Inventory & Equipment

Warehouse to truck to job site — every part tracked

Real-time stock levels, automatic invoice deductions, smart alerts, truck stock templates, purchase orders, and a dedicated Warehouse app. Plus a full equipment registry with warranty tracking and branded QR SmartStickers.

Inventory core

Inventory management, built for the field

Real-time stock levels across every warehouse, location, and service vehicle. Auto-deduct from invoices. Alerts that keep your team stocked and numbers accurate — no spreadsheets, no guesswork.

Real-time stock levels

See exactly what you have, where it is, and when to reorder — across every warehouse, location, and service vehicle in a single dashboard.

Auto-deduct from invoices

Finalize an invoice and inventory deducts automatically from the right truck or location. Smart double-deduction prevention reconciles manual entries.

Smart alerts & reorder points

Configurable low-stock, out-of-stock, and over-stock alerts with min/max thresholds. Never send a tech to a job without the right parts.

Parts used on jobs

Technicians record parts directly on the job — warranty, consumables, or billed items. Barcode scanning, undo support, and full attribution per tech.

Assemblies & BOMs

Define bills of materials for kits and assembled products. Components auto-deduct when you build, with full cost tracking including labor.

Complete audit trail

Every stock movement — usage, receives, transfers, adjustments, returns — is timestamped and attributed. Full traceability.

Inventory that works the way you do.

From warehouse shelves to truck beds to the job site — track every part, automate deductions, and never lose a dollar to untracked material.

Fleet & Procurement

Truck stock, barcode scanning & purchase orders

Keep every truck stocked to standard, scan parts with a phone camera, and manage vendors and purchase orders from requisition to receiving — all in one platform.

Truck stock templates

Define standard loads per vehicle type. One-click restock calculates what to pull and pack. Compliance monitoring flags trucks that fall below minimums before dispatch.

Barcode scanning & labels

Scan parts with an iOS or Android camera. Print custom labels on standard or thermal printers. Fast parts entry without typing.

Vendors & purchase orders

Full PO lifecycle from draft to received with partial shipment support. Multi-vendor pricing, lead times, and reorder recommendations based on usage velocity.

Stock transfers

Move inventory between warehouses and trucks with tracked transfer workflows. Partial receives, truck-to-truck transfers, and source validation.

Physical counts

Structured count workflows with pre-populated expected quantities and automatic variance calculation. Save and resume — adjustments post on finalization.

Inventory reports

COGS, valuation, technician usage patterns, vendor performance, low-stock, and reorder recommendations — filterable by location and date range.

Your entire supply chain in one place.

Warehouse managers get a dedicated mobile app for scan-first receiving, transfers, and counts.

Equipment, Warranty & SmartStickers

Know every unit. Track every warranty. Stay top-of-mind.

Maintain a complete registry of every unit installed at every property. Track warranty coverage, surface maintenance opportunities, and put branded QR stickers on equipment that connect customers back to you instantly.

Acme HVAC
HVAC Unit · SN 8427
Warranty & service info
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Equipment registry

Log every HVAC unit, water heater, furnace, and panel at each property — manufacturer, model, serial, condition, install date, and photos. Stays with the property even when ownership transfers.

Warranty tracking

Track manufacturer parts and labor warranty per unit. Expiration auto-calculates from install date and category defaults. Covered / Expired / Unknown at a glance.

Automated reminders

Get notified before warranties expire and when equipment is due for maintenance. Proactively reach out about service, renewals, and replacement.

Full service history

Link equipment to jobs to build a complete timeline per unit. Techs see what's installed before they arrive; warranty coverage determines billable vs. covered work.

SmartStickers for equipment

Print branded QR stickers for any unit. Customers scan with their phone to see details, warranty status, and a "Need Service?" button that calls your office.

SmartSticker review cards

Hand customers a review card after every job. One scan opens a branded thank-you page with one-tap links to Google, Facebook, and Yelp. Scans tracked.

Stop losing dollars to untracked parts

Real-time inventory, truck stock compliance, warranty tracking, and SmartStickers — all in one platform.

Answers

Inventory & equipment FAQ

Yes. Finalizing an invoice auto-deducts inventory from the right truck or location, with smart double-deduction prevention that reconciles manual entries.

Yes. Scan parts with iOS or Android camera for instant lookup. Print custom barcode labels on standard or thermal printers.

Branded QR stickers for any unit. Customers scan with their phone to see equipment details, warranty status, and a "Need Service?" button that calls your office directly.

Yes. Track manufacturer parts warranty and labor warranty per unit. Expiration dates auto-calculate from install date and category defaults, with Covered / Expired / Unknown status badges.

Yes. Define truck stock templates per vehicle type. One-click restock calculates exactly what to pull and pack. Compliance monitoring flags trucks that fall below minimums before dispatch.