJ...", "expires_at": "..." }

Available Endpoints

The API base URL is https://www.toolcribr.com/api/v1. All responses return JSON. Here is a summary of available endpoints:

ResourceEndpointsDescription
ToolsGET, POST, GET/:id, PATCH/:id, DELETE/:idFull CRUD for serialized tools. DELETE is a soft-delete (retires the tool).
ConsumablesGET, POST, GET/:id, PATCH/:idManage non-serialized inventory tracked by quantity.
RentalsGET, POST, GET/:id, PATCH/:idTrack rented equipment with vendor info and deadlines.
CheckoutsPOST, GET/:idCreate a checkout (assign tools to a person and job).
ReturnsPOST, GET/:idProcess a return with condition reporting.
TransfersPOST, PATCH/:idInitiate and accept/reject peer-to-peer transfers.
Kit TemplatesGET, POST, GET/:id, PATCH/:id, DELETE/:idManage pre-defined tool kits for common job types.
Job CostsGETView cost allocations by job reference with totals.
Audit LogGETQuery the immutable audit trail with date, event, and actor filters.
AlertsGET, PATCH/:id/ackList active alerts and acknowledge them.
ReportsGET/:typeGenerate any of 14 report types in JSON, CSV, or PDF.
WebhooksGET, POST, DELETE/:idSubscribe to real-time event notifications.
Rate limiting
API requests are rate-limited per organization. The default limit is 100 requests per minute. If you exceed this, you will receive a 429 status code with a Retry-After header indicating when you can resume. Rate limit headers (X-RateLimit-Limit, X-RateLimit-Remaining, X-RateLimit-Reset) are included in every response.

Webhook Setup

Webhooks let Toolcribr push real-time event notifications to your systems instead of you having to poll the API. When an event occurs (like a tool checkout or alert), Toolcribr sends an HTTP POST to your specified URL.

  1. 1

    Register a webhook

    POST to /api/v1/webhooks with your callback URL and the events you want to receive.

  2. 2

    Store the secret

    The response includes a secret for HMAC-SHA256 signature verification. Store this securely.

  3. 3

    Verify incoming webhooks

    Each webhook delivery includes an X-Toolcribr-Signature header. Compute HMAC-SHA256 of the request body with your secret and compare to verify authenticity.

Available webhook events include:

tool.created
tool.updated
tool.checkout
tool.return
tool.transfer
tool.status_changed
alert.fired
alert.acknowledged
cost.created
consumable.low_stock
rental.overdue

Example: Integrating with Your FSM Platform

A common integration pattern is connecting Toolcribr with a field service management (FSM) platform like FieldKeepr, ServiceTitan, or a custom ERP. Here is how a typical integration works:

  1. 1

    When a work order is created in your FSM

    Your FSM system calls the Toolcribr API to create a checkout, passing the work order number as the job_ref, the assigned technician as the user_id, and the required tools.

  2. 2

    When tools are returned

    Subscribe to the tool.return webhook. When Toolcribr sends the return event, your FSM system can update the work order with the actual tools used and their conditions.

  3. 3

    For cost reporting

    Call the /api/v1/job-costs?job_ref=WO-1234 endpoint to pull depreciation, rental, and consumable costs for a work order. Import these into your accounting system.

# Example: Create a checkout via API
curl -X POST https://www.toolcribr.com/api/v1/checkouts \
  -H "Authorization: Bearer tc_your_api_key_here" \
  -H "Content-Type: application/json" \
  -d '{
    "user_id": "550e8400-e29b-41d4-a716-446655440000",
    "job_ref": "WO-2026-0342",
    "items": [
      { "tool_id": "7c9e6679-7425-40de-944b-e07fc1f90ae7", "quantity": 1 },
      { "consumable_id": "f47ac10b-58cc-4372-a567-0e02b2c3d479", "quantity": 10 }
    ],
    "confirmed_via": "pin"
  }'

Mobile App

Toolcribr offers a native iOS app designed for field crews. The mobile app focuses on the daily workflows crew members need most: checking out tools, returning them, and transferring between team members.

Download and Setup

  1. 1

    Download from the App Store

    Search for "Toolcribr" in the Apple App Store on your iPhone or iPad. The app supports iOS and iPadOS.

  2. 2

    Sign in with your existing account

    Use the same email and password (or magic link) that you use on the web. Your organization, tools, and permissions are the same across both platforms.

  3. 3

    Enable permissions

    The app will request access to your camera (for QR scanning and damage photos) and location (for GPS logging on checkouts and returns). Both are required for full functionality.

QR Code Scanning

Fast, native scanning

The mobile app uses your device's camera for high-speed QR code scanning. Point your camera at any Toolcribr QR label and the tool is identified instantly. Scan multiple tools in quick succession to build a batch checkout.

Offline Mode

Works without internet

In basements, rural areas, or anywhere with poor signal, the app continues to work. Checkouts, returns, and transfers are saved locally on your device. When connectivity returns, the app automatically syncs all pending actions to the server in the background.

While offline, a banner at the top of the app shows "Offline — X actions pending sync." Once the device reconnects, the banner disappears and all actions are uploaded. If there is a conflict (for example, the tool was already returned by someone else), the app surfaces the issue and lets you resolve it.

Push Notifications

Real-time alerts on your phone

Receive push notifications for transfer requests waiting for your acceptance, alerts that need acknowledgement, certification or calibration warnings for tools assigned to you, and low-stock notifications for consumables you manage.

Biometric confirmation
The mobile app supports Face ID and Touch ID for confirming checkouts and returns. This is faster than entering a PIN and provides strong identity verification for your audit trail.

Billing & Plans

Toolcribr uses a simple subscription model powered by Stripe. Your subscription determines the limits of your account — how many tools, users, and consumables you can manage.

Subscription Management

Manage your subscription at Settings > Billing. This opens the Stripe Customer Portal where you can:

  • View your current plan and billing cycle
  • Update your payment method
  • Download invoices and receipts
  • Cancel or pause your subscription

Plan Limits

Each plan includes limits for key resources. These limits are enforced at the database level — you will receive a clear error message if you hit a limit.

ResourceWhat it controls
Max toolsThe total number of serialized tools you can add to your inventory.
Max usersThe total number of user accounts in your organization (Admins, Managers, and Crew combined).
Max consumablesThe total number of distinct consumable types you can track.
API accessWhether the REST API is available for your plan.
API rate limitMaximum API requests per minute for your organization.

Upgrading

If you hit a plan limit, you will see a notification indicating which limit was reached. To upgrade:

  1. 1

    Go to Settings > Billing

    Only Admins can access the billing page.

  2. 2

    Click Manage Subscription

    This opens the Stripe Customer Portal where you can view available plan upgrades.

  3. 3

    Select a higher plan

    Choose a plan with higher limits. The change takes effect immediately. You will be prorated for the remainder of your current billing cycle.

No hardcoded pricing tiers
Toolcribr uses a flexible plan system. Your plan limits are configured per-organization, which means custom plans are possible for larger customers. Contact support if you need limits beyond the standard offerings.

Ready to get started?

Create your free account and start tracking your tools in under 10 minutes. No credit card required.