QuoteIQ's Inventory Management system lets you track materials, supplies, and products across your entire operation — from warehouses and trucks to individual job sites. It's a 5-module system built for service businesses that need to know what they have, where it is, and when to reorder.
Available on: Elite ($299/mo) and Max ($699/mo) plans
Access: Left Sidebar → Tools dropdown → Inventory
The Five Core Modules
1. Products
Your central registry of everything you track. Each product has a stock status indicator: In Stock (Green), Low Stock (Orange), or Out of Stock (Red). You can set fields for product name, SKU, description, category, unit of measure, cost, reorder point, linked suppliers, and status.
2. Locations
Physical or logical places where inventory lives. Create locations for your warehouse, trucks/vehicles, job sites, retail locations, office, or storage units. Track which products are at which location at any given time.
3. Suppliers
Your vendor database for procurement. Store contact info, link suppliers to specific products, and track spending per supplier.
4. Orders
Purchase order management for restocking. The order lifecycle follows: Draft → Confirmed → Received. When you mark an order as "Received," the system automatically creates Receipt transactions and updates your inventory quantities.
5. Transactions
Records every movement, change, and adjustment to your inventory. Six transaction types keep a complete audit trail:
Receipt (Blue) — Items received from a supplier
Returned (Green) — Items returned to a supplier
Issued (Teal) — Items sent out to a job site or crew
Damaged (Orange) — Items damaged and removed from usable stock
Loss (Red) — Items lost, stolen, or unaccounted for
Adjustment (White) — Manual corrections to inventory counts
How to Use Inventory Management
Go to Tools → Inventory in your left sidebar.
Start by creating your Locations (where your inventory lives — warehouse, trucks, etc.).
Add your Products with names, costs, and reorder points.
Add your Suppliers and link them to the products they provide.
Create Orders when you need to restock, and mark them as Received when the materials arrive.
Use Transactions to track when materials are issued to crews, damaged, or need adjustment.
Low Stock Alerts & Reorder Management
Set a reorder point for each product. When inventory drops below that threshold, the product's status changes to Low Stock (Orange) so you know it's time to reorder before you run out. This prevents the situation where a crew shows up to a job and realizes they don't have the materials they need.
Why Service Businesses Need Inventory Tracking
Know what you have — No more guessing how many gallons of chemicals are on truck #2 or whether you have enough materials for tomorrow's jobs.
Track across locations — Materials move between warehouses, trucks, and job sites. Inventory Management keeps track of where everything is.
Reduce waste and theft — The transaction log creates a complete audit trail. If materials go missing, you'll know exactly when and where.
Reorder before you run out — Low stock alerts prevent last-minute supply runs that cost you time and money.
Competitive note: Jobber, Housecall Pro, and most other FSM platforms do not offer native inventory management at any price. QuoteIQ includes it on Elite and Max plans.
FAQs
Can I track inventory across multiple trucks?
Can I track inventory across multiple trucks?
Yes. Create a Location for each truck, then issue products to specific trucks. You'll see exactly what materials each vehicle is carrying.
Does receiving an order automatically update my inventory?
Does receiving an order automatically update my inventory?
Yes. When you mark a purchase order as "Received," the system automatically creates Receipt transactions and updates your product quantities.
Can I set low stock alerts?
Can I set low stock alerts?
Yes. Set a reorder point on each product. When stock drops below that level, the product status changes to Low Stock (Orange) so you know to reorder.
Which plans include Inventory Management?
Which plans include Inventory Management?
Inventory Management is available on Elite ($299/mo) and Max ($699/mo) plans.