QUICK FACTS
The Big Issue
Lack of tool visibility as they grew their business
The Big Results
A holistic procurement workflow that includes inventory and tools
Summary
The ability for the field to see what is available to them and make requisitions for specific tools for their job is the biggest differentiator of Tool Tracking.
Jon Potter
Fleet Administrator
We were fortunate enough to have Kojo bring us into the beta process for Warehouse Materials and Tool Tracking. They let us experiment and give feedback. And now Kojo is growing with us as we have grown into HVAC and plumbing this year.
Cameron Schmz
Senior Purchasing Agent

The Story

Team Kline is an employee-owned electrical, HVAC, and plumbing contractor based in Des Moines, IA with a 20+ year reputation for industry expertise and unwavering reliability. Two key team members—Cameron Schmitz, Sr. Purchasing Agent, and Jon Potter, Fleet Administrator—have been instrumental in modernizing operations through Kojo.

Originally, Cameron led the charge to adopt Kojo. At the time, he was handling all purchasing solo through a maze of phone calls and analog processes. Kojo immediately won over leadership because of the palpable boost in efficiency and transparency. And it wasn’t just leadership that was impressed. Even the most seasoned field electricians embraced the mobile app with enthusiasm.

As Team Kline expanded into HVAC and plumbing, they naturally rolled Kojo out across the new divisions. But the real turning point came when their existing tool software started falling short. Kojo reached out with an idea: a new Tool Tracking product. Cameron and Jon jumped at the chance to help shape it through the beta program

The Solution

Kojo’s Tool Tracking stood out for one key reason: it brought the field into the fold. Field teams can now view available tools and request them the same way they request materials—no extra training needed. Kline finally saw a seamless connection between the warehouse and the jobsite.

For Jon, who manages both inventory and tools, Kojo brought his two worlds together. He now uploads tools and inventory in bulk, ensures they're assigned to the right locations, and uses rental POs when needed. By keeping inventory current, the team can pull from existing stock before renting—saving both time and money.

Tool audits are no longer a headache. With Kojo’s Export Tools feature, Jon can quickly generate reports to see where tools are, who has them, and what needs to be returned—especially useful when someone leaves the company. This visibility has helped reduce theft, loss, and breakage.

Team Kline also relies on Kojo’s Check In / Check Out feature to assign tools not just to people, but also to jobs and vehicles. This flexibility supports how their teams actually work, ensuring tools stay with the crew rather than walking off with individuals.

Today, Cameron, Jon, and the rest of Team Kline consider Kojo an essential part of their operation. It's user-friendly, field-tested, and built with contractors in mind. The biggest win? Real-time transparency across the entire procurement process—now inclusive of tools and inventory.

Their Favorite Features

  • Multiple warehouse locations
  • Tool Tracking 
  • Invoice Matching 
  • Tags for POs, requisitions and inventory 
  • Rental POs 
  • Export Tools

Screenshot of the Kojo software interface

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