How can I use the Toolbox Talk?

This feature is integrated within the Field logs and enables you to submit notes regarding the Toolbox Talk session. These notes will be accessible in the project dashboard above the Timesheet section.

Things to Consider:

  • Available only in the Mobile App (not accessible via desktop)
  • Permissions must be configured in the Company Settings to access this feature

Permissions & Setup

Before using the Toolbox Talk, ensure the following settings are enabled.

Step 1. Go to the Company settingsicon and toggle ON the Toolbox option

 

Step 2. Enable Mobile App Access, or Kiosk Mode if multiple workers share one device.

 

Submitting a Toolbox Talk

Step 3. Once set up, follow these steps in the mobile app:

  • Open the app and go to the project.
  • Tap Toolbox Talk and enter a text summary of the talk. 
  • Click on Send to submit

                                   

 

Downloading a Toolbox Talk Report

Step 4. Scroll down to the Field Logs section and click on Toolbox to display notes.

 

Step 5.  Go to the left menu and select “Field Logs” to see Toolbox Talk messages for a longer date range.

 

Step 6. To download a copy of Toolbox Talks, go to the Report tab and generate the Daily Report