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Lists & Kits

Group assets into reusable lists for vans, jobs and kits — an asset can be on as many lists as you like.

Lists & Kits

Real work isn’t organised purely by where things are stored — it’s organised around kits and jobs. The “first-fix kit”, the “Van 1 daily load”, the “working-at-height pack”: these are the groupings your team actually thinks in. The problem with a rigid filing system is that a single tool naturally belongs to several of these groups at once, and forcing it into just one bucket breaks the way you really work.

Lists solve this by letting you bundle assets into reusable groups, with no limit on how many lists an item can belong to. The same multi-tool can sit on a van’s kit list, a job checklist and a toolbox-talk list simultaneously, because a list is a flexible grouping rather than a permanent home. This is what makes lists the workhorse for planning and on-site verification.

Illustration — one drill belonging to several lists at once: a van kit and a job checklist.
Illustration — one drill belonging to several lists at once: a van kit and a job checklist.

Build the kits your business actually uses

Lists let you capture and reuse the standard sets of equipment that recur across your work:

  • Reusable kits. Define a set once — the tools and consumables a particular type of job needs — and load it for every similar job rather than rebuilding it from memory each time.
  • Many lists per asset. No tool has to be pigeonholed; it can appear wherever it genuinely belongs.
  • Lists you can run as checklists. Any list can be scanned through as a checklist to confirm everything is present, which is invaluable for van checks and toolbox talks.

From the office to the site

The reason lists are so useful is that they bridge planning and doing. In the office, you build or adjust a kit list for an upcoming job. On site, you run that same list as a checklist, scanning each item to confirm it’s actually there. The thing you planned and the thing you check against are one and the same, so nothing gets lost in translation between the desk and the van.

A natural way to work with them:

  • Create a list for a recurring kit or a specific job.
  • Add the assets it should contain, drawing on items that may also live in other lists.
  • Load and verify the kit by running the list as a checklist, scanning items off as you go.
Screenshot — the Lists viewer showing several saved lists.
Screenshot — the Lists viewer showing several saved lists.

Best Practice: Create a small number of well-thought-out standard kit lists for your common job types. They pay for themselves every time a crew loads up correctly first time, and they make toolbox-talk checks effortless.

For more, see Creating and Managing Lists and Creative Uses: Using Lists for Checklists and Tool Box Talks.

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