What are Service Plans?

Service Plans help you track when tools and equipment need maintenance. The system will remind you when service is due, so your tools stay in good working condition.

Watch our webinar on Service Plans here: 

Tool Connect Service & Maintenance Launch Webinar

How to View Service Plans

• Click Service plans in the left menu
• You will see a list of all service plans
• The list shows:
  • Service plan name
  • Type of service (Maintenance, Repair, Inspection)
  • When service is due
  • Who created the plan
  • How many items need service

How to Create a New Service Plan

Step 1: Start a New Plan

• Click the blue Add service plan button in the top right corner
• The "New service plan" form will open

Step 2: Enter Plan Details

Service Plan Name (required)

• Type a name for this service plan
• Example: "Filter Maintenance" or "Drill Inspection"

Service Type (required)

• Click the dropdown menu
• Select the type of service:
  • Safety
  • Inspection
  • Maintenance

Step 3: Select Tools or Equipment

You can apply this service plan to specific tool categories or individual items.

Option 1: Select by Category

• Click the Select category dropdown
• Choose a category from the list:
  • Automotive
  • Batteries
  • Drill Bits
  • Dust Management
  • Electrical Tools
  • Grinders
  • Hand Tools
  • And more...

Option 2: Select Individual Items

• You can also choose specific tools from your inventory
• This option appears in the inventory table

Step 4: Set the Service Schedule

Frequency (required)

• Click the dropdown menu
• Choose how often service is needed:
  • Days
  • Months

Number of Months/Days/Weeks (required)

• Enter a number
• Example: "3" months means service every 3 months

Step 5: Set Up Reminders (Optional)

Enable Reminder Alerts

• Turn on the toggle switch if you want reminders

Reminder Trigger

• Choose when to receive the reminder:

Reminder Frequency

• Choose how often you want reminders:

Step 6: Set Up Alerts (Optional)

Select Alert Recipients

• Choose who should receive notifications
• Only people assigned to the tools will get alerts

Step 7: Save the Service Plan

• Review all information
• Click the blue Save button in the top right corner
• Or click Cancel to exit without saving

Understanding the Service Plans List

After you save a service plan, it appears in the list.

Color Indicators

• Orange badge - Items need service now
• No badge - Service is up to date

Columns in the List

• Service Plan Name - The name you gave the plan
• Service Type - Type of service (Maintenance, Repair, etc.)
• Schedule - How often service is needed (7 days, 12 months, etc.)
• Created By - Who created this plan
• Qty Incomplete - Number of items that need service
• Qty Due - Number of items where service is overdue
• Qty Up To... - Number of items with service up to date
• Actions - Click "View in inventory" to see the items

Tips for Using Service Plans

Common Examples

Need Help?

If you need help with Service Plans:

• Ask your supervisor or site manager
• Contact your company's Tool Connect administrator
• Refer to this guide for step-by-step instructions