Each service crew and industry-specific use might differ, but these columns come in handy for those of us who are in industries where consumables are a part of the job. For example, arc welders need gas, welding rods, cutting discs, and other consumables. Many power tools or equipment require consumables. However, to make a custom and specific-to-your-company checklist, check out the sections later in this guide about 1st Reporting. There isn’t much room for other, more fanciful conditions. The tools were either good, needed a fix, or needed a replacement. I found I never really needed any other status for tools on service trucks. In the Tool Status columns, there are three sub-columns where your inspector may check off one of three conditions:
These five columns provide an excellent means of organizing your truck tool and equipment inventories, especially if you follow a similar organizational structure to the one I mentioned in the example above. It might be common for mechanics who need multiple channel locks, clamps, or other hand or power tools where the requirement exists. Tool Quantity – Depending on your team’s capabilities and responsibilities, plenty of industries require a team to carry multiple tools of the same type.For example, tool A-19 might be in truck A and with Item Number 19 on that truck’s tool inventory list. Tool Identifier – Great to identify tools by their designated service vehicle.Tool Brand/Model/Type – Again, self-explanatory.Tool Description – Fairly self-explanatory, a simple description of the tool.Item Number – Helps when completing asset inventory.These include the following column headings: I’ve provided five columns to summarize the tool information. For now, let’s continue with the Tool Information columns. Of course, printing multiple pages per truck is a nuisance, so I have a solution for that too. It is how I managed my crew’s inventory checklists easier. I recommend utilizing categories to organize your tools, such as power and hand tools, to fit your needs. There are 27 rows available on a single sheet of paper, so if your crews carry more than this number of tools, you will need multiple sheets. The initial five columns provide a means of identifying the tools on the service vehicle.
The following three sections complete the vertical column central body of the inventory checklist and are described below. These five fields provide a quick overview of the inventory check and a means to file the forms orderly, by vehicle ID, date, or both. Is it daily? Weekly? Monthly? Due to loss? The role of the person performing the tool inventory check (in case a helper or apprentice completes the assessment).Name of the person performing/responsible for the inventory check.The Administrative Sectionįive pieces of information are essential for a service vehicle tool inventory. I invite you to bookmark this page and use it to help train your team to complete the checklist appropriately. I’ll describe each below, including the intended functionality. I’ve broken down the mobile crew Tool Inventory Checklist into five essential components. Included in the Service Vehicle Tool Inventory Checklist So, without further ado, let’s dive into the world of efficient mobile inventory management and explore how this checklist and the 1st Reporting app can transform how we work. The app also features custom notifications that keep you informed in real-time, enabling easier management of your teams.
1st Reporting is a powerful app that lets you create digital forms, checklists, and reports and disseminate them to your teams for instant access and completion.
#VEHICLE INVENTORY SHEET HOW TO#
In this guide, I’ll walk you through how to use this checklist effectively and introduce you to an innovative application called 1st Reporting that’s revolutionizing how we manage our service teams. I’m excited to share the final paper inventory checklist you’ll ever need-a downloadable mobile crew tool inventory checklist I’ve developed to streamline inventory management. From misplaced documents and illegible handwriting to the time-consuming process of manually updating records, these traditional methods have often left me feeling like there must be a better way. However, like many managers of mobile teams, I’ve also grappled with the challenges of using paper-based checklists and reports. Effective inventory management is the backbone of a well-functioning service team, whether it’s ensuring that our technicians have the right tools for the job or quickly identifying and replacing missing or damaged equipment. As a seasoned service manager with over two decades of experience managing mobile service teams, I’ve witnessed firsthand the critical role that tool inventory management plays in the success of our operations.
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