Tool requisitions

Tool requisitions hand out tools and equipment to technicians for the duration of work and record who holds them until they come back.

When to use

Use it when a job needs a tool (meter, ladder, machine) that belongs to the company and must be tracked.

Before you start

  • Open /field-service/tool-requisitions. Permission: field_service:execute to raise and run requisitions; field_service:read to view.
  • Custody is recorded against the asset, so the tool must exist in Asset Management.

Request

Raise a tool requisition for the job.

Approve and issue

After approval the tool is issued and assigned to the technician.

Return and close

When the work is done the tool is returned and the requisition is closed.

Field Service — Tool requisitions with custody
Field Service — Tool requisitions with custody

Tips & common mistakes

  • A tool not returned stays assigned to the technician — follow up before closing the job.
  • Equipment that is booked on the schedule is not available to another job at the same time.