Resources - Tool Settings

Tool Settings in Movegistics 5.0 🧰

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Why This Matters to Your Business 🤔

Properly managing the tools your crews rely on is essential to smooth operations, accurate dispatching, and equipment accountability. With Movegistics 5.0, the Tools Settings under the Resources module give you the ability to document, categorize, and organize all moving equipment—from dollies to ramps and liftgates—ensuring your field teams are always equipped and your asset records are always up to date.

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🔍 Accessing Tool Settings

1. Click the gear icon in the top-right corner of Movegistics.

2. From the left-hand Settings menu, navigate to Resources > Tools.

You’ll be brought to the main Tools grid where you can:

• View a list of all registered tools

• Filter by tool type or tags

• Add new tool records

• Create custom views to track tool categories

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➕ Adding a New Tool

To add a new tool to your resources:

1. Click the blue plus (+) icon at the top-left of the Tools grid.

2. Fill in the following fields:

   • Tool Number: Unique identifier for internal tracking

   • Tool Title: The name or label of the tool

   • Tool Type: Select from predefined categories like Transportation Tools, Dollies, etc.

   • Tags: Add searchable tags for easy grouping (e.g., "heavy duty", "crew essential")

   • Internal Note: Add any notes specific to tool use or condition

3. Assign the Owner (admin responsible for this record)

4. Click Save or Save & Add Another to continue adding more

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📅 Creating Custom Views for Tools

Custom views allow you to easily organize and filter your tools by type, tags, or ownership.

To Create a View:

1. From the Tools tab, click Create a View.

2. Use the column selector to display:

   • Tool Number

   • Tool Title

   • Tool Type

   • Tags

   • Internal Note

   • Owner

3. Rearrange columns using the Column Order section to fit your workflow.

4. Click Next

5. Use the Apply Filters tool if you want to narrow your view (e.g., show only Active workers or only those in a specific department)

6. Name your view (e.g., "Active Drivers – East Team")

7. Choose whether to make it private or share it with your team

8. Click Save
   
   Now your view will appear as a tab at the top of the Tools page for quick access.

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🕛 Pro Tips

• Use tags like "hydraulic", "lift gate", or "essential" to easily group tools for filtering.

• Create views for job types that require specialized tools.

• Assign tool ownership to track who added or last edited a record.

• Keep the Internal Note field updated for tool conditions or usage restrictions.

For further help or importing tool data in bulk, contact us at [e-mail].