1. Tool & Die Management
  2. Get started
Get started

Get Tool & Die Management running in four steps.

Prepare a real tool-maintenance case and the people who will authorize, perform and review it.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up Tool & Die Management. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Tool & Die Management in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Click Get started, then use Proto to configure Tool & Die Management for your business. Name Maintenance Manager, Technician and Maintenance Reviewer for the pilot. Agree who administers access and whether permit approval is delegated to a separate issuer.

Prepare the first operating cycle

Choose a tool with a clear identity and an upcoming maintenance need. Bring its tag, current state and relevant service history. Prepare the assigned person, due date and scope, plus the permit interval where required. Confirm spare-part units and opening quantities before recording consumption.

For a sharpening case, bring the measurement instructions and release criterion. For cycle capture, agree the count convention and the format of the work-order reference. Follow implementation to reconcile records and rehearse each handoff.

Review before release

Ask Technician to start authorized work and record the actual work performed. Ask Maintenance Reviewer to inspect the sharpening evidence and decide the eligible outcome. Maintenance Manager should reconcile the case, close eligible work and check the resulting service history and asset state.

Repeat with an expired permit, a repeated start request and a rejected sharpening result. Confirm that the responsible people understand how each case is resolved. Review roles and access and pricing before extending the operating scope.

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