Document Intention:

The following is a training document that shows how to create and submit “Tool Use Logs” in Procore. Best practices and company standards are discussed in this document and pictures have been attached for clarity in the explanations. If some topics are still unclear to you, or further explanation is required you can always call Arceo Primero at (423) 646-1625.

Tool Use Log Explanation:

This method of recording tool usage will be used directly by Scott for billing your job. Therefore, consistency and accuracy are extremely important to the success of this solution. Tool use logs will be completed in the “equipment” section of the daily log and will be completed every day regardless of whether tools from the P&C office are used. This includes office trailers, third party rented equipment (dump trucks, skid steers, lulls), and tools checked out from the P&C office. If you have no rented equipment or tools to record the usage of on your jobsite, you can check the “No tool or equipment usage” check box in the equipment entry. It is important to note that “Job Boxes” (tool kits) are billed differently and will not be recorded in this manner.

IMPORTANT: There should be an "equipment" entry in every daily log that either outlines the tools and equipment used, or shows that no tools or equipment were used (check marking the appropriate box)

Pre-creation Checklist:

1.     As always make sure you are in the correct job before starting this process.

Creating a Tool Use Log:

1.     In the main dashboard of the Procore app, tap the “Daily Log” tool.

2.     Tap the “Equipment” section of the daily log.

3.     In the upper right corner of the screen, tap the “red plus” button to add a new tool or piece of equipment to the jobsite.

4.     Created equipment will be added to the project wide database of tools and will be saved for you to be able to find and select again the next time you are creating a tool use log entry.

5.     Here is how to fill out the format of the “equipment entry”:

a.     The “equipment” and “cost code” rows are mandatory.

b.     The “time” and “comments” sections can be ignored.

c.     Use the new custom fields at the bottom to better record your tools and equipment. If you have no tool or equipment usage, tap the "No Tool or Equipment Usage"         check box to signify that you have no tools or equipment to bill to your job.

6.     Tap the “Equipment” section and then use the “search” text box to type out the tool or piece of equipment you are trying to add.

7.     Tap the “Add New Item” button to add the tool/piece of equipment to the job.

8.     Types of equipment and tools that should be recorded in this way include but are not limited to:

a.     Tools or equipment checked out from the P&C office.

b.     Jobsite office trailers

c.     Trailers checked out from the office.

d.     Rented equipment (united rentals or sunbelt)

e.     Porta Johns 

 

9.     Cost codes will always be either <1510> or <1591>

a.     Cost code 1510 will be used for every tool and piece of equipment except for office trailers.

b.     All office trailers will use cost code 1591.

c.     If you do not see either of these cost codes when you tap on the “cost code” section, contact Scott and he will add them to your jobsite.

 

10.     The "No Tools or Equipment Used" slider should be tapped if you have no tool or equipment usage to record.

11.     The "Equipment Origin" field should be used to select where the tool or equipment was rented or received from.

12.     The "PC Number" text box should be used to add the pc number of the piece of equipment or tool for this entry. Make sure to include "PC" with the numbers.

13.     Lastly, “save” the equipment/tool use log entry to the daily log.