Track stock on hand, get low-stock alerts, and log the materials used on each job so your real costs and margins stay accurate.
Go to Inventory and add the items you carry: name, optional SKU, category, unit (each, metre, litre), unit cost and a reorder point. Enter your opening quantity and you're tracking.
When stock comes in, hit Adjust and add the quantity. After a stocktake, correct the count the same way. Every movement is recorded, so your quantity on hand stays accurate and audit-clean.
Set a reorder point per item and ServicePilot flags anything at or below it in a low-stock list, so you reorder before you're caught short on site.
On a job, add the materials you used straight from your inventory. Stock on hand drops automatically and the cost is captured against that job. Materials feed your job cost and margin. They are not added to the customer's invoice automatically, so quoting and costing stay separate.
The inventory screen totals your stock value (quantity on hand times unit cost), so you always know what's sitting in the van and the shed.
No. Materials logged on a job feed your cost and margin in Reports, not the invoice. You still quote and invoice from your price list, so you decide what the customer sees.
Through a movement ledger. Every restock, stocktake and job usage is a recorded movement, so the quantity on hand is always explainable, not just a number someone typed over.
In Reports, under Profitability. Because materials carry their cost, the margin on every job reflects what you actually spent, automatically.
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