A procedure in ToolSense is essentially a defined task or series of tasks, such as an asset check, repair order, pest check, etc. It serves as a combination of a documentation guide and an execution manual, outlining specific steps or checklists that need to be completed to successfully accomplish a job.
A procedure can be used in multiple ways in Toolsense:
Used in tickets: Adding a procedure as a service and generate tickets with it
🔜 Integrated in Work Orders as tasks template
How to create a procedure via the procedure builder
A guide how to create your own procedure using the Procecure builder in ToolSense
