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.
Sections
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
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.
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:
| Challenge | Spreadsheets | Toolcribr |
|---|---|---|
| Real-time accuracy | Always outdated. Relies on people remembering to update. | Updated instantly on every scan, checkout, and return. |
| Accountability | No enforced sign-out. "I thought Mike had it." | Every transaction tied to a person with timestamp and GPS. |
| Cost tracking | Manual calculation. Usually skipped entirely. | Automatic depreciation and usage allocation per job. |
| Certification / calibration | Easy to forget. Discovered during inspection. | Automated gates block checkout of expired tools. |
| Integration | Copy-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
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
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
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
Name your organization
Enter your company name. This appears throughout the app and on reports.
- 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.
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.
Invite Your Team
Toolcribr has three roles for your organization. Each role determines what a person can see and do inside the app:
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.
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
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
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
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
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
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
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
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
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.
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.
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
Navigate to API settings
Go to Settings > API Keys in the sidebar. Only Admins can access this page.
- 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
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:
| Resource | Endpoints | Description |
|---|---|---|
| Tools | GET, POST, GET/:id, PATCH/:id, DELETE/:id | Full CRUD for serialized tools. DELETE is a soft-delete (retires the tool). |
| Consumables | GET, POST, GET/:id, PATCH/:id | Manage non-serialized inventory tracked by quantity. |
| Rentals | GET, POST, GET/:id, PATCH/:id | Track rented equipment with vendor info and deadlines. |
| Checkouts | POST, GET/:id | Create a checkout (assign tools to a person and job). |
| Returns | POST, GET/:id | Process a return with condition reporting. |
| Transfers | POST, PATCH/:id | Initiate and accept/reject peer-to-peer transfers. |
| Kit Templates | GET, POST, GET/:id, PATCH/:id, DELETE/:id | Manage pre-defined tool kits for common job types. |
| Job Costs | GET | View cost allocations by job reference with totals. |
| Audit Log | GET | Query the immutable audit trail with date, event, and actor filters. |
| Alerts | GET, PATCH/:id/ack | List active alerts and acknowledge them. |
| Reports | GET/:type | Generate any of 14 report types in JSON, CSV, or PDF. |
| Webhooks | GET, POST, DELETE/:id | Subscribe to real-time event notifications. |
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
Register a webhook
POST to
/api/v1/webhookswith your callback URL and the events you want to receive. - 2
Store the secret
The response includes a
secretfor HMAC-SHA256 signature verification. Store this securely. - 3
Verify incoming webhooks
Each webhook delivery includes an
X-Toolcribr-Signatureheader. Compute HMAC-SHA256 of the request body with your secret and compare to verify authenticity.
Available webhook events include:
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
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 theuser_id, and the required tools. - 2
When tools are returned
Subscribe to the
tool.returnwebhook. When Toolcribr sends the return event, your FSM system can update the work order with the actual tools used and their conditions. - 3
For cost reporting
Call the
/api/v1/job-costs?job_ref=WO-1234endpoint 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
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
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
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.
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.
| Resource | What it controls |
|---|---|
| Max tools | The total number of serialized tools you can add to your inventory. |
| Max users | The total number of user accounts in your organization (Admins, Managers, and Crew combined). |
| Max consumables | The total number of distinct consumable types you can track. |
| API access | Whether the REST API is available for your plan. |
| API rate limit | Maximum 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
Go to Settings > Billing
Only Admins can access the billing page.
- 2
Click Manage Subscription
This opens the Stripe Customer Portal where you can view available plan upgrades.
- 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.
Ready to get started?
Create your free account and start tracking your tools in under 10 minutes. No credit card required.