Setup Overview: Start Here

This quick tutorial introduces the main components of ShareMyToolbox.

ShareMyToolbox is made up of two parts. A web interface and a mobile app. You should download the ShareMyToolbox app from your favorite app store before starting setup.

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The setup process consists of five steps

1) Setup Items. Items can be setup on the web or on the mobile device. Items can be entered individually, copied from existing items or imported from Excel. 

There are four types of items that can be setup. You turn on the different item types under settings.

  • Standard Items 
  • Quantity Items 
  • Kits 
  • Consumables  

help View more details in section: Adding & Editing Items


Walk through a tutorial on setting up items on the web. Watch Tutorial


2) Setup Connections. Connections are the people who you are loaning tools to. You must have connections setup in order to loan tools and change locations. There are three types of connections:

  • Additional Admins
  • Employee Roles
  • Virtual Roles

Please go to the Connections section of the knowledgebase to see the details on setting up connections: Add, Edit, Delete Connections


3) Setup Locations (Optional). Locations are used to manage multiple warehouses. Locations are also used to track jobs and project sites. 

Detailed information on location setup can be found under the knowledgebase section: Add, Edit, Delete Locations


4) Setup Notes (Optional). Notes are used to track additional information about an item. Common uses for notes are:

  • Damage Notes
  • Scheduled Maintenance
  • Calibration Tracking

Learn more about setting up and managing notes in the knowledgebase section: Notes Setup on Web


5) Barcodes & Asset Tags (Optional). You can optionally use barcode stickers and asset tags to enable the scanning functionality of ShareMyToolbox. Yes, yes we could have included this under the items setup section. However, we get SO MUCH interest in this area that we gave it some special treatment. 

  • Key things to remember about asset tags:
  • You can use the on some items and not others
  • You can always start without tags and go back and add them later
  • You can use our tags, use tags already on the tools or mix and match. We can't guarantee that every tag type will work but we work with as many as we can.

Learn more about setting up asset tags and barcodes in the knowledgebase section: Asset Tags, Barcodes and QR Codes

tutorial-png-3 Tutorial

Check out our Learning Tutorial: Asset Tag & Barcode Tutorial