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Tool & Die Management · Available now

Keep tool condition and sharpening decisions connected to maintenance.

Tool & Die Management runs the maintenance lifecycle of tooling already in use. Assets identifies the tool, its location and service state.

  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewTool register
Tool & Die Management · Assets

Tool register

Assets in one list

New asset
Assets in view
6
Active
2
Maintenance
2
Out of service
1
Active2
AST-2026-0181DIE-BRKT-02
30 Oct
LOG-2026-0714DIE-HINGE-03
13 Oct
Add
Maintenance2
WO-2026-0524PUNCH-PRS-04
24 Oct
PART-2026-0318FIX-SHAFT-05
30 Oct
Add
Out of service1
SHP-2026-0113MOLD-VALVE-01
01 Nov
Add
Retired1
PERM-2026-0092DIE-TRIM-01
28 Oct
Add
AST-2026-0181Assets · ASS-17318
Active
Asset tagDIE-BRKT-02
NameProgressive die, bracket line 2
LocationPress bay 2
ManufacturerRidgecrest Toolworks
Commissioned at30 Oct
Authorize workASS-17318 · AST-2026-0181

Maintenance Manager decides work authorization; Safety Permit Issuer handles delegated permit approval after setup.

Waiting for Safety Permit Issuer
ApproveReturn
Example screen with sample data
Tables, ready to use
12
Saved views
16
Roles with set permissions
5
Reports and dashboards
8
Features

See the tool and the work ahead

Every feature works on the same records. Pick one to see the screen your team works in.

Tool register

Identify each tool, its location and its service state before assigning maintenance or reviewing sharpening evidence.

  • Identity
  • Current condition
  • Linked evidence
  • Assets
  • Work orders
  • Tool cycles
  • Sharpening jobs
  • Service history
Explore tool register
OverviewWork awaiting authorization
Tool & Die Management · Tool register

Work awaiting authorization

Approval waits for the maintenance manager

New
IdAssetWork typeDescriptionRequested atDue date
AST-2026-0181Trim die, panel line 1PreventiveCutting edge burr found after run02 Nov05 Nov
WO-2026-0524Gauge set, final inspectionCorrectivePunch tip chipped during setup16 Oct21 Oct
SHP-2026-0113Progressive die, bracket line 2InspectionCooling line flow below target01 Nov04 Nov
PERM-2026-0092Forming die, hinge cellPreventiveGuide pins show uneven wear22 Oct31 Oct
LOG-2026-0714Progressive die, bracket line 2CorrectiveForming face needs repolish01 Nov06 Nov
6 of 6 records
AST-2026-0181Work orders · WO-54372
Preventive
AssetTrim die, panel line 1
DescriptionCutting edge burr found after run
Requested at02 Nov
Due date05 Nov
Assigned toDae Park
Example screen with sample data
Process

From tool identity to return to service

Tool maintenance and return to service ships ready to use. 2 steps need a named approval before the work moves on: Authorize work (Safety Permit Issuer) and Release sharpening (Maintenance Reviewer).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Register tool

    Identify the tool, its location and current service state before assigning work.

    AST-2026-0181ASS-17318 · Maintenance Manager
    Register toolBy Maintenance Manager
  2. Authorize work

    Maintenance Manager approves the maintenance scope and coordinates the required permit decision.

    AST-2026-0181ASS-17318 · Safety Permit Issuer
    Authorize workBy Safety Permit Issuer
    ApprovalMaintenance Manager decides work authorization; Safety Permit Issuer handles delegated permit approval after setup.
  3. Start maintenance

    Technician starts authorized work, with safety checks, work logging and planned part usage.

    AST-2026-0181ASS-17318 · Technician
    Start maintenanceBy Technician
  4. Capture tool cycles

    Record the dated cycle reading against the tool and agreed work-order reference.

    AST-2026-0181ASS-17318 · Maintenance Reviewer
    Capture tool cyclesBy Maintenance Reviewer
  5. Release sharpening

    Maintenance Reviewer examines the inspected result and decides whether it qualifies for release.

    AST-2026-0181ASS-17318 · Maintenance Reviewer
    Release sharpeningBy Maintenance Reviewer
    ApprovalMaintenance Reviewer authorizes an eligible inspected sharpening result using the agreed allowance criterion and evidence.
  6. Close and return to service

    Validate completed work, retain the service outcome and confirm the tool's return to service.

    AST-2026-0181ASS-17318 · Maintenance Manager
    Close and return to serviceBy Maintenance Manager
Inside a record

Connect maintenance to the shop

Open any asset to see its service history, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Asset tag, Name, Location and Manufacturer.

  2. 2
    Service history

    Each line is linked to this asset.

  3. 3
    Who works on it

    Maintenance Manager, Technician and Maintenance Reviewer, each with their own permissions.

  4. 4
    Process stages

    Register tool and Request maintenance, with the role that acts.

  5. 5
    Approvals

    Authorize work and Release sharpening, with who decides.

Tool registerAST-2026-0181
Tool & Die Management · Assets

AST-2026-0181

DIE-BRKT-02 · Active

Log activity
1
Record details
Asset tagDIE-BRKT-02
NameProgressive die, bracket line 2
LocationPress bay 2
ManufacturerRidgecrest Toolworks
2
Service history

AST-2026-0181

IdAssetWork order
AST-2026-0181Trim die, panel line 1Repair shaft fixture clamp
WO-2026-0524Trim die, panel line 1Polish hinge forming surface
SHP-2026-0113CNC fixture, shaft stationReplace gasket die ejector pins
Service history
6
3

Who works on it

  • Maintenance ManagerManage Assets, part usage, safety permits, sharpening jobs…
  • TechnicianManage part usage, sharpening jobs, tool cycles, work logs
  • Maintenance ReviewerView Assets, part usage, People, safety permits, service…
4

Process stages

  • Register toolMaintenance Manager
  • Request maintenanceMaintenance Manager
5

Approvals

  • Authorize workSafety Permit Issuer
    Approved
  • Release sharpeningMaintenance Reviewer
    Waiting
Example screen with sample data
Approvals

Keep maintenance decisions with the right people

Maintenance Reviewer reads evidence and authorizes eligible domain outcomes through the appropriate review action. Access to a record and authority to decide its outcome serve different purposes.

OverviewApprovals
Tool & Die Management · Overview

Approvals

Signed in as Safety Permit Issuer

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • WO-54372AST-2026-0181
    Trim die, panel line 1Requested by Dae Park
    Preventive1dActions
  • WO-22455WO-2026-0524
    Gauge set, final inspectionRequested by Elif Kaya
    Corrective3dActions
  • WO-22090SHP-2026-0113
    Progressive die, bracket line 2Requested by Celia Ramos
    Inspection3dActions
  • WO-57492PERM-2026-0092
    Forming die, hinge cellRequested by Elif Kaya
    Preventive4dActions

Who approves what

DecisionApprover
Authorize workMaintenance Manager approves the maintenance scope and coordinates the required permit decision.Safety Permit Issuer
Release sharpeningMaintenance Reviewer examines the inspected result and decides whether it qualifies for release.Maintenance Reviewer
Approve safety permitsSafety Permit Issuer
3 approval rules · set per role in Proto
Example screen with sample data
Roles

A workspace for each role

Everyone opens Tool & Die Management to the work that is theirs. Pick a role to see what it starts with.

Maintenance Manager

Owns maintenance setup, planning and assigned operational work.

This is the first screen this role sees.

OverviewTool register

Tool register

Assets · Maintenance Manager

Active2
AST-2026-0181DIE-BRKT-02
30 Oct
LOG-2026-0714DIE-HINGE-03
13 Oct
Add
Maintenance2
WO-2026-0524PUNCH-PRS-04
24 Oct
PART-2026-0318FIX-SHAFT-05
30 Oct
Add
Out of service1
SHP-2026-0113MOLD-VALVE-01
01 Nov
Add
Retired1
PERM-2026-0092DIE-TRIM-01
28 Oct
Add
Example screen with sample data
Reports

Review the evidence behind the next action

Review overdue work, cycle evidence, sharpening allowance and service follow-up using the recorded maintenance facts.

Overview
Tool & Die Management · Overview

Tool & Die Management dashboard

This quarter

Work orders in view
6
Preventive
2
Corrective
2
Inspection
2

Assets by status

How far records got this quarter

StageReachedStep
Active28
Maintenance1036%
Out of service220%
Retired150%

Number of assets by status

Sample counts per stage

200
-50Active
-60Maintenance
20Out of service
-30Retired
Example screen with sample data
  1. 01Maintenance state by asset

    Group work orders by Asset and Status, retaining work type and due date so requested work and work under inspection remain distinct.

  2. 02Due maintenance work

    Compare due date with the reporting date for work orders in Requested, Approved, Scheduled, in progress or Inspection.

  3. 03Permit validity review

    Review safety permits by work order, Status, valid from and valid to without treating an Approved permit outside its interval as valid.

  4. 04Tool-cycle history

    Show tool cycles by Asset and recorded at with cycle count and work order reference, using the agreed incremental or cumulative interpretation before calculating totals.

  5. 05Sharpening allowance review

    Compare material removed and remaining allowance across sharpening jobs by Asset, completed at and Status, without deriving an unrecorded tool limit.

  6. 06Part usage by work order

    Group part usage quantity by work order and Part with used at, keeping quantities in each linked spare part unit.

  7. 07Spare-part replenishment review

    Compare spare part quantity on hand with reorder point using part number and Unit, with missing thresholds shown as unresolved.

  8. 08Service follow-up

    Review service history outcome and next due date alongside Asset, work order and completed at to identify maintenance requiring follow-up.

Controls

Check permits and sharpening outcomes

Each stage of tool maintenance and return to service names the role that acts and the status it records, so a change is never anonymous.

OverviewTool maintenance and return to service
Tool & Die Management · Process

Tool maintenance and return to service

Each stage, the role that acts and the status it records

Process stages
10
Approval steps
2
Roles involved
4
Tables touched
10
Authorize workApproval
Safety Permit Issuer, Maintenance Manager
StatusRequested → Approved
RecordsSafety permits
Schedule maintenance
Maintenance Manager
StatusApproved → Scheduled
RecordsPeople, Users
Start maintenance
Technician
StatusScheduled → in progress
RecordsPart usage, Work orders, Assets
Tool maintenance and return to service
  1. Start
    Authorize workRequested → Approved
    Safety permits
  2. Step
    Schedule maintenanceApproved → Scheduled
    People
  3. Step
    Start maintenanceScheduled → in progress
    Part usage
  4. Step
    Perform sharpeningQueued → in progress → Inspected
    Sharpening jobs
  5. Approval
    Release sharpeningInspected → Released
    Maintenance Reviewer
Example screen with sample data
AI agent

Configure your maintenance process with Proto

Use Proto to configure the operating scope and help the team review maintenance records and evidence.

It can

  • Maintenance Manager: Help organize the tool register, assigned maintenance and due service follow-up around the shop's operating decisions.
  • Technician: Help find assigned work and prepare a clear account of the work performed, using the correct tool and work-order references.
  • Maintenance Reviewer: Bring the inspected sharpening result and relevant measurements together for the responsible reviewer's decision.
  • Admin: Help configure person-to-user mappings and rehearse access with the people who will run the first maintenance cycle.

Stays with a person

  • The responsible people approve work, assess safety and decide eligible sharpening outcomes.
  • They provide the measurement convention and release criterion.
  • Proto needs the business context and authorized access to configure the agreed behavior; an assistant's suggestion does not supply a physical inspection or approval.
  • Use a concrete tool and maintenance case when asking for help.
Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • Tool & Die Management
  • Production planning
  • Machine counters
  • Purchasing
  • Tooling instructions
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 12 tables
12tables
  • Tool register5
  • Work orders7
  • Safety permits4
  • Tool cycles3
  • Sharpening2
  • Parts inventory3
  • Service history6
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Agree the operating scope

    Maintenance Manager selects the tools and maintenance activities for the first cycle. Identify the person deciding work authorization, permit approval and sharpening release. Use a real maintenance case the team can recognize.

  2. Prepare identities and access

    Reconcile tool tags, spare-part numbers and user mappings. Configure the operating access with the responsible people and test that Technician reaches the correct assigned work.

  3. Set the evidence conventions

    Agree cycle-count meaning, measurement units and sharpening release criteria. Define what a useful work description contains and who supplies service follow-up dates.

  4. Load and reconcile records

    Follow the reference order in the data model. Check a tool’s work, permit, usage and service history together before relying on imported records for a decision.

  5. Rehearse the handoff

    Run a request through authorization, work start, relevant specialty capture and completion. Repeat with an expired permit, a repeated start and a sharpening result that must be rejected.

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for Tool & Die Management.

All questions
How do I get started?

Click Get started, then use Proto to configure Tool & Die Management for your business. Begin with an identifiable tool, a maintenance request and the people responsible for authorization, execution and sharpening review. Rehearse the successful case and an expired-permit case before expanding the scope.

What does the tool register contain?

It records the tool's name, asset tag, location, manufacturer, serial number, commissioning date and service state. Work orders and specialty evidence refer back to that asset so the team can follow the same physical item through maintenance.

How do technicians find their work?

Map each Technician's user account to the correct person record during setup. Assigned maintenance then identifies the tool, work description and due date for that person. Rehearse the mapping with the signed-in Technician before the first operating cycle.

What happens when maintenance starts?

The work-start action validates safety and authorization, posts planned part usage exactly once, logs work start and sets the eligible asset to Maintenance. Technician should use that action after checking the actual tool and applicable permit interval.

How should we record tool cycles?

Record the asset, work-order reference, cycle count and event date. Agree whether readings are cumulative or incremental before reviewing history. The cycle-capture workflow validates the submission and sends attributed evidence to the responsible reviewer.

Who releases a sharpening job?

Maintenance Reviewer decides an eligible inspected outcome using the submitted evidence and agreed release criteria. Technician records the work, material removed and remaining allowance. Rejected outcomes stay visible for Maintenance Manager to resolve.

How are safety permits used?

A permit connects its type, issuer and validity interval to a work order. Maintenance Manager coordinates approval, with delegated issuing responsibility configured where needed. Technician must consider the interval as well as the Approved status when starting work.

Can we review spare-part consumption?

Part usage records the spare, quantity, use date and related work order. Maintenance Manager can compare recorded consumption with the job and review stock against reorder points. Set up a purchasing connection when the replenishment decision needs to enter the buying system.

What happens at maintenance close?

The close workflow validates completion, records service history against the asset and work order and returns the eligible tool to service. Maintenance Manager reviews the outcome and next due date to decide the next maintenance action.

Can we connect machine counters or production planning?

Treat those connections as setup choices. Agree the asset identity, work reference and event interpretation with the system owner, then rehearse wrong mappings and repeated submissions before routine use. See connections for the boundaries to settle.

Set up Tool & Die Management your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started

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