Frequently Asked Questions
The trial does not require a credit card. You will have the option to enter a credit card when the trial expires if you wish to start a subscription.
We request that you enter your name and company name when setting up a trial. However, the only required fields are e-mail and password.
The trial includes full access to the system for 5 connections. All the functions are turned on so that you can completely test your workflows.
Your trial system becomes your live system when you subscribe. All the information and connections you setup become part of your live system. If you need us to delete the setup information you have entered so that you can start clean after your trial please contact us through the support e-mail or phone line.
When you sign up for a subscription, we validate your email by sending you a verification that you must click to confirm. When you add users to your account as Connections, we do not validate that the address is a live address. This allows you to use live e-mails for workers in the field but also use some place holder e-mail addresses such as warehouse@abc.com or office@abc.com as needed.
Since we don’t validate e-mail addresses you can setup a “fake” e-mail address for employees who don’t use e-mail. You can also alternatively setup these employees as virtual users if needed. (See the tutorial on virtual user setup.)
We only accept Visa & MasterCard. At this time we cannot accept American Express or Discover Card.
As part of our Enterprise Business subscription, we will evaluate the specific need for customers purchasing 100 connections or more. Please call us to discuss your specific situation.
A trial will automatically cancel after 14 days. Month to month subscriptions can be canceled at anytime and will simply run for the remainder of the month that has been paid for. Annual subscriptions can be cancelled at anytime but will run for the remainder of the year that was paid for upfront. We do not refund partial month or partial year subscriptions.
To cancel, simply log-in to the Web Portal, click on Subscription > Manage Subscription > Cancel Plan.
We currently have customers in many different nations but the system and support is only in English. If you do not find the app in your local nation/regional app store please e-mail us and we will get it authorized as needed.
We sell asset tags on the ShareMyToolbox Store. We also recommend www.Camcode.com as a good site for rugged asset tags with barcodes.
Yes! Feel free to use the app for sharing anything with friends, family or co-workers. ShareMyToolbox is also great for keeping an inventory of assets that are not shared. Users have reported taking inventory of jewelry, firearms, books, etc. Share with us other ways you find to use the app!
Mobile FAQ’s
The same mobile device is available for free Starter accounts as well as paid Business Subscriptions, with differences on available features, Item quantities, and Connections you can add. See More >
Colors are a quick way to identify tool statuses: Blue – Available (Connection’s Tools) Yellow – Available (My Tools) Gray – Unavailable (All Tools) Green – Loaned (My Tools) Red – Borrowed (From Connections)
Terms are user-defined text that will display when a Connection requests an Item. This is useful for establishing any requirements on borrowing Items or consequences for losing them.
Here are several examples:
“By requesting this tool, you agree to care for it in accordance with the employee handbook and return it promptly in good condition, reasonable wear and tear expected.”
“You agree to care for my tools as if they were your own and return them to my garage with the beverage of my choice!” For Enterprise users, company wide terms can be established in the settings tab on the web interface.
Click on the tool in the Item view. Click on the Status tab.
The minimum required information is the tool type and title.
Yes! A tool marked unavailable will display to connections, but cannot be borrowed. They will display to you color-coded gray.
Yes! We activate the phone or tablet camera to scan barcodes and QR codes. By placing a unique label on each Item, you’ll know exactly which one it is in the system.
You can also identify tools by their serial number or any other unique identifier. You should include this unique number in the tool description or title for quick search and access. For example, if you own 10 circular saws, the title could be “Circular Saw 01” for the first one and so forth.
The best way to do this is through a Virtual Connection. On the Connection tab of the Portal, or Connections menu of the app, select Add connection. Select the roll “Virtual.” You can now assign tools to that employee. Note that no acceptance is required when tools are assigned to virtual connections. Think of Virtual Connections like a “bucket” you are placing the Items into for tracking purposes.
Click on the yellow connection icon on the dashboard. Click on the employee. Click on the green loaned icon and it will display all the tools you have loaned. This option is only available to administrators.
The available options are determined by what is logical for the current tool status and the current user. For example, if the tool is loaned out, the only option would be to check it in. If you have borrowed it you will receive different options. The workflow is simplified to the most likely action for each user based on the current status of the tool being viewed.
Assuming you are the an Admin, go to the tool detail view on the mobile device and click “edit”. You cannot edit a tool that you have borrowed. For Business users, you can also edit or delete the tool in the web interface.
From the dashboard, you can tap on an Item status card to quickly see all Items in that status. You can also tap on the Item icon in the menu bar for robust search and filter options.
You can add Employee Connections in the Connections menu for both Web and apps. When you set them up as a Connection, they will be able to download the app and use the sign-in you give them. From there they can be assigned tools, or search and request to borrow.
Yes! If a tool is checked out (unavailable or borrowed), any employee can initiate a transfer that has to be accepted by either the transferor or transferee. The tool will be updated in the database with the new party in possession thus relieving the tool admin of this task.
It’s always best to assign tool responsibility to an employee that can accept the tool assignment, however, we recognize that unique situations may occur. Virtual Connections are a great way to handle this. On the Connections menu, select Add connection. Select the roll “Virtual.” You can now assign tools to that to that job or trailer.
A web interface is available on the paid Business version. Tools can be imported from a provided Excel template. In the free Starter version you can only setup tools using the mobile app.
Reporting is available on the paid Business version. A web interface allows tool administrators to sort, filter and change columns in an easy-to-use grid format. Data can also be exported to Excel for more reporting functionality. Transaction history is shown on the tool history tab for an individual tool on the mobile device. Transaction history for a single tool or multiple tools is available in the Tool History tab on the web interface. In the web interface the history can be sorted and filtered in a variety of ways and Exported to Excel as needed.
Web Portal FAQ’s
The ShareMyToolbox Web Portal is only available to Business Subscribers. Here are answers to common questions about the Web Portal:
If you have more than several tools to enter, the most efficient entry method is via the import tool. In the Items menu, first click on “import” and then click on the option to download the import template. Open the file and enter your tools in the format provided on line 2. (Note this line can be deleted when you save the spreadsheet). DO NOT delete the header. Save the file to the same CSV format and import to the Web.
Open the Item record and click the Delete button in the upper right.
Admin and Employee connections count as paid users.
In the Tool menu, enter the employee as a filter on the “loan to” column (assuming the truck was not a virtual connection). Click the export button and save the file. Open the spreadsheet and delete any tools in this employee’s possession that were not on the truck, ie, still on the job site. Send the file to your insurance carrier.
Open the Item record, make the changes, and simply tap “Save.”
On the connections menu click on “add connection”. Select the type of role for the connection you are adding/ There are 3 types of roles as follows:
Employee
–Can create personal tools and connections
-Can borrow tools from the company
-Can transfer tools with other employees
-Receives notifications and acceptance is required for tool transfers or -loaned tools if auto accept is not checked
Administrator
-Can add/edit/delete company tools
-Cannot create personal tools
-Can access the web interface, but not the billing tab
Virtual
-A virtual connection may be an employee without a smartphone, a location, a vehicle or a warehouse
-Auto accepts tool transfers or loans
Push and in-app notifications will be send to the admins and the person in possession of the tool for the following date fields:
-Due back date
-Warranty expiration
-Rental return date
-Either of the two custom fields if used as a date
Would you like to know more about how other contractors track their small tools and equipment? Follow this link to a survey conducted by the ICCIFP. This is an institute of certified construction financial professionals. The survey is for contractors by contractors and has great detail. Link to ICCIFP Tool Survey