Track the stock you hold. Get low-stock alerts, and record the materials you use on each job. Your real costs and margins stay accurate.
Go to Inventory and add the items you carry. For each item, add a name, an optional SKU (stock keeping unit), and a category. Also add a unit, a unit cost, and a reorder point. The unit can be each, metre, or litre. Enter your opening quantity to start.
When stock arrives, select Adjust and add the quantity. After a stocktake, correct the count the same way. ServicePilot records every movement, so your quantity on hand stays accurate.
Set a reorder point for each item. ServicePilot lists any item at or below its reorder point in a low-stock list. You then order more stock before you run out on site.
On a job, add the materials you use from your inventory. Your quantity on hand drops automatically. ServicePilot records the cost against that job.
The materials feed your job cost and margin. ServicePilot does not add the materials to the customer's invoice automatically. This keeps the quote and the cost separate.
The inventory screen totals your stock value. It multiplies quantity on hand by unit cost. You always know the value of the stock in the van and the shed.
No. Materials on a job feed your cost and margin in Reports, not the invoice. You quote and invoice from your price list. You decide what the customer sees.
ServicePilot uses a movement ledger. Every restock, stocktake, and job use is a recorded movement. The quantity on hand is always clear, not a number someone typed over.
In Reports, under Profitability. Materials carry their cost, so the margin on every job shows what you spent. ServicePilot does this automatically.
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